This allocator's name, 4 more managers and 46 more commitments

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Corporate pension in Texas

Corporate pension· Irving, Texas

Corporate pension, based in Irving, Texas, reporting $238M in assets, for 838 participants.

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

Assets
$238M
Funded ratio
84.9%
Fund commitments
18
Managers
2
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Commitments (18)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, Holding started.

Capital path

who backs this record, through what, into what; each name opens its own path
Corporate pension in Texas
Funds committed to
All 18
Managers
All 7
Size, funding, policy and commitments, with their basesCorporate pensionShow
Corporate pension
Assets
$238M
Total assets, Dec 31, 2024 reported
Funded
84.9%
Jan 1, 2024
Private markets target
no policy read
policy Dec 31, 2024
Commitments
18
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)
  • Common/collective trusts 100.0%
Consultants and advisers
3 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
7 managers on the commitment tape
From the plan’s own commitment disclosures

+4 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)
What changed
5 events
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
49 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024AON Core Real Estate Fundcollective trustAON Trust Company LLCReal estate$16.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024CF Ssga U.S.LONG Govt Bond Indx Sfcollective trustState Street Global Advisors TrustFixed income$1.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Nisa Ultra Mid Treasury Cifcollective trustNisaFixed income$12.0M heldDisclosed holdingaskebsa.dol.gov

+46 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
$238M Dec 31, 2024 reported Form 5500
$254M (2023-12) · $251M (2022-12)
Plan assets
$254M Jan 1, 2024 reported Form 5500
$251M (2023-01) · $333M (2022-01)
Net assets
$238M Dec 31, 2024 reported Form 5500
$254M (2023-12) · $251M (2022-12)
Funded ratio
84.9% Jan 1, 2024 reported Form 5500
84.0% (2023-01) · 102.8% (2022-01)
Funding target
$284M Jan 1, 2024 reported Form 5500
$288M (2023-01) · $283M (2022-01)
Discount rate
5.07% Jan 1, 2024 reported Form 5500
5.21% (2023-01) · 5.38% (2022-01)
Participants
838 Jan 1, 2024 reported Form 5500
876 (2023-01) · 898 (2022-01)
Contributions
$0 Dec 31, 2024 reported Form 5500
$0 (2023-12) · $0 (2022-12)
Benefits paid
$20.2M Dec 31, 2024 reported Form 5500
$21.2M (2023-12) · $21.7M (2022-12)
Net investment income
-$15.9M Dec 31, 2024 reported Form 5500
$2.4M (2023-12) · -$81.8M (2022-12)
Investment management fees
$8,749 Dec 31, 2024 reported Form 5500
$8,741 (2023-12) · $12,817 (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 2024838$254M$284M84.9%$238MNot disclosedNot disclosedNot disclosed
2023 to Dec 31, 2023876$251M$288M84.0%$254MNot disclosedNot disclosedNot disclosed
2022 to Dec 31, 2022898$333M$283M102.8%$251MNot disclosedNot disclosed$0
Service providers and investment entities as filed (Schedule C and D, latest year first)

+60 more service providers

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

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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 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.

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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
    2024-12-31source
  • Holding in a pooled vehicle started
    2024-12-31source
  • Holding in a pooled vehicle ended
    2024-12-31source

+2 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

+7 connections on the graph

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