Williams Pension Plan
Corporate pension, based in Tulsa, Oklahoma, reporting $1.4B in assets, for 11,191 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Williams Pension Plan first reports an interest in Acadian Global Managed Volatility E (Acadian Asset Management): $61M at 2024-12-31.
2 more advisers, 4 more managers, 5 more commitments and 15 more dated events
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
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Capital path
who backs this record, through what, into what; each name opens its own path- Blackrock Broad Market Bond Fund2 commitments
- Ssga Intermediate US Govt Bond Indx1 commitment
- Acadian Global Managed Volatility E1 commitment
- Metropolitan Life Insurance Company2 commitments
- State Street Global Advisors Trust Company1 commitment
- Acadian Asset Management1 commitment
Relationship network
34 connected entities8 observed commitments4 repeat counterpartiescommitments 2023 to 2024
From board minutes, annual reports, Form 5500 filings and public records of commitments, consultants and staff in the allocator graph. Commitment amounts are those the allocator disclosed; many are not printed, and none is estimated.
Some relationships on this record are counted rather than named here. They open with the full profile.
Click any name or line for the commitments and sources behind it. Line weight is commitments together; dashed lines are inferred.
- Sponsor
- Fund or vehicle
- Service provider
- Organization
›How strength and recency are read
Managers, funds and consultants are read from the commitments: three or more is a strong observed relationship, two a repeat counterparty. No consultant link is marked current on the source, so none is labelled current or former here. Related plans, people and plan service providers are ordered by what the filing shows.
Darker lines were active in the last 24 months or are current; lighter lines are older or undated.
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
Allocation policy
- 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
- Mercer Investments LLC General consultantthrough Dec 31, 2024 Form 5500
- State Street Global Advisors Trust Custodianthrough Dec 31, 2024 Form 5500
- Aon Actuarythrough Dec 31, 2022 Form 5500
+2 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
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People
Manager roster
- Metropolitan Life Insurance Company2 rows, latest Dec 31, 2024
- State Street Global Advisors Trust Company1 row, latest Dec 31, 2024
- Acadian Asset Management1 row, latest Dec 31, 2024
+4 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- Arrowstreet Globalplan years
- Arrowstreetplan years
- Ninety One North America, Inc.plan years 2024
+5 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
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What changed
- 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 Global Advisors Trust Companyaskebsa.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
+15 more dated events
Every name, record and relationship behind this count, with the source on each.
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Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Ssga Intermediate US Govt Bond Indxcollective trust | State Street Global Advisors Trust Company | Fixed income | $198M 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 | State Street S&p 500 Index Securiticollective trust | State Street Global Advisors Trust Company | Pooled vehicles | $147M held | Disclosed holding | askebsa.dol.gov |
+5 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
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Size and funding
Form 5500 filings
| 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 | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 7,141 | $800M | $665M | 109.2% | $1.3B | Not disclosed | $1.3B | Not disclosed |
| 2022 to Dec 31, 2022 | 7,333 | $948M | $632M | 116.2% | $879M | Not disclosed | $879M | Not disclosed |
- 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
+29 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Williams Pension Plan sits on 5 traced paths of capital across the graphs.
DFX traced 5 paths of capital through this record
Every record on each path, what it committed or lent, and as of when.
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Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
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Record history
- Holding in a pooled vehicle started2024-12-31source on record
- Holding in a pooled vehicle started2024-12-31source on record
- Holding in a pooled vehicle started2024-12-31source on record
+17 more changes on this record's ledger
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The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.
›Connections
every published relationship on the graph
+14 connections on the graph
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