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Vibrantz Corporation Pension Plan for Legacy Employees

Allocators

Houston, TX

This is the graph view. The full profile, with its team, deals and sources, is on Allocators.Open the full profile →

Search this name across graphsid dfx:al:438e95d1-c337-4b12-876d-b7dbebe1b4ba

Data as of Sep 15, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 18, 2026, 11:04 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 21
On other graphs: 0
Observed: Sep 15, 2026 to Sep 15, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Total assets: $126Mlatest reading; see basis
Assets as of: Dec 31, 2024
Assets basis: REPORTED
Funded ratio: 95%
Participants: 2,001
Commitments: 38with an amount; holdings are counted apart
Managers: 4
Funds: 19
Re-ups: 0
First-time managers: 0
Latest commitment: Dec 31, 2024
Consultants: 0
Private markets target, %: 0latest policy, percent of assets
Private equity target, %: 0latest policy, percent of assets
Latest policy: Dec 31, 2024
People: 0

Holdings (a value, never a commitment)

a Schedule D plan interest or a 990-PF other investment: a value on a date, never an approval; showing 25 of 38

Vehicle	Manager	Bucket	Value	As of	Kind	Source
Mercer Opportunistic Fixed Income	n/a	Hedge diversifiers	$23.1M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Mercer US Large Cap Core Passive Eq	n/a	Public equity	$21.6M	Dec 31, 2023	Collective trust	Dol form 5500 pension
SEI Core Property Collective Inv Tr	SEI Core Property Collective Fund	Real estate	$20.4M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Mercer Erisa Hedge Fund Investors	n/a	Hedge diversifiers	$19.5M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Mercer Erisa Hedge Fund Investors	n/a	Hedge diversifiers	$17.3M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Mercer Active Intermediate Credit F	n/a	Private credit	$17.2M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Mercer Active Long Corporate Fixed	n/a	Fixed income	$17.2M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Mercer Non-Us Core Equity Portfolio	n/a	Public equity	$16.8M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Mercer US Large Cap Core Passive Eq	n/a	Public equity	$16.4M	Dec 31, 2024	Collective trust	Dol form 5500 pension
SEI Core Property Collective Inv Tr	SEI Core Property Collective Fund	Real estate	$15.5M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Mercer Passive Long Government Fixe	n/a	Pooled vehicle	$15.3M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Mercer Opportunistic Fixed Income	n/a	Hedge diversifiers	$14.3M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Mercer Active Intermediate Credit F	n/a	Private credit	$14.0M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Mercer Active Long Corporate Fixed	n/a	Fixed income	$11.2M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Mercer Long Strips Fixed Income	n/a	Fixed income	$9.5M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Mercer Passive Long Government Fixe	n/a	Pooled vehicle	$9.1M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Mercer Emerging Markets Equity Port	n/a	Public equity	$8.9M	Dec 31, 2023	Collective trust	Dol form 5500 pension
SEI Core Property Collective Inv Tr	SEI Core Property Collective Fund	Real estate	$8.3M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Mercer Global Low Volatility Equity	n/a	Public equity	$7.6M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Mercer Non-Us Core Equity Portfolio	n/a	Public equity	$7.4M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Mercer US Small/mid Cap Equity Port	n/a	Public equity	$6.3M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Mercer Long Strips Fixed Income	n/a	Fixed income	$4.9M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Mercer Ultra Long Duration Portfoli	n/a	Fixed income	$3.9M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Mercer Emerging Markets Equity Port	n/a	Public equity	$3.3M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Mercer US Small/mid Cap Equity Port	n/a	Public equity	$3.0M	Dec 31, 2024	Collective trust	Dol form 5500 pension

Policy targets, latest period

the latest period this plan published, every item quoted from its own report; a target is never an actual; 14 rows folded into 4

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Interest-bearing cash	n/a	n/a	n/a	2	$3.1M	Dec 31, 2024	Derived
Non-interest-bearing cash	n/a	n/a	n/a	0	$214,632	Dec 31, 2024	Derived
Partnership/joint venture interests	n/a	n/a	n/a	23	$29.1M	Dec 31, 2024	Derived
Common/collective trusts	n/a	n/a	n/a	72	$91.4M	Dec 31, 2024	Derived

Consultants

Form 5500 Schedule C, Form ADV and the plan's own reports; a Schedule C relationship is current for 24 months after the plan year end

Consultant	Role	From	To	Current	Evidence	Source
SEI Investments Company	trustee	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

