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
Integris Health, Inc. Retirement Plan a
Corporate pensionOklahoma City, OK
Assets
$424M
Total assets, Jun 30, 2025 reported
Funded
80.0%
Jul 1, 2024
Private markets target
n/a
policy Jun 30, 2025
Commitments
0
1 managers on Schedule C
Plan sponsor: Integris Health, Inc.
Allocation policy
Form 5500, as of Jun 30, 2025
Actual allocation lines without a target (as filed)
- Master trust investment accounts 98.6%
Consultants and advisers
4 firms
- Monroe Vos Consulting, Inc Investment adviser (plan)Actuarythrough Jun 30, 2023 Form 5500
- Bank of Oklahoma Trusteethrough Jun 30, 2023 Form 5500
- Presort First Class, Inc. Actuarythrough Jun 30, 2023 Form 5500
- Mercer Actuarythrough Jun 30, 2023 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
5 managers on Schedule C
From Schedule C (investment management, code 28)
- Capfinancial Partners, LLCplan years 2025
- Fidelity Investmentsplan years 2023
- Emerald Advisers,llcplan years 2023
- Chickasaw Capital Management LLCplan years 2023
- Pimcoplan years 2023
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
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 Jun 30, 2025 | 5,696 | $432M | $531M | 80.0% | $424M | n/a | $418M | n/a |
| 2023 to Jun 30, 2024 | 5,747 | $412M | $537M | 80.4% | $423M | n/a | $415M | n/a |
| 2022 to Jun 30, 2023 | 5,787 | $391M | $525M | 80.0% | $408M | n/a | $403M | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Pimco codes 28 50 $476,843 PY2024
- Chickasaw Capital Management LLC codes 28 51 $370,507 PY2024
- Fidelity Investments Institutional codes 28 51 $281,139 PY2024
- Kpmg LLP codes 10 50 $146,442 PY2024
- Bank of Oklahoma codes 21 50 $79,294 PY2024
- Mercer codes 11 16 50 $78,206 PY2024
- Monroe Vos Consulting, Inc codes 27 28 57 $44,399 PY2024
- Emerald Advisers Inc. codes 28 51 $35,567 PY2024
- Captrust Financial Advisors codes 28 51 $28,937 PY2024
- Integris Health, Inc. Ret Master Sched. D M $418M PY2024
- Mercer codes 11 PY2024
- Pimco codes 28 50 $582,467 PY2023
- Fidelity Investments Institutional codes 28 51 $491,738 PY2023
- Mercer codes 11 16 50 $159,000 PY2023
- Chickasaw Capital Management LLC codes 28 51 $144,432 PY2023
- Bank of Oklahoma codes 21 50 $112,049 PY2023
- Kpmg LLP codes 10 50 $98,296 PY2023
- Emerald Advisers Inc. codes 28 51 $93,417 PY2023
- Monroe Vos Consulting, Inc codes 27 28 57 $42,101 PY2023
- Integris Health, Inc. Ret Master Sched. D M $415M PY2023
- Mercer codes 11 PY2023
- Fidelity Investments Institutional codes 28 51 $587,108 PY2022
- Pimco codes 28 50 $281,701 PY2022
- Chickasaw Capital Management LLC codes 28 51 $201,385 PY2022
- Kpmg LLP codes 10 50 $177,507 PY2022
- Mercer codes 11 16 50 $122,596 PY2022
- Bank of Oklahoma codes 21 50 $106,987 PY2022
- Emerald Advisers Inc. codes 28 51 $89,694 PY2022
- Monroe Vos Consulting, Inc codes 27 28 51 $51,911 PY2022
- Presort First Class, Inc. codes 11 50 $6,510 PY2022
- Integris Health, Inc. Ret Master Sched. D M $403M PY2022
- Mercer codes 11 PY2022
What changed
1 events
- Dec 31, 2024Manager relationship startedCaptrust Financial Advisors appears on Integris Health, Inc. Retirement Plan a's Schedule C as investment manager (plan year 2024 vs 2023)with Capfinancial Partners, LLCaskebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 731192764-001
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.