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 for Employees of Devon Energy Corporation
Corporate pensionOklahoma City, OK
Assets
$435M
Total assets, Dec 31, 2024 reported
Funded
81.6%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
7
1 managers on Schedule C
Plan sponsor: Devon Energy Corporation
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Corporate debt instruments (other) 31.1%
- Corporate debt instruments (preferred) 20.2%
- U.S. Government securities 4.7%
- Other investments 1.9%
- Common/collective trusts 9.7%
- Registered investment companies 28.8%
Consultants and advisers
5 firms
- Wilshire Investment adviser (plan)through Dec 31, 2022 Form 5500
- Curcio Webb General consultantthrough Dec 31, 2022 Form 5500
- Willis Towers Watson US LLC Actuarythrough Dec 31, 2022 Form 5500
- Bank of New York Mellon Trusteethrough Dec 31, 2022 Form 5500
- Blackrock Institutional Trust Co,na Trusteethrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on the commitment tape
From the plan’s own commitment disclosures
- BNY Mellon3 rows, latest Dec 31, 2024
From Schedule C (investment management, code 28)
- Goldman Sachs Asset Managementplan years 2024
- Legal & General Inv Mgmt Americaplan years 2022
- Nisa Investment Advisors, LLCplan years 2022
Commitments
7 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | EB Temporary Investmentcollective trust | BNY Mellon | Pooled vehicles | $42.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Blackrock Msci Acwi Imi Index Fundcollective trust | Blackrock Institutional Trust Company, N.A. | Pooled vehicles | $22.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | CF Blackrock Msci Acwi Minimumcollective trust | Blackrock Institutional Trust Company, N.A. | Pooled vehicles | $22.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | EB Temporary Investmentcollective trust | BNY Mellon | Pooled vehicles | $13.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Blackrock Msci Acwi Imi Index Fundcollective trust | Blackrock Institutional Trust Company, N.A. | Pooled vehicles | $23.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | CF Blackrock Msci Acwi Minimumcollective trust | Blackrock Institutional Trust Company, N.A. | Pooled vehicles | $24.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | EB Temporary Investmentcollective trust | BNY Mellon | Pooled vehicles | $17.7M held | Disclosed holding | askebsa.dol.gov |
Size and funding
33 readings
Investment management fees
$1.0M (2023-12) · $694,195 (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 | 1,635 | $476M | $488M | 81.6% | $435M | $0 | $0 | $0 |
| 2023 to Dec 31, 2023 | 1,658 | $482M | $502M | 80.0% | $480M | $0 | $0 | $0 |
| 2022 to Dec 31, 2022 | 1,686 | $670M | $507M | 86.7% | $482M | $0 | $0 | $0 |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Goldman Sachs Asset Management LP codes 28 51 56 $317,480 PY2024
- Willis Towers Watson US LLC codes 11 50 $251,403 PY2024
- Nisa Investment Advisors codes 28 51 $219,137 PY2024
- Wilshire Associates Inc codes 27 51 $203,974 PY2024
- The Bank of New York Mellon codes 21 52 $172,354 PY2024
- Legal & General Investment codes 28 51 $112,403 PY2024
- Morgan, Lewis & Bockius, LLP codes 29 50 $81,018 PY2024
- Curcio Webb LLC codes 16 50 $80,873 PY2024
- Grant Thornton, LLP codes 10 50 $68,250 PY2024
- Blackrock Institutional Trust Co. codes 21 24 28 50 51 $8,863 PY2024
- Collective Trust - Bank of New York Sched. D C $42.0M PY2024
- Willis Towers Watson US LLC codes 11 PY2024
- Nisa Investment Advisors codes 28 51 $408,545 PY2023
- Wilshire Associates Inc codes 27 51 $377,830 PY2023
- Legal & General Investment codes 28 51 $209,355 PY2023
- Willis Towers Watson US LLC codes 11 50 $171,976 PY2023
- The Bank of New York Mellon codes 21 52 $135,334 PY2023
- Grant Thornton, LLP codes 10 50 $66,150 PY2023
- Morgan, Lewis & Bockius, LLP codes 29 50 $21,161 PY2023
- Curcio Webb LLC codes 16 50 $20,000 PY2023
- Blackrock Institutional Trust Co. codes 21 24 28 50 51 $16,583 PY2023
- Blackrock Msci Acwi Volat Index Sched. D C $22.1M PY2023
- Collective Trust - Bank of New York Sched. D C $13.1M PY2023
- Blackrock Msci Acwi Imi Index Fund Sched. D C $22.2M PY2023
- Willis Towers Watson US LLC codes 11 PY2023
- Nisa Investment Advisors codes 28 51 $448,372 PY2022
- Wilshire Associates Inc codes 27 51 $406,421 PY2022
- Willis Towers Watson US LLC codes 11 50 $246,698 PY2022
- Legal & General Investment codes 28 51 $226,968 PY2022
- The Bank of New York Mellon codes 21 52 $135,305 PY2022
- Grant Thornton LLP codes 10 50 $78,750 PY2022
- Curcio Webb LLC codes 16 50 $20,000 PY2022
- Blackrock Institutional Trust Co. codes 21 24 28 50 51 $18,855 PY2022
- Morgan, Lewis & Bockius, LLP codes 29 50 $14,881 PY2022
- Blackrock Msci Acwi Volat Index Sched. D C $24.0M PY2022
- Blackrock Msci Acwi Imi Index Fund Sched. D C $23.2M PY2022
- Collective Trust - Bank of New York Sched. D C $17.7M PY2022
- Willis Towers Watson US LLC codes 11 PY2022
What changed
5 events
- Dec 31, 2024Holding endedinferenceRetirement Plan for Employees of Devon Energy Corporation no longer reports CF Blackrock Msci Acwi Minimum (last held $22M at 2023-12-31; absent from the 2024-12-31 filing)with Blackrock Msci Aci Min Vol Indexaskebsa.dol.gov
- Dec 31, 2024Holding endedinferenceRetirement Plan for Employees of Devon Energy Corporation no longer reports Blackrock Msci Acwi Imi Index Fund (last held $22M at 2023-12-31; absent from the 2024-12-31 filing)with Blackrock Msci Acwi Imi Index Fundaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedGoldman Sachs Asset Management LP appears on Retirement Plan for Employees of Devon Energy Corporation's Schedule C as investment manager (plan year 2024 vs 2023)with Goldman Sachs Asset Managementaskebsa.dol.gov
- Jan 1, 2023Funded status changedRetirement Plan for Employees of Devon Energy Corporation funded ratio 86.7% -> 80.0% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedRetirement Plan for Employees of Devon Energy Corporation plan assets $670M -> $482M (-28.0%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 731567067-001
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.