Managers

managers this plan names on Schedule C or in its reports; a manager here is a reference node keyed to the private equity, venture and real estate fund graphs, never a new identity

Manager	Mandate	From	To	Current	Evidence
Mercer Investments LLC	Investment management	Jan 1, 2023	Dec 31, 2023	no	fact
Prudential Retirement & Annuity Ins	Investment management	Jan 1, 2022	Dec 31, 2022	no	fact
Aetna Life Insurance Company	Investment management	Jan 1, 2022	Dec 31, 2022	no	fact

Relationships

Sponsors (1)

← Vibrantz CorporationPlan sponsorPlan sponsor
Jan 1, 2022 to presentfactForm 5500

Advised by (2)

→ SEI Investments CompanyInvestment consultanttrustee
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ MercerInvestment consultantactuary
Jan 1, 2022 to Dec 31, 2022factForm 5500

Manages for (3)

← Prudential Retirement & Annuity InsManager with allocator capitalInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
← Aetna Life Insurance CompanyInvestment consultantInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
← Mercer Investments LLCInvestment consultantInvestment management
Jan 1, 2023 to Dec 31, 2023factForm 5500

Dated events

3 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Dec 31, 2024
Holding in a pooled vehicle ended
Vibrantz Corporation Pension Plan for Legacy Employees no longer reports Private Placement Sa-30 (Prudential Retirement & Annuity Ins) (last held $83,674 at 2023-12-31; absent from the 2024-12-31 filing)
Prudential Retirement & Annuity Ins Form 5500observed 3 days ago
$83,674
Occurred
Dec 31, 2024
Holding in a pooled vehicle ended
Vibrantz Corporation Pension Plan for Legacy Employees no longer reports International Blend/wellington (Prudential Retirement & Annuity Ins) (last held $70,754 at 2023-12-31; absent from the 2024-12-31 filing)
Prudential Retirement & Annuity Ins Form 5500observed 3 days ago
$70,754
Occurred
Dec 31, 2024
Holding in a pooled vehicle ended
Vibrantz Corporation Pension Plan for Legacy Employees no longer reports Dryden S&p 500 Index (Prudential Retirement & Annuity Ins) (last held $189,173 at 2023-12-31; absent from the 2024-12-31 filing)
Prudential Retirement & Annuity Ins Form 5500observed 3 days ago
$189,173
Occurred
Dec 31, 2024
Holding in a pooled vehicle ended
Vibrantz Corporation Pension Plan for Legacy Employees no longer reports Core Plus Bond / Reams Fund (Prudential Retirement & Annuity Ins) (last held $30,651 at 2023-12-31; absent from the 2024-12-31 filing)
Prudential Retirement & Annuity Ins Form 5500observed 3 days ago
$30,651
Occurred
Dec 31, 2024
Holding in a pooled vehicle started
Vibrantz Corporation Pension Plan for Legacy Employees first reports an interest in Wtc-Cif Select Leaders Series 2 (Wellington Trust Company, Na): $3M at 2024-12-31
Wellington Trust Company, Na Form 5500observed 3 days ago
$2.6M
Occurred
Dec 31, 2023
Holding in a pooled vehicle started
Vibrantz Corporation Pension Plan for Legacy Employees first reports an interest in Mercer Opportunistic Fixed Income: $23M at 2023-12-31
Mercer Opportunistic Fixed Income Form 5500observed 3 days ago
$23.1M
Occurred
Dec 31, 2023
Holding in a pooled vehicle started
