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

Mercedes-Benz USA, LLC Pension Plan

Corporate pensionSandy Springs, GA

Assets

$399M

Total assets, Dec 31, 2024 reported

Funded

83.5%

Jan 1, 2024

Private markets target

n/a

policy Dec 31, 2024

Commitments

none on the tape

Plan sponsor: Mercedes-Benz USA, LLC

Allocation policy

Form 5500, as of Dec 31, 2024

Actual allocation lines without a target (as filed)

Interest-bearing cash 1.5%
Common/collective trusts 92.1%

Consultants and advisers

4 firms

The Benefit Practice Pension consultantthrough Dec 31, 2022 Form 5500
State Street Bank & Trust Company CustodianDirected trusteethrough Dec 31, 2024 Form 5500
Willis Towers Watson US LLC Actuarythrough Dec 31, 2022 Form 5500
Russell Trust Company Directed trusteethrough 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

From the plan’s own commitment disclosures

Russell Trust Company12 rows, latest Dec 31, 2024

From Schedule C (investment management, code 28)

Mercer Investments LLCplan years 2023

Commitments

29 rows, 0 dated closings

Disclosed holdings (from the plan’s performance or holdings report, as of the report date)

Date	Fund	Manager	Bucket	Amount	Status	Source
as of Dec 31, 2024	Mercer Active Long Corporate Fixedcollective trust	Mercer Trust Company LLC	Fixed income	$93.5M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Mercer Emerging Markets Equity Portcollective trust	Mercer Trust Company LLC	Public equity	$17.7M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Mercer Global Low Volatility Equitycollective trust	Mercer Trust Company LLC	Public equity	$6.9M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Mercer Long Strips Fixed Incomecollective trust	Mercer Trust Company LLC	Fixed income	$54.8M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Mercer Non-Us Core Equity Portfoliocollective trust	Mercer Trust Company LLC	Public equity	$40.5M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Mercer Ultra Long Duration Portfolicollective trust	Mercer Trust Company LLC	Fixed income	$14.3M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Mercer US Core Real Estate Portfolicollective trust	Mercer Trust Company LLC	Real estate	$25.0M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Mercer US Large Cap Core Passive Eqcollective trust	Mercer Trust Company LLC	Public equity	$92.8M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Mercer US Small/mid Cap Equity Portcollective trust	Mercer Trust Company LLC	Public equity	$15.5M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Russell Real Estate Equity Fundcollective trust	Russell Trust Company	Real estate	$6.8M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Russell Real Estate Equity Fundcollective trust	Russell Trust Company	Real estate	$14.7M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Mercer Active Long Corporate Fixedcollective trust	Mercer Trust Company LLC	Fixed income	$127M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Mercer Emerging Markets Equity Portcollective trust	Mercer Trust Company LLC	Public equity	$22.4M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Mercer Global Low Volatility Equitycollective trust	Mercer Trust Company LLC	Public equity	$19.0M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Mercer Long Strips Fixed Incomecollective trust	Mercer Trust Company LLC	Fixed income	$84.3M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Mercer Non-Us Core Equity Portfoliocollective trust	Mercer Trust Company LLC	Public equity	$41.6M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Mercer US Large Cap Core Passive Eqcollective trust	Mercer Trust Company LLC	Public equity	$52.5M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Mercer US Small/mid Cap Equity Portcollective trust	Mercer Trust Company LLC	Public equity	$16.1M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Russell Small Cap Fundcollective trust	Russell Trust Company	Public equity	$10.5M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Large Cap Defense Fundcollective trust	Russell Trust Company	Public equity	$7.8M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Commodities Fdcollective trust	Russell Trust Company	Natural resources	$13.0M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Emerging Markets Fundcollective trust	Russell Trust Company	Public equity	$13.1M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Russell Lg Cap Def Equity Fundcollective trust	Russell Trust Company	Public equity	$12.1M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Russell 1000 Index Fund-Series Icollective trust	Russell Trust Company	Pooled vehicles	$37.6M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	World Equity Fundcollective trust	Russell Trust Company	Public equity	$25.5M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Ritc Emerging Markets Fundcollective trust	Russell Trust Company	Public equity	$21.7M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Russell 25 Plus Yr Strips Fixed Inccollective trust	Russell Trust Company	Fixed income	$87.4M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Russell International Fundcollective trust	Russell Trust Company	Pooled vehicles	$39.6M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Russell Real Estate Equity Fundcollective trust	Russell Trust Company	Real estate	$102M held	Disclosed holding	askebsa.dol.gov

