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 Isuzu Companies' Retirement Plan
Corporate pensionAnaheim, CA
Assets
$83.7M
Total assets, Dec 31, 2024 reported
Funded
83.1%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
28
none on the tape
Plan sponsor: Isuzu North America Corporation
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 1.1%
- Common/collective trusts 98.9%
Consultants and advisers
2 firms
- State Street Global Advisors Custodianthrough Dec 31, 2024 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 the commitment tape
From the plan’s own commitment disclosures
- State Street Global Advisors Trust1 rows, latest Dec 31, 2024
From Schedule C (investment management, code 28)
- Mercer Investments LLCplan years 2022
Commitments
28 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Mercer Active Long Corporate Fixedcollective trust | Mercer Trust Company | Fixed income | $39.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Mercer Active Intermediate Credit Fcollective trust | Mercer Trust Company | Private credit | $10.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Mercer Passive Long Government Fixecollective trust | Mercer Trust Company | Pooled vehicles | $2.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Mercer US Large Cap Core Passive Eqcollective trust | Mercer Trust Company | Public equity | $6.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Mercer Non-Us Core Equity Portfoliocollective trust | Mercer Trust Company | Public equity | $2.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Mercer Global Low Volatility Equitycollective trust | Mercer Trust Company | Public equity | $510,107 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Mercer Emerging Markets Equity Portcollective trust | Mercer Trust Company | Public equity | $1.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Mercer Opportunistic Fixed Incomecollective trust | Mercer Trust Company | Hedge / diversifiers | $4.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Mercer US Small/mid Cap Equity Portcollective trust | Mercer Trust Company | Public equity | $1.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | CF Ssga Intermediate US Govt Bond Icollective trust | State Street Global Advisors Trust | Fixed income | $13.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Mercer Active Long Corporate Fixedcollective trust | Mercer Trust Company | Fixed income | $42.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Mercer Active Intermediate Credit Fcollective trust | Mercer Trust Company | Private credit | $10.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Mercer Passive Long Government Fixecollective trust | Mercer Trust Company | Pooled vehicles | $5.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Mercer US Large Cap Core Passive Eqcollective trust | Mercer Trust Company | Public equity | $5.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Mercer Non-Us Core Equity Portfoliocollective trust | Mercer Trust Company | Public equity | $4.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Mercer Global Low Volatility Equitycollective trust | Mercer Trust Company | Public equity | $2.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Mercer Emerging Markets Equity Portcollective trust | Mercer Trust Company | Public equity | $2.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Mercer Opportunistic Fixed Incomecollective trust | Mercer Trust Company | Hedge / diversifiers | $1.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Mercer US Small/mid Cap Equity Portcollective trust | Mercer Trust Company | Public equity | $1.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Mercer Active Long Corporate Fixedcollective trust | Mercer Trust Company | Fixed income | $40.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Mercer Active Intermediate Credit Fcollective trust | Mercer Trust Company | Private credit | $16.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Mercer Passive Long Government Fixecollective trust | Mercer Trust Company | Pooled vehicles | $9.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Mercer US Large Cap Core Passive Eqcollective trust | Mercer Trust Company | Public equity | $5.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Mercer Non-Us Core Equity Portfoliocollective trust | Mercer Trust Company | Public equity | $3.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Mercer Global Low Volatility Equitycollective trust | Mercer Trust Company | Public equity | $2.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Mercer Emerging Markets Equity Portcollective trust | Mercer Trust Company | Public equity | $2.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Mercer Opportunistic Fixed Incomecollective trust | Mercer Trust Company | Hedge / diversifiers | $1.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Mercer US Small/mid Cap Equity Portcollective trust | Mercer Trust Company | Public equity | $1.7M held | Disclosed holding | askebsa.dol.gov |
Size and funding
33 readings
Investment management fees
$252,305 (2023-12) · $278,634 (2022-12)
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 | 733 | $87.0M | $73.8M | 83.1% | $83.7M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 738 | $84.0M | $75.1M | 84.5% | $87.0M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 750 | $114M | $75.0M | 98.0% | $84.0M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Mercer Investment Management codes 51 52 $262,930 PY2024
- State Street Global Advisors codes 19 51 $1,935 PY2024
- Mercer Active Inter Cr Fix Income Sched. D C $10.0M PY2024
- MGI Long Duration Passive Sched. D C $2.9M PY2024
- Mercer US Large Cap Passive Equity Sched. D C $6.5M PY2024
- MGI Non US Core Equity Sched. D C $2.9M PY2024
- MGI Gl Low Vol Sched. D C $510,107 PY2024
- Mercer Emerging Markets Sched. D C $1.3M PY2024
- Mercer Opportunistic Fixed Income Sched. D C $4.2M PY2024
- INT. US Govt Bond Indx Nl Sf Cl a Sched. D C $13.7M PY2024
- MGI US Small/mid Cap Equity Sched. D C $1.0M PY2024
- Mercer Core Fixed Income Portfolio Sched. D C $39.8M PY2024
- Mercer codes 11 PY2024
- Mercer Investment Management codes 51 52 $252,304 PY2023
- Mercer US Large Cap Passive Equity Sched. D C $5.5M PY2023
- Mercer Core Fixed Income Portfolio Sched. D C $42.1M PY2023
- Mercer Active Inter Cr Fix Income Sched. D C $10.1M PY2023
- MGI Long Duration Passive Sched. D C $5.1M PY2023
- MGI Non US Core Equity Sched. D C $4.3M PY2023
- MGI Gl Low Vol Sched. D C $2.0M PY2023
- Mercer Emerging Markets Sched. D C $2.4M PY2023
- Mercer Opportunistic Fixed Income Sched. D C $1.8M PY2023
- MGI US Small/mid Cap Equity Sched. D C $1.7M PY2023
- Mercer codes 11 PY2023
- Mercer Investment Management codes 51 52 $278,634 PY2022
- Mercer Core Fixed Income Portfolio Sched. D C $40.0M PY2022
- Mercer Active Inter Cr Fix Income Sched. D C $16.0M PY2022
- MGI Long Duration Passive Sched. D C $9.3M PY2022
- Mercer US Large Cap Passive Equity Sched. D C $5.7M PY2022
- MGI Non US Core Equity Sched. D C $3.8M PY2022
- MGI Gl Low Vol Sched. D C $2.5M PY2022
- Mercer Emerging Markets Sched. D C $2.5M PY2022
- Mercer Opportunistic Fixed Income Sched. D C $1.9M PY2022
- MGI US Small/mid Cap Equity Sched. D C $1.7M PY2022
- Mercer codes 11 PY2022
What changed
3 events
- Dec 31, 2024Holding startedThe Isuzu Companies' Retirement Plan first reports an interest in CF Ssga Intermediate US Govt Bond I (State Street Global Advisors Trust): $14M at 2024-12-31with State Street Global Advisors Trustaskebsa.dol.gov
- Jan 1, 2023Funded status changedThe Isuzu Companies' Retirement Plan funded ratio 98.0% -> 84.5% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedThe Isuzu Companies' Retirement Plan plan assets $114M -> $84M (-26.0%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 263678820-001
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.