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.

Taft-Hartley plan

OAK Ridge Reservation Cleanup Contract Pension Plan for Grandfathered Employees

Taft-Hartley planOAK Ridge, TN

Assets

$343M

Total assets, Dec 31, 2024 reported

Funded

100.7%

Jan 1, 2024

Private markets target

n/a

policy Dec 31, 2024

Commitments

none on the tape

Plan sponsor: Ucor LLC

Allocation policy

Form 5500, as of Dec 31, 2024

Actual allocation lines without a target (as filed)

Partnership/joint venture interests 5.3%
Common/collective trusts 87.1%
Registered investment companies 1.2%
Common stock 0.0%
Real estate (other than employer real property) 2.7%

Consultants and advisers

3 firms

Mercer Investments LLC Investment adviser (plan)through Dec 31, 2022 Form 5500
Mercer Actuarythrough Dec 31, 2022 Form 5500
Truist Bank Trusteethrough 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

25 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 Emerging Markets Equity Portcollective trust	Mercer Trust Company	Public equity	$13.5M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Mercer US Small/mid Cap Equity Portcollective trust	Mercer Trust Company	Public equity	$11.4M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Mercer US Large Cap Core Passive Eqcollective trust	Mercer Trust Company	Public equity	$71.6M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Non-Us Core Equitycollective trust	Mercer Trust Company	Public equity	$32.9M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Mercer Global Low Volatility Equitycollective trust	Mercer Trust Company	Public equity	$5.3M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Mercer Erisa Hedge Fund Investorscollective trust	Mercer Trust Company	Hedge / diversifiers	$12.6M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Mercer Active Long Corporate Fixedcollective trust	Mercer Trust Company	Fixed income	$78.4M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Mercer Long Strips Fixed Incomecollective trust	Mercer Trust Company	Fixed income	$50.3M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Mercer Opportunistic Fixed Incomecollective trust	Mercer Trust Company	Hedge / diversifiers	$22.5M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Mercer Emerging Markets Equity Portcollective trust	Mercer Trust Company	Public equity	$25.6M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Mercer US Small/mid Cap Equity Portcollective trust	Mercer Trust Company	Public equity	$16.9M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Mercer US Large Cap Core Passive Eqcollective trust	Mercer Trust Company	Public equity	$58.7M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Mercer Core Passive Fixed Incomecollective trust	Mercer Trust Company	Fixed income	$48.0M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Mercer Non-Us Core Equity Portfoliocollective trust	Mercer Trust Company	Public equity	$45.9M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Mercer Global Low Volatility Equitycollective trust	Mercer Trust Company	Public equity	$21.1M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Mercer Erisa Hedge Fund Investorscollective trust	Mercer Trust Company	Hedge / diversifiers	$22.3M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Mercer Active Intermediate Credit Fcollective trust	Mercer Trust Company	Private credit	$47.5M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Mercer Emerging Markets Equity Portcollective trust	Mercer Trust Company	Public equity	$21.6M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Mercer US Small/mid Cap Equity Portcollective trust	Mercer Trust Company	Public equity	$15.0M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Mercer US Large Cap Core Passive Eqcollective trust	Mercer Trust Company	Public equity	$59.5M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Mercer Core Passive Fixed Incomecollective trust	Mercer Trust Company	Fixed income	$45.6M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Mercer Non-Us Core Equity Portfoliocollective trust	Mercer Trust Company	Public equity	$36.3M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Mercer Global Low Volatility Equitycollective trust	Mercer Trust Company	Public equity	$19.0M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Mercer Erisa Hedge Fund Investorscollective trust	Mercer Trust Company	Hedge / diversifiers	$19.9M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Mercer Active Intermediate Credit Fcollective trust	Mercer Trust Company	Private credit	$46.1M held	Disclosed holding	askebsa.dol.gov

Size and funding

29 readings

Total assets

$343M Dec 31, 2024 reported Form 5500

$327M (2023-12) · $295M (2022-12)

Plan assets

$327M Jan 1, 2024 reported Form 5500

$295M (2023-01) · $354M (2022-01)

Net assets

$342M Dec 31, 2024 reported Form 5500

$327M (2023-12) · $295M (2022-12)

Funded ratio

100.7% Jan 1, 2024 reported Form 5500

97.0% (2023-01) · 86.8% (2022-01)

Participants

1,946 Jan 1, 2024 reported Form 5500

1,969 (2023-01) · 1,988 (2022-01)

Contributions

$22.1M Dec 31, 2024 reported Form 5500

$23.6M (2023-12) · $22.8M (2022-12)

Benefits paid

$30.2M Dec 31, 2024 reported Form 5500

$29.2M (2023-12) · $28.6M (2022-12)

Net investment income

$15.5M Dec 31, 2024 reported Form 5500

$32.0M (2023-12) · $-59.1M (2022-12)

Investment management fees

$1.2M Dec 31, 2024 reported Form 5500

$998,015 (2023-12)

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	1,946	n/a	n/a	n/a	$343M	$18.0M	n/a	$9.3M
2023 to Dec 31, 2023	1,969	n/a	n/a	n/a	$327M	$14.0M	n/a	$24.3M
2022 to Dec 31, 2022	1,988	n/a	n/a	n/a	$295M	$6.9M	n/a	$20.2M

Service providers and investment entities as filed (Schedule C and D, latest year first)

