DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Allocators
Houston, TX
Data as of (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Bucket | Target % | Range low | Range high | Actual % | Actual | Period end | Basis |
|---|---|---|---|---|---|---|---|
| Master trust investment accounts | n/a | n/a | n/a | 99 | $484M | Dec 31, 2024 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| Mercer | Pension consultant | Jan 1, 2023 | Dec 31, 2023 | no | fact | Dol form 5500 pension |
| Aon | actuary | Jan 1, 2023 | Dec 31, 2023 | no | fact | Dol form 5500 pension |
| Curcio Webb | Investment adviser | Jan 1, 2023 | Dec 31, 2023 | no | fact | Dol form 5500 pension |
| AON Consulting, Inc. | actuary | Jan 1, 2023 | Dec 31, 2023 | no | fact | Dol form 5500 pension |
| Towers Watson Investment Services, | Investment adviser | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Mercer | actuary | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Bank of Oklahoma | trustee | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| Reliance Trust Company | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| Wellington Fd | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| Aon | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| JP Morgan Asset Mgmt | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| Innovative Legal Solutions | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |