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
TAM International, Inc. Defined Benefit Pension Plan
Corporate pensionHouston, TX
Assets
$24.2M
Total assets, Mar 31, 2025 reported
Funded
120.6%
Apr 1, 2024
Private markets target
n/a
policy Mar 31, 2025
Commitments
0
none on the tape
Plan sponsor: TAM International, Inc.
Allocation policy
Form 5500, as of Mar 31, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 16.6%
- Non-interest-bearing cash 1.0%
- Corporate debt instruments (other) 16.8%
- Partnership/joint venture interests 2.8%
- Registered investment companies 11.8%
- Common stock 49.9%
- Real estate (other than employer real property) 1.1%
Consultants and advisers
1 firms
- PWC US Consulting LLP Actuarythrough Mar 31, 2023 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on Schedule C
From Schedule C (investment management, code 28)
- Fitz Gate Venturesplan years 2024
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
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 Mar 31, 2025 | 282 | $25.0M | $19.4M | 120.6% | $24.2M | $675,247 | n/a | $267,638 |
| 2023 to Mar 31, 2024 | 289 | $24.0M | $21.4M | 105.7% | $25.0M | $7.8M | n/a | $267,638 |
| 2022 to Mar 31, 2023 | 298 | $26.2M | $21.0M | 118.0% | $24.0M | $7.3M | n/a | $267,638 |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- PWC US Consulting LLP codes 11 PY2024
- PWC US Consulting LLP codes 11 $98,830 PY2023
- Eepb codes 10 $38,000 PY2023
- Fitz Gate Ventures codes 51 $10,280 PY2023
- PWC US Consulting LLP codes 11 PY2023
- Pricewaterhousecoopers LLP codes 10 $79,825 PY2022
- PWC US Consulting LLP codes 11 PY2022
What changed
2 events
- Apr 1, 2024Funded status changedTAM International, Inc. Defined Benefit Pension Plan funded ratio 105.7% -> 120.6% (2023-04-01 to 2024-04-01)
- Apr 1, 2023Funded status changedTAM International, Inc. Defined Benefit Pension Plan funded ratio 118.0% -> 105.7% (2022-04-01 to 2023-04-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 741604281-001
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.