Size and funding

32 readings

Total assets

$399M Dec 31, 2024 reported Form 5500

$394M (2023-12) · $380M (2022-12)

Plan assets

$394M Jan 1, 2024 reported Form 5500

$380M (2023-01) · $573M (2022-01)

Net assets

$399M Dec 31, 2024 reported Form 5500

$394M (2023-12) · $380M (2022-12)

Funded ratio

83.5% Jan 1, 2024 reported Form 5500

80.0% (2023-01) · 103.7% (2022-01)

Funding target

$516M Jan 1, 2024 reported Form 5500

$518M (2023-01) · $511M (2022-01)

Discount rate

5.18% Jan 1, 2024 reported Form 5500

5.32% (2023-01) · 5.50% (2022-01)

Participants

2,760 Jan 1, 2024 reported Form 5500

2,800 (2023-01) · 2,883 (2022-01)

Contributions

$32.0M Dec 31, 2024 reported Form 5500

$11.0M (2023-12) · $0 (2022-12)

Benefits paid

$32.8M Dec 31, 2024 reported Form 5500

$31.8M (2023-12) · $59.9M (2022-12)

Net investment income

$5.1M Dec 31, 2024 reported Form 5500

$14.4M (2023-12) · $-193M (2022-12)

Investment management fees

$528,021 Dec 31, 2024 reported Form 5500

$323,400 (2023-12)

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	2,760	$394M	$516M	83.5%	$399M	n/a	n/a	n/a
2023 to Dec 31, 2023	2,800	$380M	$518M	80.0%	$394M	n/a	n/a	n/a
2022 to Dec 31, 2022	2,883	$573M	$511M	103.7%	$380M	n/a	n/a	n/a

Service providers and investment entities as filed (Schedule C and D, latest year first)

Mercer Investments LLC codes 28 50 51 52 $528,021 PY2024
Willis Towers Watson US LLC codes 11 50 $131,208 PY2024
Kilpatrick Townsend & Stockton LLP codes 29 50 $127,432 PY2024
The Benefit Practice codes 17 49 50 $121,040 PY2024
State Street Bank and Trust Company codes 19 25 99 $66,551 PY2024
Warren, Averett, Cpa's & Advisors codes 10 50 $15,500 PY2024
Mercer Core Real Estate Portfolio Sched. D C $25.0M PY2024
Mercer US Lg Cap Core Passive Equit Sched. D C $92.8M PY2024
Mercer US Small/mid Cap Equity Sched. D C $15.5M PY2024
Ritc Estate Equity Fund Sched. D C $6.8M PY2024
Mercer Ultra Long Duration Sched. D C $14.3M PY2024
Mercer Act Long Corporate Fixed Inc Sched. D C $93.5M PY2024
Mercer Emerging Markets Equity Sched. D C $17.7M PY2024
Mercer Global Low Volatility Equity Sched. D C $6.9M PY2024
Mercer Long Strips Fixed Income Sched. D C $54.8M PY2024
Mercer Non-Us Core Equity Portfolio Sched. D C $40.5M PY2024
Willis Towers Watson US LLC codes 11 PY2024
Mercer Investments LLC codes 28 50 51 52 $323,400 PY2023
Russell Investments Trust Company codes 25 28 50 51 99 $284,153 PY2023
Kilpatrick Townsend & Stockton LLP codes 29 50 $172,116 PY2023
Willis Towers Watson US LLC codes 11 50 $135,640 PY2023
The Benefit Practice codes 17 49 50 $76,765 PY2023
State Street Bank and Trust Company codes 25 50 99 $21,862 PY2023
Warren, Averett, Cpa's & Advisors codes 10 50 $15,500 PY2023
Small Cap Fund Sched. D C PY2023
Large Cap Defense Fund Sched. D C PY2023
Commodities Fund Sched. D C PY2023
Emerging Markets Fund Sched. D C PY2023
Large Real Estate Securities Fund Sched. D C PY2023
1000 Index Df Series I Sched. D C PY2023
World Equity Fund Sched. D C PY2023
Real Estate Equity Fund Sched. D C $14.7M PY2023
25 Plus Yr Strips Fixed Inc Fund Sched. D C PY2023
International Fund Sched. D C PY2023
14 Year Ldi Fixed Income Fund Sched. D C PY2023
Mercer Act Long Corporate Fixed Inc Sched. D C $127M PY2023
Mercer Emerging Markets Equity Sched. D C $22.4M PY2023
Mercer Global Low Volatility Equity Sched. D C $19.0M PY2023
Mercer Long Strips Fixed Income Sched. D C $84.3M PY2023
Mercer Non-Us Core Equity Portfolio Sched. D C $41.6M PY2023
Mercer US Lg Cap Core Passive Equit Sched. D C $52.5M PY2023
Mercer US Small/mid Cap Equity Sched. D C $16.1M PY2023
Willis Towers Watson US LLC codes 11 PY2023
Russell Investments Trust Company codes 25 28 50 51 99 $1.5M PY2022
The Benefit Practice codes 17 49 50 $293,620 PY2022
Kilpatrick Townsend & Stockton LLP codes 29 50 $207,538 PY2022
Willis Towers Watson US LLC codes 11 50 $194,381 PY2022
Warren, Averett, Cpa's & Advisors codes 10 50 $15,500 PY2022
Large Real Estate Securities Fund Sched. D C $12.1M PY2022
1000 Index Df Series I Sched. D C $37.6M PY2022
World Equity Fund Sched. D C $25.5M PY2022
Real Estate Equity Fund Sched. D C $21.7M PY2022
25 Plus Yr Strips Fixed Inc Fund Sched. D C $87.4M PY2022
International Fund Sched. D C $39.6M PY2022
14 Year Ldi Fixed Income Fund Sched. D C $102M PY2022
Small Cap Fund Sched. D C $10.5M PY2022
Large Cap Defense Fund Sched. D C $7.8M PY2022
Commodities Fund Sched. D C $13.0M PY2022
Emerging Markets Fund Sched. D C $13.1M PY2022
Willis Towers Watson US LLC codes 11 PY2022

