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

Univar Solutions Retirement Plan

Corporate pensionDowners Grove, IL
Assets
$353M
Total assets, Dec 31, 2024 reported
Funded
93.4%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
34
none on the tape
Plan sponsor: Univar Solutions USA LLC.
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 99.0%
  • Registered investment companies 0.3%
Consultants and advisers
3 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
34 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 US Large Cap Core Passive Eqcollective trustMercer Trust Company LLCPublic equity$78.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Mercer Ultra Long Duration Portfolicollective trustMercer Trust Company LLCFixed income$14.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Mercer US Small/mid Cap Equity Portcollective trustMercer Trust Company LLCPublic equity$12.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Mercer Erisa Hedge Fund Investorscollective trustMercer Trust Company LLCHedge / diversifiers$27.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Mercer Non-Us Core Equity Portfoliocollective trustMercer Trust Company LLCPublic equity$34.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Mercer Emerging Markets Equity Portcollective trustMercer Trust Company LLCPublic equity$15.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Mercer Global Low Volatility Equitycollective trustMercer Trust Company LLCPublic equity$6.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Mercer Active Long Corporate Fixedcollective trustMercer Trust Company LLCFixed income$77.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Mercer Long Strips Fixed Incomecollective trustMercer Trust Company LLCFixed income$41.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Mercer Opportunistic Fixed Incomecollective trustMercer Trust Company LLCHedge / diversifiers$22.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Mercer US Core Real Estate Portfolicollective trustMercer Trust Company LLCReal estate$19.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Mercer US Core Real Estate Portfolicollective trustMercer Trust Company LLCReal estate$19.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Mercer US Large Cap Core Passive Eqcollective trustMercer Trust Company LLCPublic equity$53.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Mercer Ultra Long Duration Portfolicollective trustMercer Trust Company LLCFixed income$19.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Mercer US Small/mid Cap Equity Portcollective trustMercer Trust Company LLCPublic equity$16.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Mercer Erisa Hedge Fund Investorscollective trustMercer Trust Company LLCHedge / diversifiers$24.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Mercer Non-Us Core Equity Portfoliocollective trustMercer Trust Company LLCPublic equity$42.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Mercer Emerging Markets Equity Portcollective trustMercer Trust Company LLCPublic equity$22.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Mercer Global Low Volatility Equitycollective trustMercer Trust Company LLCPublic equity$19.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Mercer Active Long Corporate Fixedcollective trustMercer Trust Company LLCFixed income$82.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Mercer Long Strips Fixed Incomecollective trustMercer Trust Company LLCFixed income$48.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Mercer Opportunistic Fixed Incomecollective trustMercer Trust Company LLCHedge / diversifiers$21.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Mercer US Large Cap Core Passive Eqcollective trustMercer Trust Company LLCPublic equity$53.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Mercer US Small/mid Cap Equity Portcollective trustMercer Trust Company LLCPublic equity$13.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Mercer Erisa Hedge Fund Investorscollective trustMercer Trust Company LLCHedge / diversifiers$27.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Mercer Non-Us Core Equity Portfoliocollective trustMercer Trust Company LLCPublic equity$32.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Mercer Emerging Markets Equity Portcollective trustMercer Trust Company LLCPublic equity$19.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Mercer Global Low Volatility Equitycollective trustMercer Trust Company LLCPublic equity$17.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Mercer Active Long Corporate Fixedcollective trustMercer Trust Company LLCFixed income$77.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Mercer Long Strips Fixed Incomecollective trustMercer Trust Company LLCFixed income$32.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Mercer Opportunistic Fixed Incomecollective trustMercer Trust Company LLCHedge / diversifiers$15.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Mercer US Core Real Estate Portfolicollective trustMercer Trust Company LLCReal estate$30.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Mercer Passive Long Government Fixecollective trustMercer Trust Company LLCPooled vehicles$26.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Mercer Ultra Long Duration Portfolicollective trustMercer Trust Company LLCFixed income$4.2M heldDisclosed holdingaskebsa.dol.gov
