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

Daimler Truck North America Uaw Pension Plan

Corporate pensionPortland, OR
Assets
$833M
Total assets, Dec 31, 2024 reported
Funded
94.9%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
1 managers on Schedule C
Plan sponsor: Daimler Truck North America
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Master trust investment accounts 95.8%
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)
Commitments
No fund commitments are on the tape for this allocator. The tape holds the plans that publish their own private-markets reports; a plan that publishes one and is not here is a gap we can close.
Size and funding
30 readings
Total assets
$833M Dec 31, 2024 reported Form 5500
$805M (2023-12) · $715M (2022-12)
Plan assets
$805M Jan 1, 2024 reported Form 5500
$716M (2023-01) · $929M (2022-01)
Net assets
$833M Dec 31, 2024 reported Form 5500
$805M (2023-12) · $715M (2022-12)
Funded ratio
94.9% Jan 1, 2024 reported Form 5500
94.7% (2023-01) · 115.6% (2022-01)
Funding target
$857M Jan 1, 2024 reported Form 5500
$798M (2023-01) · $735M (2022-01)
Discount rate
5.21% Jan 1, 2024 reported Form 5500
5.35% (2023-01) · 5.52% (2022-01)
Participants
11,230 Jan 1, 2024 reported Form 5500
10,196 (2023-01) · 9,069 (2022-01)
Contributions
$35.0M Dec 31, 2024 reported Form 5500
$55.0M (2023-12)
Benefits paid
$33.2M Dec 31, 2024 reported Form 5500
$29.7M (2023-12) · $27.4M (2022-12)
Net investment income
$28.2M Dec 31, 2024 reported Form 5500
$89.7M (2023-12) · $-217M (2022-12)
Investment management fees
$11,532 Dec 31, 2024 reported Form 5500
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 202411,230$805M$857M94.9%$833Mn/a$798Mn/a
2023 to Dec 31, 202310,196$716M$798M94.7%$805Mn/a$780Mn/a
2022 to Dec 31, 20229,069$929M$735M115.6%$715Mn/a$715Mn/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
5 events
  • Dec 31, 2024Manager relationship started
    State Street Global Advisors appears on Daimler Truck North America Uaw Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with State Street Global Advisorsaskebsa.dol.gov
  • Jan 1, 2024Assets changed
    Daimler Truck North America Uaw Pension Plan plan assets $716M -> $805M (+12.5%, 2023-01-01 to 2024-01-01)
  • Dec 31, 2023Assets changed
    Daimler Truck North America Uaw Pension Plan total assets $715M -> $805M (+12.6%, 2022-12-31 to 2023-12-31)
  • Jan 1, 2023Funded status changed
    Daimler Truck North America Uaw Pension Plan funded ratio 115.6% -> 94.7% (2022-01-01 to 2023-01-01)
  • Jan 1, 2023Assets changed
    Daimler Truck North America Uaw Pension Plan plan assets $929M -> $716M (-23.0%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 930790608-003
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.