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 Koppers Inc.
Corporate pensionPittsburgh, PA
Assets
$5.0M
Total assets, Dec 31, 2024 reported
Funded
82.1%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
16
none on the tape
Plan sponsor: Koppers Inc.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 56.0%
Consultants and advisers
3 firms
- Mercer Actuarythrough Dec 31, 2022 Form 5500
- Principal Trust Co. Trusteethrough Dec 31, 2022 Form 5500
- Wells Fargo Bank Trusteethrough 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
16 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2023 | Mercer Passive Long Government Fixecollective trust | Mercer Trust Company LLC | Pooled vehicles | $22.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Mercer Erisa Hedge Fund Investorscollective trust | Mercer Trust Company LLC | Hedge / diversifiers | $6.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Mercer Active Long Corporate Fixedcollective trust | Mercer Trust Company LLC | Fixed income | $31.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Mercer Active Intermediate Credit Fcollective trust | Mercer Trust Company LLC | Private credit | $31.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Mercer US Small/mid Cap Equity Portcollective trust | Mercer Trust Company LLC | Public equity | $2.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Mercer Erisa Hedge Fund Investorscollective trust | Mercer Trust Company LLC | Hedge / diversifiers | $7.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Mercer Active Long Corporate Fixedcollective trust | Mercer Trust Company LLC | Fixed income | $35.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Mercer Emerging Markets Equity Portcollective trust | Mercer Trust Company LLC | Public equity | $3.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Mercer Global Low Volatility Equitycollective trust | Mercer Trust Company LLC | Public equity | $3.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Mercer Passive Long Government Fixecollective trust | Mercer Trust Company LLC | Pooled vehicles | $9.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Mercer Non-Us Core Equity Portfoliocollective trust | Mercer Trust Company LLC | Public equity | $6.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Mercer Opportunistic Fixed Incomecollective trust | Mercer Trust Company LLC | Hedge / diversifiers | $3.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Mercer Active Intermediate Credit Fcollective trust | Mercer Investment Company LLC | Private credit | $1.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Mercer US Large Cap Core Passive Eqcollective trust | Mercer Trust Company LLC | Public equity | $9.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Mercer Long Strips Fixed Incomecollective trust | Mercer Trust Company LLC | Fixed income | $6.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Mercer Ultra Long Duration Portfolicollective trust | Mercer Trust Company LLC | Fixed income | $2.8M held | Disclosed holding | askebsa.dol.gov |
Size and funding
33 readings
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 | 1,193 | $3.5M | $4.3M | 82.1% | $5.0M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 1,212 | $93.3M | $115M | 80.0% | $98.0M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 1,236 | $133M | $117M | 112.7% | $93.3M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Mercer codes 11 50 $355,215 PY2024
- Mercer Investments LLC codes 51 $110,649 PY2024
- Delaware Charter Guarantee & Trust codes 21 50 $16,286 PY2024
- Morgan Lewis and Bockius LLP codes 29 50 $8,726 PY2024
- Active Long Corporate Fixed Income Sched. D C PY2024
- Passive Long Government Fixed Inc Sched. D C PY2024
- Mercer Erisa Hedge Fund Investors Sched. D C PY2024
- Core Fixed Income Portfolio Sched. D C PY2024
- Mercer codes 11 PY2024
- Mercer codes 11 50 $292,629 PY2023
- Mercer Investments LLC codes 51 $213,467 PY2023
- Delaware Charter Guarantee & Trust codes 21 50 $32,769 PY2023
- Schneider Downs and Co., Inc codes 10 50 $15,000 PY2023
- Core Fixed Income Portfolio Sched. D C $31.1M PY2023
