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
American President Lines, LLC Retirement Account Plan
Corporate pensionNorfolk, VA
Assets
$59.3M
Total assets, Dec 31, 2024 reported
Funded
83.7%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: American President Lines, LLC
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Master trust investment accounts 100.0%
Consultants and advisers
3 firms
- Mercer Investments LLC Actuarythrough Dec 31, 2023 Form 5500
- US Bank Directed trusteethrough Dec 31, 2022 Form 5500
- Mercer Actuarythrough Dec 31, 2022 Form 5500
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
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
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 | 921 | $61.9M | $56.2M | 83.7% | $59.3M | n/a | $59.3M | n/a |
| 2023 to Dec 31, 2023 | 953 | $62.3M | $59.0M | 80.2% | $61.9M | n/a | $61.9M | n/a |
| 2022 to Dec 31, 2022 | 988 | $77.9M | $60.9M | 81.9% | $62.3M | n/a | $62.3M | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Mercer codes 11 65 $195,948 PY2024
- Cbiz CPAS P.C. codes 10 50 $54,391 PY2024
- US Bank Na codes 25 28 50 51 52 $41,725 PY2024
- Mtia for the Ret Plans of Apl Sched. D M $59.3M PY2024
- Mercer codes 11 PY2024
- Mercer codes 11 $51,594 PY2023
- Cbiz CPAS P.C. codes 10 50 $26,458 PY2023
- US Bank Na codes 25 28 50 51 52 $21,017 PY2023
- Mtia for the Ret Plans of Apl Sched. D M $61.9M PY2023
- Mercer codes 11 PY2023
- Mercer codes 28 51 52 $194,729 PY2022
- US Bank Na codes 25 28 50 51 52 $34,423 PY2022
- Cbiz codes 10 50 $5,534 PY2022
- Mtia for the Ret Plans of Apl Sched. D M $62.3M PY2022
- Mercer codes 11 PY2022
What changed
3 events
- Jan 1, 2024Funded status changedAmerican President Lines, LLC Retirement Account Plan funded ratio 80.2% -> 83.7% (2023-01-01 to 2024-01-01)
- Dec 31, 2023Manager relationship endedinferenceMercer no longer appears on American President Lines, LLC Retirement Account Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Mercer Investments LLCaskebsa.dol.gov
- Jan 1, 2023Assets changedAmerican President Lines, LLC Retirement Account Plan plan assets $78M -> $62M (-20.0%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 940434900-001
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.