Vibrantz Corporation Pension Plan for Legacy Employees first reports an interest in Mercer Emerging Markets Equity Port: $9M at 2023-12-31
Mercer Emerging Markets Equity Port Form 5500observed 3 days ago
$8.9M
Occurred
Dec 31, 2023
Holding in a pooled vehicle started
Vibrantz Corporation Pension Plan for Legacy Employees first reports an interest in Mercer US Large Cap Core Passive Eq: $22M at 2023-12-31
Mercer US Large Cap Core Passive Eq Form 5500observed 3 days ago
$21.6M
Occurred
Dec 31, 2023
Holding in a pooled vehicle started
Vibrantz Corporation Pension Plan for Legacy Employees first reports an interest in Mercer Long Strips Fixed Income: $9M at 2023-12-31
Mercer Long Strips Fixed Income Form 5500observed 3 days ago
$9.5M
Occurred
Dec 31, 2023
Holding in a pooled vehicle started
Vibrantz Corporation Pension Plan for Legacy Employees first reports an interest in Mercer Active Intermediate Credit F: $17M at 2023-12-31
Mercer Active Intermediate Credit F Form 5500observed 3 days ago
$17.2M
Occurred
Dec 31, 2023
Holding in a pooled vehicle started
Vibrantz Corporation Pension Plan for Legacy Employees first reports an interest in Mercer Passive Long Government Fixe: $15M at 2023-12-31
Mercer Passive Long Government Fixe Form 5500observed 3 days ago
$15.3M
Occurred
Dec 31, 2023
Holding in a pooled vehicle started
Vibrantz Corporation Pension Plan for Legacy Employees first reports an interest in Mercer US Small/mid Cap Equity Port: $6M at 2023-12-31
Mercer US Small/mid Cap Equity Port Form 5500observed 3 days ago
$6.3M
Occurred
Dec 31, 2023
Holding in a pooled vehicle started
Vibrantz Corporation Pension Plan for Legacy Employees first reports an interest in Mercer Global Low Volatility Equity: $8M at 2023-12-31
Mercer Global Low Volatility Equity Form 5500observed 3 days ago
$7.6M
Occurred
Dec 31, 2023
Holding in a pooled vehicle started
Vibrantz Corporation Pension Plan for Legacy Employees first reports an interest in S&p Global Largemidcap Natural Reso (State Street Global Advisors Trust): $3M at 2023-12-31
State Street Global Advisors Trust Form 5500observed 3 days ago
$2.7M
Occurred
Dec 31, 2023
Holding in a pooled vehicle started
Vibrantz Corporation Pension Plan for Legacy Employees first reports an interest in Mercer Non-Us Core Equity Portfolio: $17M at 2023-12-31
Mercer Non-Us Core Equity Portfolio Form 5500observed 3 days ago
$16.8M
Occurred
Dec 31, 2023
Holding in a pooled vehicle started
Vibrantz Corporation Pension Plan for Legacy Employees first reports an interest in Mercer Erisa Hedge Fund Investors: $17M at 2023-12-31
Mercer Erisa Hedge Fund Investors Form 5500observed 3 days ago
$17.3M
Occurred
Dec 31, 2023
Holding in a pooled vehicle started
Vibrantz Corporation Pension Plan for Legacy Employees first reports an interest in Mercer Active Long Corporate Fixed: $17M at 2023-12-31
Mercer Active Long Corporate Fixed Form 5500observed 3 days ago
$17.2M
Occurred
Dec 31, 2023
Holding in a pooled vehicle started
Vibrantz Corporation Pension Plan for Legacy Employees first reports an interest in Mercer Ultra Long Duration Portfoli: $4M at 2023-12-31
Mercer Ultra Long Duration Portfoli Form 5500observed 3 days ago
$3.9M

