DFX Intelligence

This allocator's name, 2 more managers, 25 more commitments and 4 more dated events

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Corporate pension in Texas

Corporate pension· Irving, Texas

Corporate pension, based in Irving, Texas, reporting $362M in assets, for 8,596 participants.

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

As of 2024-12-31 · the latest dated event for this allocator; each figure carries its own filing or report date

Assets: $362M
Funded ratio: 84.5%
Fund commitments: 10
Managers: 1

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Commitments (10)Allocation policy Managers

As of 2024-12-31 · 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, Changed investment consultant to Towers Watson Investment Services.

Capital path

who backs this record, through what, into what; each name opens its own path

Corporate pension in Texas

Funds committed to

Lgim Msci Acwi Cit3 commitments
State St Lng US Govt Bd Ind Nl Fund3 commitments
Legal & General Treasury 15+ Strips3 commitments

All 10

Managers

Legal and General9 commitments
State Street Global Advisors Trust Company7 commitments
Wellington Trust Company, Na3 commitments

All 5

Size, funding, policy and commitments, with their basesCorporate pensionShow

Corporate pension

Assets

$362M

Total assets, Dec 31, 2024 reported

Funded

84.5%

Jan 1, 2024

Private markets target

no policy read

policy Dec 31, 2024

Commitments

1 manager on Schedule C

Plan sponsor: this allocator

Allocation policy

Form 5500, as of Dec 31, 2024

Actual allocation lines without a target (as filed)

Interest-bearing cash 1.0%
Partnership/joint venture interests 3.8%
Common/collective trusts 92.5%

Consultants and advisers

3 firms

Towers Watson Investment Services, Pension consultantActuarythrough Dec 31, 2023 Form 5500
Northern Trust Co. Custodianthrough Dec 31, 2022 Form 5500
Willis Towers Watson US LLC Actuarythrough Dec 31, 2022 Form 5500

People

No investment staff or executives have been read for this allocator yet.

Manager roster

5 managers on the commitment tape

From the plan’s own commitment disclosures

Legal and General9 rows, latest Dec 31, 2024
State Street Global Advisors Trust Company7 rows, latest Dec 31, 2024
Wellington Trust Company, Na3 rows, latest Dec 31, 2024

+2 more managers 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)

Legal and Generalplan years 2024
Reliance Trust Companyplan years 2023
J.P. Morgan Investment Managementplan years 2023

+3 more Schedule C managers

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

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

What changed

9 events

Dec 31, 2024Consultant changedinference
with Towers Watson Investment Services,askebsa.dol.gov
Dec 31, 2023Holding started
with State Street Global Advisors Trust Company$15.6Maskebsa.dol.gov
Dec 31, 2023Holding started
with State Street Global Advisors Trust Company$86.9Maskebsa.dol.gov
Dec 31, 2023Manager relationship started
with Legal & General Inv Mgmt Americaaskebsa.dol.gov
Dec 31, 2023Manager relationship started
with J.P. Morgan Investment Managementaskebsa.dol.gov

+4 more dated events

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

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Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.

Commitments

28 rows, 0 dated closings

Date	Fund	Manager	Bucket	Amount	Status	Source
as of Dec 31, 2024	Lgim Msci Acwi Citcollective trust	Legal and General	Pooled vehicles	$85.2M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Ssga Intermed U.S. Govt Bond Indxcollective trust	State Street Global Advisors Trust Company	Fixed income	$39.6M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	State St Lng US Govt Bd Ind Nl Fundcollective trust	State Street Global Advisors Trust Company	Pooled vehicles	$55.0M held	Disclosed holding	askebsa.dol.gov

+25 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

33 readings

Total assets

$362M Dec 31, 2024 reported Form 5500

$381M (2023-12) · $367M (2022-12)

Plan assets

$381M Jan 1, 2024 reported Form 5500

$367M (2023-01) · $488M (2022-01)

Net assets

$362M Dec 31, 2024 reported Form 5500

$381M (2023-12) · $367M (2022-12)

Funded ratio

84.5% Jan 1, 2024 reported Form 5500

86.4% (2023-01) · 105.5% (2022-01)

Funding target

$425M Jan 1, 2024 reported Form 5500

$403M (2023-01) · $394M (2022-01)

Discount rate

5.09% Jan 1, 2024 reported Form 5500

5.13% (2023-01) · 5.29% (2022-01)

Participants

8,596 Jan 1, 2024 reported Form 5500

8,454 (2023-01) · 8,180 (2022-01)

Contributions

$10.0M Dec 31, 2024 reported Form 5500

$20.0M (2023-12) · $2.0M (2022-12)

Benefits paid

$39.8M Dec 31, 2024 reported Form 5500

$35.2M (2023-12) · $38.5M (2022-12)

Net investment income

-$18.7M Dec 31, 2024 reported Form 5500

$14.1M (2023-12) · -$121M (2022-12)

Investment management fees

$229,375 Dec 31, 2024 reported Form 5500

$189,661 (2023-12) · $661,937 (2022-12)

Form 5500 filings

3 plan years

Plan year	Participants	Assets (SB market)	Funding target	FTAP	Total assets (H)	Partnerships / JV	Master trust	Real estate
2024 to Dec 31, 2024	8,596	$381M	$425M	84.5%	$362M	$13.7M	Not disclosed	Not disclosed
2023 to Dec 31, 2023	8,454	$367M	$403M	86.4%	$381M	$14.6M	Not disclosed	Not disclosed
2022 to Dec 31, 2022	8,180	$488M	$394M	105.5%	$367M	$12.8M	Not disclosed	Not disclosed

Service providers and investment entities as filed (Schedule C and D, latest year first)

Willis Towers Watson codes 11 $550,686 PY2024
T. Rowe Price codes 15 50 $288,060 PY2024
Legal and General codes 28 $140,138 PY2024

+49 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.

Capital chain

This record sits on 5 traced paths of capital across the graphs.

Consultant to allocator to manager

DFX traced 5 paths 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

9 dated events on the change ledger, latest first

Holding in a pooled vehicle started
2023-12-31source
Holding in a pooled vehicle started
2023-12-31source
Funded status changed
2023-01-01source

+6 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

+11 connections on the graph

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