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
National Cargo Bureau, Inc. Pension Plan
Corporate pensionNEW York, NY
Assets
$120M
Total assets, Jun 30, 2025 reported
Funded
135.7%
Jul 1, 2024
Private markets target
n/a
policy Jun 30, 2025
Commitments
0
none on the tape
Plan sponsor: National Cargo Bureau, Inc.
Allocation policy
Form 5500, as of Jun 30, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 0.5%
- Registered investment companies 99.2%
Consultants and advisers
5 firms
- Mercer Investments LLC Investment adviser (plan)through Jun 30, 2025 Form 5500
- Vanguard Advisors Inc. Investment adviser (plan)through Jun 30, 2023 Form 5500
- U.S. Bank, N.A. Trusteethrough Jun 30, 2025 Form 5500
- The Vanguard Group Trusteethrough Jun 30, 2023 Form 5500
- USI Consulting Group Actuarythrough Jun 30, 2023 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
$103,916 (2024-06) · $130,949 (2023-06)
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 Jun 30, 2025 | 242 | $111M | $55.4M | 135.7% | $120M | n/a | n/a | n/a |
| 2023 to Jun 30, 2024 | 234 | $107M | $54.1M | 153.2% | $111M | n/a | n/a | n/a |
| 2022 to Jun 30, 2023 | 233 | $102M | $51.0M | 156.2% | $107M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Mercer codes 27 50 51 $89,235 PY2024
- Vanguard Fiduciary Trust Company codes 21 50 $22,231 PY2024
- US Bank codes 21 50 $9,409 PY2024
- USI Consulting Group codes 11 PY2024
- Vanguard Advisors Inc. codes 27 50 51 $103,916 PY2023
- Vanguard Fiduciary Trust Company codes 21 50 $24,684 PY2023
- USI Consulting Group codes 11 PY2023
- Vanguard Advisors Inc. codes 27 50 51 $107,080 PY2022
- Vanguard Fiduciary Trust Company codes 21 50 $23,869 PY2022
- USI Consulting Group codes 11 PY2022
What changed
4 events
- Dec 31, 2024Consultant changedinferenceVanguard Advisors Inc. no longer appears on National Cargo Bureau, Inc. Pension Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with Vanguard Advisors Inc.askebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceMercer appears on National Cargo Bureau, Inc. Pension Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with Mercer Investments LLCaskebsa.dol.gov
- Jul 1, 2024Funded status changedNational Cargo Bureau, Inc. Pension Plan funded ratio 153.2% -> 135.7% (2023-07-01 to 2024-07-01)
- Jul 1, 2023Funded status changedNational Cargo Bureau, Inc. Pension Plan funded ratio 156.2% -> 153.2% (2022-07-01 to 2023-07-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 135615188-001
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.