This allocator's name and 21 more commitments
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 Nacogdoches, Texas, reporting $9.2M in assets, for 198 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $9.2M
- Funded ratio
- 82.3%
- Fund commitments
- 8
Nothing material in the last 90 days. Last change: 1 Jul 2024, Funded status changed.
Capital path
who backs this record, through what, into what; each name opens its own path- Prin Real Estate Secs Sa-Z3 commitments
- Prin Ldi Long Duration Sa-Z3 commitments
- Prin Ldi Short Dur Sep Acct-Z3 commitments
- Principal24 commitments
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
- Pooled separate accounts 93.6%
- Registered investment companies 3.0%
- Wilshire Investment adviser (plan)through Jun 30, 2023 Form 5500
- Bpas Actuarial and Pension Services Actuarythrough Jun 30, 2023 Form 5500
- Principal24 rows, latest Jun 30, 2025
- Jul 1, 2024Funded status changeddown 6 pointsaskebsa.dol.gov
- Jul 1, 2023Funded status changeddown 5 pointsaskebsa.dol.gov
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Jun 30, 2025 | Prin Real Estate Secs Sa-Zseparate account | Principal | Real estate | $694,499 held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | Prin Ldi Long Duration Sa-Zseparate account | Principal | Fixed income | $1.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | Prin Ldi Short Dur Sep Acct-Zseparate account | Principal | Pooled vehicles | $175,108 held | Disclosed holding | askebsa.dol.gov |
+21 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Jun 30, 2025 | 198 | $9.2M | $10.7M | 82.3% | $9.2M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Jun 30, 2024 | 198 | $9.4M | $11.1M | 88.1% | $9.2M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Jun 30, 2023 | 204 | $9.8M | $11.1M | 93.5% | $9.4M | Not disclosed | Not disclosed | Not disclosed |
- Bpas codes 13 50 $50,770 PY2024
- Principal Life Insurance Company codes 13 50 64 $45,658 PY2024
- Wilshire Associates Incorporated codes 27 72 PY2024
+33 more service providers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
Provenance
Not yet on record: managers.
This record sits on 1 traced path of capital across the graphs.
DFX traced 1 path of capital through this record
Every record on each path, what it committed or lent, and as of when.
Includes 3 days of DFX Intelligence. Then $299/month unless canceled.
Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
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Record history
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
+3 connections on the graph
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.