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.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
Corporate pension
P••••••• R••••••• S•••••• I••• R••••••••• P•••
Corporate pensionP•••••••, TX
Assets
$61.6M
Total assets, Dec 31, 2024 reported
Funded
99.5%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
1
none on the tape
Plan sponsor: P••••••• R••••••• S•••••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Master trust investment accounts 100.0%
Consultants and advisers
2 firms
- W••••• T••••• W••••• U• L•• Actuarythrough Dec 31, 2022 Form 5500
- U• B••• Trusteethrough 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
- N••••••• T•••• C••••••••• E••• I•••1 rows, latest Dec 31, 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, 2022 | N• C••••••••• A•• C•••••• W•••• I••collective trust | N••••••• T•••• C••••••••• E••• I••• | Pooled vehicles | $39.1M held | Disclosed holding | askebsa.dol.gov |
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 Dec 31, 2024 | 275 | $58.4M | $53.2M | 99.5% | $61.6M | $0 | $61.6M | $0 |
| 2023 to Dec 31, 2023 | 274 | $55.1M | $47.8M | 98.4% | $58.4M | $0 | $58.4M | $0 |
| 2022 to Dec 31, 2022 | 275 | $65.7M | $43.1M | 129.7% | $55.1M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Chevron Master Pension Trust Sched. D M $61.6M PY2024
- W••••• T••••• W••••• U• L•• codes 11 PY2024
- Chevron Master Pension Trust Sched. D M $58.4M PY2023
- N• C••••••••• A•• C•••••• W•••• I•• Sched. D C PY2023
- W••••• T••••• W••••• U• L•• codes 11 PY2023
- W••••• T••••• W••••• U• L•• codes 11 50 $605,931 PY2022
- Withumsmith+brown, PC codes 10 50 $23,500 PY2022
- U• B••• National Association codes 21 28 51 52 71 $15,394 PY2022
- T. Rowe Price codes 15 50 $9,094 PY2022
- NT Col All Cntry Wrld If Non Lend Sched. D C PY2022
- N• C••••••••• A•• C•••••• W•••• I•• Sched. D C $39.1M PY2022
- W••••• T••••• W••••• U• L•• codes 11 PY2022
What changed
2 events
- Jan 1, 2023Funded status changedP••••••• R••••••• S•••••• I••• R••••••••• P••• funded ratio 129.7% -> 98.4% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedP••••••• R••••••• S•••••• I••• R••••••••• P••• plan assets $66M -> $55M (-16.2%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 061513158-003
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.