This allocator's name, 1 more manager, 30 more commitments and 1 more dated event

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Corporate pension in Texas

Corporate pension· Houston, Texas

Corporate pension, based in Houston, Texas, reporting $1.4M in assets, for 107 participants.

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

Assets
$1.4M
Funded ratio
88.0%
Fund commitments
11
Managers
4
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Commitments (11)Allocation policyManagers
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, Total assets changed.

Capital path

who backs this record, through what, into what; each name opens its own path
Corporate pension in Texas
Funds committed to
All 11
Managers
All 4
Size, funding, policy and commitments, with their basesCorporate pensionShow
Corporate pension
Assets
$1.4M
Total assets, Dec 31, 2024 reported
Funded
88.0%
Jan 1, 2024
Private markets target
no policy read
policy Dec 31, 2024
Commitments
11
4 managers on Schedule C
Plan sponsor: this allocator
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Common/collective trusts 57.2%
  • Registered investment companies 11.1%
Consultants and advisers
2 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
4 managers on the commitment tape
From the plan’s own commitment disclosures

+1 more manager received commitments

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

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From Schedule C (investment management, code 28)

+1 more Schedule C manager

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

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What changed
6 events

+1 more dated event

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Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
33 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Pfg/federated Total Return Bond Citcollective trustPrincipalFixed income$115,432 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Pfg/multi-Manager Small Cap Cit Ncollective trustPrincipalPublic equity$37,650 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Allspring St Investment Fund S1collective trustAllspringPooled vehicles$31,404 heldDisclosed holdingaskebsa.dol.gov

+30 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
$1.4M Dec 31, 2024 reported Form 5500
$14.3M (2023-12) · $12.7M (2022-12)
Plan assets
$14.2M Jan 1, 2024 reported Form 5500
$12.7M (2023-01) · $15.9M (2022-01)
Net assets
$1.4M Dec 31, 2024 reported Form 5500
$14.3M (2023-12) · $12.7M (2022-12)
Funded ratio
88.0% Jan 1, 2024 reported Form 5500
80.0% (2023-01) · 101.4% (2022-01)
Funding target
$14.3M Jan 1, 2024 reported Form 5500
$14.6M (2023-01) · $14.6M (2022-01)
Discount rate
5.10% Jan 1, 2024 reported Form 5500
5.17% (2023-01) · 5.34% (2022-01)
Participants
107 Jan 1, 2024 reported Form 5500
106 (2023-01) · 110 (2022-01)
Contributions
$450,000 Dec 31, 2024 reported Form 5500
$1.1M (2023-12) · $200,000 (2022-12)
Benefits paid
$14.3M Dec 31, 2024 reported Form 5500
$1.1M (2023-12) · $1.1M (2022-12)
Net investment income
-$12.8M Dec 31, 2024 reported Form 5500
$1.6M (2023-12) · -$3.2M (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 2024107$14.2M$14.3M88.0%$1.4MNot disclosedNot disclosedNot disclosed
2023 to Dec 31, 2023106$12.7M$14.6M80.0%$14.3MNot disclosedNot disclosedNot disclosed
2022 to Dec 31, 2022110$15.9M$14.6M101.4%$12.7MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Principal Trust Company codes 21 $51,757 PY2024
  • Blackrock International Eq Indx Cit Sched. D C $57,992 PY2024
  • Blackrock Large Cap Growth Indx Cit Sched. D C $75,999 PY2024

+36 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.

Record history

6 dated events on the change ledger, latest first
  • Funded status changed
    2023-01-01source
  • Funded status changed
    2024-01-01source
  • Total assets changed
    2023-01-01source

+3 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

+7 connections on the graph

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