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
Riviana Foods Inc. Retirement Plan
Corporate pensionHouston, TX
Assets
$20.7M
Total assets, Dec 31, 2024 reported
Funded
90.3%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: Riviana Foods Inc.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 2.1%
- Corporate debt instruments (other) 7.7%
- U.S. Government securities 11.3%
- Partnership/joint venture interests 12.4%
- Registered investment companies 14.7%
- Common stock 43.1%
- Preferred stock 6.0%
Consultants and advisers
3 firms
- Willis Towers Watson US LLC Actuarythrough Dec 31, 2022 Form 5500
- Morgan Stanley Smith Barney, LLC Custodianthrough Dec 31, 2022 Form 5500
- First State Trust Company Trusteethrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
No manager relationship is on the tape for this allocator.
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
$75,425 (2023-12) · $114,117 (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 | 147 | $20.3M | $23.3M | 90.3% | $20.7M | $2.6M | n/a | $0 |
| 2023 to Dec 31, 2023 | 157 | $18.6M | $22.7M | 90.3% | $20.4M | $3.1M | n/a | $43,754 |
| 2022 to Dec 31, 2022 | 172 | $28.6M | $24.7M | 108.9% | $18.6M | $4.1M | n/a | $14,618 |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Willis Towers Watson US LLC codes 11 50 $184,180 PY2024
- Morgan Stanley Smith Barney codes 19 27 33 49 50 65 71 72 99 $83,737 PY2024
- First State Trust Company codes 21 59 60 63 $21,793 PY2024
- Carlyle Tacticle Private Creditfund codes 59 PY2024
- Barings LLC codes 59 PY2024
- SEG Partners Offshore Master Fund codes 59 PY2024
- JP Morgan Large Cap Growth codes 59 PY2024
- Willis Towers Watson US LLC codes 11 PY2024
- Willis Towers Watson US LLC codes 11 50 $158,530 PY2023
- Morgan Stanley Smith Barney codes 19 27 33 49 50 65 71 72 99 $72,967 PY2023
- First State Trust Company codes 21 59 60 63 $22,192 PY2023
- Carlyle Tacticle Private Creditfund codes 59 PY2023
- Barings LLC codes 59 PY2023
- SEG Partners Offshore Master Fund codes 59 PY2023
- Polen Capital Management LLC codes 59 PY2023
- Willis Towers Watson US LLC codes 11 PY2023
- Willis Towers Watson US LLC codes 11 50 $158,750 PY2022
- Morgan Stanley Smith Barney codes 19 27 33 49 50 65 71 72 99 $110,613 PY2022
- First State Trust Company codes 21 59 60 63 $22,770 PY2022
- Barings LLC codes 59 PY2022
- SEG Partners Offshore Master Fund codes 59 PY2022
- Polen Capital Management LLC codes 59 PY2022
- Willis Towers Watson US LLC codes 11 PY2022
What changed
2 events
- Jan 1, 2023Funded status changedRiviana Foods Inc. Retirement Plan funded ratio 108.9% -> 90.2% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedRiviana Foods Inc. Retirement Plan plan assets $29M -> $19M (-34.9%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 760177572-001
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.