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
Atmos Energy Corporation Pension Account Plan
Corporate pensionDallas, TX
Assets
$580M
Total assets, Dec 31, 2024 reported
Funded
123.4%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
8
none on the tape
Plan sponsor: Atmos Energy Corporation
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 6.6%
- Corporate debt instruments (other) 2.7%
- Corporate debt instruments (preferred) 2.3%
- U.S. Government securities 5.9%
- Employer securities 12.2%
- Partnership/joint venture interests 3.8%
- Common/collective trusts 15.0%
- Registered investment companies 18.8%
- Common stock 32.7%
Consultants and advisers
4 firms
- LCG Associates General consultantthrough Dec 31, 2022 Form 5500
- Willis Towers Watson US LLC Actuarythrough Dec 31, 2022 Form 5500
- Acadian Intl Small Cap Trusteethrough Dec 31, 2022 Form 5500
- State Street Global Advisors Custodianthrough 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
- State Street - Russell 20003 rows, latest Dec 31, 2024
From Schedule C (investment management, code 28)
- Western Asset Mgmt Company, LLCplan years 2022
- Brown Advisoryplan years 2022
- Wedge Capitalplan years 2022
- Systematic Financial Managementplan years 2022
- Eagle Assetplan years 2022
- Agincourtplan years 2022
Commitments
8 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 | Russell 1000 Index Nlcollective trust | State Street - Russell 2000 | Pooled vehicles | $66.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Ts&w Int'l Large Cap Equity Trustcollective trust | Global Trust Company | Public equity | $20.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Russell 1000 Index Nlcollective trust | State Street - Russell 2000 | Pooled vehicles | $53.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Ts&w Int'l Large Cap Equity Trustcollective trust | Global Trust Company | Public equity | $23.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Sands Capital Coll Investment Trustcollective trust | SEI Trust Company | Pooled vehicles | $20.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Russell 1000 Index Nlcollective trust | State Street - Russell 2000 | Pooled vehicles | $49.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Ts&w Int'l Large Cap Equity Trustcollective trust | Global Trust Company | Public equity | $19.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Sands Capital Coll Investment Trustcollective trust | SEI Trust Company | Pooled vehicles | $18.9M held | Disclosed holding | askebsa.dol.gov |
Size and funding
33 readings
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 | 4,310 | $547M | $443M | 123.4% | $580M | $22.1M | n/a | n/a |
| 2023 to Dec 31, 2023 | 4,493 | $509M | $443M | 114.9% | $547M | $22.5M | n/a | n/a |
| 2022 to Dec 31, 2022 | 4,706 | $632M | $445M | 142.2% | $509M | $75.5M | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Willis Towers Watson codes 11 50 $468,729 PY2024
- Brown Advisory codes 28 50 51 68 $374,914 PY2024
- State Street Retiree Services codes 15 $315,376 PY2024
- Wedge Capital codes 28 50 51 68 $314,921 PY2024
- Systematic Financial Management codes 28 50 51 68 $253,654 PY2024
- Eagle Asset codes 28 50 51 68 $218,988 PY2024
- Acadian Intl Small Cap codes 10 15 21 28 29 49 50 51 $165,284 PY2024
- Agincourt codes 28 50 51 $141,805 PY2024
- LCG Associates codes 16 50 $62,315 PY2024
- State Street Global Advisors codes 18 19 $53,301 PY2024
- Whitley Penn LLP codes 10 50 $41,019 PY2024
- Russell 1000 Index Nl Sched. D C $66.2M PY2024
- Ts&w International Large Cap Entity Sched. D C $20.8M PY2024
- Willis Towers Watson US LLC codes 11 PY2024
- Willis Towers Watson codes 11 50 $518,283 PY2023
- Brown Advisory codes 28 50 51 68 $329,173 PY2023
- Wedge Capital codes 28 50 51 68 $287,878 PY2023
- State Street Retiree Services codes 15 $253,364 PY2023
- Systematic Financial Management codes 28 50 51 68 $245,121 PY2023
- Eagle Asset codes 28 50 51 68 $199,809 PY2023
- Acadian Intl Small Cap codes 10 15 21 28 29 49 50 51 $155,659 PY2023
- Western Asset codes 28 50 51 $112,115 PY2023
- Agincourt codes 28 50 51 $110,073 PY2023
- LCG Associates codes 16 50 $61,421 PY2023
- State Street Global Advisors codes 18 19 $49,467 PY2023
- Whitley Penn LLP codes 10 50 $38,670 PY2023
- Ts&w International Large Cap Entity Sched. D C $23.0M PY2023
- Sands Capital Emerging Mkts Growth Sched. D C $20.9M PY2023
- Russell 1000 Index Nl Sched. D C $53.1M PY2023
- Willis Towers Watson US LLC codes 11 PY2023
- Willis Towers Watson codes 11 50 $460,137 PY2022
- Western Asset codes 28 50 51 $356,010 PY2022
- Brown Advisory codes 28 50 51 68 $285,567 PY2022
- Wedge Capital codes 28 50 51 68 $266,978 PY2022
- State Street Retiree Services codes 15 $251,119 PY2022
- Systematic Financial Management codes 28 50 51 68 $230,819 PY2022
- Eagle Asset codes 28 50 51 68 $191,675 PY2022
- Acadian Intl Small Cap codes 10 15 21 28 29 49 50 51 $171,298 PY2022
- Agincourt codes 28 50 51 $97,116 PY2022
- LCG Associates codes 16 50 $61,335 PY2022
- State Street Bank & Trust Co. codes 18 19 25 50 51 99 $54,173 PY2022
- State Street Global Advisors codes 18 19 $53,931 PY2022
- Whitley Penn LLP codes 10 50 $32,860 PY2022
- Russell 1000 Index Nl Sched. D C $49.5M PY2022
- Ts&w International Large Cap Entity Sched. D C $19.8M PY2022
- Sands Capital Emerging Mkts Growth Sched. D C $18.9M PY2022
- Willis Towers Watson US LLC codes 11 PY2022
What changed
5 events
- Dec 31, 2024Holding endedinferenceAtmos Energy Corporation Pension Account Plan no longer reports Sands Capital Coll Investment Trust (last held $21M at 2023-12-31; absent from the 2024-12-31 filing)with Sands Capital Coll Investment Trustaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceWestern Asset no longer appears on Atmos Energy Corporation Pension Account Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Western Asset Mgmt Company, LLCaskebsa.dol.gov
- Jan 1, 2024Funded status changedAtmos Energy Corporation Pension Account Plan funded ratio 114.9% -> 123.4% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedAtmos Energy Corporation Pension Account Plan funded ratio 142.2% -> 114.9% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedAtmos Energy Corporation Pension Account Plan plan assets $632M -> $509M (-19.5%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 751743247-003
Cross-graph: no entry on another DFX graph
First observed Sep 15, 2026, last observed Sep 16, 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.