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

Vinson & Elkins LLP Pension Plan

Corporate pensionHouston, TX

Assets

$89.8M

Total assets, Dec 31, 2024 reported

Funded

82.9%

Jan 1, 2024

Private markets target

n/a

policy Dec 31, 2024

Commitments

1 managers on Schedule C

Plan sponsor: Vinson & Elkins LLP

Allocation policy

Form 5500, as of Dec 31, 2024

Actual allocation lines without a target (as filed)

Common/collective trusts 91.9%
Registered investment companies 1.2%

Consultants and advisers

2 firms

Mercer Actuarythrough Dec 31, 2022 Form 5500
Northern Trust Co. Trusteethrough Dec 31, 2022 Form 5500

People

No investment staff or executives have been read for this allocator yet.

Manager roster

2 managers on the commitment tape

From the plan’s own commitment disclosures

State Street Global Advisors Trust3 rows, latest Dec 31, 2024
State Street - Russell 20001 rows, latest Dec 31, 2024

From Schedule C (investment management, code 28)

Nepc, LLCplan years 2024
Mercer Investments LLCplan years 2022

Commitments

19 rows, 0 dated closings

Disclosed holdings (from the plan’s performance or holdings report, as of the report date)

Date	Fund	Manager	Bucket	Amount	Status	Source
as of Dec 31, 2024	State Street Intermediate US Cr Nlcollective trust	State Street	Pooled vehicles	$12.6M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Long US Credit Corp Bond Indx Nl Fdcollective trust	State Street Global Advisors Trust	Private credit	$45.6M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	State Street Long US Treas Index Fdcollective trust	State Street	Pooled vehicles	$10.5M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Msci Acwi Ex USA Nl Fundcollective trust	State Street Global Advisors Trust	Pooled vehicles	$3.0M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	S&p 500 Flagship Nl Fundcollective trust	State Street - Russell 2000	Pooled vehicles	$5.5M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	State Street 20 Year U.S. Treasurycollective trust	State Street Global Advisors Trust	Fixed income	$5.3M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Mercer Global Low Volatility Equitycollective trust	Mercer Trust Company	Public equity	$5.9M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Mercer Non-Us Core Equity Portfoliocollective trust	Mercer Trust Company	Public equity	$3.0M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	ACT Int Cr Fixed Income Portfoliocollective trust	Mercer Trust Company	Fixed income	$16.7M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Mercer US Large Cap Core Passive Eqcollective trust	Mercer Trust Company	Public equity	$3.0M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Mercer Active Long Corporate Fixedcollective trust	Mercer Trust Company	Fixed income	$69.9M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Mercer Passive Long Government Fixecollective trust	Mercer Trust Company	Pooled vehicles	$16.6M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Mercer Long Strips Fixed Incomecollective trust	Mercer Trust Company	Fixed income	$9.2M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Mercer Global Low Volatility Equitycollective trust	Mercer Trust Company	Public equity	$6.3M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Mercer Non-Us Core Equity Portfoliocollective trust	Mercer Trust Company	Public equity	$3.4M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	ACT Int Cr Fixed Income Portfoliocollective trust	Mercer Trust Company	Fixed income	$17.6M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Mercer US Large Cap Core Passive Eqcollective trust	Mercer Trust Company	Public equity	$3.1M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Mercer Active Long Corporate Fixedcollective trust	Mercer Trust Company	Fixed income	$69.3M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Mercer Passive Long Government Fixecollective trust	Mercer Trust Company	Pooled vehicles	$24.2M held	Disclosed holding	askebsa.dol.gov

Size and funding

33 readings

Total assets

$89.8M Dec 31, 2024 reported Form 5500

$125M (2023-12) · $124M (2022-12)

Plan assets

$125M Jan 1, 2024 reported Form 5500

$124M (2023-01) · $175M (2022-01)

Net assets

$89.6M Dec 31, 2024 reported Form 5500

$125M (2023-12) · $124M (2022-12)

Funded ratio

82.9% Jan 1, 2024 reported Form 5500

80.0% (2023-01) · 102.9% (2022-01)

Funding target

$157M Jan 1, 2024 reported Form 5500

$159M (2023-01) · $156M (2022-01)

