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
Coats North America Pension Plan
Corporate pensionCharlotte, NC
Assets
$97.9M
Total assets, Dec 31, 2024 reported
Funded
351.1%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
25
1 managers on Schedule C
Plan sponsor: Coats American, Inc.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 0.3%
- Other investments 0.2%
- Common/collective trusts 99.5%
Consultants and advisers
3 firms
- Checkcoatmo Moore & van Allen Actuarythrough Dec 31, 2024 Form 5500
- Mercer Actuarythrough Dec 31, 2022 Form 5500
- Wells Fargo Bank Custodianthrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on the commitment tape
Commitments
25 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 Dec 31, 2024 | Mercer Active Intermediate Credit Fcollective trust | Mercer Trust Company | Private credit | $7.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Mercer Active Long Corp Inv Portcollective trust | Mercer Trust Company | Pooled vehicles | $44.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Mercer Emerging Markets Equity Portcollective trust | Mercer Trust Company | Public equity | $4.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Mercer Passive Long Credit Fixed incollective trust | Mercer Trust Company | Private credit | $6.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Mercer Long Strips Fixed Incomecollective trust | Mercer Trust Company | Fixed income | $12.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Mercer Non-Us Core Equity Portfoliocollective trust | Mercer Trust Company | Public equity | $8.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Mercer US Large Cap Core Passive Eqcollective trust | Mercer Trust Company | Public equity | $10.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Mercer US Small/mid Cap Equity Portcollective trust | Mercer Trust Company | Public equity | $2.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Mercer Active Intermediate Credit Fcollective trust | Mercer Trust Company | Private credit | $7.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Mercer Active Long Corp Inv Portcollective trust | Mercer Trust Company | Pooled vehicles | $45.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Mercer Emerging Markets Equity Portcollective trust | Mercer Trust Company | Public equity | $4.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Mercer Passive Long Credit Fixed incollective trust | Mercer Trust Company | Private credit | $7.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Mercer Long Strips Fixed Incomecollective trust | Mercer Trust Company | Fixed income | $14.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Mercer Non-Us Core Equity Portfoliocollective trust | Mercer Trust Company | Public equity | $8.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Mercer US Large Cap Core Passive Eqcollective trust | Mercer Trust Company | Public equity | $10.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Mercer US Small/mid Cap Equity Portcollective trust | Mercer Trust Company | Public equity | $2.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Prin Liquid Assets Sep Acct-Zseparate account | Principal | Pooled vehicles | $924,727 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Mercer Active Intermediate Credit Fcollective trust | Mercer Trust Company | Private credit | $7.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Mercer Active Long Corp Inv Portcollective trust | Mercer Trust Company | Pooled vehicles | $43.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Mercer Emerging Markets Equity Portcollective trust | Mercer Trust Company | Public equity | $4.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Mercer Passive Long Credit Fixed incollective trust | Mercer Trust Company | Private credit | $7.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Mercer Long Strips Fixed Incomecollective trust | Mercer Trust Company | Fixed income | $12.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Mercer Non-Us Core Equity Portfoliocollective trust | Mercer Trust Company | Public equity | $8.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Mercer US Large Cap Core Passive Eqcollective trust | Mercer Trust Company | Public equity | $9.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Mercer US Small/mid Cap Equity Portcollective trust | Mercer Trust Company | Public equity | $2.7M held | Disclosed holding | askebsa.dol.gov |
