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
RET. Plan for Emps. of American President Lines, LLC. Represented by the Prof. Ofc. & Ind. , Marine Engr. Beneficial Assn (afl/cio)
Corporate pensionNorfolk, VA
Assets
$23.7M
Total assets, Dec 31, 2024 reported
Funded
95.8%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: American President Lines, LLC
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Master trust investment accounts 98.4%
Consultants and advisers
3 firms
- Mercer Investments LLC Actuarythrough Dec 31, 2023 Form 5500
- US Bank 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)
- Mercer Investments LLCplan 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
30 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 | 481 | $23.5M | $26.8M | 95.8% | $23.7M | n/a | $23.4M | n/a |
| 2023 to Dec 31, 2023 | 494 | $20.8M | $27.4M | 83.3% | $23.5M | n/a | $23.5M | n/a |
| 2022 to Dec 31, 2022 | 501 | $32.0M | $27.3M | 117.1% | $20.8M | n/a | $20.8M | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Mercer codes 11 65 $152,831 PY2024
- Cbiz CPAS P.C. codes 10 50 $54,741 PY2024
- US Bank codes 21 50 $10,431 PY2024
- Mtia for the Ret Plans of Apl Sched. D M $23.4M PY2024
- Mercer codes 11 PY2024
- Mercer codes 11 $44,220 PY2023
- Cbiz CPAS P.C. codes 10 50 $28,466 PY2023
- US Bank codes 21 50 $5,254 PY2023
- Mtia for the Ret Plans of Apl Sched. D M $23.5M PY2023
- Mercer codes 11 PY2023
- Mercer codes 28 51 52 $120,364 PY2022
- US Bank codes 21 50 $8,606 PY2022
- Mtia for the Ret Plans of Apl Sched. D M $20.8M PY2022
- Mercer codes 11 PY2022
What changed
6 events
- Jan 1, 2024Funded status changedRET. Plan for Emps. of American President Lines, LLC. Represented by the Prof. Ofc. & Ind. , Marine Engr. Beneficial Assn (afl/cio) funded ratio 83.3% -> 95.8% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedRET. Plan for Emps. of American President Lines, LLC. Represented by the Prof. Ofc. & Ind. , Marine Engr. Beneficial Assn (afl/cio) plan assets $21M -> $24M (+13.3%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Manager relationship endedinferenceMercer no longer appears on RET. Plan for Emps. of American President Lines, LLC. Represented by the Prof. Ofc. & Ind. , Marine Engr. Beneficial Assn (afl/cio)'s Schedule C as investment manager (plan year 2023 vs 2022)with Mercer Investments LLCaskebsa.dol.gov
- Dec 31, 2023Assets changedRET. Plan for Emps. of American President Lines, LLC. Represented by the Prof. Ofc. & Ind. , Marine Engr. Beneficial Assn (afl/cio) total assets $21M -> $24M (+13.3%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedRET. Plan for Emps. of American President Lines, LLC. Represented by the Prof. Ofc. & Ind. , Marine Engr. Beneficial Assn (afl/cio) funded ratio 117.1% -> 83.3% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedRET. Plan for Emps. of American President Lines, LLC. Represented by the Prof. Ofc. & Ind. , Marine Engr. Beneficial Assn (afl/cio) plan assets $32M -> $21M (-35.1%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 940434900-004
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.