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

Doosan Pension Plan Number One

Corporate pensionWest Fargo, ND

Assets

$55.3M

Total assets, Dec 31, 2024 reported

Funded

99.8%

Jan 1, 2024

Private markets target

n/a

policy Dec 31, 2024

Commitments

none on the tape

Plan sponsor: Doosan Bobcat North America, Inc.

Allocation policy

Form 5500, as of Dec 31, 2024

Actual allocation lines without a target (as filed)

Common/collective trusts 98.5%
Registered investment companies 1.0%

Consultants and advisers

2 firms

US Bank Trusteethrough Dec 31, 2022 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 Schedule C

From Schedule C (investment management, code 28)

Mercer Investments LLCplan years 2022

Commitments

27 rows, 0 dated closings

Disclosed holdings (from the plan’s performance or holdings report, as of the report date)

Date	Fund	Manager	Bucket	Amount	Status	Source
as of Dec 31, 2024	Mercer Long Strips Fixed Incomecollective trust	Mercer Collective Trust	Fixed income	$9.3M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Mercer Global Low Volatility Equitycollective trust	Mercer Trust Company	Public equity	$505,055 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Mercer US Small/mid Cap Equity Portcollective trust	Mercer Trust Company	Public equity	$1.1M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Mercer US Large Cap Core Passive Eqcollective trust	Mercer Trust Company	Public equity	$6.7M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Mercer Non-Us Core Equity Portfoliocollective trust	Mercer Trust Company	Public equity	$3.0M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Mercer Active Long Corporate Fixedcollective trust	Mercer Trust Company	Fixed income	$25.8M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Mercer Opportunistic Fixed Incomecollective trust	Mercer Trust Company	Hedge / diversifiers	$4.3M 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 Ultra Long Duration Portfolicollective trust	Mercer Trust Company	Fixed income	$2.3M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Mercer Long Strips Fixed Incomecollective trust	Mercer Collective Trust	Fixed income	$11.9M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Mercer Global Low Volatility Equitycollective trust	Mercer Trust Company	Public equity	$1.9M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Mercer US Small/mid Cap Equity Portcollective trust	Mercer Trust Company	Public equity	$1.6M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Mercer US Large Cap Core Passive Eqcollective trust	Mercer Trust Company	Public equity	$5.3M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Mercer Non-Us Core Equity Portfoliocollective trust	Mercer Trust Company	Public equity	$4.1M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Mercer Active Long Corporate Fixedcollective trust	Mercer Trust Company	Fixed income	$26.9M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Mercer Opportunistic Fixed Incomecollective trust	Mercer Trust Company	Hedge / diversifiers	$1.7M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Mercer Emerging Markets Equity Portcollective trust	Mercer Trust Company	Public equity	$2.2M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Mercer Passive Long Government Fixecollective trust	Mercer Trust Company	Pooled vehicles	$1.9M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Mercer Long Strips Fixed Incomecollective trust	Mercer Collective Trust	Fixed income	$7.7M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Mercer Global Low Volatility Equitycollective trust	Mercer Trust Company	Public equity	$1.8M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Mercer US Small/mid Cap Equity Portcollective trust	Mercer Trust Company	Public equity	$1.4M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Mercer US Large Cap Core Passive Eqcollective trust	Mercer Trust Company	Public equity	$5.4M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Mercer Non-Us Core Equity Portfoliocollective trust	Mercer Trust Company	Public equity	$3.4M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Mercer Active Long Corporate Fixedcollective trust	Mercer Trust Company	Fixed income	$24.0M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Mercer Opportunistic Fixed Incomecollective trust	Mercer Trust Company	Hedge / diversifiers	$1.6M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Mercer Emerging Markets Equity Portcollective trust	Mercer Trust Company	Public equity	$2.0M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Mercer Passive Long Government Fixecollective trust	Mercer Trust Company	Pooled vehicles	$4.0M held	Disclosed holding	askebsa.dol.gov

Size and funding

33 readings

Total assets

$55.3M Dec 31, 2024 reported Form 5500

$58.8M (2023-12) · $56.4M (2022-12)

Plan assets

$58.7M Jan 1, 2024 reported Form 5500

$56.3M (2023-01) · $72.0M (2022-01)

Net assets

$55.3M Dec 31, 2024 reported Form 5500

$58.8M (2023-12) · $56.4M (2022-12)

Funded ratio

99.8% Jan 1, 2024 reported Form 5500

93.2% (2023-01) · 107.6% (2022-01)

Funding target

$46.6M Jan 1, 2024 reported Form 5500

$46.2M (2023-01) · $40.0M (2022-01)

Discount rate

5.16% Jan 1, 2024 reported Form 5500

5.03% (2023-01) · 5.58% (2022-01)

