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

Pension Plan for Employees of Shintech Incorporated and Certain Affiliates

Corporate pensionHouston, TX

Assets

$97.0M

Total assets, Dec 31, 2024 reported

Funded

120.0%

Jan 1, 2024

Private markets target

n/a

policy Dec 31, 2024

Commitments

none on the tape

Plan sponsor: Shintech Incorporated

Allocation policy

Form 5500, as of Dec 31, 2024

Actual allocation lines without a target (as filed)

Interest-bearing cash 2.9%
Common/collective trusts 92.0%
Registered investment companies 5.1%

Consultants and advisers

4 firms

Principal Custody Solutions Trusteethrough Dec 31, 2024 Form 5500
Principal Financial Group Actuarythrough Dec 31, 2023 Form 5500
Principal Trust Co. Trusteethrough Dec 31, 2022 Form 5500
Deloitte Consulting LLP Actuarythrough 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

35 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	Principal/blackrock Intl Eqty Indexcollective trust	SEI Trust Company	Pooled vehicles	$2.7M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Principal/blackrock S&p Mc Indx Citcollective trust	SEI Trust Company	Pooled vehicles	$4.7M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Principal/blackrock S&p 500 Indexcollective trust	SEI Trust Company	Pooled vehicles	$7.1M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Principal/mfs Value Cit Fcollective trust	SEI Trust Company	Pooled vehicles	$2.2M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Pfg/multi-Manager Small Cap Cit Ncollective trust	SEI Trust Company	Public equity	$2.7M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Principal/trp Inst Lcg Mgd Cit Fcollective trust	SEI Trust Company	Pooled vehicles	$2.8M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Principal/t. Rowe Price Institutioncollective trust	SEI Trust Company	Pooled vehicles	$2.2M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Principal/causeway International Vacollective trust	SEI Trust Company	Pooled vehicles	$2.0M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Liability Driven Solution Cit IIcollective trust	SEI Trust Company	Pooled vehicles	$20.8M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Liability Driven Solution Cit III Ncollective trust	SEI Trust Company	Pooled vehicles	$39.4M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Principal/ab Large Cap Growth Cit Ncollective trust	SEI Trust Company	Public equity	$2.7M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Principal/blackrock Intl Eqty Indexcollective trust	SEI Trust Company	Pooled vehicles	$2.9M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Principal/blackrock S&p Mc Indx Citcollective trust	SEI Trust Company	Pooled vehicles	$5.0M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Principal/blackrock S&p 500 Indexcollective trust	SEI Trust Company	Pooled vehicles	$7.4M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Principal/mfs Value Cit Fcollective trust	SEI Trust Company	Pooled vehicles	$2.3M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Pfg/multi-Manager Small Cap Cit Ncollective trust	SEI Trust Company	Public equity	$2.9M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Principal/trp Inst Lcg Mgd Cit Fcollective trust	SEI Trust Company	Pooled vehicles	$2.9M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Principal/t. Rowe Price Institutioncollective trust	SEI Trust Company	Pooled vehicles	$2.3M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Principal/causeway International Vacollective trust	SEI Trust Company	Pooled vehicles	$2.1M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Liability Driven Solution Cit IIcollective trust	SEI Trust Company	Pooled vehicles	$21.4M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Liability Driven Solution Cit III Ncollective trust	SEI Trust Company	Pooled vehicles	$40.9M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Principal/ab Large Cap Growth Cit Ncollective trust	SEI Trust Company	Public equity	$2.9M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Principal/blackrock S&p Mc Indx Citcollective trust	SEI Trust Company	Pooled vehicles	$4.8M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Principal/blackrock S&p 500 Indexcollective trust	SEI Trust Company	Pooled vehicles	$7.2M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Principal/blackrock Intl Eqty Indexcollective trust	SEI Trust Company	Pooled vehicles	$2.8M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Allspring Core Bond Cit Fcollective trust	SEI Trust Company	Fixed income	$14.9M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Allspring Growth Cit Ncollective trust	SEI Trust Company	Pooled vehicles	$1.1M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Principal/mfs Value Cit Fcollective trust	SEI Trust Company	Pooled vehicles	$2.3M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Pfg/multi-Manager Small Cap Cit Ncollective trust	SEI Trust Company	Public equity	$2.8M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Principal/dodge & Cox Intermediatecollective trust	SEI Trust Company	Pooled vehicles	$15.0M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Principal/trp Inst Lcg Mgd Cit Fcollective trust	SEI Trust Company	Pooled vehicles	$2.2M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Principal/t. Rowe Price Institutioncollective trust	SEI Trust Company	Pooled vehicles	$2.3M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Principal/causeway International Vacollective trust	SEI Trust Company	Pooled vehicles	$2.1M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Pfg/federated Total Return Bond Citcollective trust	SEI Trust Company	Fixed income	$15.0M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Voya Large Cap Growth Cit Ncollective trust	SEI Trust Company	Public equity	$2.1M held	Disclosed holding	askebsa.dol.gov

