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AllocatorsPlancorporate pension100m-1b

Nustar Pension Plan

Allocators

Houston, TX

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Search this name across graphsid dfx:al:dc5295fb-9825-46ef-8b42-3c316bf5f31a

Data as of Sep 15, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 21, 2026, 6:40 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 10
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: $160Mlatest reading; see basis
Assets as of: Dec 31, 2024
Assets basis: REPORTED
Funded ratio: 121%
Participants: 1,606
Commitments: 6with an amount; holdings are counted apart
Managers: 1
Funds: 5
Re-ups: 0
First-time managers: 0
Latest commitment: Dec 31, 2024
Consultants: 1
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
Principal/blackrock S&p 500 Index	n/a	Pooled vehicle	$99.3M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Principal/blackrock S&p 500 Index	n/a	Pooled vehicle	$81.8M	Dec 31, 2022	Collective trust	Dol form 5500 pension
AON Long Credit Bond Fund	AON Trust Company LLC	Private credit	$35.4M	Dec 31, 2024	Collective trust	Dol form 5500 pension
AON Long Government Bond Index Fund	AON Trust Company LLC	Fixed income	$28.8M	Dec 31, 2024	Collective trust	Dol form 5500 pension
AON Intermediate Credit Bond Fund	AON Trust Company LLC	Private credit	$8.7M	Dec 31, 2024	Collective trust	Dol form 5500 pension
AON US Intermediate Government	AON Trust Company LLC	Pooled vehicle	$7.0M	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; 8 rows folded into 2

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Interest-bearing cash	n/a	n/a	n/a	50	$79.5M	Dec 31, 2024	Derived
Common/collective trusts	n/a	n/a	n/a	50	$79.8M	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
Aon	actuary	Jan 1, 2024	Dec 31, 2024	no	fact	Dol form 5500 pension
AON Investments USA Inc	Pension consultant	Jan 1, 2024	Dec 31, 2024	no	fact	Dol form 5500 pension
Aon	Pension consultant	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
Principal Spectrum Asset Management	trustee	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
Wells Fargo Bank	trustee	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
AON Consulting, Inc.	actuary	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension

Relationships

Sponsors (1)

← Nustar Services Company LLCPlan sponsorPlan sponsor
Jan 1, 2022 to presentfactForm 5500

Advised by (5)

→ AonInvestment consultantPension consultant
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Principal Spectrum Asset ManagementInvestment consultanttrustee
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Wells Fargo BankInvestment consultanttrustee
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ AON Consulting, Inc.Investment consultantactuary
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ AON Investments USA IncInvestment consultantPension consultant
Jan 1, 2024 to Dec 31, 2024factForm 5500

Dated events

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

Occurred
Dec 31, 2024
Holding in a pooled vehicle started
Nustar Pension Plan first reports an interest in AON Long Government Bond Index Fund (AON Trust Company LLC): $29M at 2024-12-31
AON Trust Company LLC Form 5500observed 5 days ago
$28.8M
Occurred
Dec 31, 2024
Holding in a pooled vehicle ended
Nustar Pension Plan no longer reports Principal/blackrock S&p 500 Index (last held $99M at 2023-12-31; absent from the 2024-12-31 filing)
Principal/blackrock S&p 500 Index Form 5500observed 5 days ago
$99.3M
Occurred
Dec 31, 2024
Holding in a pooled vehicle started
Nustar Pension Plan first reports an interest in AON US Intermediate Government (AON Trust Company LLC): $7M at 2024-12-31
AON Trust Company LLC Form 5500observed 5 days ago
$7.0M
Occurred
Dec 31, 2024
Holding in a pooled vehicle started
Nustar Pension Plan first reports an interest in AON Intermediate Credit Bond Fund (AON Trust Company LLC): $9M at 2024-12-31
AON Trust Company LLC Form 5500observed 5 days ago
$8.7M
Occurred
Dec 31, 2024
Holding in a pooled vehicle started
Nustar Pension Plan first reports an interest in AON Long Credit Bond Fund (AON Trust Company LLC): $35M at 2024-12-31
AON Trust Company LLC Form 5500observed 5 days ago
$35.4M

Show 5 bookkeeping events

Occurred
Jan 1, 2024
Nustar Pension Plan funded ratio 131.9% -> 121.3% (2023-01-01 to 2024-01-01)
Occurred
Jan 1, 2024
Nustar Pension Plan plan assets $159M -> $177M (+11.2%, 2023-01-01 to 2024-01-01)
Occurred
Dec 31, 2023
Nustar Pension Plan total assets $159M -> $177M (+10.9%, 2022-12-31 to 2023-12-31)
Occurred
Jan 1, 2023
Nustar Pension Plan funded ratio 142.1% -> 131.9% (2022-01-01 to 2023-01-01)
Occurred
Jan 1, 2023
Nustar Pension Plan plan assets $195M -> $159M (-18.5%, 2022-01-01 to 2023-01-01)

Provenance

Graph: Allocators
Canonical id: dfx:al:dc5295fb-9825-46ef-8b42-3c316bf5f31a
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.

Nustar 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:dc5295fb-9825-46ef-8b42-3c316bf5f31a

Vehicle

Manager

Bucket

Value

As of

Kind

Source

Principal/blackrock S&p 500 Index

n/a

Pooled vehicle

$99.3M

Dec 31, 2023

Collective trust

Dol form 5500 pension

Principal/blackrock S&p 500 Index

n/a

Pooled vehicle

$81.8M

Dec 31, 2022

Collective trust

Dol form 5500 pension

AON Long Credit Bond Fund

AON Trust Company LLC

Private credit

$35.4M

Dec 31, 2024

Collective trust

Dol form 5500 pension

AON Long Government Bond Index Fund

AON Trust Company LLC

Fixed income

$28.8M

Dec 31, 2024

Collective trust

Dol form 5500 pension

AON Intermediate Credit Bond Fund

AON Trust Company LLC

Private credit

$8.7M

Dec 31, 2024

Collective trust

Dol form 5500 pension

AON US Intermediate Government

AON Trust Company LLC

Pooled vehicle

$7.0M

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

$79.5M

Dec 31, 2024

Derived

Common/collective trusts

n/a

$79.8M

Dec 31, 2024

Derived

Consultant

Role

From

Current

Evidence

Source

Aon

actuary

Jan 1, 2024

Dec 31, 2024

fact

Dol form 5500 pension

AON Investments USA Inc

Pension consultant

Jan 1, 2024

Dec 31, 2024

fact

Dol form 5500 pension

Aon

Pension consultant

Jan 1, 2022

Dec 31, 2022

fact

Dol form 5500 pension

Principal Spectrum Asset Management

trustee

Jan 1, 2022

Dec 31, 2022

fact

Dol form 5500 pension

Wells Fargo Bank

trustee

Jan 1, 2022

Dec 31, 2022

fact

Dol form 5500 pension

AON Consulting, Inc.

actuary

Jan 1, 2022

Dec 31, 2022

fact

Dol form 5500 pension