Discount rate

5.03% Jan 1, 2024 reported Form 5500

5.16% (2023-01) · 5.33% (2022-01)

Participants

1,022 Jan 1, 2024 reported Form 5500

1,029 (2023-01) · 1,039 (2022-01)

Contributions

$6.0M Dec 31, 2024 reported Form 5500

$0 (2023-12) · $0 (2022-12)

Benefits paid

$40.2M Dec 31, 2024 reported Form 5500

$9.2M (2023-12) · $8.7M (2022-12)

Net investment income

$-35.7M Dec 31, 2024 reported Form 5500

$1.1M (2023-12) · $-50.3M (2022-12)

Investment management fees

$407,230 Dec 31, 2024 reported Form 5500

$366,346 (2023-12) · $416,334 (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	1,022	$125M	$157M	82.9%	$89.8M	n/a	n/a	n/a
2023 to Dec 31, 2023	1,029	$124M	$159M	80.0%	$125M	n/a	n/a	n/a
2022 to Dec 31, 2022	1,039	$175M	$156M	102.9%	$124M	n/a	n/a	n/a

Service providers and investment entities as filed (Schedule C and D, latest year first)

Mercer Investments Management codes 28 51 $319,932 PY2024
Mercer US, LLC codes 11 17 50 $303,197 PY2024
Pricewaterhousecoopers LLP codes 10 50 $164,825 PY2024
Nepc, LLC codes 51 $87,298 PY2024
Northern Trust Company codes 21 50 $19,795 PY2024
20 Year Treasury Strips Index Nl Fd Sched. D C $5.3M PY2024
Msci Acwi Ex USA Nl Fd Zvg9 Sched. D C $3.0M PY2024
Intermed US Credit Indx Nl Fd Sched. D C $12.6M PY2024
Long US Credit Corp Bond Indx Nl Fd Sched. D C $45.6M PY2024
Long US Treasury Index Nl Fd Cm1n1 Sched. D C $10.5M PY2024
500 Flagship Securities Nl Fd Cm111 Sched. D C $5.5M PY2024
Mercer codes 11 PY2024
Mercer Investments Management codes 28 51 $472,973 PY2023
Mercer US, LLC codes 11 17 50 $273,786 PY2023
Pricewaterhousecoopers LLP codes 10 50 $68,050 PY2023
Northern Trust Company codes 21 50 $22,159 PY2023
Non-Us Core Equity Portfolio Sched. D C $3.0M PY2023
Global Low Volatility Equity Port. Sched. D C $5.9M PY2023
ACT Int Cr Fixed Income Portfolio Sched. D C $16.7M PY2023
US Large Cap Passive Equity Port. Sched. D C $3.0M PY2023
Active Long Term Corp. Inv. Fix Inc Sched. D C $69.9M PY2023
Long Duration Passive Fixed Income Sched. D C $16.6M PY2023
Long Srips Fixed Income Sched. D C $9.2M PY2023
Mercer codes 11 PY2023
Mercer Investments Management codes 28 51 $477,183 PY2022
Mercer US, LLC codes 11 17 50 $182,037 PY2022
Pricewaterhousecoopers LLP codes 10 50 $66,450 PY2022
Northern Trust Company codes 21 50 $7,725 PY2022
Active Long Term Corp. Inv. Fix Inc Sched. D C $69.3M PY2022
Long Duration Passive Fixed Income Sched. D C $24.2M PY2022
Global Low Volatility Equity Port. Sched. D C $6.3M PY2022
Non-Us Core Equity Portfolio Sched. D C $3.4M PY2022
ACT Int Cr Fixed Income Portfolio Sched. D C $17.6M PY2022
US Large Cap Passive Equity Port. Sched. D C $3.1M PY2022
Mercer codes 11 PY2022

