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
Woodside Energy USA Services Inc. Retirement Income Plan
Corporate pensionHouston, TX
Assets
$158M
Total assets, Dec 31, 2024 reported
Funded
118.5%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
3
none on the tape
Plan sponsor: Woodside Energy USA Services Inc.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Corporate debt instruments (other) 28.1%
- Corporate debt instruments (preferred) 0.2%
- U.S. Government securities 23.4%
- Other investments 2.6%
- Common/collective trusts 2.7%
- Registered investment companies 21.4%
Consultants and advisers
2 firms
- Mercer Actuarythrough Dec 31, 2022 Form 5500
- Northern Trust Co. Trusteethrough 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
- Northern Trust Collective Eafe Inde3 rows, latest Dec 31, 2024
From Schedule C (investment management, code 28)
- AON Consulting, Inc.plan years 2023
- Aonplan years 2022
- AON Investments USA Incplan years 2022
- Pacific Investmt Management Co LLCplan years 2022
Commitments
3 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 | NT Collective Short Term Investmentcollective trust | Northern Trust Collective Eafe Inde | Cash | $4.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | NT Collective Short Term Investmentcollective trust | Northern Trust Collective Eafe Inde | Cash | $4.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | NT Collective Short Term Investmentcollective trust | Northern Trust Collective Eafe Inde | Cash | $6.4M held | Disclosed holding | askebsa.dol.gov |
Size and funding
33 readings
Investment management fees
$356,880 (2023-12) · $464,229 (2022-12)
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 | 868 | $100M | $84.4M | 118.5% | $158M | $0 | $0 | $0 |
| 2023 to Dec 31, 2023 | 940 | $104M | $89.7M | 115.5% | $127M | $0 | $0 | $0 |
| 2022 to Dec 31, 2022 | 970 | $142M | $89.6M | 158.5% | $125M | $0 | $0 | $0 |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- AON Consulting, Inc. codes 28 51 $297,787 PY2024
- Pacific Investment Mngt Company codes 28 51 $262,202 PY2024
- Northern Trust Company codes 21 50 62 $134,450 PY2024
- Morgan Garris, LLC codes 10 50 $16,500 PY2024
- HAM, Langston & Brezina, LLP codes 10 50 $14,095 PY2024
- NT Collective Short Term Invt Fund Sched. D C $4.2M PY2024
- Mercer codes 11 PY2024
- AON Consulting, Inc. codes 28 51 $286,520 PY2023
- Pacific Investment Mngt Company codes 28 51 $266,640 PY2023
- Northern Trust Company codes 21 50 62 $109,267 PY2023
- AON Consulting codes 28 51 $71,615 PY2023
- HAM, Langston & Brezina, LLP codes 10 50 $38,631 PY2023
- Morgan Garris, LLC codes 10 50 $29,900 PY2023
- NT Collective Short Term Invt Fund Sched. D C $4.7M PY2023
- Mercer codes 11 PY2023
- Pacific Investment Mngt Company codes 28 51 $464,229 PY2022
- Northern Trust Company codes 21 50 62 $186,433 PY2022
- AON Consulting, Inc. codes 28 51 $140,522 PY2022
- AON Hewitt Investment Consulting codes 28 51 $39,177 PY2022
- NT Collective Short Term Invt Fund Sched. D C $6.4M PY2022
- Mercer codes 11 PY2022
What changed
5 events
- Dec 31, 2024Assets changedWoodside Energy USA Services Inc. Retirement Income Plan total assets $127M -> $158M (+24.5%, 2023-12-31 to 2024-12-31)
- Jan 1, 2024Funded status changedWoodside Energy USA Services Inc. Retirement Income Plan funded ratio 115.5% -> 118.5% (2023-01-01 to 2024-01-01)
- Dec 31, 2023Manager relationship endedinferenceAON Hewitt Investment Consulting no longer appears on Woodside Energy USA Services Inc. Retirement Income Plan's Schedule C as investment manager (plan year 2023 vs 2022)with AON Investments USA Incaskebsa.dol.gov
- Jan 1, 2023Funded status changedWoodside Energy USA Services Inc. Retirement Income Plan funded ratio 158.5% -> 115.5% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedWoodside Energy USA Services Inc. Retirement Income Plan plan assets $142M -> $104M (-27.0%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 943144067-334
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.