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 Core Passive Fixed Income

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

distinct allocators on the tape

Rows

across successive reports

Held, latest filings

$268M

one row per plan

Latest

Dec 31, 2024

effective date

Plans holding an interest

7 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 7), never a fund size.

Allocator	Disclosed	State	Approved	Closed	Reported
Dometic Corporation Pension Plan	n/a	held	-	-	Dec 31, 2022
Mativ Holdings, Inc. Pension Plan	n/a	held	-	-	Dec 31, 2023
OAK Ridge Reservation Cleanup Contract Pension Plan for Grandfathered Employees	n/a	held	-	-	Dec 31, 2023
Pension Plan for Eligible Employees of Suburban Propane L.P. and Subsidiaries	n/a	held	-	-	Dec 31, 2024
Pension Plan for Employees of the Govt of Canada Locally Engaged in the Usa-Qualified Pension Plan	n/a	held	-	-	Mar 31, 2023
Schaeffler Group USA Inc. Pension Plan	n/a	held	-	-	Sep 30, 2023
The Consol Energy Inc. Employee Retirement Plan	n/a	held	-	-	Dec 31, 2024

Every row

13 rows

Date	Allocator	Fund	Bucket	Amount	Status	Source
as of Dec 31, 2024	Pension Plan for Eligible Employees of Suburban Propane L.P. and Subsidiaries	Mercer Core Passive Fixed Incomecollective trust	Fixed income	$8.6M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	The Consol Energy Inc. Employee Retirement Plan	Mercer Core Passive Fixed Incomecollective trust	Fixed income	$87.3M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	OAK Ridge Reservation Cleanup Contract Pension Plan for Grandfathered Employees	Mercer Core Passive Fixed Incomecollective trust	Fixed income	$48.0M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	The Consol Energy Inc. Employee Retirement Plan	Mercer Core Passive Fixed Incomecollective trust	Fixed income	$91.7M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Mativ Holdings, Inc. Pension Plan	Mercer Core Passive Fixed Incomecollective trust	Fixed income	$33.5M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Pension Plan for Eligible Employees of Suburban Propane L.P. and Subsidiaries	Mercer Core Passive Fixed Incomecollective trust	Fixed income	$9.3M held	Disclosed holding	askebsa.dol.gov
as of Sep 30, 2023	Schaeffler Group USA Inc. Pension Plan	Mercer Core Passive Fixed Incomecollective trust	Fixed income	$43.3M held	Disclosed holding	askebsa.dol.gov
as of Mar 31, 2023	Pension Plan for Employees of the Govt of Canada Locally Engaged in the Usa-Qualified Pension Plan	Mercer Core Passive Fixed Incomecollective trust	Fixed income	$46.6M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	The Consol Energy Inc. Employee Retirement Plan	Mercer Core Passive Fixed Incomecollective trust	Fixed income	$66.0M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Mativ Holdings, Inc. Pension Plan	Mercer Core Passive Fixed Incomecollective trust	Fixed income	$14.7M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Dometic Corporation Pension Plan	Mercer Core Passive Fixed Incomecollective trust	Fixed income	$1.1M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	OAK Ridge Reservation Cleanup Contract Pension Plan for Grandfathered Employees	Mercer Core Passive Fixed Incomecollective trust	Fixed income	$45.6M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Pension Plan for Eligible Employees of Suburban Propane L.P. and Subsidiaries	Mercer Core Passive Fixed Incomecollective trust	Fixed income	$10.1M held	Disclosed holding	askebsa.dol.gov

What changed

Sep 30, 2025Holding endedinferenceSchaeffler Group USA Inc. Pension Plan
Schaeffler Group USA Inc. Pension Plan no longer reports Mercer Core Passive Fixed Income (last held $43M at 2023-09-30; absent from the 2025-09-30 filing)
with Mercer Core Passive Fixed Incomeaskebsa.dol.gov
Dec 31, 2024Holding endedinferenceOAK Ridge Reservation Cleanup Contract Pension Plan for Grandfathered Employees
OAK Ridge Reservation Cleanup Contract Pension Plan for Grandfathered Employees no longer reports Mercer Core Passive Fixed Income (last held $48M at 2023-12-31; absent from the 2024-12-31 filing)
with Mercer Core Passive Fixed Incomeaskebsa.dol.gov
Dec 31, 2024Holding endedinferenceMativ Holdings, Inc. Pension Plan
Mativ Holdings, Inc. Pension Plan no longer reports Mercer Core Passive Fixed Income (last held $34M at 2023-12-31; absent from the 2024-12-31 filing)
with Mercer Core Passive Fixed Incomeaskebsa.dol.gov
Mar 31, 2024Holding endedinferencePension Plan for Employees of the Govt of Canada Locally Engaged in the Usa-Qualified Pension Plan
Pension Plan for Employees of the Govt of Canada Locally Engaged in the Usa-Qualified Pension Plan no longer reports Mercer Core Passive Fixed Income (last held $47M at 2023-03-31; absent from the 2024-03-31 filing)
with Mercer Core Passive Fixed Incomeaskebsa.dol.gov
Dec 31, 2023Holding endedinferenceDometic Corporation Pension Plan
Dometic Corporation Pension Plan no longer reports Mercer Core Passive Fixed Income (last held $1M at 2022-12-31; absent from the 2023-12-31 filing)
with Mercer Core Passive Fixed Incomeaskebsa.dol.gov