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
Willis-Knighton Medical Center Employees Retirement Plan
Corporate pensionShreveport, LA
Assets
$1.2B
Total assets, Sep 30, 2025 reported
Funded
186.2%
Oct 1, 2024
Private markets target
n/a
policy Sep 30, 2025
Commitments
0
none on the tape
Plan sponsor: Willis-Knighton Medical Center
Allocation policy
Form 5500, as of Sep 30, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 1.9%
- U.S. Government securities 9.6%
- Registered investment companies 88.5%
Consultants and advisers
1 firms
- USI Consulting Group Actuarythrough Sep 30, 2023 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on Schedule C
From Schedule C (investment management, code 28)
- Cadence Bankplan 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
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 Sep 30, 2025 | 11,259 | $1.1B | $567M | 186.2% | $1.2B | n/a | n/a | n/a |
| 2023 to Sep 30, 2024 | 10,800 | $835M | $542M | 154.0% | $1.1B | n/a | n/a | n/a |
| 2022 to Sep 30, 2023 | 10,335 | $736M | $490M | 149.8% | $835M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- USI Consulting Group codes 11 17 $492,368 PY2024
- Cadence Bank codes 52 $177,419 PY2024
- USI Consulting Group codes 11 PY2024
- Cadence Bank codes 52 PY2023
- USI Consulting Group codes 11 PY2023
- Cadence Bank codes 52 PY2022
- USI Consulting Group codes 11 PY2022
What changed
7 events
- Sep 30, 2025Assets changedWillis-Knighton Medical Center Employees Retirement Plan total assets $1.1B -> $1.2B (+13.0%, 2024-09-30 to 2025-09-30)
- Dec 31, 2024Consultant changedinferenceUSI Consulting Group appears on Willis-Knighton Medical Center Employees Retirement Plan's Schedule C as pension consultant (plan year 2024 vs 2023)with USI Consulting Groupaskebsa.dol.gov
- Oct 1, 2024Funded status changedWillis-Knighton Medical Center Employees Retirement Plan funded ratio 154.0% -> 186.2% (2023-10-01 to 2024-10-01)
- Oct 1, 2024Assets changedWillis-Knighton Medical Center Employees Retirement Plan plan assets $835M -> $1.1B (+26.5%, 2023-10-01 to 2024-10-01)
- Sep 30, 2024Assets changedWillis-Knighton Medical Center Employees Retirement Plan total assets $835M -> $1.1B (+26.6%, 2023-09-30 to 2024-09-30)
- Oct 1, 2023Funded status changedWillis-Knighton Medical Center Employees Retirement Plan funded ratio 149.8% -> 154.0% (2022-10-01 to 2023-10-01)
- Oct 1, 2023Assets changedWillis-Knighton Medical Center Employees Retirement Plan plan assets $736M -> $835M (+13.5%, 2022-10-01 to 2023-10-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 720400933-001
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.