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
Shpp Pension Plan
Corporate pensionHouston, TX
Assets
$86.0M
Total assets, Dec 31, 2024 reported
Funded
110.2%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: Shpp US LLC
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Master trust investment accounts 100.0%
Consultants and advisers
1 firms
- Mercer Actuarythrough Dec 31, 2023 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
2 managers on Schedule C
From Schedule C (investment management, code 28)
- Ssgaplan years 2023
- Income Research & Management Incplan years 2023
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
21 readings
Investment management fees
Form 5500 filings
2 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 | 443 | $91.2M | $80.0M | 110.2% | $86.0M | n/a | $86.0M | n/a |
| 2023 to Dec 31, 2023 | 457 | $83.2M | $78.6M | 105.8% | $91.2M | n/a | $91.2M | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Mercer codes 11 50 $67,000 PY2024
- AON Consulting codes 13 50 $63,806 PY2024
- Haynes and Boone codes 29 50 $5,119 PY2024
- Shpp Db Pension Master Trust Sched. D M $86.0M PY2024
- Mercer codes 11 PY2024
- Mercer codes 11 50 $65,000 PY2023
- AON Consulting codes 13 50 $58,215 PY2023
- Ssga codes 28 50 51 $26,325 PY2023
- Income Research and Management codes 28 50 51 $7,296 PY2023
- Shpp Db Pension Master Trust Sched. D M $91.2M PY2023
- Mercer codes 11 PY2023
What changed
3 events
- Dec 31, 2024Manager relationship endedinferenceSsga no longer appears on Shpp Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Ssgaaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceIncome Research and Management no longer appears on Shpp Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Income Research & Management Incaskebsa.dol.gov
- Jan 1, 2024Funded status changedShpp Pension Plan funded ratio 105.8% -> 110.2% (2023-01-01 to 2024-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 834241533-004
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.