What changed

18 events

Dec 31, 2024Holding started
Vinson & Elkins LLP Pension Plan first reports an interest in Msci Acwi Ex USA Nl Fund (State Street Global Advisors Trust): $3M at 2024-12-31
with State Street Global Advisors Trustaskebsa.dol.gov
Dec 31, 2024Holding started
Vinson & Elkins LLP Pension Plan first reports an interest in Long US Credit Corp Bond Indx Nl Fd (State Street Global Advisors Trust): $46M at 2024-12-31
with State Street Global Advisors Trustaskebsa.dol.gov
Dec 31, 2024Holding started
Vinson & Elkins LLP Pension Plan first reports an interest in State Street Intermediate US Cr Nl: $13M at 2024-12-31
with State Street Intermediate US Cr Nlaskebsa.dol.gov
Dec 31, 2024Holding endedinference
Vinson & Elkins LLP Pension Plan no longer reports Mercer Non-Us Core Equity Portfolio (last held $3M at 2023-12-31; absent from the 2024-12-31 filing)
with Mercer Non-Us Core Equity Portfolioaskebsa.dol.gov
Dec 31, 2024Holding started
Vinson & Elkins LLP Pension Plan first reports an interest in State Street 20 Year U.S. Treasury (State Street Global Advisors Trust): $5M at 2024-12-31
with State Street Global Advisors Trustaskebsa.dol.gov
Dec 31, 2024Holding endedinference
Vinson & Elkins LLP Pension Plan no longer reports Mercer Global Low Volatility Equity (last held $6M at 2023-12-31; absent from the 2024-12-31 filing)
with Mercer Global Low Volatility Equityaskebsa.dol.gov
Dec 31, 2024Holding started
Vinson & Elkins LLP Pension Plan first reports an interest in State Street Long US Treas Index Fd: $11M at 2024-12-31
with State Street Long US Treas Index Fdaskebsa.dol.gov
Dec 31, 2024Holding endedinference
Vinson & Elkins LLP Pension Plan no longer reports ACT Int Cr Fixed Income Portfolio (last held $17M at 2023-12-31; absent from the 2024-12-31 filing)
with ACT Int Cr Fixed Income Portfolioaskebsa.dol.gov
Dec 31, 2024Holding endedinference
Vinson & Elkins LLP Pension Plan no longer reports Mercer US Large Cap Core Passive Eq (last held $3M at 2023-12-31; absent from the 2024-12-31 filing)
with Mercer US Large Cap Core Passive Eqaskebsa.dol.gov
Dec 31, 2024Holding endedinference
Vinson & Elkins LLP Pension Plan no longer reports Mercer Long Strips Fixed Income (last held $9M at 2023-12-31; absent from the 2024-12-31 filing)
with Mercer Long Strips Fixed Incomeaskebsa.dol.gov
Dec 31, 2024Holding endedinference
Vinson & Elkins LLP Pension Plan no longer reports Mercer Passive Long Government Fixe (last held $17M at 2023-12-31; absent from the 2024-12-31 filing)
with Mercer Passive Long Government Fixeaskebsa.dol.gov
Dec 31, 2024Holding started
Vinson & Elkins LLP Pension Plan first reports an interest in S&p 500 Flagship Nl Fund (State Street - Russell 2000): $5M at 2024-12-31
with State Street - Russell 2000askebsa.dol.gov
Dec 31, 2024Holding endedinference
Vinson & Elkins LLP Pension Plan no longer reports Mercer Active Long Corporate Fixed (last held $70M at 2023-12-31; absent from the 2024-12-31 filing)
with Mercer Active Long Corporate Fixedaskebsa.dol.gov
Dec 31, 2024Assets changed
Vinson & Elkins LLP Pension Plan total assets $125M -> $90M (-28.4%, 2023-12-31 to 2024-12-31)
askebsa.dol.gov
Jan 1, 2024Funded status changed
Vinson & Elkins LLP Pension Plan funded ratio 80.0% -> 82.9% (2023-01-01 to 2024-01-01)
askebsa.dol.gov
Dec 31, 2023Holding started
Vinson & Elkins LLP Pension Plan first reports an interest in Mercer Long Strips Fixed Income: $9M at 2023-12-31
with Mercer Long Strips Fixed Incomeaskebsa.dol.gov
Jan 1, 2023Funded status changed
Vinson & Elkins LLP Pension Plan funded ratio 102.9% -> 80.0% (2022-01-01 to 2023-01-01)
askebsa.dol.gov
Jan 1, 2023Assets changed
Vinson & Elkins LLP Pension Plan plan assets $175M -> $124M (-28.8%, 2022-01-01 to 2023-01-01)
askebsa.dol.gov

Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.

Provenance

Identifiers: EIN-PN 741183015-001

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.