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

United States Sugar Corp - Rip Retirement Income Plan

Corporate pensionClewiston, FL
Assets
$30.0M
Total assets, Dec 31, 2024 reported
Funded
140.2%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
20
none on the tape
Plan sponsor: United States Sugar Corporation
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Non-interest-bearing cash 0.7%
  • Common/collective trusts 98.9%
  • Registered investment companies 0.4%
Consultants and advisers
1 firms
  • Mercer Actuarythrough Dec 31, 2023 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)
Commitments
20 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Mercer Active Long Corporate Fixedcollective trustMercer Trust CompanyFixed income$10.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Mercer US Large Cap Core Passive Eqcollective trustMercer Trust CompanyPublic equity$3.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Mercer Non-Us Core Equity Portfoliocollective trustMercer Trust CompanyPublic equity$1.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Mercer Passive Long Government Fixecollective trustMercer Trust CompanyPooled vehicles$5.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Mercer Emerging Markets Equity Portcollective trustMercer Trust CompanyPublic equity$771,214 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Mercer Global Low Volatility Equitycollective trustMercer Trust CompanyPublic equity$301,771 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Mercer Opportunistic Fixed Incomecollective trustMercer Trust CompanyHedge / diversifiers$854,403 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Mercer Active Intermediate Credit Fcollective trustMercer Trust CompanyPrivate credit$4.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Mercer US Small/mid Cap Equity Portcollective trustMercer Trust CompanyPublic equity$608,783 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024CF Ssga Intermediate US Govt Bond Icollective trustState Street Global Advisors TrustFixed income$2.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Mercer Active Long Corporate Fixedcollective trustMercer Trust CompanyFixed income$10.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Mercer US Large Cap Core Passive Eqcollective trustMercer Trust CompanyPublic equity$2.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Mercer Non-Us Core Equity Portfoliocollective trustMercer Trust CompanyPublic equity$1.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Mercer Passive Long Government Fixecollective trustMercer Trust CompanyPooled vehicles$5.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Mercer Emerging Markets Equity Portcollective trustMercer Trust CompanyPublic equity$1.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Mercer Global Low Volatility Equitycollective trustMercer Trust CompanyPublic equity$909,808 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Mercer Opportunistic Fixed Incomecollective trustMercer Trust CompanyHedge / diversifiers$835,525 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Mercer Active Intermediate Credit Fcollective trustMercer Trust CompanyPrivate credit$4.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Mercer US Small/mid Cap Equity Portcollective trustMercer Trust CompanyPublic equity$720,229 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023CF Ssga Intermediate US Govt Bond Icollective trustState Street Global Advisors TrustFixed income$2.0M heldDisclosed holdingaskebsa.dol.gov
Size and funding
18 readings
Total assets
$30.0M Dec 31, 2024 reported Form 5500
$30.1M (2023-12)
Plan assets
$29.9M Jan 1, 2024 reported Form 5500
$27.7M (2023-01)
Net assets
$30.0M Dec 31, 2024 reported Form 5500
$30.1M (2023-12)
Funded ratio
140.2% Jan 1, 2024 reported Form 5500
100.5% (2023-01)
Funding target
$22.8M Jan 1, 2024 reported Form 5500
$30.3M (2023-01)
Discount rate
5.12% Jan 1, 2024 reported Form 5500
5.26% (2023-01)
Participants
1,316 Jan 1, 2024 reported Form 5500
1,348 (2023-01)
Benefits paid
$876,369 Dec 31, 2024 reported Form 5500
$680,878 (2023-12)
Net investment income
$-129,741 Dec 31, 2024 reported Form 5500
$2.1M (2023-12)
Form 5500 filings
2 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 20241,316$29.9M$22.8M140.2%$30.0Mn/an/an/a
2023 to Dec 31, 20231,348$27.7M$30.3M100.5%$30.1Mn/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Principal Financial Group, Inc. codes $29,180 PY2024
  • Mercer Investments LLC codes PY2024
  • Mercer US Large Cap Core Passive Eq Sched. D C $3.6M PY2024
  • Mercer Non-Us Core Equity Sched. D C $1.7M PY2024
  • Mercer Long Duration Passive Fixed Sched. D C $5.2M PY2024
  • Mercer Emerging Markets Sched. D C $771,214 PY2024
  • Mercer Global Equity Sched. D C $301,771 PY2024
  • Mercer Opportunistic Fixed Income Sched. D C $854,403 PY2024
  • Mercer Active Intermediate Credit F Sched. D C $4.5M PY2024
  • Mercer US Small Equity Sched. D C $608,783 PY2024
  • Inter US Govt Bond Index Sched. D C $2.0M PY2024
  • Mercer Active Long Corporate Fixed Sched. D C $10.0M PY2024
  • Mercer codes 11 PY2024
  • Principal Financial Group, Inc. codes 51 $29,000 PY2023
  • Mercer Investments LLC codes 52 PY2023
  • Mercer Active Long Corporate Fixed Sched. D C $10.2M PY2023
  • Mercer US Large Cap Core Passive Eq Sched. D C $2.4M PY2023
  • Mercer Non-Us Core Equity Sched. D C $1.9M PY2023
  • Mercer Long Duration Passive Fixed Sched. D C $5.5M PY2023
  • Mercer Emerging Markets Sched. D C $1.0M PY2023
  • Mercer Opportunistic Fixed Income Sched. D C $835,525 PY2023
  • Mercer Active Intermediate Credit F Sched. D C $4.3M PY2023
  • Mercer US Small Equity Sched. D C $720,229 PY2023
  • Inter US Govt Bond Index Sched. D C $2.0M PY2023
  • Mercer Global Equity Sched. D C $909,808 PY2023
  • Mercer codes 11 PY2023
What changed
1 events
  • Jan 1, 2024Funded status changed
    United States Sugar Corp - Rip Retirement Income Plan funded ratio 100.5% -> 140.2% (2023-01-01 to 2024-01-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 590490750-002
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.