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
Optimus Steel Pension Plan
Corporate pensionThe Woodlands, TX
Assets
$11.7M
Total assets, Sep 30, 2025 reported
Funded
79.1%
Oct 1, 2024
Private markets target
n/a
policy Sep 30, 2025
Commitments
9
none on the tape
Plan sponsor: Optimus Steel, LLC
Allocation policy
Form 5500, as of Sep 30, 2025
Actual allocation lines without a target (as filed)
- Pooled separate accounts 97.7%
Consultants and advisers
1 firms
- Milliman, Inc. Actuarythrough Sep 30, 2023 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
No manager relationship is on the tape for this allocator.
Commitments
9 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 Sep 30, 2025 | Massmutual Mid Cap Growth Iseparate account | Massmutual | Pooled vehicles | $591,920 held | Disclosed holding | askebsa.dol.gov | |
| as of Sep 30, 2025 | Massmutual US Govt Mny Mkt R5separate account | Massmutual | Pooled vehicles | $1.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Sep 30, 2025 | Fidelity 500 Indexseparate account | Goldman Sachs | Pooled vehicles | $1.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Sep 30, 2024 | Massmutual Mid Cap Growth Iseparate account | Massmutual | Pooled vehicles | $550,041 held | Disclosed holding | askebsa.dol.gov | |
| as of Sep 30, 2024 | Massmutual US Govt Mny Mkt R5separate account | Massmutual | Pooled vehicles | $1.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Sep 30, 2024 | Fidelity 500 Indexseparate account | Goldman Sachs | Pooled vehicles | $540,848 held | Disclosed holding | askebsa.dol.gov | |
| as of Sep 30, 2023 | Massmutual Mid Cap Growth Iseparate account | Blackrock | Pooled vehicles | $820,144 held | Disclosed holding | askebsa.dol.gov | |
| as of Sep 30, 2023 | Fidelity 500 Indexseparate account | Goldman Sachs | Pooled vehicles | $410,072 held | Disclosed holding | askebsa.dol.gov | |
| as of Sep 30, 2023 | Massmutual US Govt Mny Mkt R5separate account | Massmutual | Pooled vehicles | $1.2M held | Disclosed holding | askebsa.dol.gov |
Size and funding
30 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 Sep 30, 2025 | 134 | $10.7M | $12.2M | 79.1% | $11.7M | n/a | n/a | n/a |
| 2023 to Sep 30, 2024 | 135 | $8.9M | $12.1M | 80.3% | $10.7M | n/a | n/a | n/a |
| 2022 to Sep 30, 2023 | 135 | $7.9M | $11.3M | 77.4% | $8.9M | 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 64 $76,255 PY2024
- MFS Value R3 Sched. D P $1.7M PY2024
- Massmutual Blue Chip Growth R5 Sched. D P $1.8M PY2024
- Massmutual Diversified Bond I Sched. D P $2.8M PY2024
- Pimco Long-Term Credit Bond Instl Sched. D P $2.3M PY2024
- Goldman Sachs Growth Opportunities Sched. D P $1.7M PY2024
- Blackrock International Dividend Sched. D P PY2024
- Invesco U.S. Government Money Ptf Y Sched. D P $557,662 PY2024
- Massmutual Small Cap Gr Eq I Sched. D P $591,920 PY2024
- Milliman, Inc. codes 11 PY2024
- Empower Annuity Insurance Company codes 64 $67,122 PY2023
- Massmutual Diversified Bond I Sched. D P $2.7M PY2023
- Blackrock International Dividend Sched. D P $1.1M PY2023
- MFS Value R3 Sched. D P $1.6M PY2023
- Massmutual Blue Chip Growth R5 Sched. D P $1.5M PY2023
- Pimco Long-Term Credit Bond Instl Sched. D P $2.2M PY2023
- Invesco U.S. Government Money Ptf Y Sched. D P $509,376 PY2023
- Massmutual Small Cap Gr Eq I Sched. D P $550,041 PY2023
- Goldman Sachs Growth Opportunities Sched. D P $540,848 PY2023
- Milliman, Inc. codes 11 PY2023
- Empower Annuity Insurance Company codes 64 $52,514 PY2022
- Massmutual Diversified Bond I Sched. D P $2.1M PY2022
- Massmutual Growth Opps R5 Sched. D P $1.2M PY2022
- Pimco Long-Term Credit Bond Instl Sched. D P $1.6M PY2022
- Massmutual Small Cap Gr Eq I Sched. D P $410,072 PY2022
- MFS Value R3 Sched. D P $1.2M PY2022
- Blackrock International Dividend Sched. D P $820,144 PY2022
- Invesco U.S. Government Money Ptf Y Sched. D P $417,363 PY2022
- Goldman Sachs Growth Opportunities Sched. D P $410,072 PY2022
- Milliman, Inc. codes 11 PY2022
What changed
4 events
- Oct 1, 2024Assets changedOptimus Steel Pension Plan plan assets $9M -> $11M (+20.1%, 2023-10-01 to 2024-10-01)
- Sep 30, 2024Assets changedOptimus Steel Pension Plan total assets $9M -> $11M (+20.0%, 2023-09-30 to 2024-09-30)
- Oct 1, 2023Funded status changedOptimus Steel Pension Plan funded ratio 77.4% -> 80.3% (2022-10-01 to 2023-10-01)
- Oct 1, 2023Assets changedOptimus Steel Pension Plan plan assets $8M -> $9M (+12.6%, 2022-10-01 to 2023-10-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 824229324-001
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.