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.

Fund

Mercer US Core Real Estate Portfoli

collective trust (Form 5500 Schedule D)

A direct filing entity on Form 5500. Each row is a plan’s interest in the vehicle at its plan year end as filed on Schedule D Part I, a holding value and never a commitment amount; the sponsor printed on the schedule is the manager when a node carries its EIN.

Public LPs
12
distinct allocators on the tape
Rows
28
across successive reports
Held, latest filings
$109M
one row per plan
Latest
Dec 31, 2025
effective date
Plans holding an interest
12 allocators

One line per allocator, folded across every filing, report and board record that names this vehicle, so an allocator that reported the same commitment in eight annual filings counts once. A line is closed only when a closing date exists; held means the allocator reports the position with no closing date on this graph. The dollars are what the allocators that print a number disclosed (0 of 12), never a fund size.

AllocatorDisclosedStateApprovedClosedReported
AIR Canada U.S. Pension Plann/aheld--Dec 31, 2025
Aleris Retirement Plan for Bargained Employeesn/aheld--Dec 31, 2024
American Bureau of Shipping Pension Plann/aheld--Dec 31, 2024
Employees Annuity Plan - Products (se)pipe Line Corporationn/aheld--Dec 31, 2024
Hitachi Energy USA Inc. Consolidated Pension Plann/aheld--Dec 31, 2024
ITG Cigars, Inc. Retirement Plann/aheld--Dec 31, 2024
Massachusetts Teachers Association Retirement Plann/aheld--Jun 30, 2025
Mercedes-Benz USA, LLC Pension Plann/aheld--Dec 31, 2024
PBF Energy Pension Plann/aheld--Dec 31, 2024
PMC Business Pension Plann/aheld--Dec 31, 2024
Retirement Plan for Employees of Cass Information Systems, Inc.n/aheld--Dec 31, 2022
The Rowan Pension Plann/aheld--Dec 31, 2024
Every row
28 rows
DateAllocatorFundBucketAmountVintageStatusSource
as of Dec 31, 2025AIR Canada U.S. Pension PlanMercer US Core Real Estate Portfolicollective trustReal estate$10.2M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025Massachusetts Teachers Association Retirement PlanMercer US Core Real Estate Portfolicollective trustReal estate$9.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Hitachi Energy USA Inc. Consolidated Pension PlanMercer US Core Real Estate Portfolicollective trustReal estate$1.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024ITG Cigars, Inc. Retirement PlanMercer US Core Real Estate Portfolicollective trustReal estate$2.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024American Bureau of Shipping Pension PlanMercer US Core Real Estate Portfolicollective trustReal estate$23.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Employees Annuity Plan - Products (se)pipe Line CorporationMercer US Core Real Estate Portfolicollective trustReal estate$668,437 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024PMC Business Pension PlanMercer US Core Real Estate Portfolicollective trustReal estate$3.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Aleris Retirement Plan for Bargained EmployeesMercer US Core Real Estate Portfolicollective trustReal estate$169,056 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Mercedes-Benz USA, LLC Pension PlanMercer US Core Real Estate Portfolicollective trustReal estate$25.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024The Rowan Pension PlanMercer US Core Real Estate Portfolicollective trustReal estate$10.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024AIR Canada U.S. Pension PlanMercer US Core Real Estate Portfolicollective trustReal estate$9.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024PBF Energy Pension PlanMercer US Core Real Estate Portfolicollective trustReal estate$18.8M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024Massachusetts Teachers Association Retirement PlanMercer US Core Real Estate Portfolicollective trustReal estate$9.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023PBF Energy Pension PlanMercer US Core Real Estate Portfolicollective trustReal estate$18.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Employees Annuity Plan - Products (se)pipe Line CorporationMercer US Core Real Estate Portfolicollective trustReal estate$711,737 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023American Bureau of Shipping Pension PlanMercer US Core Real Estate Portfolicollective trustReal estate$24.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023The Rowan Pension PlanMercer US Core Real Estate Portfolicollective trustReal estate$10.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Aleris Retirement Plan for Bargained EmployeesMercer US Core Real Estate Portfolicollective trustReal estate$172,570 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023ITG Cigars, Inc. Retirement PlanMercer US Core Real Estate Portfolicollective trustReal estate$2.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023AIR Canada U.S. Pension PlanMercer US Core Real Estate Portfolicollective trustReal estate$10.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023PMC Business Pension PlanMercer US Core Real Estate Portfolicollective trustReal estate$3.7M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023Massachusetts Teachers Association Retirement PlanMercer US Core Real Estate Portfolicollective trustReal estate$1.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Aleris Retirement Plan for Bargained EmployeesMercer US Core Real Estate Portfolicollective trustReal estate$192,929 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Retirement Plan for Employees of Cass Information Systems, Inc.Mercer US Core Real Estate Portfolicollective trustReal estate$3.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022The Rowan Pension PlanMercer US Core Real Estate Portfolicollective trustReal estate$12.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022PMC Business Pension PlanMercer US Core Real Estate Portfolicollective trustReal estate$623,664 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022PBF Energy Pension PlanMercer US Core Real Estate Portfolicollective trustReal estate$17.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Employees Annuity Plan - Products (se)pipe Line CorporationMercer US Core Real Estate Portfolicollective trustReal estate$804,214 heldDisclosed holdingaskebsa.dol.gov
What changed