This allocator's name, 4 more managers and 30 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.

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

Corporate pension in Texas

Corporate pension· Laredo, Texas

Corporate pension, based in Laredo, Texas, reporting $20.3M in assets, for 290 participants.

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

Assets
$20.3M
Funded ratio
90.9%
Fund commitments
11
Managers
8
Open searchesPlans backing its top managerSimilar plans, same strategy
More
Commitments (11)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: 30 Jun 2025, Total assets changed.

Capital path

who backs this record, through what, into what; each name opens its own path
Corporate pension in Texas
Funds committed to
All 11
Managers
All 7
Size, funding, policy and commitments, with their basesCorporate pensionShow
Corporate pension
Assets
$20.3M
Total assets, Jun 30, 2025 reported
Funded
90.9%
Jul 1, 2024
Private markets target
no policy read
policy Jun 30, 2025
Commitments
11
8 managers on Schedule C
Plan sponsor: this allocator
Allocation policy
Form 5500, as of Jun 30, 2025
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 3.0%
  • Common/collective trusts 78.3%
  • Registered investment companies 17.6%
Consultants and advisers
1 firm
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.

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

From Schedule C (investment management, code 28)

+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
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
33 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Jun 30, 2025Principal/trp Inst Lcg Mgd Cit Fcollective trustT Rowe PricePooled vehicles$981,383 heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025Pfg/multi-Manager Small Cap Cit Ncollective trustWells Fargo Bank, N.A.Public equity$973,579 heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025Principal/dodge & Cox Intermediatecollective trustDodge & CoxPooled vehicles$1.8M heldDisclosed holdingaskebsa.dol.gov

+30 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
30 readings
Total assets
$20.3M Jun 30, 2025 reported Form 5500
$18.4M (2024-06) · $16.3M (2023-06)
Plan assets
$18.4M Jul 1, 2024 reported Form 5500
$16.3M (2023-07) · $14.3M (2022-07)
Net assets
$20.3M Jun 30, 2025 reported Form 5500
$18.4M (2024-06) · $16.3M (2023-06)
Funded ratio
90.9% Jul 1, 2024 reported Form 5500
92.1% (2023-07) · 95.2% (2022-07)
Funding target
$18.9M Jul 1, 2024 reported Form 5500
$18.1M (2023-07) · $16.2M (2022-07)
Discount rate
5.38% Jul 1, 2024 reported Form 5500
5.33% (2023-07) · 5.51% (2022-07)
Participants
290 Jul 1, 2024 reported Form 5500
281 (2023-07) · 282 (2022-07)
Contributions
$715,195 Jun 30, 2025 reported Form 5500
$765,106 (2024-06) · $988,268 (2023-06)
Benefits paid
$521,044 Jun 30, 2025 reported Form 5500
$427,859 (2024-06) · $306,784 (2023-06)
Net investment income
$1.9M Jun 30, 2025 reported Form 5500
$2.1M (2024-06) · $2.0M (2023-06)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Jun 30, 2025290$18.4M$18.9M90.9%$20.3MNot disclosedNot disclosedNot disclosed
2023 to Jun 30, 2024281$16.3M$18.1M92.1%$18.4MNot disclosedNot disclosedNot disclosed
2022 to Jun 30, 2023282$14.3M$16.2M95.2%$16.3MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Wells Fargo Bank, N.A. codes 49 65 $119,625 PY2024
  • Principal Life Insurance Company codes 13 50 64 $18,123 PY2024
  • Gutierrez, Martinez & Co LLP codes 10 50 $15,000 PY2024

+46 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.

Record history

5 dated events on the change ledger, latest first
  • Funded status changed
    2023-07-01source
  • Total assets changed
    2023-07-01source
  • Total assets changed
    2024-07-01source

+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

+10 connections on the graph

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

Ask DFX