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This allocator's name

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Corporate pension in Texas

Corporate pension· Houston, Texas

Corporate pension, based in Houston, Texas, reporting $545,539 in assets, for 3,826 participants.

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

As of 2023-12-31 · the latest dated event for this allocator; each figure carries its own filing or report date

Assets: $545,539
Funded ratio: 106.2%
Fund commitments: 3

Open searches Similar plans, same strategy Commitments (3)

Allocation policy

As of 2023-12-31 · 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 2023, Manager relationship started.

Capital path

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

Corporate pension in Texas

Funds committed to

PRU Long Corporate Bond1 commitment
Core Bond / Pgim Fund1 commitment
Long Duration Bond/ir&m Fund1 commitment

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

Corporate pension

Assets

$545,539

Total assets, Dec 31, 2023 reported

Funded

106.2%

Jan 1, 2022

Private markets target

no policy read

policy Dec 31, 2023

Commitments

none on the tape

Plan sponsor: this allocator

Allocation policy

Form 5500, as of Dec 31, 2023

Actual allocation lines without a target (as filed)

Interest-bearing cash 3.2%
Corporate debt instruments (other) 0.6%
Registered investment companies 89.2%

Consultants and advisers

3 firms

Mercer General consultantthrough Dec 31, 2022 Form 5500
Buck Global, LLC Actuarythrough Dec 31, 2022 Form 5500
Bank of New York Mellon Custodianthrough Dec 31, 2022 Form 5500

People

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

Manager roster

2 managers on Schedule C

From Schedule C (investment management, code 28)

Income Research & Mgmt. Inc.plan years 2023
Legal & General Inv Mgmt Americaplan years 2022

What changed

2 events

Dec 31, 2023Manager relationship started
with Income Research & Mgmt. Inc.askebsa.dol.gov
Dec 31, 2023Assets changed
down $365Maskebsa.dol.gov

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

Commitments

3 rows, 0 dated closings

Date	Fund	Manager	Bucket	Amount	Status	Source
as of Dec 31, 2022	PRU Long Corporate Bondcollective trust	Prudential Retirement Insurance and Annuity Co.	Fixed income	$1.7M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Core Bond / Pgim Fundseparate account	Prudential Retirement Insurance and Annuity Co.	Fixed income	$620,040 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Long Duration Bond/ir&m Fundseparate account	Prudential Retirement Insurance and Annuity Co.	Fixed income	$1.6M held	Disclosed holding	askebsa.dol.gov

Size and funding

18 readings

Total assets

$545,539 Dec 31, 2023 reported Form 5500

$366M (2022-12)

Plan assets

$492M Jan 1, 2022 reported Form 5500

Net assets

$544,045 Dec 31, 2023 reported Form 5500

$365M (2022-12)

Funded ratio

106.2% Jan 1, 2022 reported Form 5500

Funding target

$457M Jan 1, 2022 reported Form 5500

Discount rate

2.70% Jan 1, 2022 reported Form 5500

Participants

3,826 Jan 1, 2023 reported Form 5500

4,185 (2022-01)

Contributions

-$29.6M Dec 31, 2023 reported Form 5500

$0 (2022-12)

Benefits paid

$338M Dec 31, 2023 reported Form 5500

$55.6M (2022-12)

Net investment income

-$354M Dec 31, 2023 reported Form 5500

-$125M (2022-12)

Investment management fees

$749,841 Dec 31, 2023 reported Form 5500

$203,399 (2022-12)

Form 5500 filings

2 plan years

Plan year	Participants	Assets (SB market)	Funding target	FTAP	Total assets (H)	Partnerships / JV	Master trust	Real estate
2023 to Dec 31, 2023	3,826	Not disclosed	Not disclosed	n/a	$545,539	Not disclosed	Not disclosed	Not disclosed
2022 to Dec 31, 2022	4,185	$492M	$457M	106.2%	$366M	Not disclosed	Not disclosed	Not disclosed

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

Mercer Investment, LLC codes 16 50 $468,368 PY2023
Buck Global, LLC codes 11 13 50 $259,658 PY2023
Income Research and Management codes 28 51 $144,754 PY2023

+19 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.

Record history

2 dated events on the change ledger, latest first

Manager relationship started
2023-12-31source
Total assets changed
2023-12-31source

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

+6 connections on the graph

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