This allocator's name, 3 more advisers, 4 more managers, 28 more commitments and 3 more dated events
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
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Corporate pension in Texas
Corporate pension, based in Dallas, Texas, reporting $330M in assets, for 5,629 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $330M
- Funded ratio
- 80.9%
- Fund commitments
- 12
- Managers
- 3
Nothing material in the last 90 days. Last change: 31 Jul 2025, Holding started.
Capital path
who backs this record, through what, into what; each name opens its own path- Treasury U.S. 5 Year Key Rate Durat3 commitments
- Treasury U.S. 20 Year Key Rate Dura3 commitments
- Msci Acwi Equity Index Non-Lendable3 commitments
- Blackrock Institutional Trust9 commitments
- Blackrock6 commitments
- Towers Watson Investment Services,6 commitments
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
- Non-interest-bearing cash 0.3%
- Other investments 5.0%
- Partnership/joint venture interests 0.0%
- Common/collective trusts 94.7%
- Towers Watson Investment Services, Investment adviser (plan)through Jul 31, 2024 Form 5500
- Willis Towers Watson Pension consultantthrough Jul 31, 2023 Form 5500
- Willis Towers Watson US LLC Actuarythrough Jul 31, 2023 Form 5500
+3 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
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- Blackrock Institutional Trust9 rows, latest Jul 31, 2025
- Blackrock6 rows, latest Jul 31, 2025
- Towers Watson Investment Services,6 rows, latest Jul 31, 2025
+4 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- Towers Watson Investment Svcsplan years
- Blackrock Insti. Trust Company, N.Aplan years
- Blackrock Institutional Trust Company, N.A.plan years
- Jul 31, 2025Holding started
- Jul 31, 2024Holding started
- Jul 31, 2024Holding endedinference
- Dec 31, 2023Consultant changedinferencewith Willis Towers Watsonaskebsa.dol.gov
- Dec 31, 2023Manager relationship startedwith Towers Watson Investment Services,askebsa.dol.gov
+3 more dated events
Every name, record and relationship behind this count, with the source on each.
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| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Jul 31, 2025 | Treasury U.S. 5 Year Key Rate Duratcollective trust | Blackrock Institutional Trust Company, N.A. | Fixed income | $7.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Jul 31, 2025 | Treasury U.S. 20 Year Key Rate Duracollective trust | Blackrock | Fixed income | $5.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Jul 31, 2025 | WTW Liquid Diversifiers Fund, Ltdcollective trust | Towers Watson Investment Svcs | Hedge / diversifiers | $33.0M held | Disclosed holding | askebsa.dol.gov |
+28 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
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| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Jul 31, 2025 | 5,629 | $326M | $410M | 80.9% | $330M | $95,393 | Not disclosed | Not disclosed |
| 2023 to Jul 31, 2024 | 5,674 | $310M | $420M | 80.1% | $326M | $141,041 | Not disclosed | Not disclosed |
| 2022 to Jul 31, 2023 | 9,955 | $463M | $523M | 88.0% | $311M | $127,589 | Not disclosed | Not disclosed |
- Fidelity Investments codes 14 50 65 $551,460 PY2024
- Towers Watson Investment Svcs, Inc. codes 27 28 51 $419,089 PY2024
- Bank of New York Mellon codes 19 21 50 $100,116 PY2024
+47 more service providers
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Provenance
This record sits on 10 traced paths of capital across the graphs.
DFX traced 10 paths of capital through this record
Every record on each path, what it committed or lent, and as of when.
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Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
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Record history
- Holding in a pooled vehicle started2024-07-31source
- Holding in a pooled vehicle started2025-07-31source
- Holding in a pooled vehicle ended2024-07-31source
+5 more changes on this record's ledger
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The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.
›Connections
every published relationship on the graph
+10 connections on the graph
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