DFX Intelligence
This allocator's name
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Corporate pension in Texas
Corporate pension· Houston, Texas
Corporate pension, based in Houston, Texas, reporting $6.7M in assets, for 108 participants.
Composed from this allocator's classification, location and filed figures.
As of · the latest dated event for this allocator; each figure carries its own filing or report date
- Assets
- $6.7M
- Funded ratio
- 83.0%
- Fund commitments
- 1
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. No dated change on record yet.
Capital path
who backs this record, through what, into what; each name opens its own pathCorporate pension in Texas
Funds committed to
- Liability Driven Solution Cit II1 commitment
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
Corporate pension
Assets
$6.7M
Total assets, Dec 31, 2022 reported
Funded
83.0%
Jan 1, 2022
Private markets target
no policy read
policy Dec 31, 2022
Commitments
1
none on the tape
Plan sponsor: this allocator
Allocation policy
Form 5500, as of Dec 31, 2022
Actual allocation lines without a target (as filed)
- Interest-bearing cash 1.0%
- Common/collective trusts 46.4%
- Registered investment companies 29.2%
Consultants and advisers
1 firm
- Sage Pension Resources Inc. Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
No manager relationship is on the tape for this allocator.
What changed
No dated events yet.
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
1 row, 0 dated closings
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2022 | Liability Driven Solution Cit IIcollective trust | Wells Fargo Bank, N.A. | Pooled vehicles | $3.1M held | Disclosed holding | askebsa.dol.gov |
Size and funding
10 readings
Total assets
Plan assets
Net assets
Funded ratio
Funding target
Discount rate
Participants
Contributions
Benefits paid
Net investment income
Form 5500 filings
1 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2022 to Dec 31, 2022 | 108 | $8.3M | $7.1M | 83.0% | $6.7M | Not disclosed | Not disclosed | Not disclosed |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Principal/multi-Mgr Lds Cit II Sched. D C $3.1M PY2022
- Sage Pension Resources Inc. codes 11 PY2022
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.
›Connections
every published relationship on the graph
+2 connections on the graph
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.