DFX Intelligence

Data Factory

AllocatorsPlancorporate pension<100m

Chevron Phillips Chemical Puerto Rico Core LLC 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:f51ed9c5-4807-456a-ba29-07ae28a643d4

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, 1:13 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 3
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: $10.3Mlatest reading; see basis
Assets as of: Dec 31, 2024
Assets basis: REPORTED
Funded ratio: 120%
Participants: 192
Commitments: 9with an amount; holdings are counted apart
Managers: 2
Funds: 3
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
Equity Index Fund	Wells Fargo	Public equity	$5.3M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Equity Index Fund	Wells Fargo	Public equity	$5.0M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Government-Credit Bond Index Fund	Blackrock Insti. Trust Company, N.A	Private credit	$4.9M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Government-Credit Bond Index Fund	Blackrock Insti. Trust Company, N.A	Private credit	$4.9M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Government-Credit Bond Index Fund	Blackrock Insti. Trust Company, N.A	Private credit	$4.7M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Equity Index Fund	Wells Fargo	Public equity	$4.7M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Short-Term Investment Fund	Blackrock Insti. Trust Company, N.A	cash	$122	Dec 31, 2024	Collective trust	Dol form 5500 pension
Short-Term Investment Fund	Blackrock Insti. Trust Company, N.A	cash	$116	Dec 31, 2023	Collective trust	Dol form 5500 pension
Short-Term Investment Fund	Blackrock Insti. Trust Company, N.A	cash	$110	Dec 31, 2022	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
Interest-bearing cash	n/a	n/a	n/a	2	$164,237	Dec 31, 2024	Derived
Common/collective trusts	n/a	n/a	n/a	98	$10.2M	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
Banco Popular de Puerto Rico	trustee	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
Willis Towers Watson US LLC	actuary	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
Bpas Trust Company of Puerto Rico	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
Blackrock Insti. Trust Company, N.A	n/a	Dec 31, 2023	n/a	yes	fact
Blackrock Institutional Trust Co,na	Investment management	Jan 1, 2022	Dec 31, 2022	no	fact

Relationships

Manages for (2)

← Blackrock Insti. Trust Company, N.AManager with allocator capital
Dec 31, 2023 to presentfactForm 5500
← Blackrock Institutional Trust Co,naInvestment consultantInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500

Sponsors (1)

← Chevron Phillips Chemical Puerto Rico Core LLCPlan sponsorPlan sponsor
Jan 1, 2022 to presentfactForm 5500

Advised by (3)

→ Banco Popular de Puerto RicoInvestment consultanttrustee
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Willis Towers Watson US LLCInvestment consultantactuary
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Bpas Trust Company of Puerto RicoInvestment consultantactuary
Jan 1, 2022 to Dec 31, 2022factForm 5500

Dated events

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

Show 3 bookkeeping events

Occurred
Jan 1, 2024
Chevron Phillips Chemical Puerto Rico Core LLC Pension Plan funded ratio 116.3% -> 120.2% (2023-01-01 to 2024-01-01)
Occurred
Jan 1, 2023
Chevron Phillips Chemical Puerto Rico Core LLC Pension Plan funded ratio 125.8% -> 116.3% (2022-01-01 to 2023-01-01)
Occurred
Jan 1, 2023
Chevron Phillips Chemical Puerto Rico Core LLC Pension Plan plan assets $13M -> $10M (-23.7%, 2022-01-01 to 2023-01-01)

Provenance

Graph: Allocators
Canonical id: dfx:al:f51ed9c5-4807-456a-ba29-07ae28a643d4
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.