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
Williams Pension Plan
Corporate pensionTulsa, OK
Assets
$1.4B
Total assets, Dec 31, 2024 reported
Funded
95.3%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
8
6 managers on Schedule C
Plan sponsor: The Williams Companies, Inc.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 2.5%
- Non-interest-bearing cash 0.0%
- Corporate debt instruments (other) 13.6%
- Corporate debt instruments (preferred) 11.3%
- U.S. Government securities 6.3%
- Insurance company general account 0.0%
- Other investments 1.6%
- 103-12 investment entities 4.5%
- Common/collective trusts 58.8%
- Registered investment companies 0.0%
- Common stock 1.0%
Consultants and advisers
5 firms
- Mercer Investments LLC General consultantthrough Dec 31, 2024 Form 5500
- State Street Global Advisors Trust Custodianthrough Dec 31, 2024 Form 5500
- Bank of Oklahoma Trusteethrough Dec 31, 2022 Form 5500
- AON Consulting, Inc. Actuarythrough Dec 31, 2022 Form 5500
- Aon Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
6 managers on the commitment tape
From the plan’s own commitment disclosures
- Metropolitan Life Insurance Company2 rows, latest Dec 31, 2024
- State Street - Russell 20001 rows, latest Dec 31, 2024
- State Street Gbl Equity1 rows, latest Dec 31, 2024
- Ninety One North America, Inc.1 rows, latest Dec 31, 2024
- Prudential Trust Co.1 rows, latest Dec 31, 2024
- Acadian Asset Management1 rows, latest Dec 31, 2024
From Schedule C (investment management, code 28)
- Metlife Investment Managementplan years 2024
- Income Research & Mgmt. Inc.plan years 2024
- Ninety One North America, Inc.plan years 2024
- Acadian Asset Managementplan years 2024
- Nisa Investment Advisors, LLCplan years 2024
- Prudential Trust Co.plan years 2024
Commitments
8 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 | State Street S&p 500 Index Securiticollective trust | State Street - Russell 2000 | Pooled vehicles | $147M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Blackrock Broad Market Bond Fundseparate account | Metropolitan Life Insurance Company | Fixed income | $186,718 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Ssga Intermediate US Govt Bond Indxcollective trust | State Street Gbl Equity | Fixed income | $198M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Ninety One Emerging Mkts Equity Fdcollective trust | Ninety One North America, Inc. | Public equity | $13.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Prudential US Corporate Bond Fundcollective trust | Prudential Trust Co. | Fixed income | $339M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Acadian Global Managed Volatility E103 12 ie | Acadian Asset Management | Pooled vehicles | $61.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Arrowstreet Global Equity Acwi Citcollective trust | Global Trust Company | Public equity | $115M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Blackrock Broad Market Bond Fundseparate account | Metropolitan Life Insurance Company | Fixed income | $187,307 held | Disclosed holding | askebsa.dol.gov |
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 Dec 31, 2024 | 11,191 | $1.2B | $970M | 95.3% | $1.4B | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 7,141 | $800M | $665M | 109.2% | $1.3B | n/a | $1.3B | n/a |
| 2022 to Dec 31, 2022 | 7,333 | $948M | $632M | 116.2% | $879M | n/a | $879M | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Mercer Investments LLC codes 16 31 51 $837,016 PY2024
- Fidelity Employer Services Company codes 13 15 38 49 64 65 99 $807,355 PY2024
- AON Consulting, Inc codes 11 17 49 99 $296,362 PY2024
- Prudential Trust Co. codes 28 31 51 $254,272 PY2024
- Nisa Investment Advisors LLC codes 28 31 51 $224,458 PY2024
- Bokf, Na DBA Bank of Oklahoma codes 21 24 25 28 31 49 52 99 $176,228 PY2024
- Metlife Investment Management LLC codes 28 31 51 $130,287 PY2024
- Income Research + Management codes 28 31 51 $86,678 PY2024
- Acadian Asset Management LLC codes 28 31 51 $84,091 PY2024
- Ninety One North America, Inc. codes 28 31 51 $60,131 PY2024
- State Street Global Advisors Trust codes 18 19 28 31 51 52 99 $29,358 PY2024
- Acadian Global Mngd Volatil Equ Fd Sched. D E $61.0M PY2024
- S&p 500(r) Idx Lending Series Cl 1 Sched. D C $147M PY2024
- Metlife Separate Account 377 Sched. D P $186,718 PY2024
- State St Int US Govt Bd Idx Sl Cl 1 Sched. D C $198M PY2024
- S&p 500(r) Non-Lend Series Fd Cl a Sched. D C PY2024
- State Street Int US Govt Bnd Idx Fd Sched. D C PY2024
