DFX Intelligence

Data Factory

AllocatorsPlancorporate pension<100m

Optimus Steel Pension Plan

Allocators

The Woodlands, 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:c1b06bad-b39a-4056-af54-5dfa7a7fcd39

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, 10:26 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 4
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: $11.7Mlatest reading; see basis
Assets as of: Sep 30, 2025
Assets basis: REPORTED
Funded ratio: 79%
Participants: 134
Commitments: 9with an amount; holdings are counted apart
Managers: 2
Funds: 3
Re-ups: 0
First-time managers: 0
Latest commitment: Sep 30, 2025
Consultants: 0
Private markets target, %: 0latest policy, percent of assets
Private equity target, %: 0latest policy, percent of assets
Latest policy: Sep 30, 2025
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
Massmutual US Govt Mny Mkt R5	n/a	Pooled vehicle	$1.8M	Sep 30, 2025	Separate account	Dol form 5500 pension
Fidelity 500 Index	Goldman Sachs	Pooled vehicle	$1.7M	Sep 30, 2025	Separate account	Dol form 5500 pension
Massmutual US Govt Mny Mkt R5	n/a	Pooled vehicle	$1.5M	Sep 30, 2024	Separate account	Dol form 5500 pension
Massmutual US Govt Mny Mkt R5	n/a	Pooled vehicle	$1.2M	Sep 30, 2023	Separate account	Dol form 5500 pension
Massmutual Mid Cap Growth I	Blackrock Investments, LLC	Pooled vehicle	$820,144	Sep 30, 2023	Separate account	Dol form 5500 pension
Massmutual Mid Cap Growth I	n/a	Pooled vehicle	$591,920	Sep 30, 2025	Separate account	Dol form 5500 pension
Massmutual Mid Cap Growth I	n/a	Pooled vehicle	$550,041	Sep 30, 2024	Separate account	Dol form 5500 pension
Fidelity 500 Index	Goldman Sachs	Pooled vehicle	$540,848	Sep 30, 2024	Separate account	Dol form 5500 pension
Fidelity 500 Index	Goldman Sachs	Pooled vehicle	$410,072	Sep 30, 2023	Separate account	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; 3 rows folded into 1

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Pooled separate accounts	n/a	n/a	n/a	98	$11.5M	Sep 30, 2025	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
Milliman, Inc.	actuary	Oct 1, 2022	Sep 30, 2023	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
Goldman Sachs	n/a	Sep 30, 2024	n/a	yes	fact
Blackrock Investments, LLC	n/a	Sep 30, 2023	n/a	yes	fact

Relationships

Manages for (2)

← Goldman SachsManager with allocator capital
Sep 30, 2024 to presentfactForm 5500
← Blackrock Investments, LLCManager with allocator capital
Sep 30, 2023 to presentfactForm 5500

Sponsors (1)

← Optimus Steel, LLCPlan sponsorPlan sponsor
Oct 1, 2022 to presentfactForm 5500

Advised by (1)

→ Milliman, Inc.Investment consultantactuary
Oct 1, 2022 to Sep 30, 2023factForm 5500

Dated events

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

Show 4 bookkeeping events

Occurred
Oct 1, 2024
Optimus Steel Pension Plan plan assets $9M -> $11M (+20.1%, 2023-10-01 to 2024-10-01)
Occurred
Sep 30, 2024
Optimus Steel Pension Plan total assets $9M -> $11M (+20.0%, 2023-09-30 to 2024-09-30)
Occurred
Oct 1, 2023
Optimus Steel Pension Plan plan assets $8M -> $9M (+12.6%, 2022-10-01 to 2023-10-01)
Occurred
Oct 1, 2023
Optimus Steel Pension Plan funded ratio 77.4% -> 80.3% (2022-10-01 to 2023-10-01)

Provenance

Graph: Allocators
Canonical id: dfx:al:c1b06bad-b39a-4056-af54-5dfa7a7fcd39
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 5 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.

Optimus Steel Pension Plan

Allocators

The Woodlands, 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:c1b06bad-b39a-4056-af54-5dfa7a7fcd39

Vehicle

Manager

Bucket

Value

As of

Kind

Source

Massmutual US Govt Mny Mkt R5

n/a

Pooled vehicle

$1.8M

Sep 30, 2025

Separate account

Dol form 5500 pension

Fidelity 500 Index

Goldman Sachs

Pooled vehicle

$1.7M

Sep 30, 2025

Separate account

Dol form 5500 pension

Massmutual US Govt Mny Mkt R5

n/a

Pooled vehicle

$1.5M

Sep 30, 2024

Separate account

Dol form 5500 pension

Massmutual US Govt Mny Mkt R5

n/a

Pooled vehicle

$1.2M

Sep 30, 2023

Separate account

Dol form 5500 pension

Massmutual Mid Cap Growth I

Blackrock Investments, LLC

Pooled vehicle

$820,144

Sep 30, 2023

Separate account

Dol form 5500 pension

Massmutual Mid Cap Growth I

n/a

Pooled vehicle

$591,920

Sep 30, 2025

Separate account

Dol form 5500 pension

Massmutual Mid Cap Growth I

n/a

Pooled vehicle

$550,041

Sep 30, 2024

Separate account

Dol form 5500 pension

Fidelity 500 Index

Goldman Sachs

Pooled vehicle

$540,848

Sep 30, 2024

Separate account

Dol form 5500 pension

Fidelity 500 Index

Goldman Sachs

Pooled vehicle

$410,072

Sep 30, 2023

Separate account

Dol form 5500 pension

Bucket

Target %

Range low

Range high

Actual %

Actual

Period end

Basis

Pooled separate accounts

n/a

$11.5M

Sep 30, 2025

Derived

Consultant

Role

From

Current

Evidence

Source

Milliman, Inc.

actuary

Oct 1, 2022

Sep 30, 2023

fact

Dol form 5500 pension

Manager

Mandate

From

Current

Evidence

Goldman Sachs

n/a

Sep 30, 2024

n/a

yes

fact

Blackrock Investments, LLC

n/a

Sep 30, 2023

n/a

yes

fact