- Passive Long Government Fixed Inc Sched. D C $22.3M PY2023
- Mercer Erisa Hedge Fund Investors Sched. D C $6.5M PY2023
- Active Long Corporate Fixed Income Sched. D C $31.4M PY2023
- US Small/mid Cap Equity Portfolio Sched. D C PY2023
- Emerging Markets Equity Portfolio Sched. D C PY2023
- Global Low Volatility Equity Portf Sched. D C PY2023
- Non-Us Core Equity Portfolio Sched. D C PY2023
- Opportunistic Fixed Income Portf Sched. D C PY2023
- US Large Cap Core Passive Equity Sched. D C PY2023
- Long Strips Fixed Income Sched. D C PY2023
- Ultra Long Duration Portfolio Sched. D C PY2023
- Mercer codes 11 PY2023
- Mercer Investments LLC codes 51 $351,684 PY2022
- Mercer codes 11 50 $193,207 PY2022
- Delaware Charter Guarantee & Trust codes 21 50 $25,127 PY2022
- Wells Fargo codes 21 50 $9,092 PY2022
- US Small/mid Cap Equity Portfolio Sched. D C $2.4M PY2022
- Mercer Erisa Hedge Fund Investors Sched. D C $7.8M PY2022
- Active Long Corporate Fixed Income Sched. D C $35.3M PY2022
- Emerging Markets Equity Portfolio Sched. D C $3.7M PY2022
- Global Low Volatility Equity Portf Sched. D C $3.1M PY2022
- Passive Long Government Fixed Inc Sched. D C $9.4M PY2022
- Opportunistic Fixed Income Portf Sched. D C $3.4M PY2022
- Core Fixed Income Portfolio Sched. D C $1.8M PY2022
- US Large Cap Core Passive Equity Sched. D C $9.7M PY2022
- Long Strips Fixed Income Sched. D C $6.3M PY2022
- Ultra Long Duration Portfolio Sched. D C $2.8M PY2022
- Non-Us Core Equity Portfolio Sched. D C $6.0M PY2022
- Mercer codes 11 PY2022
What changed
13 events
- Dec 31, 2024Assets changedRetirement Plan for Koppers Inc. total assets $98M -> $5M (-94.9%, 2023-12-31 to 2024-12-31)
- Jan 1, 2024Funded status changedRetirement Plan for Koppers Inc. funded ratio 80.0% -> 82.1% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedRetirement Plan for Koppers Inc. plan assets $93M -> $4M (-96.2%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Holding endedinferenceRetirement Plan for Koppers Inc. no longer reports Mercer Opportunistic Fixed Income (last held $3M at 2022-12-31; absent from the 2023-12-31 filing)with Mercer Opportunistic Fixed Incomeaskebsa.dol.gov
- Dec 31, 2023Holding endedinferenceRetirement Plan for Koppers Inc. no longer reports Mercer Non-Us Core Equity Portfolio (last held $6M at 2022-12-31; absent from the 2023-12-31 filing)with Mercer Non-Us Core Equity Portfolioaskebsa.dol.gov
- Dec 31, 2023Holding endedinferenceRetirement Plan for Koppers Inc. no longer reports Mercer Long Strips Fixed Income (last held $6M at 2022-12-31; absent from the 2023-12-31 filing)with Mercer Long Strips Fixed Incomeaskebsa.dol.gov
- Dec 31, 2023Holding endedinferenceRetirement Plan for Koppers Inc. no longer reports Mercer US Large Cap Core Passive Eq (last held $10M at 2022-12-31; absent from the 2023-12-31 filing)with Mercer US Large Cap Core Passive Eqaskebsa.dol.gov
- Dec 31, 2023Holding endedinferenceRetirement Plan for Koppers Inc. no longer reports Mercer Emerging Markets Equity Port (last held $4M at 2022-12-31; absent from the 2023-12-31 filing)with Mercer Emerging Markets Equity Portaskebsa.dol.gov
- Dec 31, 2023Holding endedinferenceRetirement Plan for Koppers Inc. no longer reports Mercer US Small/mid Cap Equity Port (last held $2M at 2022-12-31; absent from the 2023-12-31 filing)with Mercer US Small/mid Cap Equity Portaskebsa.dol.gov
- Dec 31, 2023Holding endedinferenceRetirement Plan for Koppers Inc. no longer reports Mercer Ultra Long Duration Portfoli (last held $3M at 2022-12-31; absent from the 2023-12-31 filing)with Mercer Ultra Long Duration Portfoliaskebsa.dol.gov
- Dec 31, 2023Holding endedinferenceRetirement Plan for Koppers Inc. no longer reports Mercer Global Low Volatility Equity (last held $3M at 2022-12-31; absent from the 2023-12-31 filing)with Mercer Global Low Volatility Equityaskebsa.dol.gov
- Jan 1, 2023Funded status changedRetirement Plan for Koppers Inc. funded ratio 112.7% -> 80.0% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedRetirement Plan for Koppers Inc. plan assets $133M -> $93M (-29.7%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 251588399-003
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.