This allocator's name, 2 more advisers and 12 more dated events

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Corporate pension in Texas

Corporate pension· Irving, Texas

Corporate pension, based in Irving, Texas, reporting $1.2B in assets, for 3,565 participants.

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

Assets
$1.2B
Funded ratio
127.3%
Fund commitments
1
Managers
2
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Commitments (1)Allocation policyManagers
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. Last change: 31 Dec 2024, Changed investment consultant to Everberg Capital Partners II, L.P.

Capital path

who backs this record, through what, into what; each name opens its own path
Corporate pension in Texas
Funds committed to
Managers
Size, funding, policy and commitments, with their basesCorporate pensionShow
Corporate pension
Assets
$1.2B
Total assets, Dec 31, 2024 reported
Funded
127.3%
Jan 1, 2024
Private markets target
no policy read
policy Dec 31, 2024
Commitments
1
2 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)
  • Interest-bearing cash 1.3%
  • Other investments 0.0%
  • Other loans 9.5%
  • Partnership/joint venture interests 61.9%
  • Common/collective trusts 1.5%
  • Registered investment companies 9.2%
  • Common stock 5.4%
  • Real estate (other than employer real property) 11.1%
Consultants and advisers
5 firms

+2 more consultants and advisers 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
1 manager on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)

+16 more Schedule C managers

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What changed
17 events
  • Dec 31, 2024Manager relationship endedinference
    with Island C-Iii Holdings VIIaskebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    with Goldman Sachs Asset Managementaskebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    with ONE Equity Partnersaskebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    with GS Distressed Opportunities IVaskebsa.dol.gov
  • Dec 31, 2024Consultant changedinference
    with Everberg Capital Partners II, L.P.askebsa.dol.gov

+12 more dated events

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Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
3 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024EB Temporary Investmentcollective trustBNY MellonPooled vehicles$17.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023EB Temporary Investmentcollective trustBNY MellonPooled vehicles$6.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022EB Temporary Investmentcollective trustBNY MellonPooled vehicles$12.5M heldDisclosed holdingaskebsa.dol.gov
Size and funding
33 readings
Total assets
$1.2B Dec 31, 2024 reported Form 5500
$1.1B (2023-12) · $1.2B (2022-12)
Plan assets
$1.1B Jan 1, 2024 reported Form 5500
$1.2B (2023-01) · $1.2B (2022-01)
Net assets
$1.2B Dec 31, 2024 reported Form 5500
$1.1B (2023-12) · $1.2B (2022-12)
Funded ratio
127.3% Jan 1, 2024 reported Form 5500
120.6% (2023-01) · 123.1% (2022-01)
Funding target
$827M Jan 1, 2024 reported Form 5500
$953M (2023-01) · $884M (2022-01)
Discount rate
5.23% Jan 1, 2024 reported Form 5500
5.30% (2023-01) · 5.47% (2022-01)
Participants
3,565 Jan 1, 2024 reported Form 5500
4,571 (2023-01) · 4,593 (2022-01)
Contributions
$0 Dec 31, 2024 reported Form 5500
$0 (2023-12) · $0 (2022-12)
Benefits paid
$57.8M Dec 31, 2024 reported Form 5500
$177M (2023-12) · $34.2M (2022-12)
Net investment income
$36.4M Dec 31, 2024 reported Form 5500
-$91.5M (2023-12) · -$24.5M (2022-12)
Investment management fees
$987,937 Dec 31, 2024 reported Form 5500
$924,473 (2023-12) · $395,363 (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 20243,565$1.1B$827M127.3%$1.2B$712MNot disclosed$128M
2023 to Dec 31, 20234,571$1.2B$953M120.6%$1.1B$621MNot disclosed$108M
2022 to Dec 31, 20224,593$1.2B$884M123.1%$1.2B$658MNot disclosed$105M
Service providers and investment entities as filed (Schedule C and D, latest year first)

+91 more service providers

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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 3 traced paths of capital across the graphs.

Consultant to allocator to manager

DFX traced 3 paths of capital through this record

Every record on each path, what it committed or lent, and as of when.

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Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.

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Record history

17 dated events on the change ledger, latest first
  • Funded status changed
    2023-01-01source
  • Funded status changed
    2024-01-01source
  • Manager relationship ended
    2023-12-31source

+14 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

+25 connections on the graph

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