DFX Intelligence

This allocator's name, 3 more advisers 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· Spring, Texas

Corporate pension, based in Spring, Texas, reporting $4.6B in assets, for 49,797 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: $4.6B
Funded ratio: 85.6%
Managers: 1

Open searches Allocation policy Consultants

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 ended.

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

Corporate pension

Assets

$4.6B

Total assets, Oct 31, 2025 reported

Funded

85.6%

Nov 1, 2024

Private markets target

no policy read

policy Oct 31, 2025

Commitments

1 manager on Schedule C

Plan sponsor: this allocator

Allocation policy

Form 5500, as of Oct 31, 2025

Actual allocation lines without a target (as filed)

Partnership/joint venture interests 0.1%
Master trust investment accounts 99.9%
Registered investment companies 0.0%

Consultants and advisers

6 firms

Callan LLC General consultantthrough Oct 31, 2024 Form 5500
Qdro Consultants CO.LLC General consultantthrough Oct 31, 2023 Form 5500
5500tax Group, Inc. General consultantthrough Oct 31, 2023 Form 5500

+3 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

4 managers on Schedule C

From Schedule C (investment management, code 28)

Debevoise & Plimpton LLPplan years 2024
this allocatorplan years 2023
Alterity Group LLCplan years 2023

+1 more Schedule C manager

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

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What changed

8 events

Dec 31, 2024Manager relationship endedinference
with Debevoise & Plimpton LLPaskebsa.dol.gov
Dec 31, 2024Manager relationship endedinference
with Alterity Group LLCaskebsa.dol.gov
Nov 1, 2024Funded status changed
down 5 pointsaskebsa.dol.gov
Nov 1, 2024Assets changed
$389Maskebsa.dol.gov
Dec 31, 2023Consultant changedinference
with Callan LLCaskebsa.dol.gov

+3 more dated events

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

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

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

Commitments

No fund commitments are on the tape for this allocator. The tape holds the plans that publish their own private-markets reports; a plan that publishes one and is not here is a gap we can close.

Size and funding

30 readings

Total assets

$4.6B Oct 31, 2025 reported Form 5500

$4.6B (2024-10) · $4.2B (2023-10)

Plan assets

$4.2B Nov 1, 2024 reported Form 5500

$3.8B (2023-11) · $4.1B (2022-11)

Net assets

$4.6B Oct 31, 2025 reported Form 5500

$4.5B (2024-10) · $4.1B (2023-10)

Funded ratio

85.6% Nov 1, 2024 reported Form 5500

90.8% (2023-11) · 93.7% (2022-11)

Funding target

$3.9B Nov 1, 2024 reported Form 5500

$3.9B (2023-11) · $3.8B (2022-11)

Discount rate

5.38% Nov 1, 2024 reported Form 5500

5.26% (2023-11) · 5.44% (2022-11)

Participants

49,797 Nov 1, 2024 reported Form 5500

50,969 (2023-11) · 52,246 (2022-11)

Contributions

$0 Oct 31, 2025 reported Form 5500

$0 (2024-10) · $0 (2023-10)

Benefits paid

$290M Oct 31, 2025 reported Form 5500

$265M (2024-10) · $285M (2023-10)

Net investment income

$32.9M Oct 31, 2025 reported Form 5500

$383M (2024-10) · -$348M (2023-10)

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 Oct 31, 2025	49,797	$4.2B	$3.9B	85.6%	$4.6B	$2.6M	$4.6B	Not disclosed
2023 to Oct 31, 2024	50,969	$3.8B	$3.9B	90.8%	$4.6B	$2.7M	$4.6B	Not disclosed
2022 to Oct 31, 2023	52,246	$4.1B	$3.8B	93.7%	$4.2B	$2.1M	$4.2B	Not disclosed

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

Fidelity Management Trust Company codes 13 50 64 $2.9M PY2024
Alight Solutions LLC codes 11 50 64 65 $2.0M PY2024
Bank of New York Mellon codes 18 50 72 99 $727,979 PY2024

+37 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 15, 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: fund commitments.

Record history

8 dated events on the change ledger, latest first

Funded status changed
2023-11-01source
Funded status changed
2024-11-01source
Consultant changed
2023-12-31source

+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

+11 connections on the graph

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