DFX Intelligence
Allocator Intelligence
The capital-owner graph behind private markets. Who owns the capital, who decides, how much, under what policy, on whose advice, to which managers, and what changed, with a source and a date behind every row. A target is never an actual, a disclosed holding is never an approval, and an estimate says so.
Corporate pension
Schaeffler Group USA Inc. Pension Plan
Corporate pensionFort Mill, SC
Assets
$147M
Total assets, Sep 30, 2025 reported
Funded
101.3%
Oct 1, 2024
Private markets target
n/a
policy Sep 30, 2025
Commitments
8
none on the tape
Plan sponsor: Schaeffler Group USA Inc.
Allocation policy
Form 5500, as of Sep 30, 2025
Actual allocation lines without a target (as filed)
- Common/collective trusts 99.1%
- Registered investment companies 0.9%
Consultants and advisers
3 firms
- Aon General consultantthrough Sep 30, 2023 Form 5500
- U.S. Bank National Association Trusteethrough Sep 30, 2023 Form 5500
- AON Consulting, Inc. Actuarythrough Sep 30, 2023 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on Schedule C
From Schedule C (investment management, code 28)
- Mercer Investments LLCplan years 2023
Commitments
8 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Sep 30, 2025 | Mercer Passive Long Government Fixecollective trust | Mercer Trust Company LLC | Pooled vehicles | $42.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Sep 30, 2025 | Mercer Active Long Corporate Fixedcollective trust | Mercer Trust Company LLC | Fixed income | $15.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Sep 30, 2025 | Mercer Active Intermediate Credit Fcollective trust | Mercer Trust Company LLC | Private credit | $88.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Sep 30, 2023 | Mercer Passive Long Government Fixecollective trust | Mercer Trust Company LLC | Pooled vehicles | $9.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Sep 30, 2023 | Mercer Active Long Corporate Fixedcollective trust | Mercer Trust Company LLC | Fixed income | $57.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Sep 30, 2023 | Mercer Core Passive Fixed Incomecollective trust | Mercer Trust Company LLC | Fixed income | $43.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Sep 30, 2023 | Mercer Ultra Long Duration Portfolicollective trust | Mercer Trust Company LLC | Fixed income | $2.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Sep 30, 2023 | Mercer Active Intermediate Credit Fcollective trust | Mercer Trust Company LLC | Private credit | $57.7M held | Disclosed holding | askebsa.dol.gov |
Size and funding
22 readings
Form 5500 filings
2 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Sep 30, 2025 | 2,844 | $181M | $178M | 101.3% | $147M | n/a | n/a | n/a |
| 2022 to Sep 30, 2023 | 2,977 | $183M | $178M | 102.5% | $171M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- AON Consulting Inc. codes 16 50 $793,194 PY2024
- Mercer Investment Management, Inc. codes 28 50 51 52 $320,951 PY2024
- U.S Bank National Association codes 21 50 $60,164 PY2024
- MGI Long Duration Passive Fixed Inc Sched. D C $42.4M PY2024
- MGI Active Long Corp Inv Portfolio Sched. D C $15.4M PY2024
- Ultra Long Duration Portfolio Sched. D C PY2024
- Mercer Active Int Cr Fixed Inc Sched. D C $88.4M PY2024
- MGI US Core Passive Fixed Income Sched. D C PY2024
- AON Consulting, Inc. codes 11 PY2024
- AON Consulting Inc. codes 16 50 $555,737 PY2022
- Mercer Investment Management, Inc. codes 28 50 51 52 $481,611 PY2022
- U.S Bank National Association codes 21 50 $59,989 PY2022
- MGI Long Duration Passive Fixed Inc Sched. D C $9.6M PY2022
- MGI Active Long Corp Inv Portfolio Sched. D C $57.1M PY2022
- MGI US Core Passive Fixed Income Sched. D C $43.3M PY2022
- Ultra Long Duration Portfolio Sched. D C $2.3M PY2022
- Mercer Active Int Cr Fixed Inc Sched. D C $57.7M PY2022
- AON Consulting, Inc. codes 11 PY2022
What changed
3 events
- Sep 30, 2025Holding endedinferenceSchaeffler Group USA Inc. Pension Plan no longer reports Mercer Ultra Long Duration Portfoli (last held $2M at 2023-09-30; absent from the 2025-09-30 filing)with Mercer Ultra Long Duration Portfoliaskebsa.dol.gov
- Sep 30, 2025Holding endedinferenceSchaeffler Group USA Inc. Pension Plan no longer reports Mercer Core Passive Fixed Income (last held $43M at 2023-09-30; absent from the 2025-09-30 filing)with Mercer Core Passive Fixed Incomeaskebsa.dol.gov
- Sep 30, 2025Assets changedSchaeffler Group USA Inc. Pension Plan total assets $171M -> $147M (-13.9%, 2023-09-30 to 2025-09-30)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 570517596-001
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.