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

Stolt-Nielsen US Pension Plan

Corporate pensionHouston, TX
Assets
$117M
Total assets, Jun 30, 2025 reported
Funded
82.3%
Jul 1, 2024
Private markets target
n/a
policy Jun 30, 2025
Commitments
29
none on the tape
Plan sponsor: Stolt-Nielsen USA Inc.
Allocation policy
Form 5500, as of Jun 30, 2025
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 0.6%
  • Common/collective trusts 97.6%
  • Real estate (other than employer real property) 1.8%
Consultants and advisers
2 firms
  • Mercer Actuarythrough Jun 30, 2023 Form 5500
  • US Bank Trusteethrough Jun 30, 2023 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)
Commitments
29 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Jun 30, 2025Mercer US Small/mid Cap Equity Portcollective trustMercer US Inc.Public equity$1.3M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025Mercer Non-Us Core Equity Portfoliocollective trustMercer US Inc.Public equity$4.3M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025Ssga Intermediate US Govt Bond Indxcollective trustMercer US Inc.Fixed income$6.9M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025Mercer US Large Cap Core Passive Eqcollective trustMercer US Inc.Public equity$9.8M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025Mercer Passive Long Government Fixecollective trustMercer US Inc.Pooled vehicles$14.2M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025Mercer Emerging Markets Equity Portcollective trustMercer US Inc.Public equity$1.8M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025Mercer Active Long Corporate Fixedcollective trustMercer US Inc.Fixed income$55.3M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025Mercer Active Intermediate Credit Fcollective trustMercer US Inc.Private credit$13.8M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025Mercer Ultra Long Duration Portfolicollective trustMercer US Inc.Fixed income$1.9M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025Mercer Opportunistic Fixed Incomecollective trustMercer US Inc.Hedge / diversifiers$5.4M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024Mercer US Small/mid Cap Equity Portcollective trustMercer US Inc.Public equity$3.0M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024Mercer Non-Us Core Equity Portfoliocollective trustMercer US Inc.Public equity$5.9M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024Mercer Global Low Volatility Equitycollective trustMercer US Inc.Public equity$4.0M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024Mercer US Large Cap Core Passive Eqcollective trustMercer US Inc.Public equity$5.9M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024Mercer Passive Long Government Fixecollective trustMercer US Inc.Pooled vehicles$14.4M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024Mercer Emerging Markets Equity Portcollective trustMercer US Inc.Public equity$2.9M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024Mercer Active Long Corporate Fixedcollective trustMercer US Inc.Fixed income$56.1M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024Mercer Active Intermediate Credit Fcollective trustMercer US Inc.Private credit$14.2M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024Mercer Ultra Long Duration Portfolicollective trustMercer US Inc.Fixed income$1.8M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024Ssga Intermediate US Govt Bond Indxcollective trustMercer US Inc.Fixed income$7.1M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023Mercer US Small/mid Cap Equity Portcollective trustMercer US Inc.Public equity$3.1M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023Mercer Non-Us Core Equity Portfoliocollective trustMercer US Inc.Public equity$6.2M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023Mercer Global Low Volatility Equitycollective trustMercer US Inc.Public equity$4.3M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023Mercer US Large Cap Core Passive Eqcollective trustMercer US Inc.Public equity$6.3M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023Mercer Passive Long Government Fixecollective trustMercer US Inc.Pooled vehicles$14.5M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023Mercer Emerging Markets Equity Portcollective trustMercer US Inc.Public equity$3.1M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023Mercer Active Long Corporate Fixedcollective trustMercer US Inc.Fixed income$59.1M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023Mercer Active Intermediate Credit Fcollective trustMercer US Inc.Private credit$19.5M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023Mercer Ultra Long Duration Portfolicollective trustMercer US Inc.Fixed income$4.5M heldDisclosed holdingaskebsa.dol.gov
