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AllocatorsPlancorporate pension<100m

Vinson & Elkins LLP Pension Plan

Allocators

Houston, TX

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Search this name across graphsid dfx:al:66bd7ecc-332c-4c7e-b4a3-d1b43982bd8d

Data as of Sep 15, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 20, 2026, 12:48 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 18
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: $89.8Mlatest reading; see basis
Assets as of: Dec 31, 2024
Assets basis: REPORTED
Funded ratio: 83%
Participants: 1,022
Commitments: 19with an amount; holdings are counted apart
Managers: 4
Funds: 13
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

Vehicle	Manager	Bucket	Value	As of	Kind	Source
Mercer Active Long Corporate Fixed	Mercer Investments LLC	Fixed income	$69.9M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Mercer Active Long Corporate Fixed	Mercer Investments LLC	Fixed income	$69.3M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Long US Credit Corp Bond Indx Nl Fd	State Street Global Advisors Trust	Private credit	$45.6M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Mercer Passive Long Government Fixe	Mercer Investments LLC	Pooled vehicle	$24.2M	Dec 31, 2022	Collective trust	Dol form 5500 pension
ACT Int Cr Fixed Income Portfolio	Mercer Investments LLC	Fixed income	$17.6M	Dec 31, 2022	Collective trust	Dol form 5500 pension
ACT Int Cr Fixed Income Portfolio	Mercer Investments LLC	Fixed income	$16.7M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Mercer Passive Long Government Fixe	Mercer Investments LLC	Pooled vehicle	$16.6M	Dec 31, 2023	Collective trust	Dol form 5500 pension
State Street Intermediate US Cr Nl	State Street Bank & Trust Company	Pooled vehicle	$12.6M	Dec 31, 2024	Collective trust	Dol form 5500 pension
State Street Long US Treas Index Fd	State Street Bank & Trust Company	Pooled vehicle	$10.5M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Mercer Long Strips Fixed Income	Mercer Investments LLC	Fixed income	$9.2M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Mercer Global Low Volatility Equity	Mercer Investments LLC	Public equity	$6.3M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Mercer Global Low Volatility Equity	Mercer Investments LLC	Public equity	$5.9M	Dec 31, 2023	Collective trust	Dol form 5500 pension
S&p 500 Flagship Nl Fund	State Street Global Advisors Trust Company	Pooled vehicle	$5.5M	Dec 31, 2024	Collective trust	Dol form 5500 pension
State Street 20 Year U.S. Treasury	State Street Global Advisors Trust	Fixed income	$5.3M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Mercer Non-Us Core Equity Portfolio	Mercer Investments LLC	Public equity	$3.4M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Mercer US Large Cap Core Passive Eq	Mercer Investments LLC	Public equity	$3.1M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Mercer Non-Us Core Equity Portfolio	Mercer Investments LLC	Public equity	$3.0M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Mercer US Large Cap Core Passive Eq	Mercer Investments LLC	Public equity	$3.0M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Msci Acwi Ex USA Nl Fund	State Street Global Advisors Trust	Pooled vehicle	$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; 6 rows folded into 2

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Common/collective trusts	n/a	n/a	n/a	92	$82.6M	Dec 31, 2024	Derived
Registered investment companies	n/a	n/a	n/a	1	$1.1M	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
Mercer	actuary	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
Northern Trust Co.	trustee	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
State Street Bank & Trust Company	n/a	Dec 31, 2024	n/a	yes	fact
Mercer Investments LLC	n/a	Dec 31, 2022	n/a	yes	fact
Nepc, LLC	Investment management	Jan 1, 2024	Dec 31, 2024	no	fact
Mercer Investments LLC	Investment management	Jan 1, 2022	Dec 31, 2022	no	fact

Relationships

Manages for (4)

← State Street Bank & Trust CompanyInvestment consultant
Dec 31, 2024 to presentfactForm 5500
← Mercer Investments LLCManager with allocator capital
Dec 31, 2022 to presentfactForm 5500
← Mercer Investments LLCInvestment consultantInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
← Nepc, LLCInvestment consultantInvestment management
Jan 1, 2024 to Dec 31, 2024factForm 5500

Sponsors (1)

← Vinson & Elkins LLPPlan sponsorPlan sponsor
Jan 1, 2022 to presentfactForm 5500

Advised by (2)

→ MercerInvestment consultantactuary
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Northern Trust Co.Investment consultanttrustee
Jan 1, 2022 to Dec 31, 2022factForm 5500

