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

Haynes and Boone, LLP Partners' Retirement Plan

Corporate pensionDallas, TX
Assets
$65.0M
Total assets, Dec 31, 2024 reported
Funded
96.2%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
15
none on the tape
Plan sponsor: Haynes and Boone, LLP
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 1.3%
  • Partnership/joint venture interests 0.3%
  • Common/collective trusts 94.3%
Consultants and advisers
2 firms
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
From Schedule C (investment management, code 28)
Commitments
15 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Russell Instl Multi Asset Core Pluscollective trustRussell Trust CompanyFixed income$12.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Russell 10-15 Yr Strips Fxd Inc Fdcollective trustRussell Investments Trust CompanyPooled vehicles$5.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 202414 Year Ldi Fixed Income Fundcollective trustRussell Investments Trust CompanyFixed income$35.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Russell 15-20 Yr Strips Fxd Inc Fdcollective trustRussell Investments Trust CompanyPooled vehicles$5.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Russell 25 Plus Yr Strips Fixed Inccollective trustRussell Investments Trust CompanyFixed income$2.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Russell Instl Multi Asset Core Pluscollective trustRussell Trust CompanyFixed income$13.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Russell 10-15 Yr Strips Fxd Inc Fdcollective trustRussell Investments Trust CompanyPooled vehicles$6.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 202314 Year Ldi Fixed Income Fundcollective trustRussell Investments Trust CompanyFixed income$38.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Russell 15-20 Yr Strips Fxd Inc Fdcollective trustRussell Investments Trust CompanyPooled vehicles$6.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Russell 25 Plus Yr Strips Fixed Inccollective trustRussell Investments Trust CompanyFixed income$2.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Russell Instl Multi Asset Core Pluscollective trustRussell Trust CompanyFixed income$55.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Russell 10-15 Yr Strips Fxd Inc Fdcollective trustRussell Investments Trust CompanyPooled vehicles$20.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 202214 Year Ldi Fixed Income Fundcollective trustRussell Investments Trust CompanyFixed income$25.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Russell 15-20 Yr Strips Fxd Inc Fdcollective trustRussell Investments Trust CompanyPooled vehicles$21.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Russell 25 Plus Yr Strips Fixed Inccollective trustRussell Investments Trust CompanyFixed income$13.2M heldDisclosed holdingaskebsa.dol.gov
Size and funding
33 readings
Total assets
$65.0M Dec 31, 2024 reported Form 5500
$68.2M (2023-12) · $140M (2022-12)
Plan assets
$68.2M Jan 1, 2024 reported Form 5500
$140M (2023-01) · $181M (2022-01)
Net assets
$65.0M Dec 31, 2024 reported Form 5500
$68.2M (2023-12) · $140M (2022-12)
Funded ratio
96.2% Jan 1, 2024 reported Form 5500
102.3% (2023-01) · 115.1% (2022-01)
Funding target
$69.7M Jan 1, 2024 reported Form 5500
$143M (2023-01) · $139M (2022-01)
Discount rate
5.10% Jan 1, 2024 reported Form 5500
5.23% (2023-01) · 5.41% (2022-01)
Participants
133 Jan 1, 2024 reported Form 5500
263 (2023-01) · 266 (2022-01)
Contributions
$2.4M Dec 31, 2024 reported Form 5500
$605,566 (2023-12) · $661,812 (2022-12)
Benefits paid
$4.4M Dec 31, 2024 reported Form 5500
$79.7M (2023-12) · $7.0M (2022-12)
Net investment income
$-3.2M Dec 31, 2024 reported Form 5500
$-71.3M (2023-12) · $-41.2M (2022-12)
Investment management fees
$206,270 Dec 31, 2024 reported Form 5500
$440,840 (2023-12) · $646,969 (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 2024133$68.2M$69.7M96.2%$65.0M$163,279n/an/a
2023 to Dec 31, 2023263$140M$143M102.3%$68.2M$444,438n/an/a
2022 to Dec 31, 2022266$181M$139M115.1%$140M$651,012n/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
5 events
  • Jan 1, 2024Funded status changed
    Haynes and Boone, LLP Partners' Retirement Plan funded ratio 102.3% -> 96.2% (2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Jan 1, 2024Assets changed
    Haynes and Boone, LLP Partners' Retirement Plan plan assets $140M -> $68M (-51.1%, 2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Dec 31, 2023Assets changed
    Haynes and Boone, LLP Partners' Retirement Plan total assets $140M -> $68M (-51.1%, 2022-12-31 to 2023-12-31)
    askebsa.dol.gov
  • Jan 1, 2023Funded status changed
    Haynes and Boone, LLP Partners' Retirement Plan funded ratio 115.1% -> 102.3% (2022-01-01 to 2023-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    Haynes and Boone, LLP Partners' Retirement Plan plan assets $181M -> $140M (-22.8%, 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 751312888-003
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.