This allocator's name and 26 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 Houston, Texas, reporting $117M in assets, for 790 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $117M
- Funded ratio
- 82.3%
- Fund commitments
- 11
- Managers
- 1
Nothing material in the last 90 days. Last change: 30 Jun 2025, Holding started.
Capital path
who backs this record, through what, into what; each name opens its own path- Mercer Passive Long Government Fixe3 commitments
- Mercer Active Long Corporate Fixed3 commitments
- Mercer US Large Cap Core Passive Eq3 commitments
- Mercer (US) LLC29 commitments
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
- Interest-bearing cash 0.6%
- Common/collective trusts 97.6%
- Real estate (other than employer real property) 1.8%
- Mercer (US) LLC29 rows, latest Jun 30, 2025
- Mercer (US) LLCplan years
- Mercerplan years 2023
- Jun 30, 2025Holding started
- Jun 30, 2025Holding endedinference
- Jul 1, 2024Funded status changeddown 9 pointsaskebsa.dol.gov
- Jun 30, 2024Holding started
- Jul 1, 2023Funded status changeddown 8 pointsaskebsa.dol.gov
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Jun 30, 2025 | Mercer Passive Long Government Fixecollective trust | Mercer (US) LLC | Pooled vehicles | $14.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | Mercer Active Long Corporate Fixedcollective trust | Mercer (US) LLC | Fixed income | $55.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | Mercer Opportunistic Fixed Incomecollective trust | Mercer (US) LLC | Hedge / diversifiers | $5.4M held | Disclosed holding | askebsa.dol.gov |
+26 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 | 790 | $118M | $115M | 82.3% | $117M | $0 | Not disclosed | $2.1M |
| 2023 to Jun 30, 2024 | 795 | $124M | $119M | 91.6% | $118M | Not disclosed | Not disclosed | $2.1M |
| 2022 to Jun 30, 2023 | 802 | $131M | $118M | 99.5% | $124M | $0 | Not disclosed | $2.2M |
- Mercer Investment Consulting codes 28 $243,949 PY2024
- Mercer US LLC codes 11 $122,925 PY2024
- U.S. Bank National Association codes 21 $40,808 PY2024
+40 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Record history
- Holding in a pooled vehicle started2024-06-30source
- Holding in a pooled vehicle started2025-06-30source
- Holding in a pooled vehicle ended2025-06-30source
+2 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
+5 connections on the graph
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