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
Danfoss Power Solutions Employees' Retirement Plan
Corporate pensionAmes, IA
Assets
$151M
Total assets, Dec 31, 2024 reported
Funded
100.4%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: Danfoss Power Solutions US Company
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 0.7%
- U.S. Government securities 9.4%
- Registered investment companies 87.7%
Consultants and advisers
2 firms
- State Street Bank & Trust Company Directed trusteethrough Dec 31, 2022 Form 5500
- Mercer Actuarythrough Dec 31, 2022 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)
- SEI Investment Companyplan years 2022
Commitments
No fund commitments are on the tape for this allocator. The tape holds the plans that publish their own private-markets reports; a plan that publishes one and is not here is a gap we can close.
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 | 3,098 | $153M | $154M | 100.4% | $151M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 3,147 | $146M | $155M | 96.8% | $153M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 3,237 | $188M | $148M | 114.9% | $146M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- SEI Investments Company codes 28 $295,344 PY2024
- State Street Bank and Trust codes 25 $68,059 PY2024
- Mercer codes 15 $42,667 PY2024
- Mercer codes 11 PY2024
- SEI Investments Company codes 28 $289,029 PY2023
- State Street Bank and Trust codes 25 $70,166 PY2023
- Mercer codes 11 PY2023
- SEI Investments Company codes 28 $425,191 PY2022
- State Street Bank and Trust codes 25 $41,079 PY2022
- Mercer codes 11 PY2022
What changed
3 events
- Jan 1, 2024Funded status changedDanfoss Power Solutions Employees' Retirement Plan funded ratio 96.8% -> 100.4% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedDanfoss Power Solutions Employees' Retirement Plan funded ratio 114.9% -> 96.8% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedDanfoss Power Solutions Employees' Retirement Plan plan assets $188M -> $146M (-22.1%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 421345015-001
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.