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

Retirement Plan of Sasol (USA) Coporation

Corporate pensionHouston, TX
Assets
$259M
Total assets, Dec 31, 2024 reported
Funded
144.9%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
12
none on the tape
Plan sponsor: Sasol (USA) Corporation
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 0.1%
  • Partnership/joint venture interests 4.5%
  • Common/collective trusts 35.6%
  • Registered investment companies 59.3%
Consultants and advisers
2 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
3 managers on the commitment tape
From the plan’s own commitment disclosures
Commitments
12 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024SEI Core Property Collective Inv Trcollective trustSEI Core Property Collective FundReal estate$19.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024SEI Structured Credit Collective Fdcollective trustSEI Structrued Credit Collective FdPrivate credit$29.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024SEI Special Situations Collectivecollective trustSEI Private Trust CompanyPrivate credit$24.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024SEI Global Private Assets V Citcollective trustSEI Global Private Assets V FundPooled vehicles$18.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023SEI Core Property Collective Inv Trcollective trustSEI Core Property Collective FundReal estate$19.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023SEI Structured Credit Collective Fdcollective trustSEI Structrued Credit Collective FdPrivate credit$32.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023SEI Special Situations Collectivecollective trustSEI Private Trust CompanyPrivate credit$20.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023SEI Global Private Assets V Citcollective trustSEI Global Private Assets V FundPooled vehicles$14.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022SEI Core Property Collective Inv Trcollective trustSEI Core Property Collective FundReal estate$22.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022SEI Structured Credit Collective Fdcollective trustSEI Structrued Credit Collective FdPrivate credit$27.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022SEI Special Situations Collectivecollective trustSEI Private Trust CompanyPrivate credit$18.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022SEI Global Private Assets V Citcollective trustSEI Global Private Assets V FundPooled vehicles$10.4M heldDisclosed holdingaskebsa.dol.gov
Size and funding
33 readings
Total assets
$259M Dec 31, 2024 reported Form 5500
$245M (2023-12) · $227M (2022-12)
Plan assets
$245M Jan 1, 2024 reported Form 5500
$227M (2023-01) · $265M (2022-01)
Net assets
$259M Dec 31, 2024 reported Form 5500
$245M (2023-12) · $226M (2022-12)
Funded ratio
144.9% Jan 1, 2024 reported Form 5500
156.9% (2023-01) · 161.8% (2022-01)
Funding target
$166M Jan 1, 2024 reported Form 5500
$152M (2023-01) · $147M (2022-01)
Discount rate
5.10% Jan 1, 2024 reported Form 5500
5.15% (2023-01) · 5.31% (2022-01)
Participants
2,101 Jan 1, 2024 reported Form 5500
2,153 (2023-01) · 2,146 (2022-01)
Contributions
$3.9M Dec 31, 2024 reported Form 5500
$3.5M (2023-12) · $4.8M (2022-12)
Benefits paid
$14.5M Dec 31, 2024 reported Form 5500
$9.7M (2023-12) · $17.3M (2022-12)
Net investment income
$14.0M Dec 31, 2024 reported Form 5500
$18.6M (2023-12) · $-39.1M (2022-12)
Investment management fees
$1.5M Dec 31, 2024 reported Form 5500
$1.4M (2023-12) · $1.5M (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 20242,101$245M$166M144.9%$259M$11.6Mn/an/a
2023 to Dec 31, 20232,153$227M$152M156.9%$245M$10.0Mn/an/a
2022 to Dec 31, 20222,146$265M$147M161.8%$227M$9.7Mn/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • SEI Private Trust Company codes 25 $1.6M PY2024
  • Siit Structured Credit Fund Sched. D C $29.8M PY2024
  • SEI Core Property Collective Inv Tr Sched. D C $19.7M PY2024
  • SEI Global Private Assets Sched. D C $18.8M PY2024
  • Siit Sp Situations Collective Fund Sched. D C $24.0M PY2024
  • Definiti LLC codes 11 PY2024
  • SEI Private Trust Company codes 25 $1.5M PY2023
  • Siit Sp Situations Collective Fund Sched. D C $20.6M PY2023
  • SEI Core Property Collective Inv Tr Sched. D C $19.9M PY2023
  • Siit Structured Credit Fund Sched. D C $32.6M PY2023
  • SEI Global Private Assets Sched. D C $14.3M PY2023
  • Definiti LLC codes 11 PY2023
  • SEI Private Trust Company codes 25 $1.6M PY2022
  • Siit Sp Situations Collective Fund Sched. D C $18.8M PY2022
  • SEI Global Private Assets Sched. D C $10.4M PY2022
  • Siit Structured Credit Fund Sched. D C $27.0M PY2022
  • SEI Core Property Collective Inv Tr Sched. D C $22.0M PY2022
  • Definiti LLC codes 11 PY2022
What changed
3 events
  • Jan 1, 2024Funded status changed
    Retirement Plan of Sasol (USA) Coporation funded ratio 156.9% -> 144.9% (2023-01-01 to 2024-01-01)
  • Jan 1, 2023Funded status changed
    Retirement Plan of Sasol (USA) Coporation funded ratio 161.8% -> 156.9% (2022-01-01 to 2023-01-01)
  • Jan 1, 2023Assets changed
    Retirement Plan of Sasol (USA) Coporation plan assets $265M -> $227M (-14.4%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 462043151-001
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.