This allocator's name, 3 more advisers, 3 more commitments and 5 more dated events

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Corporate pension in Texas

Corporate pension· Houston, Texas

Corporate pension, based in Houston, Texas, reporting $637M in assets, for 4,610 participants.

Composed from this allocator's classification, location and filed figures.

Assets
$637M
Funded ratio
98.5%
Fund commitments
2
Open searchesPlans backing its top managerSimilar plans, same strategy
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Commitments (2)Allocation policyConsultants
As of · the latest dated event for this allocator; each figure carries its own filing or report date

Nothing material in the last 90 days. Last change: 31 Dec 2024, Manager relationship ended.

Capital path

who backs this record, through what, into what; each name opens its own path
Corporate pension in Texas
Funds committed to
Managers
Size, funding, policy and commitments, with their basesCorporate pensionShow
Corporate pension
Assets
$637M
Total assets, Dec 31, 2024 reported
Funded
98.5%
Jan 1, 2024
Private markets target
no policy read
policy Dec 31, 2024
Commitments
2
none on the tape
Plan sponsor: this allocator
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 1.5%
  • Insurance company general account 0.0%
  • Master trust investment accounts 96.9%
Consultants and advisers
6 firms

+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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People
No investment staff or executives have been read for this allocator yet.
Manager roster
2 managers on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)

+4 more Schedule C managers

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What changed
10 events
  • Dec 31, 2024Manager relationship endedinference
    with T. Rowe Price Trust Companyaskebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    with Prudential Trust Co.askebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    with Blackrock Institutional Trust Co,naaskebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    with Insight North America LLCaskebsa.dol.gov
  • Jan 1, 2024Funded status changed
    5 pointsaskebsa.dol.gov

+5 more dated events

Every name, record and relationship behind this count, with the source on each.

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Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
6 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Metlife Gaccollective trustMetropolitan Life Insurance CompanyPooled vehicles$911,530 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024EB Temporary Investmentcollective trustBNY MellonPooled vehicles$10.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Metlife Gaccollective trustMetropolitan Life Insurance CompanyPooled vehicles$915,107 heldDisclosed holdingaskebsa.dol.gov

+3 more commitments

Every fund and manager this allocator committed to, with the amount, date and source on each.

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Size and funding
30 readings
Total assets
$637M Dec 31, 2024 reported Form 5500
$656M (2023-12) · $655M (2022-12)
Plan assets
$656M Jan 1, 2024 reported Form 5500
$654M (2023-01) · $905M (2022-01)
Net assets
$624M Dec 31, 2024 reported Form 5500
$647M (2023-12) · $645M (2022-12)
Funded ratio
98.5% Jan 1, 2024 reported Form 5500
93.9% (2023-01) · 105.0% (2022-01)
Funding target
$733M Jan 1, 2024 reported Form 5500
$766M (2023-01) · $820M (2022-01)
Discount rate
5.09% Jan 1, 2024 reported Form 5500
5.22% (2023-01) · 5.39% (2022-01)
Participants
4,610 Jan 1, 2024 reported Form 5500
4,810 (2023-01) · 5,073 (2022-01)
Contributions
$40.9M Dec 31, 2024 reported Form 5500
$51.8M (2023-12) · $61.2M (2022-12)
Benefits paid
$65.7M Dec 31, 2024 reported Form 5500
$76.5M (2023-12) · $145M (2022-12)
Net investment income
-$22.9M Dec 31, 2024 reported Form 5500
$1.9M (2023-12) · -$251M (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 20244,610$656M$733M98.5%$637MNot disclosed$617MNot disclosed
2023 to Dec 31, 20234,810$654M$766M93.9%$656MNot disclosed$631MNot disclosed
2022 to Dec 31, 20225,073$905M$820M105.0%$655MNot disclosed$617MNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)

+35 more service providers

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Provenance
Identifiers: none on file
Cross-graph: no entry on another DFX graph
First observed Sep 15, 2026, last observed Sep 29, 2026. Classification confirmed. Every row above carries its source; a reported figure is the subject’s own, a derived one is arithmetic on reported figures, an estimated one is a model or a survey imputation and is never summed into a headline.

Not yet on record: managers.

Capital chain

This record sits on 4 traced paths of capital across the graphs.

Consultant to allocator to manager

DFX traced 4 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

10 dated events on the change ledger, latest first
  • Funded status changed
    2023-01-01source
  • Funded status changed
    2024-01-01source
  • Manager relationship ended
    2023-12-31source

+7 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

+14 connections on the graph

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