Participants

666 Jan 1, 2024 reported Form 5500

694 (2023-01) · 722 (2022-01)

Contributions

$184,436 Dec 31, 2024 reported Form 5500

$164,823 (2023-12) · $4.6M (2022-12)

Benefits paid

$2.8M Dec 31, 2024 reported Form 5500

$3.4M (2023-12) · $3.1M (2022-12)

Net investment income

$-3.5M Dec 31, 2024 reported Form 5500

$2.4M (2023-12) · $-15.7M (2022-12)

Investment management fees

$194,661 Dec 31, 2024 reported Form 5500

$183,568 (2023-12) · $189,715 (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	666	$58.7M	$46.6M	99.8%	$55.3M	n/a	n/a	n/a
2023 to Dec 31, 2023	694	$56.3M	$46.2M	93.2%	$58.8M	n/a	n/a	n/a
2022 to Dec 31, 2022	722	$72.0M	$40.0M	107.6%	$56.4M	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 $194,661 PY2024
US Bank National Association codes 21 $10,161 PY2024
Mercer Global Low Volatility Equity Sched. D C $505,055 PY2024
Mercer US Small/mid Cap Growth Equi Sched. D C $1.1M PY2024
Mercer US Large Cap Core Passive Eq Sched. D C $6.7M PY2024
Mercer Non-Us Core Equity Portfolio Sched. D C $3.0M PY2024
Mercer Active Long Corporate Invest Sched. D C $25.8M PY2024
Mercer Opportunistic Fixed Income P Sched. D C $4.3M PY2024
Mercer Emerging Markets Equity Port Sched. D C $1.3M PY2024
Mercer Ultra Long Duration Sched. D C $2.3M PY2024
Mercer Long Strips Investment Portf Sched. D C $9.3M PY2024
Mercer codes 11 PY2024
Mercer Investment Management codes 51 52 $183,568 PY2023
US Bank National Association codes 21 $9,588 PY2023
Mercer Non-Us Core Equity Portfolio Sched. D C $4.1M PY2023
Mercer Long Strips Investment Portf Sched. D C $11.9M PY2023
Mercer Global Low Volatility Equity Sched. D C $1.9M PY2023
Mercer US Small/mid Cap Growth Equi Sched. D C $1.6M PY2023
Mercer US Large Cap Core Passive Eq Sched. D C $5.3M PY2023
Mercer Active Long Corporate Invest Sched. D C $26.9M PY2023
Mercer Opportunistic Fixed Income P Sched. D C $1.7M PY2023
Mercer Emerging Markets Equity Port Sched. D C $2.2M PY2023
Mercer Passivelong Govt Fi Port Sched. D C $1.9M PY2023
Mercer codes 11 PY2023
Mercer Investment Management codes 51 52 $189,715 PY2022
US Bank National Association codes 21 $12,608 PY2022
Mercer Long Strips Investment Portf Sched. D C $7.7M PY2022
Mercer Global Low Volatility Equity Sched. D C $1.8M PY2022
Mercer US Small/mid Cap Growth Equi Sched. D C $1.4M PY2022
Mercer US Large Cap Core Passive Eq Sched. D C $5.4M PY2022
Mercer Active Long Corporate Invest Sched. D C $24.0M PY2022
Mercer Opportunistic Fixed Income P Sched. D C $1.6M PY2022
Mercer Emerging Markets Equity Port Sched. D C $2.0M PY2022
Mercer Passivelong Govt Fi Port Sched. D C $4.0M PY2022
Mercer Non-Us Core Equity Portfolio Sched. D C $3.4M PY2022
Mercer codes 11 PY2022

What changed

5 events

Dec 31, 2024Holding endedinference
Doosan Pension Plan Number One no longer reports Mercer Passive Long Government Fixe (last held $2M at 2023-12-31; absent from the 2024-12-31 filing)
with Mercer Passive Long Government Fixeaskebsa.dol.gov
Dec 31, 2024Holding started
Doosan Pension Plan Number One first reports an interest in Mercer Ultra Long Duration Portfoli: $2M at 2024-12-31
with Mercer Ultra Long Duration Portfoliaskebsa.dol.gov
Jan 1, 2024Funded status changed
Doosan Pension Plan Number One funded ratio 93.2% -> 99.8% (2023-01-01 to 2024-01-01)
askebsa.dol.gov
Jan 1, 2023Funded status changed
Doosan Pension Plan Number One funded ratio 107.6% -> 93.2% (2022-01-01 to 2023-01-01)
askebsa.dol.gov
Jan 1, 2023Assets changed
Doosan Pension Plan Number One plan assets $72M -> $56M (-21.8%, 2022-01-01 to 2023-01-01)
askebsa.dol.gov

Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.

Provenance

Identifiers: EIN-PN 380425350-002

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.