This allocator's name, 2 more advisers, 1 more manager, 13 more commitments and 5 more dated events

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Corporate pension in Texas

Corporate pension· Spring, Texas

Corporate pension, based in Spring, Texas, reporting $12B in assets, for 61,475 participants.

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

Assets
$12B
Funded ratio
84.7%
Fund commitments
8
Managers
4
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
Size, funding, policy and commitments, with their basesCorporate pensionShow
Corporate pension
Assets
$12B
Total assets, Dec 31, 2024 reported
Funded
84.7%
Jan 1, 2024
Private markets target
no policy read
policy Dec 31, 2024
Commitments
8
4 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) 5.8%
  • Corporate debt instruments (preferred) 0.8%
  • U.S. Government securities 6.3%
  • Insurance company general account 0.0%
  • Other investments 0.3%
  • Partnership/joint venture interests 3.8%
  • Common/collective trusts 60.0%
  • Registered investment companies 3.9%
  • Common stock 16.3%
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
4 managers on the commitment tape
From the plan’s own commitment disclosures

+1 more manager received commitments

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From Schedule C (investment management, code 28)

+2 more Schedule C managers

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What changed
10 events
  • Dec 31, 2024Holding started
    with Long Term Credit Bond Index Fund$4.5Baskebsa.dol.gov
  • Dec 31, 2024Holding started
    with Blackrock Institutional Trust$755Maskebsa.dol.gov
  • Dec 31, 2024Holding started
    with CF Blackrock US Strips 20+year Bond$369Maskebsa.dol.gov
  • Dec 31, 2024Holding started
    with Short-Term Investment Fund$3.0Maskebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    with Pacific Investmt Management Co LLCaskebsa.dol.gov

+5 more dated events

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Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
16 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Short-Term Investment Fundcollective trustBlackrock Institutional Trust Company, N.A.Cash$3.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024CF Blackrock US Strips 20+year Bondcollective trustBlackrock Institutional Trust Company, N.A.Fixed income$369M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Long Term Credit Bond Index Fundcollective trustBlackrock Institutional Trust Company, N.A.Private credit$4.5B heldDisclosed holdingaskebsa.dol.gov

+13 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
$12B Dec 31, 2024 reported Form 5500
$12B (2023-12) · $12B (2022-12)
Plan assets
$11B Jan 1, 2024 reported Form 5500
$11B (2023-01) · $14B (2022-01)
Net assets
$11B Dec 31, 2024 reported Form 5500
$11B (2023-12) · $11B (2022-12)
Funded ratio
84.7% Jan 1, 2024 reported Form 5500
80.0% (2023-01) · 115.7% (2022-01)
Funding target
$10.0B Jan 1, 2024 reported Form 5500
$9.6B (2023-01) · $10B (2022-01)
Discount rate
5.25% Jan 1, 2024 reported Form 5500
5.38% (2023-01) · 5.55% (2022-01)
Participants
61,475 Jan 1, 2024 reported Form 5500
62,625 (2023-01) · 69,205 (2022-01)
Contributions
$300M Dec 31, 2024 reported Form 5500
$0 (2023-12) · $3.0B (2022-12)
Benefits paid
$726M Dec 31, 2024 reported Form 5500
$601M (2023-12) · $2.3B (2022-12)
Net investment income
-$117M Dec 31, 2024 reported Form 5500
$556M (2023-12) · -$2.6B (2022-12)
Investment management fees
$1.0M Dec 31, 2024 reported Form 5500
$1.0M (2023-12) · $7.0M (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 202461,475$11B$10.0B84.7%$12B$461MNot disclosedNot disclosed
2023 to Dec 31, 202362,625$11B$9.6B80.0%$12B$376MNot disclosedNot disclosed
2022 to Dec 31, 202269,205$14B$10B115.7%$12B$471MNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)

+71 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 9 traced paths of capital across the graphs.

Consultant to allocator to managerAllocator commitments to a manager

DFX traced 9 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

10 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 started
    2024-12-31source

+7 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

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+11 connections on the graph

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