This allocator's name, 2 more advisers, 24 more commitments and 26 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, based in Houston, Texas, for 2,595 participants.
Composed from this allocator's classification, location and filed figures.
- Funded ratio
- 90.0%
- Fund commitments
- 17
- Managers
- 5
Nothing material in the last 90 days. Last change: 31 Dec 2025, Changed investment consultant to Deloitte Tax LLP.
Capital path
who backs this record, through what, into what; each name opens its own path- Wtc-Ctf Opportunistic Fixed Income3 commitments
- Mercer US Large Cap Core Passive Eq2 commitments
- Mercer Emerging Markets Equity Port2 commitments
- Mercer Investments LLC17 commitments
- Wellington Trust Company, Na8 commitments
- Wellington Trust Company, Na2 commitments
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
- Interest-bearing cash 0.9%
- Non-interest-bearing cash 0.1%
- Insurance company general account 2.4%
- Other investments 0.0%
- Partnership/joint venture interests 1.1%
- Common/collective trusts 75.3%
- Common stock 0.0%
- Real estate (other than employer real property) 1.1%
- Schneider Downs & Co, Inc. General consultantthrough Aug 1, 2025 Form 5500
- North Pier Fiduciary General consultantthrough Dec 31, 2022 Form 5500
- Deloitte Tax LLP General consultantthrough Dec 31, 2022 Form 5500
+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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- Mercer Investments LLC17 rows, latest Dec 31, 2024
- Wellington Trust Company, Na8 rows, latest Dec 31, 2024
- Wellington Trust Company, Na2 rows, latest Dec 31, 2022
- Mercer Investments LLCplan years
- Wellington Trust Company, Naplan years
- Wellingtonplan years
+3 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
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- Dec 31, 2025Manager relationship startedwith DLJ Real Estate Capital Partnersaskebsa.dol.gov
- Dec 31, 2025Manager relationship endedinferencewith Wellington Managementaskebsa.dol.gov
- Dec 31, 2025Consultant changedinferencewith Deloitte Tax LLPaskebsa.dol.gov
- Aug 1, 2025Assets changeddown $241Maskebsa.dol.gov
- Jan 1, 2025Funded status changeddown 3 pointsaskebsa.dol.gov
+26 more dated events
Every name, record and relationship behind this count, with the source on each.
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| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Mercer US Large Cap Core Passive Eqcollective trust | Mercer Investments LLC | Public equity | $48.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Mercer Emerging Markets Equity Portcollective trust | Mercer Investments LLC | Public equity | $9.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Mercer Erisa Hedge Fund Investorscollective trust | Mercer Investments LLC | Hedge / diversifiers | $13.1M held | Disclosed holding | askebsa.dol.gov |
+24 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
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| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2025 to Aug 1, 2025 | 2,595 | $237M | $239M | 90.0% | $0 | $0 | Not disclosed | $0 |
| 2024 to Dec 31, 2024 | 2,635 | $193M | $206M | 93.3% | $241M | $2.7M | Not disclosed | $2.6M |
| 2023 to Dec 31, 2023 | 2,569 | $171M | $203M | 93.0% | $195M | $3.4M | Not disclosed | $3.3M |
| 2022 to Dec 31, 2022 | 2,551 | $203M | $205M | 96.4% | $173M | $4.4M | Not disclosed | $3.8M |
- Mercer Investment Management codes 28 51 $127,079 PY2025
- The Bank of New York Mellon codes 21 50 $112,818 PY2025
- Schneider Downs & Co, Inc. codes 16 50 $23,310 PY2025
+66 more service providers
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Provenance
Not yet on record: assets.
This record sits on 10 traced paths of capital across the graphs.
DFX traced 10 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.
Checking your plan…
Record history
- Holding in a pooled vehicle ended2023-12-31source
- Holding in a pooled vehicle ended2023-12-31source
- Holding in a pooled vehicle ended2023-12-31source
+28 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
+13 connections on the graph
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