Mercer Investments LLC codes 27 51 52 $1.2M PY2024
Mercer codes 11 50 $519,556 PY2024
Truist Bank codes 21 50 $111,150 PY2024
Mcconnell & Jones, LLP codes 10 50 $34,850 PY2024
Non-Us Core Equity Sched. D C $32.9M PY2024
Global Low Volatility Equity Sched. D C $5.3M PY2024
Active Long Corporate Fixed Income Sched. D C $78.4M PY2024
Long Strips Fixed Income Sched. D C $50.3M PY2024
Opportunistic Fixed Income Sched. D C $22.5M PY2024
Erisa Hedge Fund Investors Sched. D C $12.6M PY2024
Emerging Markets Equity Sched. D C $13.5M PY2024
US Small/mid Cap Equity Sched. D C $11.4M PY2024
US Large Cap Core Passive Equity Sched. D C $71.6M PY2024
Mercer codes 11 PY2024
Mercer Investments LLC codes 27 51 52 $998,015 PY2023
Mercer codes 11 50 $529,000 PY2023
Truist Bank codes 21 50 $105,154 PY2023
Mcconnell & Jones, LLP codes 10 50 $30,500 PY2023
US Large Cap Core Passive Equity Sched. D C $58.7M PY2023
Emerging Markets Equity Sched. D C $25.6M PY2023
US Small/mid Cap Equity Sched. D C $16.9M PY2023
Core Passive Fixed Income Sched. D C $48.0M PY2023
Non-Us Core Equity Sched. D C $45.9M PY2023
Global Low Volatility Equity Sched. D C $21.1M PY2023
Erisa Hedge Fund Investors Sched. D C $22.3M PY2023
Active Inter Credit Fixed Income Sched. D C $47.5M PY2023
Mercer codes 11 PY2023
Mercer Investments LLC codes 27 51 52 $957,243 PY2022
Mercer codes 11 50 $511,500 PY2022
Truist Bank codes 21 50 $103,242 PY2022
Mcconnell & Jones, LLP codes 10 50 $29,800 PY2022
Emerging Markets Equity Sched. D C $21.6M PY2022
US Small/mid Cap Equity Sched. D C $15.0M PY2022
US Large Cap Core Passive Equity Sched. D C $59.5M PY2022
Core Passive Fixed Income Sched. D C $45.6M PY2022
Global Low Volatility Equity Sched. D C $19.0M PY2022
Erisa Hedge Fund Investors Sched. D C $19.9M PY2022
Active Inter Credit Fixed Income Sched. D C $46.1M PY2022
Non-Us Core Equity Sched. D C $36.3M PY2022
Mercer codes 11 PY2022

What changed

12 events

Dec 31, 2024Holding started
OAK Ridge Reservation Cleanup Contract Pension Plan for Grandfathered Employees first reports an interest in Mercer Active Long Corporate Fixed: $78M at 2024-12-31
with Mercer Active Long Corporate Fixedaskebsa.dol.gov
Dec 31, 2024Holding endedinference
OAK Ridge Reservation Cleanup Contract Pension Plan for Grandfathered Employees no longer reports Mercer Non-Us Core Equity Portfolio (last held $46M at 2023-12-31; absent from the 2024-12-31 filing)
with Mercer Non-Us Core Equity Portfolioaskebsa.dol.gov
Dec 31, 2024Holding started
OAK Ridge Reservation Cleanup Contract Pension Plan for Grandfathered Employees first reports an interest in Non-Us Core Equity: $33M at 2024-12-31
with Non-Us Core Equityaskebsa.dol.gov
Dec 31, 2024Holding endedinference
OAK Ridge Reservation Cleanup Contract Pension Plan for Grandfathered Employees no longer reports Mercer Core Passive Fixed Income (last held $48M at 2023-12-31; absent from the 2024-12-31 filing)
with Mercer Core Passive Fixed Incomeaskebsa.dol.gov
Dec 31, 2024Holding started
OAK Ridge Reservation Cleanup Contract Pension Plan for Grandfathered Employees first reports an interest in Mercer Long Strips Fixed Income: $50M at 2024-12-31
with Mercer Long Strips Fixed Incomeaskebsa.dol.gov
Dec 31, 2024Holding started
OAK Ridge Reservation Cleanup Contract Pension Plan for Grandfathered Employees first reports an interest in Mercer Opportunistic Fixed Income: $22M at 2024-12-31
with Mercer Opportunistic Fixed Incomeaskebsa.dol.gov
Dec 31, 2024Holding endedinference
OAK Ridge Reservation Cleanup Contract Pension Plan for Grandfathered Employees no longer reports Mercer Active Intermediate Credit F (last held $48M at 2023-12-31; absent from the 2024-12-31 filing)
with Mercer Active Intermediate Credit Faskebsa.dol.gov
Jan 1, 2024Funded status changed
OAK Ridge Reservation Cleanup Contract Pension Plan for Grandfathered Employees funded ratio 97.0% -> 100.7% (2023-01-01 to 2024-01-01)
askebsa.dol.gov
Jan 1, 2024Assets changed
OAK Ridge Reservation Cleanup Contract Pension Plan for Grandfathered Employees plan assets $295M -> $327M (+10.8%, 2023-01-01 to 2024-01-01)
askebsa.dol.gov
Dec 31, 2023Assets changed
OAK Ridge Reservation Cleanup Contract Pension Plan for Grandfathered Employees total assets $295M -> $327M (+10.8%, 2022-12-31 to 2023-12-31)
askebsa.dol.gov
Jan 1, 2023Funded status changed
OAK Ridge Reservation Cleanup Contract Pension Plan for Grandfathered Employees funded ratio 86.8% -> 97.0% (2022-01-01 to 2023-01-01)
askebsa.dol.gov
Jan 1, 2023Assets changed
OAK Ridge Reservation Cleanup Contract Pension Plan for Grandfathered Employees plan assets $354M -> $295M (-16.7%, 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 852867528-335

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.