- Ninety One Emerging Mkts Equity Fd Sched. D C $13.2M PY2024
- Prudential US Corporate Bond Fund Sched. D C $339M PY2024
- Arrowstreet Global Equity Acwi Cit Sched. D C $115M PY2024
- AON Consulting, Inc. codes 11 PY2024
- Fidelity Employer Services Company codes 13 15 38 49 64 65 99 $492,914 PY2023
- AON Consulting, Inc codes 11 17 49 99 $270,683 PY2023
- Bokf, Na DBA Bank of Oklahoma codes 21 24 25 31 49 99 $119,245 PY2023
- Metlife Separate Account 377 Sched. D P $187,307 PY2023
- Williams Companies,inc.master Trust Sched. D M $1.3B PY2023
- AON Consulting, Inc. codes 11 PY2023
- Fidelity Employer Services Company codes 13 15 38 49 64 65 99 $491,138 PY2022
- AON Consulting, Inc codes 11 17 49 99 $149,703 PY2022
- Bokf, Na DBA Bank of Oklahoma codes 21 24 25 31 49 99 $133,674 PY2022
- Williams Companies,inc.master Trust Sched. D M $879M PY2022
- AON Consulting, Inc. codes 11 PY2022
What changed
20 events
- Dec 31, 2024Holding startedWilliams Pension Plan first reports an interest in Acadian Global Managed Volatility E (Acadian Asset Management): $61M at 2024-12-31with Acadian Asset Managementaskebsa.dol.gov
- Dec 31, 2024Holding startedWilliams Pension Plan first reports an interest in Arrowstreet Global Equity Acwi Cit: $115M at 2024-12-31with Arrowstreet Global Equity Acwi Citaskebsa.dol.gov
- Dec 31, 2024Holding startedWilliams Pension Plan first reports an interest in Ninety One Emerging Mkts Equity Fd (Ninety One North America, Inc.): $13M at 2024-12-31with Ninety One North America, Inc.askebsa.dol.gov
- Dec 31, 2024Holding startedWilliams Pension Plan first reports an interest in State Street S&p 500 Index Securiti (State Street - Russell 2000): $147M at 2024-12-31with State Street - Russell 2000askebsa.dol.gov
- Dec 31, 2024Holding startedWilliams Pension Plan first reports an interest in Prudential US Corporate Bond Fund (Prudential Trust Co.): $339M at 2024-12-31with Prudential Trust Co.askebsa.dol.gov
- Dec 31, 2024Holding startedWilliams Pension Plan first reports an interest in Ssga Intermediate US Govt Bond Indx (State Street Gbl Equity): $198M at 2024-12-31with State Street Gbl Equityaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedState Street Global Advisors Trust appears on Williams Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with State Street Global Advisors Trustaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedMetlife Investment Management LLC appears on Williams Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Metlife Investment Managementaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceMercer Investments LLC appears on Williams Pension Plan's Schedule C as general consultant (plan year 2024 vs 2023)with Mercer Investments LLCaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedIncome Research + Management appears on Williams Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Income Research & Mgmt. Inc.askebsa.dol.gov
- Dec 31, 2024Manager relationship startedNinety One North America, Inc. appears on Williams Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Ninety One North America, Inc.askebsa.dol.gov
- Dec 31, 2024Manager relationship startedPrudential Trust Co. appears on Williams Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Prudential Trust Co.askebsa.dol.gov
- Dec 31, 2024Manager relationship startedAcadian Asset Management LLC appears on Williams Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Acadian Asset Managementaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedNisa Investment Advisors LLC appears on Williams Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Nisa Investment Advisors, LLCaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedBokf, Na DBA Bank of Oklahoma appears on Williams Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Bank of Oklahomaaskebsa.dol.gov
- Jan 1, 2024Funded status changedWilliams Pension Plan funded ratio 109.2% -> 95.3% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedWilliams Pension Plan plan assets $800M -> $1.2B (+46.0%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Assets changedWilliams Pension Plan total assets $879M -> $1.3B (+51.6%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedWilliams Pension Plan funded ratio 116.2% -> 109.2% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedWilliams Pension Plan plan assets $948M -> $800M (-15.7%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 730569878-001
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.