DFX Intelligence

This allocator's name, 3 more advisers and 2 more commitments

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· Irving, Texas

Corporate pension, based in Irving, Texas, reporting $1.9B in assets, for 17,898 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: $1.9B
Funded ratio: 85.0%
Fund commitments: 2
Managers: 2

Open searches Plans backing its top manager Similar plans, same strategy

Commitments (2)Allocation policy Consultants

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 Alterity Group LLC.

Capital path

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

Corporate pension in Texas

Funds committed to

Blackrock Msci Acwi Equity Index Fd3 commitments
BLK Msci Equity Index Fund Russia2 commitments

Managers

Blackrock Institutional Trust Company, N.A.5 commitments

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

Corporate pension

Assets

$1.9B

Total assets, Dec 31, 2024 reported

Funded

85.0%

Jan 1, 2024

Private markets target

no policy read

policy Dec 31, 2024

Commitments

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 1.8%
Non-interest-bearing cash 0.0%
Corporate debt instruments (other) 13.6%
Corporate debt instruments (preferred) 15.2%
U.S. Government securities 52.9%
Other investments 0.7%
Common/collective trusts 14.7%
Common stock 0.0%
Preferred stock 0.0%

Consultants and advisers

6 firms

Russell Investments (consulting) Pension consultantthrough Dec 31, 2024 Form 5500
Russell Investments Capital, LLC Pension consultantthrough Dec 31, 2022 Form 5500
Alterity Group LLC General consultantthrough Dec 31, 2022 Form 5500

+3 more consultants and advisers advise this allocator

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

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

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

Blackrock Institutional Trust Company, N.A.5 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
Loomis Saylesplan years 2022

+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

5 events

Dec 31, 2024Consultant changedinference
with Alterity Group LLCaskebsa.dol.gov
Dec 31, 2023Holding started
with BLK Msci Equity Index Fund Russia$74askebsa.dol.gov
Dec 31, 2023Manager relationship endedinference
with Telus Health US Ltdaskebsa.dol.gov
Jan 1, 2023Funded status changed
down 17 pointsaskebsa.dol.gov
Jan 1, 2023Assets changed
down $686Maskebsa.dol.gov

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

Commitments

5 rows, 0 dated closings

Date	Fund	Manager	Bucket	Amount	Status	Source
as of Dec 31, 2024	Blackrock Msci Acwi Equity Index Fdcollective trust	Blackrock Institutional Trust Company, N.A.	Public equity	$277M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	BLK Msci Equity Index Fund Russiacollective trust	Blackrock Institutional Trust Company, N.A.	Public equity	$278 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	BLK Msci Equity Index Fund Russiacollective trust	Blackrock Institutional Trust Company, N.A.	Public equity	$74 held	Disclosed holding	askebsa.dol.gov

+2 more commitments

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

33 readings

Total assets

$1.9B Dec 31, 2024 reported Form 5500

$2.1B (2023-12) · $2.0B (2022-12)

Plan assets

$2.0B Jan 1, 2024 reported Form 5500

$2.0B (2023-01) · $2.7B (2022-01)

Net assets

$1.9B Dec 31, 2024 reported Form 5500

$2.0B (2023-12) · $2.0B (2022-12)

Funded ratio

85.0% Jan 1, 2024 reported Form 5500

84.4% (2023-01) · 101.0% (2022-01)

Funding target

$2.0B Jan 1, 2024 reported Form 5500

$2.1B (2023-01) · $2.1B (2022-01)

Discount rate

5.02% Jan 1, 2024 reported Form 5500

5.15% (2023-01) · 5.31% (2022-01)

Participants

17,898 Jan 1, 2024 reported Form 5500

18,134 (2023-01) · 18,754 (2022-01)

Contributions

$0 Dec 31, 2024 reported Form 5500

$0 (2023-12) · $7,011 (2022-12)

Benefits paid

$175M Dec 31, 2024 reported Form 5500

$179M (2023-12) · $178M (2022-12)

Net investment income

-$149M Dec 31, 2024 reported Form 5500

-$8.7M (2023-12) · -$685M (2022-12)

Investment management fees

$2.8M Dec 31, 2024 reported Form 5500

$2.8M (2023-12) · $2.6M (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	17,898	$2.0B	$2.0B	85.0%	$1.9B	Not disclosed	Not disclosed	Not disclosed
2023 to Dec 31, 2023	18,134	$2.0B	$2.1B	84.4%	$2.1B	Not disclosed	Not disclosed	Not disclosed
2022 to Dec 31, 2022	18,754	$2.7B	$2.1B	101.0%	$2.0B	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 $1.4M PY2024
Nisa Investment Advisors LLC codes 28 51 $1.0M PY2024
State Street Bank and Trust Company codes 25 28 51 99 $584,711 PY2024

+43 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 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.

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

5 dated events on the change ledger, latest first

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

+2 more changes on this record's ledger

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

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

+15 connections on the graph

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