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

Meritor, Inc. Retirement Plan

Corporate pensionColumbus, IN
Assets
n/a
Total assets, Sep 30, 2025 reported
Funded
91.0%
Oct 1, 2024
Private markets target
n/a
policy Sep 30, 2024
Commitments
2
3 managers on Schedule C
Plan sponsor: Meritor, Inc.
Allocation policy
Form 5500, as of Sep 30, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 0.7%
  • Corporate debt instruments (other) 34.7%
  • Corporate debt instruments (preferred) 2.5%
  • U.S. Government securities 10.8%
  • Other investments 3.5%
  • Partnership/joint venture interests 4.7%
  • Common/collective trusts 13.0%
  • Registered investment companies 29.3%
Consultants and advisers
6 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
2 managers on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)
Commitments
2 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Sep 30, 2024NT Collective Short Term Investmentcollective trustNorthern Trust Collective Eafe IndeCash$71.2M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2023Comerica Short-Term Fundcollective trustComerica BankCash$117M heldDisclosed holdingaskebsa.dol.gov
Size and funding
33 readings
Total assets
$0 Sep 30, 2025 reported Form 5500
$546M (2024-09) · $556M (2023-09)
Plan assets
$554M Oct 1, 2024 reported Form 5500
$553M (2023-10) · $637M (2022-10)
Net assets
$0 Sep 30, 2025 reported Form 5500
$546M (2024-09) · $553M (2023-09)
Funded ratio
91.0% Oct 1, 2024 reported Form 5500
88.9% (2023-10) · 103.4% (2022-10)
Funding target
$598M Oct 1, 2024 reported Form 5500
$648M (2023-10) · $674M (2022-10)
Discount rate
5.31% Oct 1, 2024 reported Form 5500
5.16% (2023-10) · 5.31% (2022-10)
Participants
9,980 Oct 1, 2024 reported Form 5500
10,394 (2023-10) · 10,991 (2022-10)
Contributions
$0 Sep 30, 2025 reported Form 5500
$0 (2024-09) · $30.0M (2023-09)
Benefits paid
$58.5M Sep 30, 2025 reported Form 5500
$58.1M (2024-09) · $56.7M (2023-09)
Net investment income
$-44.0M Sep 30, 2025 reported Form 5500
$-6.8M (2024-09) · $-82.4M (2023-09)
Investment management fees
$770,441 Sep 30, 2025 reported Form 5500
$1.4M (2024-09) · $2.2M (2023-09)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Sep 30, 20259,980$554M$598M91.0%$0$0n/an/a
2023 to Sep 30, 202410,394$553M$648M88.9%$546M$25.8Mn/an/a
2022 to Sep 30, 202310,991$637M$674M103.4%$556M$131M$0$0
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
18 events
  • Sep 30, 2025Assets changed
    Meritor, Inc. Retirement Plan total assets $546M -> $0 (-100.0%, 2024-09-30 to 2025-09-30)
    askebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    WI Harper Fund LLC no longer appears on Meritor, Inc. Retirement Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with WI Harper Fund LLCaskebsa.dol.gov
  • Oct 1, 2024Funded status changed
    Meritor, Inc. Retirement Plan funded ratio 88.9% -> 91.0% (2023-10-01 to 2024-10-01)
    askebsa.dol.gov
  • Sep 30, 2024Holding started
    Meritor, Inc. Retirement Plan first reports an interest in NT Collective Short Term Investment (Northern Trust Collective Eafe Inde): $71M at 2024-09-30
    with Northern Trust Collective Eafe Indeaskebsa.dol.gov
  • Sep 30, 2024Holding endedinference
    Meritor, Inc. Retirement Plan no longer reports Comerica Short-Term Fund (Comerica Bank) (last held $117M at 2023-09-30; absent from the 2024-09-30 filing)
    with Comerica Bankaskebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    Vantage Consulting Group, Inc. no longer appears on Meritor, Inc. Retirement Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with Vantage Corpaskebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    Hoisington Investment Mgmt Co no longer appears on Meritor, Inc. Retirement Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with Hoisington Investment Management Coaskebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    Inter-American Advisors Inc no longer appears on Meritor, Inc. Retirement Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with Inter-American Advisors Incaskebsa.dol.gov
  • Dec 31, 2023Consultant changedinference
    Spiderrock Advisors, LLC no longer appears on Meritor, Inc. Retirement Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)
    with Spiderrock Advisors, LLCaskebsa.dol.gov
  • Dec 31, 2023Manager relationship started
    Northern Trust Asset Management appears on Meritor, Inc. Retirement Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with Northern Trust Collective Eafe Indeaskebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    Alphaengine Global Investment no longer appears on Meritor, Inc. Retirement Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with Alphaengine Global Investmentaskebsa.dol.gov
  • Dec 31, 2023Manager relationship started
    Pimco appears on Meritor, Inc. Retirement Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with Pacific Investmt Management Co LLCaskebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    Lyons Investment Management no longer appears on Meritor, Inc. Retirement Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with Lyons Investment Managementaskebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    Kestrel Investment Management Corp no longer appears on Meritor, Inc. Retirement Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with Kestrel Investment Management Corpaskebsa.dol.gov
  • Dec 31, 2023Manager relationship started
    WI Harper Fund LLC appears on Meritor, Inc. Retirement Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with WI Harper Fund LLCaskebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    P/e Global LLC no longer appears on Meritor, Inc. Retirement Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with P/e Global LLCaskebsa.dol.gov
  • Oct 1, 2023Funded status changed
    Meritor, Inc. Retirement Plan funded ratio 103.4% -> 88.9% (2022-10-01 to 2023-10-01)
    askebsa.dol.gov
  • Oct 1, 2023Assets changed
    Meritor, Inc. Retirement Plan plan assets $637M -> $553M (-13.2%, 2022-10-01 to 2023-10-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 383354643-336
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.