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.
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Corporate pension
T•• R••••••••• B•••••• P••• o• A••••••• A•••••••• I••• f•• F••••• A•••••••••
Corporate pensionFort Worth, TX
Assets
$2.5B
Total assets, Dec 31, 2024 reported
Funded
91.3%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: A••••••• A•••••••• I••• • R•••••••••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Master trust investment accounts 99.5%
Consultants and advisers
2 firms
- S•••• S••••• B••• • T•••• C•••••• Trusteethrough Dec 31, 2022 Form 5500
- W••••• T••••• W••••• U• L•• Actuarythrough Dec 31, 2022 Form 5500
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
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
30 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 | 22,976 | $2.6B | $2.9B | 91.3% | $2.5B | n/a | $2.5B | n/a |
| 2023 to Dec 31, 2023 | 23,074 | $2.4B | $2.9B | 89.4% | $2.6B | n/a | $2.5B | n/a |
| 2022 to Dec 31, 2022 | 23,245 | $3.0B | $2.9B | 94.2% | $2.4B | n/a | $2.4B | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Fidelity codes 13 15 50 $1.5M PY2024
- W••••• T••••• W••••• codes 11 50 $156,416 PY2024
- State S••••• codes 21 50 $142,562 PY2024
- Ernst & Young codes 10 50 $31,963 PY2024
- Cbiz CPAS P.C. codes 10 50 $27,075 PY2024
- Master Fixed B•••••• Pension Trust Sched. D M $2.5B PY2024
- W••••• T••••• W••••• U• L•• codes 11 PY2024
- Fidelity codes 13 15 50 $1.0M PY2023
- W••••• T••••• W••••• codes 11 50 $153,579 PY2023
- State S••••• codes 21 50 $134,206 PY2023
- Telus Health codes 13 50 $83,900 PY2023
- DXC Technology Services codes 15 50 $67,404 PY2023
- Cbiz CPAS P.C. codes 10 50 $27,170 PY2023
- Ernst & Young codes 10 50 $23,654 PY2023
- Haynes and Boone, LLP codes 29 50 $5,764 PY2023
- Master Fixed B•••••• Pension Trust Sched. D M $2.5B PY2023
- W••••• T••••• W••••• U• L•• codes 11 PY2023
- Lifeworks (US) Ltd codes 13 50 $1.6M PY2022
- Fidelity codes 13 15 50 $489,318 PY2022
- State S••••• codes 21 50 $144,124 PY2022
- W••••• T••••• W••••• codes 11 50 $105,229 PY2022
- DXC Technology Services codes 15 50 $97,867 PY2022
- Mayer Hoffman Mccann PC codes 10 50 $25,600 PY2022
- Ernst & Young codes 10 50 $18,021 PY2022
- Haynes and Boone, LLP codes 29 50 $9,714 PY2022
- Master Fixed B•••••• Pension Trust Sched. D M $2.4B PY2022
- W••••• T••••• W••••• U• L•• codes 11 PY2022
What changed
2 events
- Jan 1, 2023Funded status changedT•• R••••••••• B•••••• P••• o• A••••••• A•••••••• I••• f•• F••••• A••••••••• funded ratio 94.2% -> 89.4% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedT•• R••••••••• B•••••• P••• o• A••••••• A•••••••• I••• f•• F••••• A••••••••• plan assets $3.0B -> $2.4B (-18.9%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 131502798-008
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.