Show 3 bookkeeping events

Occurred
Dec 31, 2024
Vibrantz Corporation Pension Plan for Legacy Employees total assets $194M -> $126M (-34.9%, 2023-12-31 to 2024-12-31)
Occurred
Jan 1, 2023
Vibrantz Corporation Pension Plan for Legacy Employees plan assets $244M -> $191M (-21.5%, 2022-01-01 to 2023-01-01)
Occurred
Jan 1, 2023
Vibrantz Corporation Pension Plan for Legacy Employees funded ratio 101.4% -> 93.9% (2022-01-01 to 2023-01-01)

Provenance

Graph: Allocators
Canonical id: dfx:al:438e95d1-c337-4b12-876d-b7dbebe1b4ba
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 3 days ago
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

Vibrantz Corporation Pension Plan for Legacy Employees

Allocators

Houston, TX

This is the graph view. The full profile, with its team, deals and sources, is on Allocators.Open the full profile →

Search this name across graphsid dfx:al:438e95d1-c337-4b12-876d-b7dbebe1b4ba

Vehicle

Manager

Bucket

Value

As of

Kind

Source

Mercer Opportunistic Fixed Income

n/a

Hedge diversifiers

$23.1M

Dec 31, 2023

Collective trust

Dol form 5500 pension

Mercer US Large Cap Core Passive Eq

n/a

Public equity

$21.6M

Dec 31, 2023

Collective trust

Dol form 5500 pension

SEI Core Property Collective Inv Tr

SEI Core Property Collective Fund

Real estate

$20.4M

Dec 31, 2022

Collective trust

Dol form 5500 pension

Mercer Erisa Hedge Fund Investors

n/a

Hedge diversifiers

$19.5M

Dec 31, 2024

Collective trust

Dol form 5500 pension

Mercer Erisa Hedge Fund Investors

n/a

Hedge diversifiers

$17.3M

Dec 31, 2023

Collective trust

Dol form 5500 pension

Mercer Active Intermediate Credit F

n/a

Private credit

$17.2M

Dec 31, 2023

Collective trust

Dol form 5500 pension

Mercer Active Long Corporate Fixed

n/a

Fixed income

$17.2M

Dec 31, 2023

Collective trust

Dol form 5500 pension

Mercer Non-Us Core Equity Portfolio

n/a

Public equity

$16.8M

Dec 31, 2023

Collective trust

Dol form 5500 pension

Mercer US Large Cap Core Passive Eq

n/a

Public equity

$16.4M

Dec 31, 2024

Collective trust

Dol form 5500 pension

SEI Core Property Collective Inv Tr

SEI Core Property Collective Fund

Real estate

$15.5M

Dec 31, 2023

Collective trust

Dol form 5500 pension

Mercer Passive Long Government Fixe

n/a

Pooled vehicle

$15.3M

Dec 31, 2023

Collective trust

Dol form 5500 pension

Mercer Opportunistic Fixed Income

n/a

Hedge diversifiers

$14.3M

Dec 31, 2024

Collective trust

Dol form 5500 pension

Mercer Active Intermediate Credit F

n/a

Private credit

$14.0M

Dec 31, 2024

Collective trust

Dol form 5500 pension

Mercer Active Long Corporate Fixed

n/a

Fixed income

$11.2M

Dec 31, 2024

Collective trust

Dol form 5500 pension

Mercer Long Strips Fixed Income

n/a

Fixed income

$9.5M

Dec 31, 2023

Collective trust

Dol form 5500 pension

Mercer Passive Long Government Fixe

n/a

Pooled vehicle

$9.1M

Dec 31, 2024

Collective trust

Dol form 5500 pension

Mercer Emerging Markets Equity Port

n/a

Public equity

$8.9M

Dec 31, 2023

Collective trust

Dol form 5500 pension

SEI Core Property Collective Inv Tr

SEI Core Property Collective Fund

Real estate

$8.3M

Dec 31, 2024

Collective trust

Dol form 5500 pension

Mercer Global Low Volatility Equity

n/a

Public equity

$7.6M

Dec 31, 2023

Collective trust

Dol form 5500 pension

Mercer Non-Us Core Equity Portfolio

n/a

Public equity

$7.4M

Dec 31, 2024

Collective trust

Dol form 5500 pension

Mercer US Small/mid Cap Equity Port

n/a

Public equity

$6.3M

Dec 31, 2023

Collective trust

Dol form 5500 pension

Mercer Long Strips Fixed Income

n/a

Fixed income

$4.9M

Dec 31, 2024

Collective trust

Dol form 5500 pension

Mercer Ultra Long Duration Portfoli

n/a

Fixed income

$3.9M

Dec 31, 2023

Collective trust

Dol form 5500 pension

Mercer Emerging Markets Equity Port

n/a

Public equity

$3.3M

Dec 31, 2024

Collective trust

Dol form 5500 pension

Mercer US Small/mid Cap Equity Port

n/a

Public equity

$3.0M

Dec 31, 2024

Collective trust

Dol form 5500 pension

Bucket

Target %

Range low

Range high

Actual %

Actual

Period end

Basis

Interest-bearing cash

n/a

$3.1M

Dec 31, 2024

Derived

Non-interest-bearing cash

n/a

$214,632

Dec 31, 2024

Derived

Partnership/joint venture interests

n/a

$29.1M

Dec 31, 2024

Derived

Common/collective trusts

n/a

$91.4M

Dec 31, 2024

Derived

Consultant

Role

From

Current

Evidence

Source

SEI Investments Company

trustee

Jan 1, 2022

Dec 31, 2022

fact

Dol form 5500 pension

Mercer

actuary

Jan 1, 2022

Dec 31, 2022

fact

Dol form 5500 pension

Manager

Mandate

From

Current

Evidence

Mercer Investments LLC

Investment management

Jan 1, 2023

Dec 31, 2023

fact

Prudential Retirement & Annuity Ins

Investment management

Jan 1, 2022

Dec 31, 2022

fact

Aetna Life Insurance Company

Investment management

Jan 1, 2022

Dec 31, 2022

fact