DFX Intelligence
Allocator Intelligence
The capital-owner graph behind private markets. Who owns the capital, who decides, how much, under what policy, on whose advice, to which managers, and what changed, with a source and a date behind every row. A target is never an actual, a disclosed holding is never an approval, and an estimate says so.
Corporate pension
Retirement Plan of Murphy Oil Corporation
Corporate pensionHouston, TX
Assets
$397M
Total assets, Dec 31, 2024 reported
Funded
85.2%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: Murphy Oil Corporation
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 1.6%
- Non-interest-bearing cash 0.0%
- Corporate debt instruments (other) 7.6%
- Corporate debt instruments (preferred) 10.4%
- U.S. Government securities 20.0%
- Other investments 16.9%
- Partnership/joint venture interests 0.8%
- Common stock 41.6%
Consultants and advisers
5 firms
- Merrill Lynch,pierce,fenner & Smith Investment adviser (plan)through Dec 31, 2022 Form 5500
- Gerber Taylor Investment adviser (plan)through Dec 31, 2022 Form 5500
- Mercer Actuarythrough Dec 31, 2022 Form 5500
- Bank of America Trusteethrough Dec 31, 2022 Form 5500
- Principal Spectrum Asset Management Trusteethrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
2 managers on Schedule C
From Schedule C (investment management, code 28)
- Forester Diversifiedplan years 2022
- Merced Partnersplan years 2022
Commitments
No fund commitments are on the tape for this allocator. The tape holds the plans that publish their own private-markets reports; a plan that publishes one and is not here is a gap we can close.
Size and funding
33 readings
Investment management fees
$591,582 (2023-12) · $613,257 (2022-12)
Form 5500 filings
3 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 2,864 | $381M | $411M | 85.2% | $397M | $3.3M | n/a | n/a |
| 2023 to Dec 31, 2023 | 3,561 | $345M | $409M | 86.3% | $370M | $3.8M | n/a | n/a |
| 2022 to Dec 31, 2022 | 3,600 | $401M | $401M | 93.3% | $345M | $2.8M | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Bank of America Merrill Lynch codes 27 28 50 51 52 $672,608 PY2024
- Mercer codes 11 13 17 50 $397,685 PY2024
- Bank of America codes 21 50 51 52 57 59 63 $75,516 PY2024
- Principal codes 21 50 51 52 57 59 63 $30,768 PY2024
- Merced Partners codes 28 52 PY2024
- Mercer codes 11 PY2024
- Mercer codes 11 13 17 50 $728,803 PY2023
- Bank of America Merrill Lynch codes 27 28 50 51 52 $607,975 PY2023
- Bank of America codes 21 50 51 52 57 59 63 $85,326 PY2023
- Principal codes 21 50 51 52 57 59 63 $32,614 PY2023
- Forvis Mazars codes 10 $14,175 PY2023
- Merced Partners codes 28 52 PY2023
- Forester Diversified codes 28 52 PY2023
- Mercer codes 11 PY2023
- Bank of America Merrill Lynch codes 27 28 50 51 52 $568,429 PY2022
- Mercer codes 11 13 17 50 $253,054 PY2022
- Gerber Taylor codes 27 28 50 51 52 $60,500 PY2022
- Bank of America codes 21 50 51 52 57 59 63 $46,025 PY2022
- Principal codes 21 50 51 52 57 59 63 $34,208 PY2022
- Forester Diversified codes 28 52 PY2022
- Merced Partners codes 28 52 PY2022
- Mercer codes 11 PY2022
What changed
5 events
- Dec 31, 2024Manager relationship endedinferenceForester Diversified no longer appears on Retirement Plan of Murphy Oil Corporation's Schedule C as investment manager (plan year 2024 vs 2023)with Forester Diversifiedaskebsa.dol.gov
- Jan 1, 2024Assets changedRetirement Plan of Murphy Oil Corporation plan assets $345M -> $381M (+10.6%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Manager relationship endedinferenceGerber Taylor no longer appears on Retirement Plan of Murphy Oil Corporation's Schedule C as investment manager (plan year 2023 vs 2022)with Gerber Tayloraskebsa.dol.gov
- Jan 1, 2023Funded status changedRetirement Plan of Murphy Oil Corporation funded ratio 93.3% -> 86.2% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedRetirement Plan of Murphy Oil Corporation plan assets $401M -> $345M (-14.1%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 710361522-002
Cross-graph: no entry on another DFX graph
First observed Sep 15, 2026, last observed Sep 15, 2026. Classification confirmed. Every row above carries its source; a reported figure is the subject’s own, a derived one is arithmetic on reported figures, an estimated one is a model or a survey imputation and is never summed into a headline.