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
Clark Equipment Company Retirement Plan (plan 50)
Corporate pensionWest Fargo, ND
Assets
$101M
Total assets, Dec 31, 2024 reported
Funded
87.9%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
29
none on the tape
Plan sponsor: Doosan Bobcat North America, Inc.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Common/collective trusts 99.0%
- Registered investment companies 0.9%
Consultants and advisers
2 firms
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
29 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, 2024 | Mercer US Small/mid Cap Equity Portcollective trust | Mercer Trust Company LLC | Public equity | $701,597 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Mercer Non-Us Core Equity Portfoliocollective trust | Mercer Trust Company LLC | Public equity | $1.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Mercer Passive Long Government Fixecollective trust | Mercer Trust Company LLC | Pooled vehicles | $21.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Mercer Emerging Markets Equity Portcollective trust | Mercer Trust Company LLC | Public equity | $761,561 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Mercer Global Low Volatility Equitycollective trust | Mercer Trust Company LLC | Public equity | $298,799 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Mercer US Large Cap Core Passive Eqcollective trust | Mercer Trust Company LLC | Public equity | $4.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Mercer Active Long Corporate Fixedcollective trust | Mercer Trust Company LLC | Fixed income | $28.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Mercer Ultra Long Duration Portfolicollective trust | Mercer Trust Company LLC | Fixed income | $2.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Mercer Active Intermediate Credit Fcollective trust | Mercer Trust Company LLC | Private credit | $36.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Mercer Opportunistic Fixed Incomecollective trust | Mercer Trust Company LLC | Hedge / diversifiers | $2.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Mercer US Small/mid Cap Equity Portcollective trust | Mercer Trust Company LLC | Public equity | $1.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Mercer Non-Us Core Equity Portfoliocollective trust | Mercer Trust Company LLC | Public equity | $2.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Mercer Passive Long Government Fixecollective trust | Mercer Trust Company LLC | Pooled vehicles | $29.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Mercer Emerging Markets Equity Portcollective trust | Mercer Trust Company LLC | Public equity | $1.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Mercer Global Low Volatility Equitycollective trust | Mercer Trust Company LLC | Public equity | $1.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Mercer US Large Cap Core Passive Eqcollective trust | Mercer Trust Company LLC | Public equity | $3.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Mercer Active Long Corporate Fixedcollective trust | Mercer Trust Company LLC | Fixed income | $21.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Mercer Ultra Long Duration Portfolicollective trust | Mercer Trust Company LLC | Fixed income | $2.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Mercer Active Intermediate Credit Fcollective trust | Mercer Trust Company LLC | Private credit | $38.7M 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 | $1.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Mercer Non-Us Core Equity Portfoliocollective trust | Mercer Trust Company LLC | Public equity | $4.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Mercer Passive Long Government Fixecollective trust | Mercer Trust Company LLC | Pooled vehicles | $20.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Mercer Emerging Markets Equity Portcollective trust | Mercer Trust Company LLC | Public equity | $2.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Mercer Global Low Volatility Equitycollective trust | Mercer Trust Company LLC | Public equity | $2.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Mercer Opportunistic Fixed Incomecollective trust | Mercer Trust Company LLC | Hedge / diversifiers | $1.9M 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 | $6.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Mercer Active Long Corporate Fixedcollective trust | Mercer Trust Company LLC | Fixed income | $26.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Mercer Ultra Long Duration Portfolicollective trust | Mercer Trust Company LLC | Fixed income | $3.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Mercer Active Intermediate Credit Fcollective trust | Mercer Trust Company LLC | Private credit | $22.4M held | Disclosed holding | askebsa.dol.gov |
Size and funding
33 readings
Investment management fees
$256,175 (2023-12) · $280,206 (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 | 668 | $106M | $88.7M | 87.9% | $101M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 681 | $103M | $91.0M | 80.1% | $106M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 708 | $130M | $87.7M | 104.1% | $103M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Mercer Investment Management codes 51 52 $293,718 PY2024
- US Bank codes 21 $16,217 PY2024
- Mercer Non-Us Core Equity Portfolio Sched. D C $1.7M PY2024
- Mercer Passive Long Govt Fixed Inco Sched. D C $21.6M PY2024
- Mercer Emerging Markets Equity Port Sched. D C $761,561 PY2024
- Mercer Global Low Volatility Equity Sched. D C $298,799 PY2024
- Mercer US Large Cap Core Passive Eq Sched. D C $4.0M PY2024
- Mercer Active Long Corporate Fixed Sched. D C $28.6M PY2024
- Mercer Ultra Long Duration Portfoli Sched. D C $2.7M PY2024
- Mercer Active Intermediate Credit F Sched. D C $36.8M PY2024
- Mercer Opportunistic Fixed Income Sched. D C $2.5M PY2024
- Mercer US Small/mid Cap Equity Port Sched. D C $701,597 PY2024
- Mercer codes 11 PY2024
- Mercer Investment Management codes 51 52 $256,175 PY2023
- US Bank codes 21 $15,654 PY2023
- Mercer Global Low Volatility Equity Sched. D C $1.3M PY2023
- Mercer US Small/mid Cap Equity Port Sched. D C $1.1M PY2023
- Mercer Non-Us Core Equity Portfolio Sched. D C $2.9M PY2023
- Mercer Passive Long Govt Fixed Inco Sched. D C $29.4M PY2023
- Mercer Emerging Markets Equity Port Sched. D C $1.6M PY2023
- Mercer US Large Cap Core Passive Eq Sched. D C $3.7M PY2023
- Mercer Active Long Corporate Fixed Sched. D C $21.0M PY2023
- Mercer Ultra Long Duration Portfoli Sched. D C $2.9M PY2023
- Mercer Active Intermediate Credit F Sched. D C $38.7M PY2023
- Mercer codes 11 PY2023
- Mercer Investment Management codes 51 52 $280,207 PY2022
- US Bank codes 21 $21,667 PY2022
- Mercer US Small/mid Cap Equity Port Sched. D C $1.7M PY2022
- Mercer Non-Us Core Equity Portfolio Sched. D C $4.0M PY2022
- Mercer Passive Long Govt Fixed Inco Sched. D C $20.0M PY2022
- Mercer Emerging Markets Equity Port Sched. D C $2.4M PY2022
- Mercer Global Low Volatility Equity Sched. D C $2.1M PY2022
- Mercer US Large Cap Core Passive Eq Sched. D C $6.5M PY2022
- Mercer Active Long Corporate Fixed Sched. D C $26.8M PY2022
- Mercer Ultra Long Duration Portfoli Sched. D C $3.0M PY2022
- Mercer Active Intermediate Credit F Sched. D C $22.4M PY2022
- Mercer Opportunistic Fixed Income P Sched. D C $1.9M PY2022
- Mercer codes 11 PY2022
What changed
3 events
- Jan 1, 2024Funded status changedClark Equipment Company Retirement Plan (plan 50) funded ratio 80.1% -> 87.9% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedClark Equipment Company Retirement Plan (plan 50) funded ratio 104.1% -> 80.1% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedClark Equipment Company Retirement Plan (plan 50) plan assets $130M -> $103M (-21.1%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 380425350-050
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.