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
Retirement Plan for Salaried Employees of Mersen USA
Corporate pensionBoonton, NJ
Assets
$49.9M
Total assets, Dec 31, 2024 reported
Funded
98.0%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: Mersen USA Holding Corp.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Non-interest-bearing cash 0.5%
- Insurance company general account 14.8%
- Registered investment companies 84.4%
Consultants and advisers
4 firms
- Morgan Stanley Global Banking Ops Investment adviser (plan)through Dec 31, 2022 Form 5500
- John Hancock Life Insurance Co Actuarythrough Dec 31, 2024 Form 5500
- Manulife John Hancock Actuarythrough Dec 31, 2024 Form 5500
- John Hancock Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
No manager relationship is on the tape for this allocator.
Commitments
No fund commitments are on the tape for this allocator. The tape holds the plans that publish their own private-markets reports; a plan that publishes one and is not here is a gap we can close.
Size and funding
33 readings
Investment management fees
$33,355 (2023-12) · $37,028 (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 | 547 | $50.0M | $53.4M | 98.0% | $49.9M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 553 | $47.1M | $53.7M | 96.5% | $50.1M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 561 | $60.5M | $52.6M | 107.5% | $47.1M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- John Hancock codes 11 15 62 64 $117,425 PY2024
- Morgan Stanley Global Banking Ops codes 27 $35,226 PY2024
- Cliftonlarsonallen LLP codes 10 $26,828 PY2024
- Manulife John Hancock codes 11 PY2024
- John Hancock codes 11 15 62 64 $142,699 PY2023
- Morgan Stanley Global Banking Ops codes 27 $33,355 PY2023
- Cliftonlarsonallen LLP codes 10 $8,453 PY2023
- John Hancock codes 11 PY2023
- John Hancock codes 11 15 62 64 $170,161 PY2022
- Morgan Stanley Global Banking Ops codes 27 $37,028 PY2022
- Cliftonlarsonallen LLP codes 10 $14,708 PY2022
- John Hancock codes 11 PY2022
What changed
2 events
- Jan 1, 2023Funded status changedRetirement Plan for Salaried Employees of Mersen USA funded ratio 107.5% -> 96.5% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedRetirement Plan for Salaried Employees of Mersen USA plan assets $60M -> $47M (-22.1%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 220807643-004
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.