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

RSR Hourly Pension - California

Corporate pensionDallas, TX
Assets
n/a
Total assets, Oct 8, 2024 reported
Funded
93.5%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2023
Commitments
2
none on the tape
Plan sponsor: Ecobat Resources US, LLC
Allocation policy
Form 5500, as of Dec 31, 2023
Actual allocation lines without a target (as filed)
  • Common/collective trusts 0.3%
  • Master trust investment accounts 96.9%
Consultants and advisers
1 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
No manager relationship is on the tape for this allocator.
Commitments
2 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2023Allspring St Investment Fund S1collective trustPrincipal Trust CompanyPooled vehicles$53,392 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Allspring St Investment Fund S1collective trustPrincipal Trust CompanyPooled vehicles$426,332 heldDisclosed holdingaskebsa.dol.gov
Size and funding
29 readings
Total assets
$0 Oct 8, 2024 reported Form 5500
$17.6M (2023-12) · $16.5M (2022-12)
Plan assets
$17.5M Jan 1, 2024 reported Form 5500
$16.5M (2023-01) · $20.0M (2022-01)
Net assets
$0 Oct 8, 2024 reported Form 5500
$17.6M (2023-12) · $16.5M (2022-12)
Funded ratio
93.5% Jan 1, 2024 reported Form 5500
94.1% (2023-01) · 112.2% (2022-01)
Funding target
$19.2M Jan 1, 2024 reported Form 5500
$19.2M (2023-01) · $17.8M (2022-01)
Discount rate
5.25% Jan 1, 2024 reported Form 5500
5.34% (2023-01) · 5.50% (2022-01)
Participants
339 Jan 1, 2024 reported Form 5500
375 (2023-01) · 361 (2022-01)
Contributions
$53,428 Oct 8, 2024 reported Form 5500
$491,686 (2023-12)
Benefits paid
$628,856 Oct 8, 2024 reported Form 5500
$1.6M (2023-12) · $756,682 (2022-12)
Net investment income
$1.3M Oct 8, 2024 reported Form 5500
$1.1M (2023-12) · $-3.6M (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Oct 8, 2024339$17.5M$19.2M93.5%$0n/a$0n/a
2023 to Dec 31, 2023375$16.5M$19.2M94.1%$17.6Mn/a$17.0Mn/a
2022 to Dec 31, 2022361$20.0M$17.8M112.2%$16.5Mn/a$16.0Mn/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • ST Investment Fund a S1 Sched. D C PY2024
  • Ecobat Resources US, LLC Master Tr. Sched. D M PY2024
  • AON Consulting, Inc codes 11 PY2024
  • ST Investment Fund a S1 Sched. D C $53,392 PY2023
  • Ecobat Resources US, LLC Master Tr. Sched. D M $17.0M PY2023
  • AON Consulting, Inc codes 11 PY2023
  • Ecobat Resources US, LLC Master Tr. Sched. D M $16.0M PY2022
  • Blackrock St Investment Fund F Sched. D C $426,332 PY2022
  • AON Consulting, Inc codes 11 PY2022
What changed
3 events
  • Oct 8, 2024Assets changed
    RSR Hourly Pension - California total assets $18M -> $0 (-100.0%, 2023-12-31 to 2024-10-08)
  • Jan 1, 2023Funded status changed
    RSR Hourly Pension - California funded ratio 112.2% -> 94.1% (2022-01-01 to 2023-01-01)
  • Jan 1, 2023Assets changed
    RSR Hourly Pension - California plan assets $20M -> $16M (-17.8%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 832477963-004
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.