Corporate pension in Texas
Corporate pension, based in Southlake, Texas, reporting $212M in assets, for 3,567 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: Dec 31, 2024, Holding started.
This allocator's name, 3 more managers, 27 more commitments and 8 more dated events
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
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Capital path
who backs this record, through what, into what; each name opens its own path- Ssga Intermed U.S. Govt Bond Indx3 commitments
- Treasury U.S. 20 Year Key Rate Dura3 commitments
- Treasury US 10 Yr Key Rate Duration3 commitments
- Towers Watson Investment Services,11 commitments
- Blackrock5 commitments
- Blackrock Institutional Trust5 commitments
Relationship network
42 connected entities30 observed commitments15 repeat counterparties24 dated commitments shown here, 2022 to 2024
From board minutes, annual reports, Form 5500 filings and public records of commitments, consultants and staff in the allocator graph. Commitment amounts are those the allocator disclosed; many are not printed, and none is estimated.
Some relationships on this record are counted rather than named here. They open with the full profile.
Click any name or line for the commitments and sources behind it. Line weight is commitments together; dashed lines are inferred.
- Sponsor
- Fund or vehicle
- Service provider
›How strength and recency are read
Managers, funds and consultants are read from the commitments: three or more is a strong observed relationship, two a repeat counterparty. No consultant link is marked current on the source, so none is labelled current or former here. Related plans, people and plan service providers are ordered by what the filing shows.
Darker lines were active in the last 24 months or are current; lighter lines are older or undated.
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
Allocation policy
- Interest-bearing cash 3.5%
- Partnership/joint venture interests 2.3%
- Common/collective trusts 94.2%
Consultants and advisers
- Fidelity Investments Pension consultantthrough Dec 31, 2022 Form 5500
- Willis Towers Watson US LLC Actuarythrough Dec 31, 2022 Form 5500
People
Manager roster
- Towers Watson Investment Services,11 rows, latest Dec 31, 2024
- Blackrock5 rows, latest Dec 31, 2024
- Blackrock Institutional Trust5 rows, latest Dec 31, 2024
+3 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- Blackrock Institutional Trust Company, N.A.plan years
- Blackrock Insti. Trust Company, N.Aplan years
- Legal & General Inv Mgmt Americaplan years 2023
+2 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
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What changed
- Dec 31, 2024Holding started
- Dec 31, 2024Holding started
- Dec 31, 2024Manager relationship endedinferencewith Legal & General Inv Mgmt Americaaskebsa.dol.gov
- Jan 1, 2024Funded status changed4 pointsaskebsa.dol.gov
- Dec 31, 2023Holding started
+8 more dated events
Every name, record and relationship behind this count, with the source on each.
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Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Treasury U.S. 5 Year Key Rate Duratcollective trust | Blackrock Institutional Trust Company, N.A. | Fixed income | $2.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Ssga Intermed U.S. Govt Bond Indxcollective trust | State Street Global Advisors Trust Company | Fixed income | $1.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | WTW Gt Real Asset Fundcollective trust | Towers Watson Investment Services, | Real assets | $27.3M held | Disclosed holding | askebsa.dol.gov |
+27 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
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Size and funding
Form 5500 filings
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 3,567 | $225M | $294M | 84.2% | $212M | $4.9M | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 3,746 | $225M | $307M | 80.1% | $213M | $5.7M | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 3,948 | $334M | $317M | 97.2% | $215M | $7.3M | Not disclosed | Not disclosed |
- Willis Towers Watson codes 11 17 28 50 $319,332 PY2024
- Fidelity Investment Inst. Ops Co codes 17 27 28 38 50 51 99 $284,138 PY2024
- Lane Gorman Trubitt, PLLC codes 10 50 $30,534 PY2024
+48 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Record history
- Holding in a pooled vehicle started2024-12-31source on record
- Holding in a pooled vehicle started2024-12-31source on record
- Manager relationship ended2024-12-31source on record
+10 more changes on this record's ledger
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The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.
›Connections
every published relationship on the graph
+8 connections on the graph
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