DFX Intelligence

This allocator's name, 1 more adviser, 5 more commitments and 3 more dated events

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· Dallas, Texas

Corporate pension, based in Dallas, Texas, reporting $2.7B in assets, for 14,378 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: $2.7B
Funded ratio: 161.1%
Fund commitments: 3
Managers: 3

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Commitments (3)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, 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

Russell 3000 Index Fund3 commitments
this allocator3 commitments
Acwi Ex-Us Superfund2 commitments

Managers

Blackrock Institutional Trust Company, N.A.5 commitments
this allocator3 commitments

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

Corporate pension

Assets

$2.7B

Total assets, Dec 31, 2024 reported

Funded

161.1%

Jan 1, 2024

Private markets target

no policy read

policy Dec 31, 2024

Commitments

3 managers on Schedule C

Plan sponsor: this allocator

Allocation policy

Form 5500, as of Dec 31, 2024

Actual allocation lines without a target (as filed)

Corporate debt instruments (other) 29.6%
U.S. Government securities 24.7%
Other investments 1.3%
Common/collective trusts 43.5%
Common stock 0.0%

Consultants and advisers

4 firms

Creative Planning Pension consultantthrough Dec 31, 2023 Form 5500
Agilis Partners LLC Pension consultantthrough Dec 31, 2022 Form 5500
Willis Towers Watson US LLC Actuarythrough Dec 31, 2022 Form 5500

+1 more consultant or adviser advise this allocator

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

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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

Blackrock Institutional Trust Company, N.A.5 rows, latest Dec 31, 2024
this allocator3 rows, latest Dec 31, 2024

From Schedule C (investment management, code 28)

Blackrock Insti. Trust Company, N.Aplan years
Blackrock Institutional Trust Company, N.A.plan years
AON Investments USA Incplan years 2024

+5 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

8 events

Dec 31, 2024Manager relationship started
with AON Investments USA Incaskebsa.dol.gov
Dec 31, 2024Manager relationship endedinference
with Pgim Incaskebsa.dol.gov
Jan 1, 2024Funded status changed
8 pointsaskebsa.dol.gov
Dec 31, 2023Holding started
with Acwi Ex-Us Superfund$316Maskebsa.dol.gov
Dec 31, 2023Consultant changedinference
with Creative Planningaskebsa.dol.gov

+3 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

8 rows, 0 dated closings

Date	Fund	Manager	Bucket	Amount	Status	Source
as of Dec 31, 2024	Acwi Ex-Us Superfundcollective trust	Blackrock Institutional Trust Company, N.A.	Pooled vehicles	$303M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Russell 3000 Index Fundcollective trust	Blackrock Institutional Trust Company, N.A.	Pooled vehicles	$764M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	this allocatorcollective trust	this allocator	Cash	$125M held	Disclosed holding	askebsa.dol.gov

+5 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

$2.7B Dec 31, 2024 reported Form 5500

$2.7B (2023-12) · $2.5B (2022-12)

Plan assets

$2.7B Jan 1, 2024 reported Form 5500

$2.5B (2023-01) · $3.5B (2022-01)

Net assets

$2.7B Dec 31, 2024 reported Form 5500

$2.7B (2023-12) · $2.5B (2022-12)

Funded ratio

161.1% Jan 1, 2024 reported Form 5500

153.4% (2023-01) · 171.6% (2022-01)

Funding target

$1.6B Jan 1, 2024 reported Form 5500

$1.7B (2023-01) · $1.7B (2022-01)

Discount rate

5.08% Jan 1, 2024 reported Form 5500

5.22% (2023-01) · 5.38% (2022-01)

Participants

14,378 Jan 1, 2024 reported Form 5500

14,104 (2023-01) · 14,755 (2022-01)

Contributions

$0 Dec 31, 2024 reported Form 5500

$0 (2023-12) · $0 (2022-12)

Benefits paid

$117M Dec 31, 2024 reported Form 5500

$167M (2023-12) · $178M (2022-12)

Net investment income

$50.5M Dec 31, 2024 reported Form 5500

$172M (2023-12) · -$955M (2022-12)

Investment management fees

$2.6M Dec 31, 2024 reported Form 5500

$3.0M (2023-12) · $2.1M (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	14,378	$2.7B	$1.6B	161.1%	$2.7B	Not disclosed	Not disclosed	Not disclosed
2023 to Dec 31, 2023	14,104	$2.5B	$1.7B	153.4%	$2.7B	Not disclosed	Not disclosed	Not disclosed
2022 to Dec 31, 2022	14,755	$3.5B	$1.7B	171.6%	$2.5B	Not disclosed	Not disclosed	Not disclosed

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

Willis Towers Watson US LLC codes 11 13 50 $1.3M PY2024
Wellington Management Company LLP codes 28 51 52 68 $809,524 PY2024
Nisa Investment Advisors LLC codes 28 51 $639,481 PY2024

+35 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 4 traced paths of capital across the graphs.

Consultant to allocator to manager

DFX traced 4 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

8 dated events on the change ledger, latest first

Holding in a pooled vehicle started
2023-12-31source
Funded status changed
2023-01-01source
Funded status changed
2024-01-01source

+5 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

+13 connections on the graph

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