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
Koppers Inc. Retirement Plan
Corporate pensionPittsburgh, PA
Assets
$88.8M
Total assets, Dec 31, 2024 reported
Funded
81.3%
Jul 15, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
4
1 managers on Schedule C
Plan sponsor: Koppers Inc.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 0.8%
- Common/collective trusts 83.6%
Consultants and advisers
2 firms
- Mercer Actuarythrough Dec 31, 2024 Form 5500
- Principal Trust Co. Trusteethrough Dec 31, 2024 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)
- Mercer Investments LLCplan years 2024
Commitments
4 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 LLC | Fixed income | $30.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Mercer Active Intermediate Credit Fcollective trust | Mercer Trust Company LLC | Private credit | $24.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Mercer Passive Long Government Fixecollective trust | Mercer Trust Company LLC | Pooled vehicles | $17.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Mercer Long Strips Fixed Incomecollective trust | Mercer Trust Company LLC | Fixed income | $1.9M held | Disclosed holding | askebsa.dol.gov |
Size and funding
11 readings
Total assets
Plan assets
Net assets
Funded ratio
Funding target
Discount rate
Participants
Contributions
Benefits paid
Net investment income
Investment management fees
Form 5500 filings
1 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 | 1,144 | $94.2M | $109M | 81.3% | $88.8M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Mercer codes 11 50 $1.4M PY2024
- Morgan Lewis and Bockius LLP codes 29 50 $210,102 PY2024
- Mercer Investments LLC codes 51 $99,917 PY2024
- Delaware Charter Guarantee & Trust codes 21 50 $14,711 PY2024
- Schneider Downs and Co., Inc codes 10 50 $14,400 PY2024
- Active Long Corporate Fixed Income Sched. D C $30.3M PY2024
- Core Fixed Income Portfolio Sched. D C $24.4M PY2024
- Passive Long Government Fixed Inc Sched. D C $17.5M PY2024
- Long Strips Fixed Income Sched. D C $1.9M PY2024
- Mercer Erisa Hedge Fund Investors Sched. D C PY2024
- Mercer codes 11 PY2024
What changed
No dated events yet.
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 251588399-005
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.