Size and funding
33 readings
Total assets
$353M Dec 31, 2024 reported Form 5500
$372M (2023-12) · $365M (2022-12)
Plan assets
$372M Jan 1, 2024 reported Form 5500
$364M (2023-01) · $570M (2022-01)
Net assets
$353M Dec 31, 2024 reported Form 5500
$372M (2023-12) · $364M (2022-12)
Funded ratio
93.4% Jan 1, 2024 reported Form 5500
88.5% (2023-01) · 108.4% (2022-01)
Funding target
$432M Jan 1, 2024 reported Form 5500
$438M (2023-01) · $505M (2022-01)
Discount rate
5.08% Jan 1, 2024 reported Form 5500
5.20% (2023-01) · 5.37% (2022-01)
Participants
2,373 Jan 1, 2024 reported Form 5500
2,396 (2023-01) · 3,146 (2022-01)
Contributions
$0 Dec 31, 2024 reported Form 5500
$0 (2023-12) · $12.3M (2022-12)
Benefits paid
$28.3M Dec 31, 2024 reported Form 5500
$27.8M (2023-12) · $99.9M (2022-12)
Net investment income
$-18.7M Dec 31, 2024 reported Form 5500
$7.5M (2023-12) · $-206M (2022-12)
Investment management fees
$451,150 Dec 31, 2024 reported Form 5500
$446,943 (2023-12) · $608,061 (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 20242,373$372M$432M93.4%$353Mn/an/an/a
2023 to Dec 31, 20232,396$364M$438M88.5%$372Mn/an/an/a
2022 to Dec 31, 20223,146$570M$505M108.4%$365Mn/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Mercer Investment LLC codes 28 50 $451,150 PY2024
  • Fidelity Invest Inst Operations codes 15 50 $234,771 PY2024
  • AON Consulting, Inc. codes 16 50 $101,702 PY2024
  • BMO Harris Bank N.A. codes 21 50 $31,700 PY2024
  • Clark Nuber P.S. codes 10 50 $22,728 PY2024
  • Mercer US Large Cap Core Passive Eq Sched. D C $78.3M PY2024
  • Ulta Long Duration Portfolio Sched. D C $14.1M PY2024
  • Mercer US Small/mid Cap Equity Port Sched. D C $12.9M PY2024
  • Mercer Erisa Hedge Fund Sched. D C $27.2M PY2024
  • Mercer Non-Us Core Equity Portfolio Sched. D C $34.9M PY2024
  • Mercer Global Low Volatility Equity Sched. D C $6.3M PY2024
  • Mercer Active Long Corporate Fixed Sched. D C $77.1M PY2024
  • Mercer Long Strips Fixed Income Sched. D C $41.8M PY2024
  • Mercer Opportunistic Fixed Income Sched. D C $22.0M PY2024
  • Mercer US Core Real Estate Portfoli Sched. D C $19.3M PY2024
  • Mercer Emerging Markets Equity Port Sched. D C $15.7M PY2024
  • AON Consulting, Inc. codes 11 PY2024
  • Mercer Investment LLC codes 28 50 $446,943 PY2023
  • Fidelity Invest Inst Operations codes 15 50 $364,064 PY2023
  • AON Consulting, Inc. codes 16 50 $134,984 PY2023
  • Clark Nuber P.S. codes 10 50 $32,390 PY2023
  • BMO Harris Bank N.A. codes 21 50 $32,105 PY2023
  • Seyfarth Shaw LLP codes 29 50 $9,729 PY2023
  • Ulta Long Duration Portfolio Sched. D C $19.0M PY2023
  • Mercer US Small/mid Cap Equity Port Sched. D C $16.2M PY2023
  • Mercer Erisa Hedge Fund Sched. D C $24.1M PY2023
  • Mercer Non-Us Core Equity Portfolio Sched. D C $42.1M PY2023
  • Mercer Emerging Markets Equity Port Sched. D C $22.5M PY2023
  • Mercer Global Low Volatility Equity Sched. D C $19.2M PY2023
  • Mercer Long Strips Fixed Income Sched. D C $48.7M PY2023
  • Mercer Opportunistic Fixed Income Sched. D C $21.8M PY2023
  • Mercer US Core Real Estate Portfoli Sched. D C $19.5M PY2023
  • Mercer Passive Long Government Fixe Sched. D C PY2023
  • Mercer US Large Cap Core Passive Eq Sched. D C $53.3M PY2023
  • Mercer Active Long Corporate Fixed Sched. D C $82.2M PY2023
  • AON Consulting, Inc. codes 11 PY2023
  • Mercer Investment LLC codes 28 50 $572,183 PY2022
  • Fidelity Invest Inst Operations codes 15 50 $293,457 PY2022
  • AON Consulting, Inc. codes 16 50 $275,490 PY2022
  • Seyfarth Shaw LLP codes 29 50 $40,256 PY2022
  • BMO Harris Bank N.A. codes 21 50 $35,878 PY2022
  • Clark Nuber P.S. codes 10 50 $31,900 PY2022
  • Mercer US Large Cap Core Passive Eq Sched. D C $53.4M PY2022
  • AEW Global Properties Trust Fund Sched. D C PY2022
  • Mercer US Small/mid Cap Equity Port Sched. D C $13.4M PY2022
  • Mercer Erisa Hedge Fund Sched. D C $27.8M PY2022
  • Mercer Non-Us Core Equity Portfolio Sched. D C $32.7M PY2022
  • Mercer Emerging Markets Equity Port Sched. D C $19.5M PY2022
  • Mercer Global Low Volatility Equity Sched. D C $17.2M PY2022
  • Mercer Active Long Corporate Fixed Sched. D C $77.1M PY2022
  • Mercer Long Strips Fixed Income Sched. D C $32.6M PY2022
  • Mercer Opportunistic Fixed Income Sched. D C $15.6M PY2022
  • Mercer US Core Real Estate Portfoli Sched. D C $30.3M PY2022
  • Mercer Passive Long Government Fixe Sched. D C $26.7M PY2022
  • Ulta Long Duration Portfolio Sched. D C $4.2M PY2022
  • AON Consulting, Inc. codes 11 PY2022
What changed
4 events
  • Jan 1, 2024Funded status changed
    Univar Solutions Retirement Plan funded ratio 88.5% -> 93.4% (2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Dec 31, 2023Holding endedinference
    Univar Solutions Retirement Plan no longer reports Mercer Passive Long Government Fixe (last held $27M at 2022-12-31; absent from the 2023-12-31 filing)
    with Mercer Passive Long Government Fixeaskebsa.dol.gov
  • Jan 1, 2023Funded status changed
    Univar Solutions Retirement Plan funded ratio 108.4% -> 88.5% (2022-01-01 to 2023-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    Univar Solutions Retirement Plan plan assets $570M -> $364M (-36.2%, 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 911347935-001
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.