This allocator's name and 1 more commitment

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Corporate pension in Texas

Corporate pension· Houston, Texas

Corporate pension, based in Houston, Texas, reporting $22.3M in assets, for 434 participants.

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

Assets
$22.3M
Funded ratio
90.4%
Fund commitments
4
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Commitments (4)Allocation policy
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 path
Corporate pension in Texas
Funds committed to
All 4
Managers
Size, funding, policy and commitments, with their basesCorporate pensionShow
Corporate pension
Assets
$22.3M
Total assets, Dec 31, 2024 reported
Funded
90.4%
Jan 1, 2024
Private markets target
no policy read
policy Dec 31, 2024
Commitments
4
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)
  • Common/collective trusts 84.2%
  • Common stock 0.0%
Consultants and advisers
3 firms
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
What changed
No dated events yet.
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
4 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024NT Collective Short Term Investmentcollective trustNorthern Trust Investments, Inc.Cash$374,137 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Daily Msci Acwi Ex USA Index Nl Fndcollective trustState Street Global Advisors TrustPooled vehicles$5.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Daily Msci USA Index Nl Fundcollective trustState Street Global Advisors TrustPooled vehicles$2.5M heldDisclosed holdingaskebsa.dol.gov

+1 more commitment

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.

Size and funding
11 readings
Total assets
$22.3M Dec 31, 2024 reported Form 5500
Plan assets
$18.5M Jan 1, 2024 reported Form 5500
Net assets
$22.2M Dec 31, 2024 reported Form 5500
Funded ratio
90.4% Jan 1, 2024 reported Form 5500
Funding target
$22.5M Jan 1, 2024 reported Form 5500
Discount rate
5.17% Jan 1, 2024 reported Form 5500
Participants
434 Jan 1, 2024 reported Form 5500
Contributions
$4.3M Dec 31, 2024 reported Form 5500
Benefits paid
$1.2M Dec 31, 2024 reported Form 5500
Net investment income
$3.6M Dec 31, 2024 reported Form 5500
Investment management fees
$35,000 Dec 31, 2024 reported Form 5500
Form 5500 filings
1 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 2024434$18.5M$22.5M90.4%$22.3M$0$0$0
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • this allocator codes 14 50 $55,989 PY2024
  • State Street Global Advisors codes 18 19 51 $35,000 PY2024
  • Withum Smith + Brown codes 10 50 $23,140 PY2024

+7 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
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

+4 connections on the graph

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