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

QEP Resources, Inc. Retirement Plan

Corporate pensionOklahoma City, OK
Assets
$84.4M
Total assets, Dec 31, 2024 reported
Funded
113.6%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
12
none on the tape
Plan sponsor: Diamondback E & P LLC
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Common/collective trusts 100.0%
Consultants and advisers
3 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
2 managers on the commitment tape
From the plan’s own commitment disclosures
Commitments
12 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024EB Temporary Investmentcollective trustBNY MellonPooled vehicles$624,174 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Bnym-M Db Sl Lt Govt Bifcollective trustBNY MellonPooled vehicles$18.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024BNY Mellon Long Duration Fundcollective trustBNY MellonFixed income$12.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Wtc-Cif II US Inv Grade Corp Long Bcollective trustWellington FdPooled vehicles$13.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Bnym-M Db Sl Lt Credit Bifcollective trustBNY MellonPrivate credit$17.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Bnym-M Db Sl Int Govt Bifcollective trustBNY MellonPooled vehicles$21.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023EB Temporary Investmentcollective trustBNY MellonPooled vehicles$1.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Bnym-M Db Sl Lt Govt Bifcollective trustBNY MellonPooled vehicles$14.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023BNY Mellon Long Duration Fundcollective trustBNY MellonFixed income$14.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Wtc-Cif II US Inv Grade Corp Long Bcollective trustWellington FdPooled vehicles$14.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Bnym-M Db Sl Lt Credit Bifcollective trustBNY MellonPrivate credit$19.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Bnym-M Db Sl Int Govt Bifcollective trustBNY MellonPooled vehicles$29.3M heldDisclosed holdingaskebsa.dol.gov
Size and funding
20 readings
Total assets
$84.4M Dec 31, 2024 reported Form 5500
$93.4M (2023-12)
Plan assets
$92.1M Jan 1, 2024 reported Form 5500
$90.8M (2023-01)
Net assets
$84.3M Dec 31, 2024 reported Form 5500
$92.1M (2023-12)
Funded ratio
113.6% Jan 1, 2024 reported Form 5500
110.0% (2023-01)
Funding target
$89.2M Jan 1, 2024 reported Form 5500
$90.8M (2023-01)
Discount rate
5.15% Jan 1, 2024 reported Form 5500
5.23% (2023-01)
Participants
210 Jan 1, 2024 reported Form 5500
212 (2023-01)
Contributions
$0 Dec 31, 2024 reported Form 5500
$0 (2023-12)
Benefits paid
$6.1M Dec 31, 2024 reported Form 5500
$6.2M (2023-12)
Net investment income
$-7.8M Dec 31, 2024 reported Form 5500
$1.4M (2023-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 2024210$92.1M$89.2M113.6%$84.4Mn/an/an/a
2023 to Dec 31, 2023212$90.8M$90.8M110.0%$93.4Mn/an/an/a
2023 to Dec 31, 2023212$90.8M$90.8M110.0%$93.4Mn/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • The Bank of New York Mellon codes 21 33 50 62 $289,838 PY2024
  • AON Consulting, Inc. codes 11 17 50 $63,405 PY2024
  • Causey Demgen & Moore Inc codes 10 50 $16,800 PY2024
  • Bnym Long Duration Fund Sched. D C $12.7M PY2024
  • Wellington Trust Corp Long Bond Sched. D C $13.7M PY2024
  • EB Long Term Govt Sched. D C $18.3M PY2024
  • SL Intermediate Govt Bi Fund Sched. D C $21.9M PY2024
  • EB Temporary Investment Sched. D C $624,174 PY2024
  • Long Term Credit Bond Index Sched. D C $17.1M PY2024
  • AON Consulting, Inc. codes 11 PY2024
  • The Bank of New York Mellon codes 21 33 50 62 $336,038 PY2023
  • The Bank of New York Mellon codes 21 33 50 62 $336,038 PY2023
  • AON Consulting, Inc. codes 11 17 50 $40,793 PY2023
  • AON Consulting, Inc. codes 11 17 50 $40,793 PY2023
  • Causey Demgen & Moore Inc codes 10 50 $16,000 PY2023
  • Causey Demgen & Moore Inc codes 10 50 $16,000 PY2023
  • SL Intermediate Govt Bi Fund Sched. D C $29.3M PY2023
  • EB Temporary Investment Sched. D C $1.5M PY2023
  • US Small Cap Opportunistic Value Eq Sched. D C PY2023
  • EB Long Term Govt Sched. D C $14.6M PY2023
  • Daily Value Mid Cap Stock Index Sched. D C PY2023
  • Daily Value Large Cap Stock Index Sched. D C PY2023
  • Int'l Equity Multi Strategy Sched. D C PY2023
  • Daily Value Int'l Markets Stock Sched. D C PY2023
  • Bynm-M Db Sl High Yield Fund Sched. D C PY2023
  • Bnym Long Duration Fund Sched. D C $14.2M PY2023
  • Wellington Trust Corp Long Bond Sched. D C $14.1M PY2023
  • Long Term Credit Bond Index Sched. D C $19.2M PY2023
  • SL Intermediate Govt Bi Fund Sched. D C $29.3M PY2023
  • Wellington Trust Corp Long Bond Sched. D C $14.1M PY2023
  • Long Term Credit Bond Index Sched. D C $19.2M PY2023
  • EB Temporary Investment Sched. D C $1.5M PY2023
  • US Small Cap Opportunistic Value Eq Sched. D C PY2023
  • EB Long Term Govt Sched. D C $14.6M PY2023
  • Daily Value Mid Cap Stock Index Sched. D C PY2023
  • Daily Value Large Cap Stock Index Sched. D C PY2023
  • Int'l Equity Multi Strategy Sched. D C PY2023
  • Daily Value Int'l Markets Stock Sched. D C PY2023
  • Bynm-M Db Sl High Yield Fund Sched. D C PY2023
  • Bnym Long Duration Fund Sched. D C $14.2M PY2023
  • AON Consulting, Inc. codes 11 PY2023
  • AON Consulting, Inc. codes 11 PY2023
What changed
1 events
  • Jan 1, 2024Funded status changed
    QEP Resources, Inc. Retirement Plan funded ratio 110.0% -> 113.6% (2023-01-01 to 2024-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 364728559-003
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.