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AllocatorsPlancorporate pension100m-1b

Stolt-Nielsen US Pension Plan

Allocators

Houston, TX

This is the graph view. The full profile, with its team, deals and sources, is on Allocators.Open the full profile →

Search this name across graphsid dfx:al:41687341-8fcb-409b-b775-7002acb49488

Data as of Sep 15, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 21, 2026, 2:28 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 5
On other graphs: 0
Observed: Sep 15, 2026 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Total assets: $117Mlatest reading; see basis
Assets as of: Jun 30, 2025
Assets basis: REPORTED
Funded ratio: 82%
Participants: 790
Commitments: 29with an amount; holdings are counted apart
Managers: 1
Funds: 11
Re-ups: 0
First-time managers: 0
Latest commitment: Jun 30, 2025
Consultants: 0
Private markets target, %: 0latest policy, percent of assets
Private equity target, %: 0latest policy, percent of assets
Latest policy: Jun 30, 2025
People: 0

Holdings (a value, never a commitment)

a Schedule D plan interest or a 990-PF other investment: a value on a date, never an approval; showing 25 of 29

Vehicle	Manager	Bucket	Value	As of	Kind	Source
Mercer Active Long Corporate Fixed	Mercer (US) LLC	Fixed income	$59.1M	Jun 30, 2023	Collective trust	Dol form 5500 pension
Mercer Active Long Corporate Fixed	Mercer (US) LLC	Fixed income	$56.1M	Jun 30, 2024	Collective trust	Dol form 5500 pension
Mercer Active Long Corporate Fixed	Mercer (US) LLC	Fixed income	$55.3M	Jun 30, 2025	Collective trust	Dol form 5500 pension
Mercer Active Intermediate Credit F	Mercer (US) LLC	Private credit	$19.5M	Jun 30, 2023	Collective trust	Dol form 5500 pension
Mercer Passive Long Government Fixe	Mercer (US) LLC	Pooled vehicle	$14.5M	Jun 30, 2023	Collective trust	Dol form 5500 pension
Mercer Passive Long Government Fixe	Mercer (US) LLC	Pooled vehicle	$14.4M	Jun 30, 2024	Collective trust	Dol form 5500 pension
Mercer Active Intermediate Credit F	Mercer (US) LLC	Private credit	$14.2M	Jun 30, 2024	Collective trust	Dol form 5500 pension
Mercer Passive Long Government Fixe	Mercer (US) LLC	Pooled vehicle	$14.2M	Jun 30, 2025	Collective trust	Dol form 5500 pension
Mercer Active Intermediate Credit F	Mercer (US) LLC	Private credit	$13.8M	Jun 30, 2025	Collective trust	Dol form 5500 pension
Mercer US Large Cap Core Passive Eq	Mercer (US) LLC	Public equity	$9.8M	Jun 30, 2025	Collective trust	Dol form 5500 pension
Ssga Intermediate US Govt Bond Indx	Mercer (US) LLC	Fixed income	$7.1M	Jun 30, 2024	Collective trust	Dol form 5500 pension
Ssga Intermediate US Govt Bond Indx	Mercer (US) LLC	Fixed income	$6.9M	Jun 30, 2025	Collective trust	Dol form 5500 pension
Mercer US Large Cap Core Passive Eq	Mercer (US) LLC	Public equity	$6.3M	Jun 30, 2023	Collective trust	Dol form 5500 pension
Mercer Non-Us Core Equity Portfolio	Mercer (US) LLC	Public equity	$6.2M	Jun 30, 2023	Collective trust	Dol form 5500 pension
Mercer US Large Cap Core Passive Eq	Mercer (US) LLC	Public equity	$5.9M	Jun 30, 2024	Collective trust	Dol form 5500 pension
Mercer Non-Us Core Equity Portfolio	Mercer (US) LLC	Public equity	$5.9M	Jun 30, 2024	Collective trust	Dol form 5500 pension
Mercer Opportunistic Fixed Income	Mercer (US) LLC	Hedge diversifiers	$5.4M	Jun 30, 2025	Collective trust	Dol form 5500 pension
Mercer Ultra Long Duration Portfoli	Mercer (US) LLC	Fixed income	$4.5M	Jun 30, 2023	Collective trust	Dol form 5500 pension
Mercer Non-Us Core Equity Portfolio	Mercer (US) LLC	Public equity	$4.3M	Jun 30, 2025	Collective trust	Dol form 5500 pension
Mercer Global Low Volatility Equity	Mercer (US) LLC	Public equity	$4.3M	Jun 30, 2023	Collective trust	Dol form 5500 pension
Mercer Global Low Volatility Equity	Mercer (US) LLC	Public equity	$4.0M	Jun 30, 2024	Collective trust	Dol form 5500 pension
Mercer US Small/mid Cap Equity Port	Mercer (US) LLC	Public equity	$3.1M	Jun 30, 2023	Collective trust	Dol form 5500 pension
Mercer Emerging Markets Equity Port	Mercer (US) LLC	Public equity	$3.1M	Jun 30, 2023	Collective trust	Dol form 5500 pension
Mercer US Small/mid Cap Equity Port	Mercer (US) LLC	Public equity	$3.0M	Jun 30, 2024	Collective trust	Dol form 5500 pension
Mercer Emerging Markets Equity Port	Mercer (US) LLC	Public equity	$2.9M	Jun 30, 2024	Collective trust	Dol form 5500 pension

