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

The Consol Energy Inc. Employee Retirement Plan

Corporate pensionCanonsburg, PA
Assets
$511M
Total assets, Dec 31, 2024 reported
Funded
88.3%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
30
none on the tape
Plan sponsor: Core Natural Resources, Inc.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 0.0%
  • Common/collective trusts 100.0%
Consultants and advisers
3 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
30 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Mercer Opportunistic Fixed Incomecollective trustMercer Trust CompanyHedge / diversifiers$5.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Mercer Active Intermediate Credit Fcollective trustMercer Trust CompanyPrivate credit$108M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Mercer Core Passive Fixed Incomecollective trustMercer Trust CompanyFixed income$87.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Mercer US Small/mid Cap Equity Portcollective trustMercer Trust CompanyPublic equity$3.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Mercer US Large Cap Core Passive Eqcollective trustMercer Trust CompanyPublic equity$24.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Mercer Non-Us Core Equity Portfoliocollective trustMercer Trust CompanyPublic equity$11.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Mercer Passive Long Government Fixecollective trustMercer Trust CompanyPooled vehicles$65.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Mercer Active Long Corporate Fixedcollective trustMercer Trust CompanyFixed income$200M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Mercer Emerging Markets Equity Portcollective trustMercer Trust CompanyPublic equity$4.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Mercer Global Low Volatility Equitycollective trustMercer Trust CompanyPublic equity$1.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Mercer Global Low Volatility Equitycollective trustMercer Trust CompanyPublic equity$6.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Mercer Emerging Markets Equity Portcollective trustMercer Trust CompanyPublic equity$7.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Mercer Active Long Corporate Fixedcollective trustMercer Trust CompanyFixed income$218M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Mercer Passive Long Government Fixecollective trustMercer Trust CompanyPooled vehicles$72.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Mercer Non-Us Core Equity Portfoliocollective trustMercer Trust CompanyPublic equity$13.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Mercer US Large Cap Core Passive Eqcollective trustMercer Trust CompanyPublic equity$17.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Mercer US Small/mid Cap Equity Portcollective trustMercer Trust CompanyPublic equity$5.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Mercer Core Passive Fixed Incomecollective trustMercer Trust CompanyFixed income$91.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Mercer Active Intermediate Credit Fcollective trustMercer Trust CompanyPrivate credit$112M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Mercer Opportunistic Fixed Incomecollective trustMercer Trust CompanyHedge / diversifiers$5.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Mercer Opportunistic Fixed Incomecollective trustMercer Trust CompanyHedge / diversifiers$8.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Mercer Active Intermediate Credit Fcollective trustMercer Trust CompanyPrivate credit$116M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Mercer Core Passive Fixed Incomecollective trustMercer Trust CompanyFixed income$66.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Mercer US Small/mid Cap Equity Portcollective trustMercer Trust CompanyPublic equity$7.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Mercer US Large Cap Core Passive Eqcollective trustMercer Trust CompanyPublic equity$28.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Mercer Non-Us Core Equity Portfoliocollective trustMercer Trust CompanyPublic equity$17.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Mercer Passive Long Government Fixecollective trustMercer Trust CompanyPooled vehicles$69.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Mercer Active Long Corporate Fixedcollective trustMercer Trust CompanyFixed income$208M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Mercer Emerging Markets Equity Portcollective trustMercer Trust CompanyPublic equity$10.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Mercer Global Low Volatility Equitycollective trustMercer Trust CompanyPublic equity$9.0M heldDisclosed holdingaskebsa.dol.gov
