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
Kinder Morgan Retirement Plan B
Corporate pensionHouston, TX
Assets
$518M
Total assets, Dec 31, 2024 reported
Funded
88.6%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: Kinder Morgan, Inc.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Master trust investment accounts 95.2%
Consultants and advisers
2 firms
- Northern Trust Co. Directed trusteethrough Dec 31, 2022 Form 5500
- Mercer Actuarythrough 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)
- Mercerplan 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
$657,063 (2023-12) · $642,090 (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 | 16,449 | $476M | $513M | 88.6% | $518M | n/a | $493M | n/a |
| 2023 to Dec 31, 2023 | 19,372 | $560M | $620M | 88.6% | $494M | n/a | $469M | n/a |
| 2022 to Dec 31, 2022 | 17,059 | $652M | $561M | 103.1% | $576M | n/a | $551M | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Telus Health codes 14 50 $749,557 PY2024
- Mercer Investment Consulting codes 28 50 $508,492 PY2024
- Northern Trust Company codes 25 50 51 52 62 68 $173,449 PY2024
- Mercer (US) Inc. codes 11 17 50 $96,505 PY2024
- Mcconnell & Jones, LLP codes 10 50 $28,265 PY2024
- Stoel Rives LLP codes 29 50 $6,062 PY2024
- Kinder Morgan Retirement Plan Maste Sched. D M $493M PY2024
- Mercer codes 11 PY2024
- Lifeworks codes 14 50 $810,344 PY2023
- Mercer Investment Consulting codes 28 50 $610,951 PY2023
- Northern Trust Company codes 25 50 51 52 62 68 $221,370 PY2023
- Mercer (US) Inc. codes 11 17 50 $210,197 PY2023
- Stoel Rives LLP codes 29 50 $36,430 PY2023
- Mcconnell Jones codes 10 50 $28,075 PY2023
- Kinder Morgan Retirement Plan Maste Sched. D M $469M PY2023
- Mercer codes 11 PY2023
- Lifeworks codes 14 50 $645,903 PY2022
- Mercer Investment Consulting codes 28 50 $593,084 PY2022
- Northern Trust Company codes 25 50 51 52 62 68 $186,880 PY2022
- Mercer (US) Inc. codes 11 17 50 $110,581 PY2022
- Stoel Rives LLP codes 29 50 $23,783 PY2022
- HAM, Langston & Brezina LLP codes 10 50 $17,414 PY2022
- Kinder Morgan Retirement Plan Maste Sched. D M $551M PY2022
- Mercer codes 11 PY2022
What changed
4 events
- Jan 1, 2024Assets changedKinder Morgan Retirement Plan B plan assets $560M -> $476M (-15.0%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Assets changedKinder Morgan Retirement Plan B total assets $576M -> $494M (-14.3%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedKinder Morgan Retirement Plan B funded ratio 103.1% -> 88.6% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedKinder Morgan Retirement Plan B plan assets $652M -> $560M (-14.1%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 800682103-005
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.