Size and funding

30 readings

Total assets

$97.0M Dec 31, 2024 reported Form 5500

$101M (2023-12) · $97.1M (2022-12)

Plan assets

$101M Jan 1, 2024 reported Form 5500

$97.0M (2023-01) · $122M (2022-01)

Net assets

$97.0M Dec 31, 2024 reported Form 5500

$101M (2023-12) · $97.0M (2022-12)

Funded ratio

120.0% Jan 1, 2024 reported Form 5500

129.6% (2023-01) · 171.8% (2022-01)

Funding target

$75.8M Jan 1, 2024 reported Form 5500

$68.0M (2023-01) · $64.8M (2022-01)

Discount rate

5.28% Jan 1, 2024 reported Form 5500

5.41% (2023-01) · 5.61% (2022-01)

Participants

536 Jan 1, 2024 reported Form 5500

553 (2023-01) · 585 (2022-01)

Contributions

$0 Dec 31, 2024 reported Form 5500

$0 (2023-12) · $0 (2022-12)

Benefits paid

$4.8M Dec 31, 2024 reported Form 5500

$6.7M (2023-12) · $8.0M (2022-12)

Net investment income

$-3.8M Dec 31, 2024 reported Form 5500

$3.8M (2023-12) · $-24.5M (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	536	$101M	$75.8M	120.0%	$97.0M	n/a	n/a	n/a
2023 to Dec 31, 2023	553	$97.0M	$68.0M	129.6%	$101M	n/a	n/a	n/a
2022 to Dec 31, 2022	585	$122M	$64.8M	171.8%	$97.1M	n/a	n/a	n/a

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

Principal Bank codes 21 50 $254,383 PY2024
Principal Life Insurance Company codes 13 50 $35,583 PY2024
Harper & Pearson Company, P.C. codes 10 50 $18,500 PY2024
Principal/blackrock S&p 500 in Sched. D C $7.1M PY2024
Principal/mfs Value Cit Sched. D C $2.2M PY2024
Principal/multi-Manager Sm Cap Sched. D C $2.7M PY2024
Principal/blackrock Intl Eqty Sched. D C $2.7M PY2024
Principal S&p 500 Midcap Index Sched. D C $4.7M PY2024
Prin/multi-Manager Cit III Sched. D C $39.4M PY2024
Prin/ab Lrg Cp Gwth Cit N Sched. D C $2.7M PY2024
Principal/trp Inst Lg Cap Gwth Sched. D C $2.8M PY2024
Principal/trp Inst Eqty Inc Mn Sched. D C $2.2M PY2024
Principal/causeway Intl Value Sched. D C $2.0M PY2024
Prin/multi-Manager Cit II Sched. D C $20.8M PY2024
Principal Financial Group codes 11 PY2024
Principal Trust Company codes 21 50 $232,958 PY2023
Prin/ab Lrg Cp Gwth Cit N Sched. D C $2.9M PY2023
Principal/blackrock Intl Eqty Sched. D C $2.9M PY2023
Allspring Core Bond Cit N Sched. D C PY2023
Allspring Growth Cit N Sched. D C PY2023
Principal S&p 500 Midcap Index Sched. D C $5.0M PY2023
Principal/blackrock S&p 500 in Sched. D C $7.4M PY2023
Principal/mfs Value Cit Sched. D C $2.3M PY2023
Principal/multi-Manager Sm Cap Sched. D C $2.9M PY2023
Principal/dodge&cox Intrm Bd C Sched. D C PY2023
Principal/trp Inst Lg Cap Gwth Sched. D C $2.9M PY2023
Principal/trp Inst Eqty Inc Mn Sched. D C $2.3M PY2023
Principal/causeway Intl Value Sched. D C $2.1M PY2023
Principal/federated Tr Bd Cit Sched. D C PY2023
Principal/voya Lg Cp Grwth Cit Sched. D C PY2023
Prin/multi-Manager Cit II Sched. D C $21.4M PY2023
Prin/multi-Manager Cit III Sched. D C $40.9M PY2023
Principal Financial Group codes 11 PY2023
Principal Custody Solutions codes 21 50 $219,408 PY2022
Harper & Pearson Company, P.C. codes 10 50 $18,000 PY2022
Wells Fargo/blackrock S&p 500 Index Sched. D C PY2022
Wells Fargo Growth Cit Sched. D C PY2022
Wells Fargo/mfs Value Cit Sched. D C PY2022
Wells Fargo/multi-Manager Small Cap Sched. D C PY2022
Wells Fargo/dodge&cox Intrm Bd Cit Sched. D C PY2022
Wells Fargo/trp INST.LG Cap Gwth Mg Sched. D C PY2022
Wells Fargo Core Bond Cit Sched. D C PY2022
Wells Fargo Trp Instl Eqty Inc Mngd Sched. D C PY2022
Wells Fargo/causeway Intl Value Cit Sched. D C PY2022
Wells Fargo/federated Tr Bond Cit F Sched. D C PY2022
Wells Fargo/blackrock Intl Eqty in Sched. D C PY2022
Wells Fargo/voya Large Cp Grwth Cit Sched. D C PY2022
Principal/blackrock Intl Eqty in Sched. D C $2.8M PY2022
Allspring Core Bond Cit N Sched. D C $14.9M PY2022
Allspring Growth Cit N Sched. D C $1.1M PY2022
Principal S&p 500 Midcap Index Sched. D C $4.8M PY2022
Principal/blackrock S&p 500 Index Sched. D C $7.2M PY2022
Principal/mfs Value Cit Sched. D C $2.3M PY2022
Principal/multi-Manager Small Cap Sched. D C $2.8M PY2022
Principal/dodge&cox Intrm Bd Cit Sched. D C $15.0M PY2022
Principal/trp INST.LG Cap Gwth Mg Sched. D C $2.2M PY2022
Principal Trp Instl Eqty Inc Mngd Sched. D C $2.3M PY2022
Principal/causeway Intl Value Cit Sched. D C $2.1M PY2022
Principal/federated Tr Bond Cit F Sched. D C $15.0M PY2022
Principal/voya Large Cp Grwth Cit Sched. D C $2.1M PY2022
Wells Fargo S&p 500 Midcap Index Sched. D C PY2022
Deloitte Consulting LLP codes 11 PY2022

