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

Daimler Truck North America Pension Plan

Corporate pensionPortland, OR
Assets
$505M
Total assets, Dec 31, 2024 reported
Funded
121.3%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
1 managers on Schedule C
Plan sponsor: Daimler Truck North America
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Master trust investment accounts 100.0%
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
28 readings
Total assets
$505M Dec 31, 2024 reported Form 5500
$460M (2023-12) · $439M (2022-12)
Plan assets
$460M Jan 1, 2024 reported Form 5500
$439M (2023-01) · $576M (2022-01)
Net assets
$505M Dec 31, 2024 reported Form 5500
$460M (2023-12) · $439M (2022-12)
Funded ratio
121.3% Jan 1, 2024 reported Form 5500
118.8% (2023-01) · 137.6% (2022-01)
Funding target
$407M Jan 1, 2024 reported Form 5500
$407M (2023-01) · $399M (2022-01)
Discount rate
5.13% Jan 1, 2024 reported Form 5500
5.27% (2023-01) · 5.45% (2022-01)
Participants
3,581 Jan 1, 2024 reported Form 5500
3,623 (2023-01) · 3,656 (2022-01)
Benefits paid
$28.9M Dec 31, 2024 reported Form 5500
$24.7M (2023-12) · $24.3M (2022-12)
Net investment income
$-20.8M Dec 31, 2024 reported Form 5500
$20.5M (2023-12) · $-138M (2022-12)
Investment management fees
$6,831 Dec 31, 2024 reported Form 5500
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 20243,581$460M$407M121.3%$505Mn/a$505Mn/a
2023 to Dec 31, 20233,623$439M$407M118.8%$460Mn/a$460Mn/a
2022 to Dec 31, 20223,656$576M$399M137.6%$439Mn/a$439Mn/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
4 events
  • Dec 31, 2024Manager relationship started
    State Street Global Advisors appears on Daimler Truck North America Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with State Street Global Advisorsaskebsa.dol.gov
  • Jan 1, 2024Funded status changed
    Daimler Truck North America Pension Plan funded ratio 118.8% -> 121.3% (2023-01-01 to 2024-01-01)
  • Jan 1, 2023Funded status changed
    Daimler Truck North America Pension Plan funded ratio 137.6% -> 118.8% (2022-01-01 to 2023-01-01)
  • Jan 1, 2023Assets changed
    Daimler Truck North America Pension Plan plan assets $576M -> $439M (-23.7%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 930790608-001
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.