Dated events

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

Occurred
Dec 31, 2024
Holding in a pooled vehicle ended
Vinson & Elkins LLP Pension Plan no longer reports Mercer Active Long Corporate Fixed (last held $70M at 2023-12-31; absent from the 2024-12-31 filing)
Mercer Active Long Corporate Fixed Form 5500observed 4 days ago
$69.9M
Occurred
Dec 31, 2024
Holding in a pooled vehicle started
Vinson & Elkins LLP Pension Plan first reports an interest in S&p 500 Flagship Nl Fund (State Street - Russell 2000): $5M at 2024-12-31
State Street Global Advisors Trust Company Form 5500observed 4 days ago
$5.5M
Occurred
Dec 31, 2024
Holding in a pooled vehicle ended
Vinson & Elkins LLP Pension Plan no longer reports Mercer Passive Long Government Fixe (last held $17M at 2023-12-31; absent from the 2024-12-31 filing)
Mercer Passive Long Government Fixe Form 5500observed 4 days ago
$16.6M
Occurred
Dec 31, 2024
Holding in a pooled vehicle ended
Vinson & Elkins LLP Pension Plan no longer reports Mercer Long Strips Fixed Income (last held $9M at 2023-12-31; absent from the 2024-12-31 filing)
Mercer Long Strips Fixed Income Form 5500observed 4 days ago
$9.2M
Occurred
Dec 31, 2024
Holding in a pooled vehicle ended
Vinson & Elkins LLP Pension Plan no longer reports Mercer US Large Cap Core Passive Eq (last held $3M at 2023-12-31; absent from the 2024-12-31 filing)
Mercer US Large Cap Core Passive Eq Form 5500observed 4 days ago
$3.0M
Occurred
Dec 31, 2024
Holding in a pooled vehicle ended
Vinson & Elkins LLP Pension Plan no longer reports ACT Int Cr Fixed Income Portfolio (last held $17M at 2023-12-31; absent from the 2024-12-31 filing)
ACT Int Cr Fixed Income Portfolio Form 5500observed 4 days ago
$16.7M
Occurred
Dec 31, 2024
Holding in a pooled vehicle started
Vinson & Elkins LLP Pension Plan first reports an interest in State Street Long US Treas Index Fd: $11M at 2024-12-31
State Street Long US Treas Index Fd Form 5500observed 4 days ago
$10.5M
Occurred
Dec 31, 2024
Holding in a pooled vehicle ended
Vinson & Elkins LLP Pension Plan no longer reports Mercer Global Low Volatility Equity (last held $6M at 2023-12-31; absent from the 2024-12-31 filing)
Mercer Global Low Volatility Equity Form 5500observed 4 days ago
$5.9M
Occurred
Dec 31, 2024
Holding in a pooled vehicle started
Vinson & Elkins LLP Pension Plan first reports an interest in State Street 20 Year U.S. Treasury (State Street Global Advisors Trust): $5M at 2024-12-31
State Street Global Advisors Trust Form 5500observed 4 days ago
$5.3M
Occurred
Dec 31, 2024
Holding in a pooled vehicle ended
Vinson & Elkins LLP Pension Plan no longer reports Mercer Non-Us Core Equity Portfolio (last held $3M at 2023-12-31; absent from the 2024-12-31 filing)
Mercer Non-Us Core Equity Portfolio Form 5500observed 4 days ago
$3.0M
Occurred
Dec 31, 2024
Holding in a pooled vehicle started
Vinson & Elkins LLP Pension Plan first reports an interest in State Street Intermediate US Cr Nl: $13M at 2024-12-31
State Street Intermediate US Cr Nl Form 5500observed 4 days ago
$12.6M
Occurred
Dec 31, 2024
Holding in a pooled vehicle started
Vinson & Elkins LLP Pension Plan first reports an interest in Long US Credit Corp Bond Indx Nl Fd (State Street Global Advisors Trust): $46M at 2024-12-31
State Street Global Advisors Trust Form 5500observed 4 days ago
$45.6M
Occurred
Dec 31, 2024
Holding in a pooled vehicle started
Vinson & Elkins LLP Pension Plan first reports an interest in Msci Acwi Ex USA Nl Fund (State Street Global Advisors Trust): $3M at 2024-12-31
State Street Global Advisors Trust Form 5500observed 4 days ago
$3.0M
Occurred
Dec 31, 2023
Holding in a pooled vehicle started
Vinson & Elkins LLP Pension Plan first reports an interest in Mercer Long Strips Fixed Income: $9M at 2023-12-31
Mercer Long Strips Fixed Income Form 5500observed 4 days ago
$9.2M

Show 4 bookkeeping events

Occurred
Dec 31, 2024
Vinson & Elkins LLP Pension Plan total assets $125M -> $90M (-28.4%, 2023-12-31 to 2024-12-31)
Occurred
Jan 1, 2024
Vinson & Elkins LLP Pension Plan funded ratio 80.0% -> 82.9% (2023-01-01 to 2024-01-01)
Occurred
Jan 1, 2023
Vinson & Elkins LLP Pension Plan plan assets $175M -> $124M (-28.8%, 2022-01-01 to 2023-01-01)
Occurred
Jan 1, 2023
Vinson & Elkins LLP Pension Plan funded ratio 102.9% -> 80.0% (2022-01-01 to 2023-01-01)

Provenance

Graph: Allocators
Canonical id: dfx:al:66bd7ecc-332c-4c7e-b4a3-d1b43982bd8d
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 4 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.

Vinson & Elkins LLP Pension Plan

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:66bd7ecc-332c-4c7e-b4a3-d1b43982bd8d

Vehicle

Manager

Bucket

Value

As of

Kind

Source