Memorial Hermann Pension Plan
Corporate pension, based in Houston, Texas, reporting $650M in assets, for 11,882 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Putnam appears on Memorial Hermann Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023).
6 more dated events
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Capital path
who backs this record, through what, into what; each name opens its own path- NT Collective Short Term Invt Fd3 commitments
Relationship network
23 connected entities3 observed commitments1 repeat counterpartycommitments 2023 to 2025
From board minutes, annual reports, Form 5500 filings and public records of commitments, consultants and staff in the allocator graph. Commitment amounts are those the allocator disclosed; many are not printed, and none is estimated.
Some relationships on this record are counted rather than named here. They open with the full profile.
Click any name or line for the commitments and sources behind it. Line weight is commitments together; dashed lines are inferred.
- Sponsor
- Fund or vehicle
- Service provider
- Organization
›How strength and recency are read
Managers, funds and consultants are read from the commitments: three or more is a strong observed relationship, two a repeat counterparty. No consultant link is marked current on the source, so none is labelled current or former here. Related plans, people and plan service providers are ordered by what the filing shows.
Darker lines were active in the last 24 months or are current; lighter lines are older or undated.
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
Allocation policy
- Non-interest-bearing cash 0.1%
- Corporate debt instruments (other) 8.4%
- Corporate debt instruments (preferred) 0.0%
- U.S. Government securities 2.5%
- Other investments 20.9%
- Partnership/joint venture interests 37.4%
- Common/collective trusts 2.9%
- Registered investment companies 16.9%
- Common stock 10.3%
- Preferred stock 0.1%
Consultants and advisers
- Willis Towers Watson US LLC Actuarythrough Jun 30, 2023 Form 5500
- Northern Trust Co. Directed trusteethrough Jun 30, 2023 Form 5500
People
Manager roster
- Locust Woodplan years 2025
- Jacobs Levy Equity Management Inc.plan years 2025
- Montruscoplan years 2025
+6 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
What changed
- Dec 31, 2024Manager relationship startedPutnam appears on Memorial Hermann Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Putnamaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceLazard Asset Management LLC no longer appears on Memorial Hermann Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Lazard Asset Management LLCaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedHarvey Partners LLC appears on Memorial Hermann Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Harvey Partners LLCaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedLocust Wood appears on Memorial Hermann Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Locust Woodaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceLSV Asset Management no longer appears on Memorial Hermann Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with LSV Asset Managementaskebsa.dol.gov
+6 more dated events
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Jun 30, 2025 | NT Collective Short Term Invt Fdcollective trust | Memorial Hermann Health System | Cash | $18.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2024 | NT Collective Short Term Invt Fdcollective trust | Memorial Hermann Healthsystem | Cash | $40 held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2023 | NT Collective Short Term Invt Fdcollective trust | Memorialhermann Health System | Cash | $2.3M held | Disclosed holding | askebsa.dol.gov |
Size and funding
Form 5500 filings
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Jun 30, 2025 | 11,882 | $638M | $625M | 96.0% | $650M | $243M | $0 | $0 |
| 2023 to Jun 30, 2024 | 12,460 | $635M | $639M | 89.8% | $642M | $231M | $0 | $0 |
| 2022 to Jun 30, 2023 | 13,049 | $621M | $567M | 97.8% | $640M | $206M | $0 | $0 |
- Willis Towers Watson codes 11 $1.4M PY2024
- Locust Wood codes 28 $252,709 PY2024
- Northern Trust Company codes 25 $248,247 PY2024
+32 more service providers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Provenance
Provenance
Record history
- Manager relationship ended2024-12-31source on record
- Manager relationship started2024-12-31source on record
- Manager relationship started2024-12-31source on record
+8 more changes on this record's ledger
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.
›Connections
every published relationship on the graph
+12 connections on the graph
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.