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

Hussmann Pension Plan for Certain Active and Inactive Employees

Corporate pensionBridgeton, MO
Assets
$107M
Total assets, Dec 31, 2024 reported
Funded
90.0%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: Hussmann Corporation
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Master trust investment accounts 99.3%
Consultants and advisers
2 firms
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)
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
33 readings
Total assets
$107M Dec 31, 2024 reported Form 5500
$114M (2023-12) · $134M (2022-12)
Plan assets
$114M Jan 1, 2024 reported Form 5500
$134M (2023-01) · $189M (2022-01)
Net assets
$107M Dec 31, 2024 reported Form 5500
$114M (2023-12) · $134M (2022-12)
Funded ratio
90.0% Jan 1, 2024 reported Form 5500
89.4% (2023-01) · 109.2% (2022-01)
Funding target
$135M Jan 1, 2024 reported Form 5500
$157M (2023-01) · $156M (2022-01)
Discount rate
5.11% Jan 1, 2024 reported Form 5500
5.24% (2023-01) · 5.41% (2022-01)
Participants
1,250 Jan 1, 2024 reported Form 5500
1,590 (2023-01) · 1,637 (2022-01)
Contributions
$0 Dec 31, 2024 reported Form 5500
$0 (2023-12) · $0 (2022-12)
Benefits paid
$9.4M Dec 31, 2024 reported Form 5500
$31.8M (2023-12) · $10.8M (2022-12)
Net investment income
$-7.1M Dec 31, 2024 reported Form 5500
$-20.4M (2023-12) · $-55.2M (2022-12)
Investment management fees
$166,977 Dec 31, 2024 reported Form 5500
$312,816 (2023-12) · $355,686 (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 20241,250$114M$135M90.0%$107Mn/a$106Mn/a
2023 to Dec 31, 20231,590$134M$157M89.4%$114Mn/a$114Mn/a
2022 to Dec 31, 20221,637$189M$156M109.2%$134Mn/a$134Mn/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Mercer codes 11 50 $296,070 PY2024
  • Mercer Investments LLC codes 28 50 52 $159,989 PY2024
  • The Northern Trust Co codes 14 19 21 $52,679 PY2024
  • Greensfelder, Hemke & Gale, P.C. codes 29 50 $30,645 PY2024
  • Armanino LLP codes 10 $25,148 PY2024
  • Hussmann Corp Master Pension Trust Sched. D M $106M PY2024
  • Mercer codes 11 PY2024
  • Mercer codes 11 50 $370,559 PY2023
  • Mercer Investments LLC codes 28 50 52 $335,570 PY2023
  • The Northern Trust Co codes 14 19 21 $57,518 PY2023
  • Greensfelder, Hemke & Gale, P.C. codes 29 50 $54,196 PY2023
  • Armanino LLP codes 10 $21,735 PY2023
  • Hussmann Corp Master Pension Trust Sched. D M $114M PY2023
  • Mercer codes 11 PY2023
  • Mercer Investments codes 28 50 $342,647 PY2022
  • Mercer codes 11 50 $195,868 PY2022
  • The Northern Trust Co codes 14 19 21 $58,539 PY2022
  • Armanino LLP codes 10 $18,900 PY2022
  • Greensfelder, Hemke & Gale, P.C. codes 29 50 $9,608 PY2022
  • Hussmann Corp Master Pension Trust Sched. D M $134M PY2022
  • Mercer codes 11 PY2022
What changed
4 events
  • Jan 1, 2024Assets changed
    Hussmann Pension Plan for Certain Active and Inactive Employees plan assets $134M -> $114M (-15.4%, 2023-01-01 to 2024-01-01)
  • Dec 31, 2023Assets changed
    Hussmann Pension Plan for Certain Active and Inactive Employees total assets $134M -> $114M (-15.2%, 2022-12-31 to 2023-12-31)
  • Jan 1, 2023Funded status changed
    Hussmann Pension Plan for Certain Active and Inactive Employees funded ratio 109.2% -> 89.4% (2022-01-01 to 2023-01-01)
  • Jan 1, 2023Assets changed
    Hussmann Pension Plan for Certain Active and Inactive Employees plan assets $189M -> $134M (-29.1%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 430156220-044
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.