What changed

24 events

Dec 31, 2024Holding started
Mercedes-Benz USA, LLC Pension Plan first reports an interest in Mercer Ultra Long Duration Portfoli: $14M at 2024-12-31
with Mercer Ultra Long Duration Portfoliaskebsa.dol.gov
Dec 31, 2024Holding started
Mercedes-Benz USA, LLC Pension Plan first reports an interest in Mercer US Core Real Estate Portfoli: $25M at 2024-12-31
with Mercer US Core Real Estate Portfoliaskebsa.dol.gov
Dec 31, 2024Manager relationship endedinference
Russell Investments Trust Company no longer appears on Mercedes-Benz USA, LLC Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
with Russell Trust Companyaskebsa.dol.gov
Jan 1, 2024Funded status changed
Mercedes-Benz USA, LLC Pension Plan funded ratio 80.0% -> 83.5% (2023-01-01 to 2024-01-01)
askebsa.dol.gov
Dec 31, 2023Holding endedinference
Mercedes-Benz USA, LLC Pension Plan no longer reports World Equity Fund (Russell Trust Company) (last held $25M at 2022-12-31; absent from the 2023-12-31 filing)
with Russell Trust Companyaskebsa.dol.gov
Dec 31, 2023Holding endedinference
Mercedes-Benz USA, LLC Pension Plan no longer reports Large Cap Defense Fund (Russell Trust Company) (last held $8M at 2022-12-31; absent from the 2023-12-31 filing)
with Russell Trust Companyaskebsa.dol.gov
Dec 31, 2023Holding endedinference
Mercedes-Benz USA, LLC Pension Plan no longer reports Russell 1000 Index Fund-Series I (Russell Trust Company) (last held $38M at 2022-12-31; absent from the 2023-12-31 filing)
with Russell Trust Companyaskebsa.dol.gov
Dec 31, 2023Holding endedinference
Mercedes-Benz USA, LLC Pension Plan no longer reports Russell Small Cap Fund (Russell Trust Company) (last held $11M at 2022-12-31; absent from the 2023-12-31 filing)
with Russell Trust Companyaskebsa.dol.gov
Dec 31, 2023Holding started
Mercedes-Benz USA, LLC Pension Plan first reports an interest in Mercer Non-Us Core Equity Portfolio: $42M at 2023-12-31
with Mercer Non-Us Core Equity Portfolioaskebsa.dol.gov
Dec 31, 2023Holding endedinference
Mercedes-Benz USA, LLC Pension Plan no longer reports Ritc Emerging Markets Fund (Russell Trust Company) (last held $22M at 2022-12-31; absent from the 2023-12-31 filing)
with Russell Trust Companyaskebsa.dol.gov
Dec 31, 2023Holding endedinference
Mercedes-Benz USA, LLC Pension Plan no longer reports Russell International Fund (Russell Trust Company) (last held $40M at 2022-12-31; absent from the 2023-12-31 filing)
with Russell Trust Companyaskebsa.dol.gov
Dec 31, 2023Holding started
Mercedes-Benz USA, LLC Pension Plan first reports an interest in Mercer US Small/mid Cap Equity Port: $16M at 2023-12-31
with Mercer US Small/mid Cap Equity Portaskebsa.dol.gov
