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
Kvaerner Consolidated Retirement Plan
Corporate pensionHouston, TX
Assets
$213,443
Total assets, Dec 31, 2024 reported
Funded
108.5%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
6
none on the tape
Plan sponsor: Aker Solutions Inc.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Pooled separate accounts 100.0%
Consultants and advisers
1 firms
- Empower Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on the commitment tape
From the plan’s own commitment disclosures
- Prudential Retirement & Annuity Ins4 rows, latest Dec 31, 2024
Commitments
6 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Prudential Short-Termseparate account | Prudential Retirement & Annuity Ins | Cash | $213,443 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Prudential Short-Termseparate account | Prudential Retirement & Annuity Ins | Cash | $1.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Kvaerner Consolidated Retirement Pl103 12 ie | Aker Solutions Inc. | Pooled vehicles | $3.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Prudential Short-Termseparate account | Prudential Retirement & Annuity Ins | Cash | $765,405 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Kvaerner Consolidated Retirement Pl103 12 ie | Aker Solutions Inc. | Pooled vehicles | $3.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Large Cap Growth/jennisonseparate account | Prudential Retirement & Annuity Ins | Public equity | $1.1M held | Disclosed holding | askebsa.dol.gov |
Size and funding
31 readings
Investment management fees
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 | 1,508 | $29.6M | $28.9M | 108.5% | $213,443 | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 1,608 | $31.7M | $32.0M | 109.1% | $29.7M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 1,688 | $36.2M | $33.6M | 109.2% | $30.8M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Empower Annuity Insurance Company codes 13 $125,439 PY2024
- Pannell Kerr Forster of Texas, P.C. codes $33,101 PY2024
- MPC Capital Advisors LLC codes $30,000 PY2024
- JP Morgan Chase Bank, Na codes $30,000 PY2024
- Gary a Nagler PLLC codes $13,211 PY2024
- Legg Mason Inc DBA Western Asset codes $6,194 PY2024
- Prudential Short-Term Sched. D P $213,443 PY2024
- Empower codes 11 PY2024
- Empower Annuity Insurance Company codes 13 $80,908 PY2023
- JP Morgan Chase codes $41,994 PY2023
- Gary a Nagler PLLC codes $18,090 PY2023
- Pannell Kerr Forster of Texas PC codes $16,036 PY2023
- MPC Capital Advisors LLC codes $11,250 PY2023
- Citibank Na codes $9,947 PY2023
- Western Asset Management Company codes $5,089 PY2023
- Prudential Short-Term Sched. D P $1.7M PY2023
- Kvaerner Consolidated Retirement Pl Sched. D E $3.6M PY2023
- Empower codes 11 PY2023
- JP Morgan Chase codes $165,344 PY2022
- Prudential Ret Ins & Annuity Co codes 13 $74,457 PY2022
- Citibank Na codes $20,859 PY2022
- Gary a Nagler PLLC codes $7,763 PY2022
- Amegy Bank of Texas codes $7,113 PY2022
- Zions Bancorporation Na codes $6,843 PY2022
- Prudential Short-Term Sched. D P $765,405 PY2022
- Kvaerner Consolidated Retirement Pl Sched. D E $3.3M PY2022
- Large Cap Growth/jennison Sched. D P $1.1M PY2022
- Empower codes 11 PY2022
What changed
4 events
- Dec 31, 2024Holding endedinferenceKvaerner Consolidated Retirement Plan no longer reports Kvaerner Consolidated Retirement Pl (last held $4M at 2023-12-31; absent from the 2024-12-31 filing)with Kvaerner Consolidated Retirement Plaskebsa.dol.gov
- Dec 31, 2024Assets changedKvaerner Consolidated Retirement Plan total assets $30M -> $213,443 (-99.3%, 2023-12-31 to 2024-12-31)
- Dec 31, 2023Holding endedinferenceKvaerner Consolidated Retirement Plan no longer reports Large Cap Growth/jennison (Prudential Retirement & Annuity Ins) (last held $1M at 2022-12-31; absent from the 2023-12-31 filing)with Prudential Retirement & Annuity Insaskebsa.dol.gov
- Jan 1, 2023Assets changedKvaerner Consolidated Retirement Plan plan assets $36M -> $32M (-12.5%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 760423235-003
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.