Size and funding
33 readings
Total assets
$117M Jun 30, 2025 reported Form 5500
$118M (2024-06) · $124M (2023-06)
Plan assets
$118M Jul 1, 2024 reported Form 5500
$124M (2023-07) · $131M (2022-07)
Net assets
$117M Jun 30, 2025 reported Form 5500
$118M (2024-06) · $124M (2023-06)
Funded ratio
82.3% Jul 1, 2024 reported Form 5500
91.6% (2023-07) · 99.5% (2022-07)
Funding target
$115M Jul 1, 2024 reported Form 5500
$119M (2023-07) · $118M (2022-07)
Discount rate
5.37% Jul 1, 2024 reported Form 5500
5.24% (2023-07) · 5.41% (2022-07)
Participants
790 Jul 1, 2024 reported Form 5500
795 (2023-07) · 802 (2022-07)
Contributions
$0 Jun 30, 2025 reported Form 5500
$0 (2024-06) · $0 (2023-06)
Benefits paid
$8.3M Jun 30, 2025 reported Form 5500
$8.1M (2024-06) · $7.8M (2023-06)
Net investment income
$-833,174 Jun 30, 2025 reported Form 5500
$-5.3M (2024-06) · $-7.2M (2023-06)
Investment management fees
$245,007 Jun 30, 2025 reported Form 5500
$207,248 (2024-06) · $346,102 (2023-06)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Jun 30, 2025790$118M$115M82.3%$117M$0n/a$2.1M
2023 to Jun 30, 2024795$124M$119M91.6%$118Mn/an/a$2.1M
2022 to Jun 30, 2023802$131M$118M99.5%$124M$0n/a$2.2M
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Mercer Investment Consulting codes 28 $243,949 PY2024
  • Mercer US LLC codes 11 $122,925 PY2024
  • U.S. Bank National Association codes 21 $40,808 PY2024
  • Ssga Intermediate US Govt Bond Indx Sched. D C $6.9M PY2024
  • Mercer US Large Cap Passive Equity Sched. D C $9.8M PY2024
  • Mercer Long Duration Passive Fixed Sched. D C $14.2M PY2024
  • Mercer Emerging Market Equity Sched. D C $1.8M PY2024
  • Mercer Active Inter Credit Fixed Sched. D C $13.8M PY2024
  • Mercer Ultra Long Duration Sched. D C $1.9M PY2024
  • Mercer Opportunistic Fixed Inc Port Sched. D C $5.4M PY2024
  • Mercer Active Long Corp Inv Sched. D C $55.3M PY2024
  • Mercer US Small / Mid Cap Equity Sched. D C $1.3M PY2024
  • Mercer Non-Us Core Equity Sched. D C $4.3M PY2024
  • Mercer codes 11 PY2024
  • Mercer Investment Consulting codes 28 $206,782 PY2023
  • Mercer (US) Inc. codes 11 $129,250 PY2023
  • U.S. Bank National Association codes 21 $40,364 PY2023
  • Mcconnell and Jones LLP codes 10 $23,770 PY2023
  • Mercer Active Inter Credit Fixed Sched. D C $14.2M PY2023
  • Mercer US Small / Mid Cap Equity Sched. D C $3.0M PY2023
  • Mercer Non-Us Core Equity Sched. D C $5.9M PY2023
  • Mercer Global Low Volatility Equity Sched. D C $4.0M PY2023
  • Mercer US Large Cap Passive Equity Sched. D C $5.9M PY2023
  • Mercer Long Duration Passive Fixed Sched. D C $14.4M PY2023
  • Mercer Emerging Market Equity Sched. D C $2.9M PY2023
  • Mercer Active Long Corp Inv Sched. D C $56.1M PY2023
  • Mercer Ultra Long Duration Sched. D C $1.8M PY2023
  • Ssga Intermediate US Govt Bond Indx Sched. D C $7.1M PY2023
  • Mercer codes 11 PY2023
  • Mercer Investment Consulting codes 28 $346,102 PY2022
  • Mercer (US) Inc. codes 11 $92,000 PY2022
  • U.S. Bank National Association codes 21 $40,729 PY2022
  • Mcconnell and Jones LLP codes 10 $22,500 PY2022
  • Mercer Long Duration Passive Fixed Sched. D C $14.5M PY2022
  • Mercer Emerging Market Equity Sched. D C $3.1M PY2022
  • Mercer Active Long Corp Inv Sched. D C $59.1M PY2022
  • Mercer Active Inter Credit Fixed Sched. D C $19.5M PY2022
  • Mercer Ultra Long Duration Sched. D C $4.5M PY2022
  • Mercer US Small / Mid Cap Equity Sched. D C $3.1M PY2022
  • Mercer Non-Us Core Equity Sched. D C $6.2M PY2022
  • Mercer Global Low Volatility Equity Sched. D C $4.3M PY2022
  • Mercer US Large Cap Passive Equity Sched. D C $6.3M PY2022
  • Mercer codes 11 PY2022
What changed
5 events
  • Jun 30, 2025Holding started
    Stolt-Nielsen US Pension Plan first reports an interest in Mercer Opportunistic Fixed Income: $5M at 2025-06-30
    with Mercer Opportunistic Fixed Incomeaskebsa.dol.gov
  • Jun 30, 2025Holding endedinference
    Stolt-Nielsen US Pension Plan no longer reports Mercer Global Low Volatility Equity (last held $4M at 2024-06-30; absent from the 2025-06-30 filing)
    with Mercer Global Low Volatility Equityaskebsa.dol.gov
  • Jul 1, 2024Funded status changed
    Stolt-Nielsen US Pension Plan funded ratio 91.6% -> 82.3% (2023-07-01 to 2024-07-01)
    askebsa.dol.gov
  • Jun 30, 2024Holding started
    Stolt-Nielsen US Pension Plan first reports an interest in Ssga Intermediate US Govt Bond Indx: $7M at 2024-06-30
    with Ssga Intermediate US Govt Bond Indxaskebsa.dol.gov
  • Jul 1, 2023Funded status changed
    Stolt-Nielsen US Pension Plan funded ratio 99.5% -> 91.6% (2022-07-01 to 2023-07-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 131932470-001
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.