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
Tforce Freight Pension Plan
Corporate pensionDallas, TX
Assets
$238M
Total assets, Dec 31, 2024 reported
Funded
94.6%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
24
none on the tape
Plan sponsor: Tforce Holdings USA, Inc.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 0.2%
- Common/collective trusts 82.4%
Consultants and advisers
2 firms
- Bank of New York Mellon 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 2023
Commitments
24 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 Passive Long Credit Fixed incollective trust | Mercer Trust Company LLC | Private credit | $58.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Mercer Passive Long Government Fixecollective trust | Mercer Trust Company LLC | Pooled vehicles | $38.5M 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 | $47.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Mercer Non-Us Core Equity Portfoliocollective trust | Mercer Trust Company LLC | Public equity | $21.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Mercer Emerging Markets Equity Portcollective trust | Mercer Trust Company LLC | Public equity | $9.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Mercer Global Low Volatility Equitycollective trust | Mercer Trust Company LLC | Public equity | $3.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Mercer Opportunistic Fixed Incomecollective trust | Mercer Trust Company LLC | Hedge / diversifiers | $9.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Mercer US Small/mid Cap Equity Portcollective trust | Mercer Trust Company LLC | Public equity | $7.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Mercer Passive Long Credit Fixed incollective trust | Mercer Trust Company LLC | Private credit | $50.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Mercer Passive Long Government Fixecollective trust | Mercer Trust Company LLC | Pooled vehicles | $31.4M 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 | $27.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Mercer Non-Us Core Equity Portfoliocollective trust | Mercer Trust Company LLC | Public equity | $22.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Mercer Emerging Markets Equity Portcollective trust | Mercer Trust Company LLC | Public equity | $11.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Mercer Global Low Volatility Equitycollective trust | Mercer Trust Company LLC | Public equity | $10.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Mercer Opportunistic Fixed Incomecollective trust | Mercer Trust Company LLC | Hedge / diversifiers | $8.8M 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 | $8.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Mercer Passive Long Credit Fixed incollective trust | Mercer Trust Company LLC | Private credit | $46.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Mercer Passive Long Government Fixecollective trust | Mercer Trust Company LLC | Pooled vehicles | $30.4M 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 | $25.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Mercer Non-Us Core Equity Portfoliocollective trust | Mercer Trust Company LLC | Public equity | $16.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Mercer Emerging Markets Equity Portcollective trust | Mercer Trust Company LLC | Public equity | $11.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Mercer Global Low Volatility Equitycollective trust | Mercer Trust Company LLC | Public equity | $10.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Mercer Opportunistic Fixed Incomecollective trust | Mercer Trust Company LLC | Hedge / diversifiers | $7.8M 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 | $6.8M held | Disclosed holding | askebsa.dol.gov |
Size and funding
32 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 | 9,123 | $182M | $186M | 94.6% | $238M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 9,235 | $156M | $115M | 148.4% | $182M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 9,190 | $75.8M | $37.6M | 201.6% | $156M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Telus Health (US) Ltd codes 14 50 $647,076 PY2024
- Mercer Investments LLC codes 28 51 52 $159,097 PY2024
- Bank of New York Melon codes 21 50 $150,000 PY2024
- Mercer US LLC codes 11 17 50 $60,000 PY2024
- Pricewaterhousecoopers LLP codes 10 50 $15,750 PY2024
- Smith, Gabrell & Russell, LLP codes 29 50 $10,305 PY2024
- Mercer Opportunistic Fixed Income P Sched. D C $9.4M PY2024
- Mercer US Small/mid Cap Equity Port Sched. D C $7.6M PY2024
- Mercer Non-Us Core Equity Portfolio Sched. D C $21.7M PY2024
- Mercer Passive Long Credit Fixed in Sched. D C $58.2M PY2024
- Mercer Passive Long Government Fixe Sched. D C $38.5M PY2024
- Mercer US Large Cap Core Passive Eq Sched. D C $47.7M PY2024
- Mercer Emerging Markets Equity Port Sched. D C $9.3M PY2024
- Mercer Global Low Volatility Equity Sched. D C $3.7M PY2024
- Mercer codes 11 PY2024
- Telus Health (US) Ltd codes 14 50 $289,209 PY2023
- Mercer Investments LLC codes 28 51 52 $157,880 PY2023
- Bank of New York Melon codes 21 50 $150,000 PY2023
- Mercer US LLC codes 11 17 50 $60,000 PY2023
- Mercer Passive Long Credit Fixed in Sched. D C $50.8M PY2023
- Mercer Passive Long Government Fixe Sched. D C $31.4M PY2023
- Mercer US Large Cap Core Passive Eq Sched. D C $27.9M PY2023
- Mercer Non-Us Core Equity Portfolio Sched. D C $22.4M PY2023
- Mercer Emerging Markets Equity Port Sched. D C $11.6M PY2023
- Mercer Global Low Volatility Equity Sched. D C $10.3M PY2023
- Mercer Opportunistic Fixed Income P Sched. D C $8.8M PY2023
- Mercer US Small/mid Cap Equity Port Sched. D C $8.6M PY2023
- Mercer codes 11 PY2023
- Bank of New York Melon codes 21 50 $187,500 PY2022
- Mercer US LLC codes 11 17 50 $95,000 PY2022
- Mercer US Large Cap Core Passive Eq Sched. D C $25.9M PY2022
- Mercer Non-Us Core Equity Portfolio Sched. D C $16.7M PY2022
- Mercer Emerging Markets Equity Port Sched. D C $11.1M PY2022
- Mercer Global Low Volatility Equity Sched. D C $10.6M PY2022
- Mercer Opportunistic Fixed Income P Sched. D C $7.8M PY2022
- Mercer US Small/mid Cap Equity Port Sched. D C $6.8M PY2022
- Mercer Passive Long Credit Fixed in Sched. D C $46.1M PY2022
- Mercer Passive Long Government Fixe Sched. D C $30.4M PY2022
- Mercer codes 11 PY2022
What changed
6 events
- Dec 31, 2024Assets changedTforce Freight Pension Plan total assets $182M -> $238M (+30.4%, 2023-12-31 to 2024-12-31)
- Jan 1, 2024Funded status changedTforce Freight Pension Plan funded ratio 148.4% -> 94.6% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedTforce Freight Pension Plan plan assets $156M -> $182M (+17.1%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Assets changedTforce Freight Pension Plan total assets $156M -> $182M (+17.2%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedTforce Freight Pension Plan funded ratio 201.6% -> 148.4% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedTforce Freight Pension Plan plan assets $76M -> $156M (+105.3%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 331221977-003
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.