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
Shreveport Transit Company, Inc. Employees Retirement and Disability Plan
Corporate pensionShreveport, LA
Assets
$12.8M
Total assets, Dec 31, 2024 reported
Funded
69.4%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: Shreveport Transit Management, Inc.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 3.3%
- Corporate debt instruments (other) 17.4%
- U.S. Government securities 17.1%
- Registered investment companies 54.5%
- Common stock 7.0%
Consultants and advisers
2 firms
- Osborne Carriero & Associates Actuarythrough Dec 31, 2022 Form 5500
- Osborn, Carreiro & Associates, Inc. Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on Schedule C
From Schedule C (investment management, code 28)
- Regions Bankplan years 2022
Commitments
No fund commitments are on the tape for this allocator. The tape holds the plans that publish their own private-markets reports; a plan that publishes one and is not here is a gap we can close.
Size and funding
33 readings
Investment management fees
$78,759 (2023-12) · $82,458 (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 | 216 | $11.8M | $17.3M | 69.4% | $12.8M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 221 | $10.3M | $17.3M | 65.7% | $11.8M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 213 | $13.2M | $17.0M | 73.4% | $10.3M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Regions Bank codes 20 28 $87,523 PY2024
- Heard, Mcelroy & Vestal codes 10 $12,500 PY2024
- Osborn, Carreiro & Associates, Inc. codes 11 $6,000 PY2024
- Osborn, Carreiro and Associates Inc codes 11 PY2024
- Regions Bank codes 20 28 $78,759 PY2023
- Heard, Mcelroy & Vestal codes 10 $17,900 PY2023
- Osborn, Carreiro & Associates, Inc. codes 11 $6,000 PY2023
- Osborn, Carreiro and Associates Inc codes 11 PY2023
- Regions Bank codes 20 28 $82,458 PY2022
- Osborn, Carreiro & Associates, Inc. codes 11 $6,000 PY2022
- Osborn, Carreiro and Associates Inc codes 11 PY2022
What changed
5 events
- Jan 1, 2024Funded status changedShreveport Transit Company, Inc. Employees Retirement and Disability Plan funded ratio 65.7% -> 69.4% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedShreveport Transit Company, Inc. Employees Retirement and Disability Plan plan assets $10M -> $12M (+14.4%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Assets changedShreveport Transit Company, Inc. Employees Retirement and Disability Plan total assets $10M -> $12M (+14.4%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedShreveport Transit Company, Inc. Employees Retirement and Disability Plan funded ratio 73.4% -> 65.7% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedShreveport Transit Company, Inc. Employees Retirement and Disability Plan plan assets $13M -> $10M (-21.8%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 721150610-001
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.