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
O•• E••••• C•••• R••••••••• P•••
Corporate pensionOklahoma City, OK
Assets
$281M
Total assets, Dec 31, 2024 reported
Funded
91.7%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
3
none on the tape
Plan sponsor: O•• E••••• C••••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 0.4%
- Corporate debt instruments (other) 10.9%
- Corporate debt instruments (preferred) 9.5%
- U.S. Government securities 23.6%
- Other investments 0.2%
- 103-12 investment entities 4.8%
- Registered investment companies 22.1%
- Common stock 19.9%
- Preferred stock 0.2%
Consultants and advisers
9 firms
- S•••••• C•••••• M•• Investment adviser (plan)through Dec 31, 2024 Form 5500
- A•••••••• C•••••• M•••••••• L•• Investment adviser (plan)through Dec 31, 2024 Form 5500
- T••••••••• A•••• M••••••••• L• Investment adviser (plan)through Dec 31, 2024 Form 5500
- L•••• A••••• • C• L•• Investment adviser (plan)through Dec 31, 2024 Form 5500
- N••••• I••••••••• L•• Investment adviser (plan)through Dec 31, 2024 Form 5500
- H••••••••• I•• M•• C• Investment adviser (plan)through Dec 31, 2024 Form 5500
- F•• M••• T•••• C• Pension consultantthrough Dec 31, 2024 Form 5500
- M•••••• I••••••••• L•• Actuarythrough Dec 31, 2024 Form 5500
- F••••••• I••••••••• Actuarythrough 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
- C••••••• C•••••• M••••••••• L••3 rows, latest Dec 31, 2024
From Schedule C (investment management, code 28)
- F•• M••• T•••• C•plan 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 | C••••••• I••••••••• V•••• G••••103 12 ie | C••••••• C•••••• M••••••••• L•• | Pooled vehicles | $13.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | C••••••• I••••••••• V•••• G••••103 12 ie | C••••••• C•••••• M••••••••• L•• | Pooled vehicles | $13.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | C••••••• I••••••••• V•••• G••••103 12 ie | C••••••• C•••••• M••••••••• L•• | Pooled vehicles | $18.2M held | Disclosed holding | askebsa.dol.gov |
Size and funding
32 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 | 2,405 | $254M | $293M | 91.7% | $281M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 2,539 | $293M | $345M | 90.0% | $268M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 2,710 | $486M | $396M | 101.0% | $318M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- F•• M••• T•••• C• codes 14 17 20 50 $565,966 PY2024
- S•••••• C•••••• M•• codes 27 50 $213,711 PY2024
- A•••••••• C•••••• M•••••••• L•• codes 27 50 $115,564 PY2024
- T••••••••• A•••• M••••••••• L• codes 27 50 $112,838 PY2024
- L•••• A••••• • C• L•• codes 27 50 $110,229 PY2024
- N••••• I••••••••• L•• codes 27 50 $109,713 PY2024
- H••••••••• I•• M•• C• codes 27 50 $63,646 PY2024
- Andco Consulting LLC codes 11 50 $60,022 PY2024
- C••••••• Intl V•••• Equity Cit Sched. D E $13.4M PY2024
- F••••••• I••••••••• codes 11 PY2024
- F•• M••• T•••• C• codes 28 $3.5M PY2023
- C••••••• Intl V•••• Equity Cit Sched. D E $13.8M PY2023
- F••••••• I••••••••• codes 11 PY2023
- F•• M••• T•••• C• codes 28 $3.2M PY2022
- C••••••• Intl V•••• Equity Cit Sched. D E $18.2M PY2022
- F••••••• I••••••••• codes 11 PY2022
What changed
10 events
- Dec 31, 2024Consultant changedinferenceT••••••••• A•••• M••••••••• L• appears on O•• E••••• C•••• R••••••••• P•••'s Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with T••••••••• A•••• M••••••••• L•askebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceL•••• A••••• • C• L•• appears on O•• E••••• C•••• R••••••••• P•••'s Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with L•••• A••••• • C• L••askebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceH••••••••• I•• M•• C• appears on O•• E••••• C•••• R••••••••• P•••'s Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with H••••••••• I•• M•• C•askebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceA•••••••• C•••••• M•••••••• L•• appears on O•• E••••• C•••• R••••••••• P•••'s Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with A•••••••• C•••••• M•••••••• L••askebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceS•••••• C•••••• M•• appears on O•• E••••• C•••• R••••••••• P•••'s Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with S•••••• C•••••• M••askebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceN••••• I••••••••• L•• appears on O•• E••••• C•••• R••••••••• P•••'s Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with N••••• I••••••••• L••askebsa.dol.gov
- Jan 1, 2024Assets changedO•• E••••• C•••• R••••••••• P••• plan assets $293M -> $254M (-13.4%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Assets changedO•• E••••• C•••• R••••••••• P••• total assets $318M -> $268M (-15.8%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedO•• E••••• C•••• R••••••••• P••• funded ratio 101.0% -> 90.0% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedO•• E••••• C•••• R••••••••• P••• plan assets $486M -> $293M (-39.7%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 731481638-001
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.