Size and funding
32 readings
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 Dec 31, 2024 | 809 | $101M | $28.1M | 351.1% | $97.9M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 970 | $97.0M | $30.3M | 312.7% | $101M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 1,035 | $140M | $46.5M | 294.9% | $97.8M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Mercer codes 28 99 $354,248 PY2024
- Principal Bank codes 19 28 50 51 63 $87,717 PY2024
- Greenwalker LLP codes 10 50 $29,100 PY2024
- Checkcoatmo Moore & van Allen codes 11 99 $27,953 PY2024
- MER Lng Dur Pas Fx Inc Col#420 Sched. D C $6.9M PY2024
- MER Lng Strips Fx Port#630 Sched. D C $12.6M PY2024
- MER Act Int Cr Fx Inc Port#350 Sched. D C $7.8M PY2024
- MER Act Lng Corp Inv Port#600 Sched. D C $44.3M PY2024
- MER Emrg Mkts Eq Ct Tr#425 Sched. D C $4.2M PY2024
- MER Non US Core Eq Ct #330 Sched. D C $8.7M PY2024
- MER US Lrg Cap Pass Eq Ct#410 Sched. D C $10.1M PY2024
- MER US Sm Mid Cap Eq Ct Sched. D C $2.8M PY2024
- Mercer codes 11 PY2024
- Mercer codes 11 50 $367,343 PY2023
- Principal Life Insurance Company codes 13 50 64 $37,401 PY2023
- Principal Bank codes 19 28 50 51 63 $24,346 PY2023
- John Hancock Life Insurance Company codes 22 50 $15,108 PY2023
- Greerwalker LLP codes 10 50 $12,350 PY2023
- Mercer US Sm Mid Cap Eq Col Trst Sched. D C $2.7M PY2023
- Prin Liquid Assets Sep Acct-Z Sched. D P PY2023
- Mercer Act Inter Crdit Fx Inc Port Sched. D C $7.6M PY2023
- Mercer Active Long Corp Inv Port Sched. D C $45.5M PY2023
- Mercer Emrg Mkts Eq Coll Trust Sched. D C $4.2M PY2023
- Mercer Lng Dur Pas Fx Inc Col Trs Sched. D C $7.4M PY2023
- Mercer Lng Strips Fx Inc Port Sched. D C $14.6M PY2023
- Mercer Non US Core Eq Coll Trust Sched. D C $8.7M PY2023
- Mercer US Lrg Cap Pass Eq Col Trst Sched. D C $10.2M PY2023
- Mercer codes 11 PY2023
- Mercer codes 11 13 17 27 28 29 50 $405,155 PY2022
- Unum Life Insurance Co codes 13 50 $331,261 PY2022
- Principal Life Insurance Company codes 13 50 64 $149,104 PY2022
- Moore & van Allen PLLC codes 13 29 50 $42,191 PY2022
- Principal Bank codes 19 28 50 51 63 $29,108 PY2022
- Mercer Active Long Corp Inv Port Sched. D C $43.2M PY2022
- Mercer Emrg Mkts Eq Coll Trust Sched. D C $4.3M PY2022
- Mercer Lng Dur Pas Fx Inc Col Trs Sched. D C $7.1M PY2022
- Mercer Lng Strips Fx Inc Port Sched. D C $12.7M PY2022
- Mercer Non US Core Eq Coll Trust Sched. D C $8.7M PY2022
- Mercer US Lrg Cap Pass Eq Col Trst Sched. D C $9.5M PY2022
- Mercer US Sm Mid Cap Eq Col Trst Sched. D C $2.7M PY2022
- Prin Liquid Assets Sep Acct-Z Sched. D P $924,727 PY2022
- PRU U.S. Long Duration Corp Bd Sched. D C PY2022
- Mercer Act Inter Crdit Fx Inc Port Sched. D C $7.4M PY2022
- Mercer codes 11 PY2022
What changed
6 events
- Dec 31, 2024Manager relationship startedMercer appears on Coats North America Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Merceraskebsa.dol.gov
- Jan 1, 2024Funded status changedCoats North America Pension Plan funded ratio 312.7% -> 351.1% (2023-01-01 to 2024-01-01)
- Dec 31, 2023Holding endedinferenceCoats North America Pension Plan no longer reports Prin Liquid Assets Sep Acct-Z (Principal) (last held $924,727 at 2022-12-31; absent from the 2023-12-31 filing)with Principalaskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceMercer no longer appears on Coats North America Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Merceraskebsa.dol.gov
- Jan 1, 2023Funded status changedCoats North America Pension Plan funded ratio 294.9% -> 312.7% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedCoats North America Pension Plan plan assets $140M -> $97M (-31.0%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 510371432-002
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.