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

RSR North America Corp. Retirement Income Pension Plan

Corporate pensionDallas, TX
Assets
$63.9M
Total assets, Dec 31, 2024 reported
Funded
80.0%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
3
none on the tape
Plan sponsor: Ecobat Resources US, LLC
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 0.0%
  • Common/collective trusts 0.8%
  • Master trust investment accounts 85.8%
Consultants and advisers
1 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
No manager relationship is on the tape for this allocator.
Commitments
3 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Allspring St Investment Fund S1collective trustPrincipal Trust CompanyPooled vehicles$506,324 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Allspring St Investment Fund S1collective trustPrincipal Trust CompanyPooled vehicles$56,009 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Allspring St Investment Fund S1collective trustPrincipal Trust CompanyPooled vehicles$424,165 heldDisclosed holdingaskebsa.dol.gov
Size and funding
30 readings
Total assets
$63.9M Dec 31, 2024 reported Form 5500
$20.6M (2023-12) · $23.6M (2022-12)
Plan assets
$20.6M Jan 1, 2024 reported Form 5500
$23.8M (2023-01) · $32.0M (2022-01)
Net assets
$63.7M Dec 31, 2024 reported Form 5500
$20.6M (2023-12) · $23.6M (2022-12)
Funded ratio
80.0% Jan 1, 2024 reported Form 5500
81.1% (2023-01) · 103.2% (2022-01)
Funding target
$27.2M Jan 1, 2024 reported Form 5500
$32.2M (2023-01) · $31.1M (2022-01)
Discount rate
5.25% Jan 1, 2024 reported Form 5500
5.35% (2023-01) · 5.52% (2022-01)
Participants
365 Jan 1, 2024 reported Form 5500
514 (2023-01) · 536 (2022-01)
Contributions
$9.0M Dec 31, 2024 reported Form 5500
$891,297 (2023-12) · $428,549 (2022-12)
Benefits paid
$3.5M Dec 31, 2024 reported Form 5500
$6.4M (2023-12) · $4.4M (2022-12)
Net investment income
$4.2M Dec 31, 2024 reported Form 5500
$-2.9M (2023-12) · $-8.5M (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 2024365$20.6M$27.2M80.0%$63.9Mn/a$54.8Mn/a
2023 to Dec 31, 2023514$23.8M$32.2M81.1%$20.6Mn/a$19.7Mn/a
2022 to Dec 31, 2022536$32.0M$31.1M103.2%$23.6Mn/a$22.8Mn/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • ST Investment Fund a S1 Sched. D C $506,324 PY2024
  • Ecobat Resources US, LLC Master Tr. Sched. D M $54.8M PY2024
  • AON Consulting, Inc codes 11 PY2024
  • ST Investment Fund a S1 Sched. D C $56,009 PY2023
  • Ecobat Resources US, LLC Master Tr. Sched. D M $19.7M PY2023
  • AON Consulting, Inc codes 11 PY2023
  • Ecobat Resources US, LLC Master Tr. Sched. D M $22.8M PY2022
  • Blackrock St Investment Fund F Sched. D C $424,165 PY2022
  • AON Consulting, Inc codes 11 PY2022
What changed
5 events
  • Dec 31, 2024Assets changed
    RSR North America Corp. Retirement Income Pension Plan total assets $21M -> $64M (+209.7%, 2023-12-31 to 2024-12-31)
  • Jan 1, 2024Assets changed
    RSR North America Corp. Retirement Income Pension Plan plan assets $24M -> $21M (-13.3%, 2023-01-01 to 2024-01-01)
  • Dec 31, 2023Assets changed
    RSR North America Corp. Retirement Income Pension Plan total assets $24M -> $21M (-12.7%, 2022-12-31 to 2023-12-31)
  • Jan 1, 2023Funded status changed
    RSR North America Corp. Retirement Income Pension Plan funded ratio 103.2% -> 81.1% (2022-01-01 to 2023-01-01)
  • Jan 1, 2023Assets changed
    RSR North America Corp. Retirement Income Pension Plan plan assets $32M -> $24M (-25.9%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 832477963-002
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.