Texas Children's Hospital Cash Balance Pension Plan
Corporate pension, based in Houston, Texas, reporting $726M in assets, for 18,528 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, FMR LLC no longer appears on Texas Children's Hospital Cash Balance Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023).
3 more commitments and 7 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- Blackrock Msci US Equity Index Fund3 commitments
- EB Temporary Investment2 commitments
- Afl-Cio Sl Mid Cap Stock Index Fund1 commitment
- Blackrock Institutional Trust Company, N.A.3 commitments
- BNY Mellon3 commitments
Relationship network
24 connected entities6 observed commitments4 repeat counterpartiescommitments 2023 to 2025
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
- Organization
›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 0.2%
- Non-interest-bearing cash 0.1%
- Corporate debt instruments (other) 1.0%
- U.S. Government securities 8.4%
- Other investments 0.0%
- Partnership/joint venture interests 72.1%
- Common/collective trusts 2.3%
- Registered investment companies 10.0%
- Common stock 3.6%
Consultants and advisers
- Bank of New York Mellon ActuaryTrusteethrough Sep 30, 2024 Form 5500
- Mercer Actuarythrough Sep 30, 2023 Form 5500
People
Manager roster
- Blackrock Institutional Trust Company, N.A.3 rows, latest Sep 30, 2025
- BNY Mellon3 rows, latest Sep 30, 2025
- Blackrock Institutional Trust Company, N.A.plan years
- Blackrock Insti. Trust Company, N.Aplan years
- Legal & General Inv Mgmt Americaplan years 2024
+7 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, 2024Manager relationship endedinferenceFMR LLC no longer appears on Texas Children's Hospital Cash Balance Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Fidelity Institutional Asset Mgmt Taskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceBares Capital Management, Inc. no longer appears on Texas Children's Hospital Cash Balance Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Barees Capital Managementaskebsa.dol.gov
- Oct 1, 2024Funded status changedTexas Children's Hospital Cash Balance Pension Plan funded ratio 118.1% -> 110.8% (2023-10-01 to 2024-10-01)
- Oct 1, 2024Assets changedTexas Children's Hospital Cash Balance Pension Plan plan assets $569M -> $669M (+17.6%, 2023-10-01 to 2024-10-01)
- Sep 30, 2024Holding startedTexas Children's Hospital Cash Balance Pension Plan first reports an interest in EB Temporary Investment (BNY Mellon): $6M at 2024-09-30with BNY Mellonaskebsa.dol.gov
+7 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 Sep 30, 2025 | Blackrock Msci US Equity Index Fundcollective trust | Blackrock Institutional Trust Company, N.A. | Public equity | $9.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Sep 30, 2025 | EB Temporary Investmentcollective trust | BNY Mellon | Pooled vehicles | $3.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Sep 30, 2024 | Blackrock Msci US Equity Index Fundcollective trust | Blackrock Institutional Trust Company, N.A. | Public equity | $14.7M held | Disclosed holding | askebsa.dol.gov |
+3 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 Sep 30, 2025 | 18,528 | $669M | $547M | 110.8% | $726M | $523M | Not disclosed | Not disclosed |
| 2023 to Sep 30, 2024 | 17,319 | $569M | $508M | 118.1% | $679M | $409M | $0 | Not disclosed |
| 2022 to Sep 30, 2023 | 15,719 | $471M | $455M | 113.9% | $572M | $311M | Not disclosed | Not disclosed |
- FMR LLC codes 65 $1.1M PY2024
- Arrowstreet Capital codes 28 $412,052 PY2024
- The Bank of New York Mellon codes 99 $212,023 PY2024
+34 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Record history
- Manager relationship ended2024-12-31source on record
- Manager relationship ended2024-12-31source on record
- Funded status changed2024-10-01source on record
+9 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
+14 connections on the graph
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