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

Toyota Motor Sales, U.S.A., Inc. Pension Plan

Corporate pensionPlano, TX
Assets
$4.6B
Total assets, Dec 31, 2024 reported
Funded
111.8%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
31
1 managers on Schedule C
Plan sponsor: Toyota Motor North America, Inc.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 0.4%
  • Corporate debt instruments (other) 38.4%
  • Corporate debt instruments (preferred) 1.5%
  • U.S. Government securities 31.1%
  • Other investments 3.4%
  • Partnership/joint venture interests 8.7%
  • 103-12 investment entities 4.0%
  • Common/collective trusts 3.1%
  • Registered investment companies 4.0%
  • Common stock 3.8%
Consultants and advisers
3 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
2 managers on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)
Commitments
31 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024NT Collective Short Term Investmentcollective trustNorthern Trust Collective Eafe IndeCash$83.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Adams Street Ptnshp Fd 2010 US Fund103 12 ieAdams Street Partners LLCPooled vehicles$16.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Adams Street 2011 US Fund LP103 12 ieAdams Street Partners LLCPooled vehicles$17.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Adams Street 2012 Global Fund LP103 12 ieAdams Street Partners LLCPooled vehicles$24.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Adams Street Gl Op Secondary Fds103 12 ieAdams Street Partners LLCPrivate equity$17.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Adams Street 2013 Global Fund LP103 12 ieAdams Street Partners LLCPooled vehicles$30.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Adams Street 2015 Global Fund103 12 ieAdams Street Partners LLCPooled vehicles$40.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Adams Street 2016 Global Fund LP103 12 ieAdams Street Partners LLCPooled vehicles$38.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024MFS International Growth Fundcollective trustMFS Heritage Trust CompanyPooled vehicles$59.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023NT Collective Short Term Investmentcollective trustNorthern Trust Collective Eafe IndeCash$75.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Adams Street Ptnshp Fd 2010 US Fund103 12 ieAdams Street Partners LLCPooled vehicles$19.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Adams Street 2011 US Fund LP103 12 ieAdams Street Partners LLCPooled vehicles$20.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Adams Street 2012 Global Fund LP103 12 ieAdams Street Partners LLCPooled vehicles$26.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Adams Street Gl Op Secondary Fds103 12 ieAdams Street Partners LLCPrivate equity$19.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Adams Street 2013 Global Fund LP103 12 ieAdams Street Partners LLCPooled vehicles$33.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Adams Street 2015 Global Fund103 12 ieAdams Street Partners LLCPooled vehicles$41.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Adams Street 2016 Global Fund LP103 12 ieAdams Street Partners LLCPooled vehicles$41.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023MFS International Growth Fundcollective trustMFS Heritage Trust CompanyPooled vehicles$237M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Harding Loevner Collective Investmecollective trustGlobal Trust CompanyPooled vehicles$197M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022NT Collective Short Term Investmentcollective trustNorthern Trust Collective Eafe IndeCash$68.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Adams Street Ptnshp Fd 2010 US Fund103 12 ieAdams Street Partners LLCPooled vehicles$23.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Adams Street 2011 US Fund LP103 12 ieAdams Street Partners LLCPooled vehicles$25.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Adams Street 2012 Global Fund LP103 12 ieAdams Street Partners LLCPooled vehicles$31.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Adams Street Gl Op Secondary Fds103 12 ieAdams Street Partners LLCPrivate equity$22.