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
Orix Financial Services, Inc. Retirement Plan
Corporate pensionDallas, TX
Assets
$37.0M
Total assets, Dec 31, 2024 reported
Funded
107.3%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
1
none on the tape
Plan sponsor: Orix Corporation USA
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Corporate debt instruments (other) 4.1%
- U.S. Government securities 4.8%
- Registered investment companies 91.1%
Consultants and advisers
2 firms
- AON Consulting, Inc. Actuarythrough Dec 31, 2024 Form 5500
- Schwab Retirement Plan Services 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
- Nisa Investment Advisors, LLC1 rows, latest Dec 31, 2024
From Schedule C (investment management, code 28)
- PNC Bankplan years 2022
Commitments
1 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 | Nisa Ultra Mid Treasury Cif-Class acollective trust | Nisa Investment Advisors, LLC | Fixed income | $429,306 held | Disclosed holding | askebsa.dol.gov |
Size and funding
31 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 | 554 | $38.8M | $38.3M | 107.3% | $37.0M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 563 | $37.6M | $38.7M | 105.6% | $38.5M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 571 | $50.0M | $38.6M | 131.5% | $37.6M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- PNC Bank, Na codes 28 50 $88,581 PY2024
- Nisa Ultra Mid Treasury Cif-Class a Sched. D C $1.1M PY2024
- Nisa Ultra Long Treasury Cif Classa Sched. D C $429,306 PY2024
- AON Consulting, Inc. codes 11 PY2024
- PNC Bank, Na codes 28 50 $88,817 PY2023
- Schwab Retirement Plan Services Inc codes 11 PY2023
- PNC Bank, Na codes 28 50 $97,442 PY2022
- Schwab Retirement Plan Services Inc codes 11 PY2022
What changed
2 events
- Jan 1, 2023Funded status changedOrix Financial Services, Inc. Retirement Plan funded ratio 131.5% -> 105.6% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedOrix Financial Services, Inc. Retirement Plan plan assets $50M -> $38M (-24.9%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 132507476-002
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.