Size and funding
33 readings
Total assets
$511M Dec 31, 2024 reported Form 5500
$550M (2023-12) · $540M (2022-12)
Plan assets
$550M Jan 1, 2024 reported Form 5500
$540M (2023-01) · $734M (2022-01)
Net assets
$511M Dec 31, 2024 reported Form 5500
$549M (2023-12) · $540M (2022-12)
Funded ratio
88.3% Jan 1, 2024 reported Form 5500
86.2% (2023-01) · 113.7% (2022-01)
Funding target
$498M Jan 1, 2024 reported Form 5500
$514M (2023-01) · $530M (2022-01)
Discount rate
5.13% Jan 1, 2024 reported Form 5500
5.24% (2023-01) · 5.40% (2022-01)
Participants
7,773 Jan 1, 2024 reported Form 5500
7,869 (2023-01) · 7,949 (2022-01)
Contributions
$0 Dec 31, 2024 reported Form 5500
$0 (2023-12) · $0 (2022-12)
Benefits paid
$41.6M Dec 31, 2024 reported Form 5500
$37.7M (2023-12) · $39.1M (2022-12)
Net investment income
$-38.1M Dec 31, 2024 reported Form 5500
$9.3M (2023-12) · $-193M (2022-12)
Investment management fees
$1.2M Dec 31, 2024 reported Form 5500
$1.2M (2023-12) · $1.4M (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 20247,773$550M$498M88.3%$511Mn/an/an/a
2023 to Dec 31, 20237,869$540M$514M86.2%$550Mn/an/an/a
2022 to Dec 31, 20227,949$734M$530M113.7%$540Mn/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Mercer Investment Management codes 28 51 $1.1M PY2024
  • The Northern Trust Company codes 15 19 21 $185,604 PY2024
  • Telus Health codes 15 $57,000 PY2024
  • Bilkeykatz Investment Consultants codes 27 $20,000 PY2024
  • Mercer codes 11 $15,725 PY2024
  • Darwill, Inc. codes 36 $9,806 PY2024
  • Mercer Opportunistic Fixed Income Sched. D C $5.3M PY2024
  • Mercer Active Inter Credit Fi Sched. D C $108M PY2024
  • Mercer Core Passive Fixed Income Sched. D C $87.3M PY2024
  • Mercer US Small/mid Cap Equity Fund Sched. D C $3.9M PY2024
  • Mercer US Large Cap Core Passive Sched. D C $24.4M PY2024
  • Mercer Non-Us Core Equity Sched. D C $11.0M PY2024
  • Mercer Passive Long Government Fi Sched. D C $65.1M PY2024
  • Mercer Active Long Corporate Fi Sched. D C $200M PY2024
  • Mercer Emerging Markets Equity Sched. D C $4.9M PY2024
  • Mercer Global Low Volatility Equity Sched. D C $1.9M PY2024
  • Mercer codes 11 PY2024
  • Mercer Investment Management codes 28 51 $1.2M PY2023
  • The Northern Trust Company codes 15 19 21 $184,991 PY2023
  • Lifeworks codes 15 $57,000 PY2023
  • Mercer codes 11 $23,100 PY2023
  • Bilkeykatz Investment Consultants codes 27 $20,000 PY2023
  • Darwill, Inc. codes 36 $9,416 PY2023
  • Mercer Global Low Volatility Equity Sched. D C $6.3M PY2023
  • Mercer Emerging Markets Equity Sched. D C $7.3M PY2023
  • Mercer Active Long Corporate Fi Sched. D C $218M PY2023
  • Mercer Passive Long Government Fi Sched. D C $72.5M PY2023
  • Mercer Non-Us Core Equity Sched. D C $13.7M PY2023
  • Mercer US Large Cap Core Passive Sched. D C $17.3M PY2023
  • Mercer US Small/mid Cap Equity Fund Sched. D C $5.1M PY2023
  • Mercer Core Passive Fixed Income Sched. D C $91.7M PY2023
  • Mercer Active Inter Credit Fi Sched. D C $112M PY2023
  • Mercer Opportunistic Fixed Income Sched. D C $5.6M PY2023
  • Mercer codes 11 PY2023
  • Mercer Investment Management codes 28 51 $1.2M PY2022
  • The Northern Trust Company codes 15 19 21 $182,158 PY2022
  • Lifeworks codes 15 $57,000 PY2022
  • Bilkeykatz Investment Consultants codes 27 $20,000 PY2022
  • Mercer codes 11 $17,344 PY2022
  • Darwill, Inc. codes 36 $8,600 PY2022
  • Mercer Opportunistic Fixed Income Sched. D C $8.9M PY2022
  • Mercer Long Strips Fixed Income Sched. D C PY2022
  • Mercer Active Inter Credit Fi Sched. D C $116M PY2022
  • Mercer Core Passive Fixed Income Sched. D C $66.0M PY2022
  • Mercer US Small/mid Cap Equity Fund Sched. D C $7.1M PY2022
  • Mercer Non-Us Core Equity Sched. D C $17.2M PY2022
  • Mercer Passive Long Government Fi Sched. D C $69.1M PY2022
  • Mercer Active Long Corporate Fi Sched. D C $208M PY2022
  • Mercer Emerging Markets Equity Sched. D C $10.3M PY2022
  • Mercer Global Low Volatility Equity Sched. D C $9.0M PY2022
  • Mercer US Large Cap Core Passive Sched. D C $28.3M PY2022
  • Mercer codes 11 PY2022
What changed
3 events
  • Jan 1, 2024Funded status changed
    The Consol Energy Inc. Employee Retirement Plan funded ratio 86.2% -> 88.3% (2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Funded status changed
    The Consol Energy Inc. Employee Retirement Plan funded ratio 113.7% -> 86.2% (2022-01-01 to 2023-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    The Consol Energy Inc. Employee Retirement Plan plan assets $734M -> $540M (-26.4%, 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 821954058-001
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.