Policy targets, latest period

the latest period this plan published, every item quoted from its own report; a target is never an actual; 9 rows folded into 3

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Interest-bearing cash	n/a	n/a	n/a	1	$700,000	Jun 30, 2025	Derived
Common/collective trusts	n/a	n/a	n/a	98	$115M	Jun 30, 2025	Derived
Real estate (other than employer real property)	n/a	n/a	n/a	2	$2.1M	Jun 30, 2025	Derived

Consultants

Form 5500 Schedule C, Form ADV and the plan's own reports; a Schedule C relationship is current for 24 months after the plan year end

Consultant	Role	From	To	Current	Evidence	Source
Mercer	actuary	Jul 1, 2022	Jun 30, 2023	no	fact	Dol form 5500 pension
US Bank	trustee	Jul 1, 2022	Jun 30, 2023	no	fact	Dol form 5500 pension

Managers

managers this plan names on Schedule C or in its reports; a manager here is a reference node keyed to the private equity, venture and real estate fund graphs, never a new identity

Manager	Mandate	From	To	Current	Evidence
Mercer (US) LLC	n/a	Jun 30, 2023	n/a	yes	fact
Mercer	Investment management	Jul 1, 2022	Jun 30, 2023	no	fact

Relationships

Manages for (2)

← Mercer (US) LLCInvestment consultant
Jun 30, 2023 to presentfactForm 5500
← MercerInvestment consultantInvestment management
Jul 1, 2022 to Jun 30, 2023factForm 5500

Sponsors (1)

← Stolt-Nielsen USA Inc.Plan sponsorPlan sponsor
Jul 1, 2022 to presentfactForm 5500

Advised by (2)

→ MercerInvestment consultantactuary
Jul 1, 2022 to Jun 30, 2023factForm 5500
→ US BankInvestment consultanttrustee
Jul 1, 2022 to Jun 30, 2023factForm 5500

Dated events

2 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Jun 30, 2025
Holding in a pooled vehicle ended
Stolt-Nielsen US Pension Plan no longer reports Mercer Global Low Volatility Equity (last held $4M at 2024-06-30; absent from the 2025-06-30 filing)
Mercer Global Low Volatility Equity Form 5500observed 6 days ago
$4.0M
Occurred
Jun 30, 2025
Holding in a pooled vehicle started
Stolt-Nielsen US Pension Plan first reports an interest in Mercer Opportunistic Fixed Income: $5M at 2025-06-30
Mercer Opportunistic Fixed Income Form 5500observed 6 days ago
$5.4M
Occurred
Jun 30, 2024
Holding in a pooled vehicle started
Stolt-Nielsen US Pension Plan first reports an interest in Ssga Intermediate US Govt Bond Indx: $7M at 2024-06-30
Ssga Intermediate US Govt Bond Indx Form 5500observed 6 days ago
$7.1M

Show 2 bookkeeping events

Occurred
Jul 1, 2024
Stolt-Nielsen US Pension Plan funded ratio 91.6% -> 82.3% (2023-07-01 to 2024-07-01)
Occurred
Jul 1, 2023
Stolt-Nielsen US Pension Plan funded ratio 99.5% -> 91.6% (2022-07-01 to 2023-07-01)

Provenance

Graph: Allocators
Canonical id: dfx:al:41687341-8fcb-409b-b775-7002acb49488
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 5 days ago
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

Stolt-Nielsen US Pension Plan

Allocators

Houston, TX

This is the graph view. The full profile, with its team, deals and sources, is on Allocators.Open the full profile →

Search this name across graphsid dfx:al:41687341-8fcb-409b-b775-7002acb49488

Vehicle

Manager

Bucket

Value

As of

Kind

Source