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
Schneider Electric USA, Inc. Coordinated Bargaining Employees' Pension Plan
Corporate pensionWestmont, IL
Assets
$230M
Total assets, Dec 31, 2024 reported
Funded
89.0%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: Schneider Electric Holdings, Inc.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Master trust investment accounts 100.0%
Consultants and advisers
1 firms
- 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)
- Mercerplan years 2022
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
$403,950 (2023-12) · $538,116 (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 | 3,362 | $253M | $269M | 89.0% | $230M | n/a | $230M | n/a |
| 2023 to Dec 31, 2023 | 3,473 | $261M | $283M | 85.5% | $253M | n/a | $253M | n/a |
| 2022 to Dec 31, 2022 | 3,611 | $772M | $743M | 101.4% | $261M | n/a | $261M | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Mercer Inc. codes 11 28 50 65 $396,060 PY2024
- Alight Solutions LLC codes 15 49 50 65 $173,898 PY2024
- Baker Tilly US LLP codes 10 50 $33,075 PY2024
- Crowe LLP codes 10 50 $13,750 PY2024
- Schneider Elec Holdings Mast Pooled Sched. D M $1.9M PY2024
- Schneider Elec Holdings, Inc. Mt Sched. D M $228M PY2024
- Mercer codes 11 PY2024
- Mercer Inc. codes 11 28 50 65 $512,379 PY2023
- Alight Solutions LLC codes 15 49 50 65 $160,192 PY2023
- Crowe LLP codes 10 50 $51,750 PY2023
- Schneider Elec Holdings, Inc. Mt Sched. D M $242M PY2023
- Schneider Elec Holdings Mast Pooled Sched. D M $11.5M PY2023
- Mercer codes 11 PY2023
- Mercer Inc. codes 28 50 65 $534,827 PY2022
- Alight Solutions LLC codes 49 50 65 $152,797 PY2022
- Schneider Elec Holdings, Inc. Mt Sched. D M $250M PY2022
- Schneider Elec Holdings Mast Pooled Sched. D M $11.8M PY2022
- Mercer codes 11 PY2022
What changed
3 events
- Jan 1, 2024Funded status changedSchneider Electric USA, Inc. Coordinated Bargaining Employees' Pension Plan funded ratio 85.5% -> 89.0% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedSchneider Electric USA, Inc. Coordinated Bargaining Employees' Pension Plan funded ratio 101.4% -> 85.5% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedSchneider Electric USA, Inc. Coordinated Bargaining Employees' Pension Plan plan assets $772M -> $261M (-66.1%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 364141566-203
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.