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Adams Street 2013 Global Fund LP103 12 ieAdams Street Partners LLCPooled vehicles$40.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Adams Street 2015 Global Fund103 12 ieAdams Street Partners LLCPooled vehicles$47.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Adams Street 2016 Global Fund LP103 12 ieAdams Street Partners LLCPooled vehicles$42.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Gstco Enhanced Large Cap Fundcollective trustGoldman Sachs Trust CompanyPublic equity$219M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022MFS International Growth Fundcollective trustMFS Heritage Trust CompanyPooled vehicles$205M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Harding Loevner Collective Investmecollective trustGlobal Trust CompanyPooled vehicles$170M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Schroder Collective Investment Truscollective trustSchroder Investment Management North America Inc.Pooled vehicles$147M heldDisclosed holdingaskebsa.dol.gov
Size and funding
30 readings
Total assets
$4.6B Dec 31, 2024 reported Form 5500
$4.9B (2023-12) · $4.5B (2022-12)
Plan assets
$4.7B Jan 1, 2024 reported Form 5500
$4.4B (2023-01) · $5.5B (2022-01)
Net assets
$4.5B Dec 31, 2024 reported Form 5500
$4.7B (2023-12) · $4.4B (2022-12)
Funded ratio
111.8% Jan 1, 2024 reported Form 5500
115.1% (2023-01) · 127.0% (2022-01)
Funding target
$3.3B Jan 1, 2024 reported Form 5500
$3.1B (2023-01) · $2.9B (2022-01)
Discount rate
5.27% Jan 1, 2024 reported Form 5500
5.37% (2023-01) · 5.55% (2022-01)
Participants
14,404 Jan 1, 2024 reported Form 5500
13,542 (2023-01) · 13,671 (2022-01)
Benefits paid
$137M Dec 31, 2024 reported Form 5500
$123M (2023-12) · $114M (2022-12)
Net investment income
$-223M Dec 31, 2024 reported Form 5500
$266M (2023-12) · $-1.1B (2022-12)
Investment management fees
$7.4M Dec 31, 2024 reported Form 5500
$7.5M (2023-12) · $8.4M (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 202414,404$4.7B$3.3B111.8%$4.6B$403Mn/an/a
2023 to Dec 31, 202313,542$4.4B$3.1B115.1%$4.9B$467Mn/an/a
2022 to Dec 31, 202213,671$5.5B$2.9B127.0%$4.5B$535Mn/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
9 events
  • Dec 31, 2024Holding endedinference
    Toyota Motor Sales, U.S.A., Inc. Pension Plan no longer reports Harding Loevner Collective Investme (last held $197M at 2023-12-31; absent from the 2024-12-31 filing)
    with Harding Loevner Collective Investmeaskebsa.dol.gov
  • Jan 1, 2024Funded status changed
    Toyota Motor Sales, U.S.A., Inc. Pension Plan funded ratio 115.1% -> 111.8% (2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Dec 31, 2023Holding endedinference
    Toyota Motor Sales, U.S.A., Inc. Pension Plan no longer reports Schroder Collective Investment Trus (last held $147M at 2022-12-31; absent from the 2023-12-31 filing)
    with Schroder Collective Investment Trusaskebsa.dol.gov
  • Dec 31, 2023Holding endedinference
    Toyota Motor Sales, U.S.A., Inc. Pension Plan no longer reports Gstco Enhanced Large Cap Fund (Goldman Sachs Trust Company) (last held $219M at 2022-12-31; absent from the 2023-12-31 filing)
    with Goldman Sachs Trust Companyaskebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    Boston Partners no longer appears on Toyota Motor Sales, U.S.A., Inc. Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with Boston Partnersaskebsa.dol.gov
  • Dec 31, 2023Manager relationship started
    Boston Partners Global Investors appears on Toyota Motor Sales, U.S.A., Inc. Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with The Boston Companyaskebsa.dol.gov
  • Dec 31, 2023Consultant changedinference
    Callan LLC no longer appears on Toyota Motor Sales, U.S.A., Inc. Pension Plan's Schedule C as pension consultant (plan year 2023 vs 2022)
    with Callan LLCaskebsa.dol.gov
  • Jan 1, 2023Funded status changed
    Toyota Motor Sales, U.S.A., Inc. Pension Plan funded ratio 127.0% -> 115.1% (2022-01-01 to 2023-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    Toyota Motor Sales, U.S.A., Inc. Pension Plan plan assets $5.5B -> $4.4B (-20.4%, 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 953141669-003
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.