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.
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Corporate pension
R••••••••• P••• f•• E•••••••• o• K••• R••••• I•••
Corporate pensionHouston, TX
Assets
$44.0M
Total assets, Dec 31, 2024 reported
Funded
109.2%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: K••• R••••• I•••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 4.9%
- Corporate debt instruments (preferred) 13.0%
- U.S. Government securities 7.9%
- Common stock 69.3%
Consultants and advisers
2 firms
- M•••••••• I••• Actuarythrough Dec 31, 2022 Form 5500
- F•••• N••••••• B••• Trusteethrough Dec 31, 2022 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)
- L••••• K••• C•••••• M•••• C••••plan years 2022
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
33 readings
Investment management fees
$325,480 (2023-12) · $325,397 (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 | 446 | $80.2M | $73.5M | 109.2% | $44.0M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 449 | $74.0M | $69.0M | 112.3% | $80.3M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 459 | $82.6M | $63.8M | 113.8% | $74.0M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- L••••• K••• Capital Management codes 28 50 $276,198 PY2024
- M•••••••• I••• codes 11 $142,910 PY2024
- F•••• N••••••• B••• codes 21 50 $18,683 PY2024
- Pannell Kerr Forster of Texas, PC codes 10 50 $15,533 PY2024
- M•••••••• I••• codes 11 PY2024
- L••••• K••• Capital Management codes 28 50 $325,480 PY2023
- M•••••••• I••• codes 11 $72,800 PY2023
- F•••• N••••••• B••• codes 21 50 $22,014 PY2023
- Pannell Kerr Forster of Texas, PC codes 10 50 $15,528 PY2023
- M•••••••• I••• codes 11 PY2023
- L••••• K••• Capital Management codes 28 50 $325,397 PY2022
- M•••••••• I••• codes 11 $53,571 PY2022
- F•••• N••••••• B••• codes 21 50 $21,999 PY2022
- Pannell Kerr Forster of Texas, PC codes 10 50 $8,021 PY2022
- M•••••••• I••• codes 11 PY2022
What changed
3 events
- Dec 31, 2024Assets changedR••••••••• P••• f•• E•••••••• o• K••• R••••• I••• total assets $80M -> $44M (-45.2%, 2023-12-31 to 2024-12-31)
- Jan 1, 2024Funded status changedR••••••••• P••• f•• E•••••••• o• K••• R••••• I••• funded ratio 112.3% -> 109.2% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Assets changedR••••••••• P••• f•• E•••••••• o• K••• R••••• I••• plan assets $83M -> $74M (-10.5%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 740726547-001
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.