Dec 31, 2023Holding started
Mercedes-Benz USA, LLC Pension Plan first reports an interest in Mercer US Large Cap Core Passive Eq: $52M at 2023-12-31
with Mercer US Large Cap Core Passive Eqaskebsa.dol.gov
Dec 31, 2023Holding endedinference
Mercedes-Benz USA, LLC Pension Plan no longer reports Commodities Fd (Russell Trust Company) (last held $13M at 2022-12-31; absent from the 2023-12-31 filing)
with Russell Trust Companyaskebsa.dol.gov
Dec 31, 2023Holding endedinference
Mercedes-Benz USA, LLC Pension Plan no longer reports Russell 25 Plus Yr Strips Fixed Inc (last held $87M at 2022-12-31; absent from the 2023-12-31 filing)
with Russell 25 Plus Yr Strips Fixed Incaskebsa.dol.gov
Dec 31, 2023Holding started
Mercedes-Benz USA, LLC Pension Plan first reports an interest in Mercer Global Low Volatility Equity: $19M at 2023-12-31
with Mercer Global Low Volatility Equityaskebsa.dol.gov
Dec 31, 2023Holding started
Mercedes-Benz USA, LLC Pension Plan first reports an interest in Mercer Emerging Markets Equity Port: $22M at 2023-12-31
with Mercer Emerging Markets Equity Portaskebsa.dol.gov
Dec 31, 2023Holding started
Mercedes-Benz USA, LLC Pension Plan first reports an interest in Mercer Active Long Corporate Fixed: $127M at 2023-12-31
with Mercer Active Long Corporate Fixedaskebsa.dol.gov
Dec 31, 2023Holding endedinference
Mercedes-Benz USA, LLC Pension Plan no longer reports Emerging Markets Fund (Russell Trust Company) (last held $13M at 2022-12-31; absent from the 2023-12-31 filing)
with Russell Trust Companyaskebsa.dol.gov
Dec 31, 2023Holding started
Mercedes-Benz USA, LLC Pension Plan first reports an interest in Mercer Long Strips Fixed Income: $84M at 2023-12-31
with Mercer Long Strips Fixed Incomeaskebsa.dol.gov
Dec 31, 2023Holding endedinference
Mercedes-Benz USA, LLC Pension Plan no longer reports Russell Lg Cap Def Equity Fund (Russell Trust Company) (last held $12M at 2022-12-31; absent from the 2023-12-31 filing)
with Russell Trust Companyaskebsa.dol.gov
Dec 31, 2023Manager relationship started
Mercer Investments LLC appears on Mercedes-Benz USA, LLC Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
with Mercer Investments LLCaskebsa.dol.gov
Jan 1, 2023Funded status changed
Mercedes-Benz USA, LLC Pension Plan funded ratio 103.7% -> 80.0% (2022-01-01 to 2023-01-01)
askebsa.dol.gov
Jan 1, 2023Assets changed
Mercedes-Benz USA, LLC Pension Plan plan assets $573M -> $380M (-33.7%, 2022-01-01 to 2023-01-01)
askebsa.dol.gov

Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.

Provenance

Identifiers: EIN-PN 222375138-001

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.