What changed

11 events

Jan 1, 2024Funded status changed
Pension Plan for Employees of Shintech Incorporated and Certain Affiliates funded ratio 129.6% -> 120.0% (2023-01-01 to 2024-01-01)
askebsa.dol.gov
Dec 31, 2023Holding endedinference
Pension Plan for Employees of Shintech Incorporated and Certain Affiliates no longer reports Voya Large Cap Growth Cit N (last held $2M at 2022-12-31; absent from the 2023-12-31 filing)
with Voya Large Cap Growth Cit Naskebsa.dol.gov
Dec 31, 2023Holding endedinference
Pension Plan for Employees of Shintech Incorporated and Certain Affiliates no longer reports Principal/dodge & Cox Intermediate (last held $15M at 2022-12-31; absent from the 2023-12-31 filing)
with Principal/dodge & Cox Intermediateaskebsa.dol.gov
Dec 31, 2023Holding endedinference
Pension Plan for Employees of Shintech Incorporated and Certain Affiliates no longer reports Allspring Core Bond Cit F (last held $15M at 2022-12-31; absent from the 2023-12-31 filing)
with Allspring Core Bond Cit Faskebsa.dol.gov
Dec 31, 2023Holding started
Pension Plan for Employees of Shintech Incorporated and Certain Affiliates first reports an interest in Principal/ab Large Cap Growth Cit N: $3M at 2023-12-31
with Principal/ab Large Cap Growth Cit Naskebsa.dol.gov
Dec 31, 2023Holding started
Pension Plan for Employees of Shintech Incorporated and Certain Affiliates first reports an interest in Liability Driven Solution Cit II: $21M at 2023-12-31
with Liability Driven Solution Cit IIaskebsa.dol.gov
Dec 31, 2023Holding endedinference
Pension Plan for Employees of Shintech Incorporated and Certain Affiliates no longer reports Allspring Growth Cit N (last held $1M at 2022-12-31; absent from the 2023-12-31 filing)
with Allspring Growth Cit Naskebsa.dol.gov
Dec 31, 2023Holding endedinference
Pension Plan for Employees of Shintech Incorporated and Certain Affiliates no longer reports Pfg/federated Total Return Bond Cit (last held $15M at 2022-12-31; absent from the 2023-12-31 filing)
with Pfg/federated Total Return Bond Citaskebsa.dol.gov
Dec 31, 2023Holding started
Pension Plan for Employees of Shintech Incorporated and Certain Affiliates first reports an interest in Liability Driven Solution Cit III N: $41M at 2023-12-31
with Liability Driven Solution Cit III Naskebsa.dol.gov
Jan 1, 2023Funded status changed
Pension Plan for Employees of Shintech Incorporated and Certain Affiliates funded ratio 171.8% -> 129.6% (2022-01-01 to 2023-01-01)
askebsa.dol.gov
Jan 1, 2023Assets changed
Pension Plan for Employees of Shintech Incorporated and Certain Affiliates plan assets $122M -> $97M (-20.2%, 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 741750521-001

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.