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

Jacobs Consolidated Pension Plan

Corporate pensionDallas, TX
Assets
$187M
Total assets, Dec 30, 2024 reported
Funded
97.4%
Dec 31, 2023
Private markets target
n/a
policy Dec 30, 2024
Commitments
0
1 managers on Schedule C
Plan sponsor: Jacobs Engineering Group, Inc.
Allocation policy
Form 5500, as of Dec 30, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 2.3%
  • Corporate debt instruments (other) 0.5%
  • Corporate debt instruments (preferred) 74.9%
  • U.S. Government securities 4.0%
  • Registered investment companies 16.5%
  • Common stock 1.0%
Consultants and advisers
2 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
4 managers on Schedule C
From Schedule C (investment management, code 28)
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
22 readings
Total assets
$187M Dec 30, 2024 reported Form 5500
$200M (2023-12)
Plan assets
$200M Dec 31, 2023 reported Form 5500
$199M (2022-12)
Net assets
$187M Dec 30, 2024 reported Form 5500
$200M (2023-12)
Funded ratio
97.4% Dec 31, 2023 reported Form 5500
98.9% (2022-12)
Funding target
$198M Dec 31, 2023 reported Form 5500
$204M (2022-12)
Discount rate
5.08% Dec 31, 2023 reported Form 5500
5.24% (2022-12)
Participants
3,744 Dec 31, 2023 reported Form 5500
3,822 (2022-12)
Contributions
$0 Dec 30, 2024 reported Form 5500
$0 (2023-12)
Benefits paid
$20.7M Dec 30, 2024 reported Form 5500
$20.0M (2023-12)
Net investment income
$-13.4M Dec 30, 2024 reported Form 5500
$1.4M (2023-12)
Investment management fees
$9,942 Dec 30, 2024 reported Form 5500
$330,546 (2023-12)
Form 5500 filings
2 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2023 to Dec 30, 20243,744$200M$198M97.4%$187Mn/an/an/a
2022 to Dec 30, 20233,822$199M$204M98.9%$200Mn/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
4 events
  • Dec 31, 2023Manager relationship started
    Cullen Capital Management, LLC appears on Jacobs Consolidated Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with Cullen Capital Management, LLCaskebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    Schroders Investment Mgmt N.america no longer appears on Jacobs Consolidated Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with Schroders Investment Mgmt N.americaaskebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    Schafer Cullen Capital Management no longer appears on Jacobs Consolidated Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with Schafer Cullen Capital Management,askebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    Columbia Management no longer appears on Jacobs Consolidated Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with Columbia Managementaskebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 954081636-004
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.