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

Celanese Americas Retirement Pension Plan

Corporate pensionIrving, TX
Assets
$1.9B
Total assets, Dec 31, 2024 reported
Funded
85.0%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
5
none on the tape
Plan sponsor: Celanese Americas LLC
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 1.8%
  • Non-interest-bearing cash 0.0%
  • Corporate debt instruments (other) 13.6%
  • Corporate debt instruments (preferred) 15.2%
  • U.S. Government securities 52.9%
  • Other investments 0.7%
  • Common/collective trusts 14.7%
  • Common stock 0.0%
  • Preferred stock 0.0%
Consultants and advisers
6 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
6 managers on Schedule C
From Schedule C (investment management, code 28)
Commitments
5 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Blackrock Msci Acwi Equity Index Fdcollective trustBlackrock Institutional Trust Company, N.A.Public equity$277M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024BLK Msci Equity Index Fund Russiacollective trustBlackrock Institutional Trust Company, N.A.Public equity$278 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Blackrock Msci Acwi Equity Index Fdcollective trustBlackrock Institutional Trust Company, N.A.Public equity$303M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023BLK Msci Equity Index Fund Russiacollective trustBlackrock Institutional Trust Company, N.A.Public equity$74 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Blackrock Msci Acwi Equity Index Fdcollective trustBlackrock Institutional Trust Company, N.A.Public equity$297M heldDisclosed holdingaskebsa.dol.gov
Size and funding
33 readings
Total assets
$1.9B Dec 31, 2024 reported Form 5500
$2.1B (2023-12) · $2.0B (2022-12)
Plan assets
$2.0B Jan 1, 2024 reported Form 5500
$2.0B (2023-01) · $2.7B (2022-01)
Net assets
$1.9B Dec 31, 2024 reported Form 5500
$2.0B (2023-12) · $2.0B (2022-12)
Funded ratio
85.0% Jan 1, 2024 reported Form 5500
84.4% (2023-01) · 101.0% (2022-01)
Funding target
$2.0B Jan 1, 2024 reported Form 5500
$2.1B (2023-01) · $2.1B (2022-01)
Discount rate
5.02% Jan 1, 2024 reported Form 5500
5.15% (2023-01) · 5.31% (2022-01)
Participants
17,898 Jan 1, 2024 reported Form 5500
18,134 (2023-01) · 18,754 (2022-01)
Contributions
$0 Dec 31, 2024 reported Form 5500
$0 (2023-12) · $7,011 (2022-12)
Benefits paid
$175M Dec 31, 2024 reported Form 5500
$179M (2023-12) · $178M (2022-12)
Net investment income
$-149M Dec 31, 2024 reported Form 5500
$-8.7M (2023-12) · $-685M (2022-12)
Investment management fees
$2.8M Dec 31, 2024 reported Form 5500
$2.8M (2023-12) · $2.6M (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 202417,898$2.0B$2.0B85.0%$1.9Bn/an/an/a
2023 to Dec 31, 202318,134$2.0B$2.1B84.4%$2.1Bn/an/an/a
2022 to Dec 31, 202218,754$2.7B$2.1B101.0%$2.0Bn/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
5 events
  • Dec 31, 2024Consultant changedinference
    Alterity Group no longer appears on Celanese Americas Retirement Pension Plan's Schedule C as general consultant (plan year 2024 vs 2023)
    with Alterity Group LLCaskebsa.dol.gov
  • Dec 31, 2023Holding started
    Celanese Americas Retirement Pension Plan first reports an interest in BLK Msci Equity Index Fund Russia: $74 at 2023-12-31
    with BLK Msci Equity Index Fund Russiaaskebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    Lifeworks no longer appears on Celanese Americas Retirement Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with Telus Health US Ltdaskebsa.dol.gov
  • Jan 1, 2023Funded status changed
    Celanese Americas Retirement Pension Plan funded ratio 101.0% -> 84.4% (2022-01-01 to 2023-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    Celanese Americas Retirement Pension Plan plan assets $2.7B -> $2.0B (-25.4%, 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 221862783-004
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.