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AllocatorsPlancorporate pension<100m

Commerzbank Aktiengesellschaft Pension Plan for United States Branches

Allocators

NEW York, NY

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Search this name across graphsid dfx:al:65c2fcab-e307-486f-93d9-18528c55a551

Data as of Sep 15, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 19, 2026, 12:27 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 4
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: $67.3Mlatest reading; see basis
Assets as of: Dec 31, 2024
Assets basis: REPORTED
Funded ratio: 112%
Participants: 673
Commitments: 16with an amount; holdings are counted apart
Managers: 2
Funds: 6
Re-ups: 0
First-time managers: 0
Latest commitment: Dec 31, 2024
Consultants: 0
Private markets target, %: 0latest policy, percent of assets
Private equity target, %: 0latest policy, percent of assets
Latest policy: Dec 31, 2024
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

Vehicle	Manager	Bucket	Value	As of	Kind	Source
Fiam Interm Dur	Fidelity Investments	Pooled vehicle	$34.2M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Fiam Interm Dur	Fidelity Investments	Pooled vehicle	$32.3M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Fiam 8-10 Year Corporate Bond	Fidelity Investments	Fixed income	$28.2M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Fiam Interm Dur	Fidelity Investments	Pooled vehicle	$20.3M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Fiam 8-10 Year Corporate Bond	Fidelity Investments	Fixed income	$16.6M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Fiam 8-10 Year Corporate Bond	Fidelity Investments	Fixed income	$15.5M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Fiam Lng Corp a Pool	Fidelity Investments	Pooled vehicle	$11.6M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Fiam Lng Corp a Pool	Fidelity Investments	Pooled vehicle	$6.7M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Fiam Lng Corp a Pool	Fidelity Investments	Pooled vehicle	$5.2M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Spartan Total Market Index Pool	n/a	Pooled vehicle	$2.9M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Spartan Total Market Index Pool	n/a	Pooled vehicle	$2.5M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Spartan Total Market Index Pool	n/a	Pooled vehicle	$2.2M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Fiam Credit Commingled Pool	Fidelity Institutional Asset Mgmt	Private credit	$2.2M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Spartan Global Ex US Index Pool	n/a	Pooled vehicle	$1.3M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Spartan Global Ex US Index Pool	n/a	Pooled vehicle	$1.3M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Spartan Global Ex US Index Pool	n/a	Pooled vehicle	$1.3M	Dec 31, 2022	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; 8 rows folded into 2

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Common/collective trusts	n/a	n/a	n/a	99	$66.4M	Dec 31, 2024	Derived
Registered investment companies	n/a	n/a	n/a	0	$298,558	Dec 31, 2024	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
FID Mgmt Trust Co	custodian	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
Buck Global, LLC	actuary	Jan 1, 2022	Dec 31, 2022	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
Fidelity Institutional Asset Mgmt T	Investment management	Jan 1, 2022	Dec 31, 2022	no	fact

Relationships

Sponsors (1)

← Commerzbank AktiengesellschaftPlan sponsorPlan sponsor
Jan 1, 2022 to presentfactForm 5500

Advised by (2)

→ FID Mgmt Trust CoInvestment consultantcustodian
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Buck Global, LLCInvestment consultantactuary
Jan 1, 2022 to Dec 31, 2022factForm 5500

Manages for (1)

← Fidelity Institutional Asset Mgmt TManager with allocator capitalInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500

Dated events

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

Occurred
Dec 31, 2023
Holding in a pooled vehicle ended
Commerzbank Aktiengesellschaft Pension Plan for United States Branches no longer reports Fiam Credit Commingled Pool (Fidelity Institutional Asset Mgmt) (last held $2M at 2022-12-31; absent from the 2023-12-31 filing)
Fidelity Institutional Asset Mgmt Form 5500observed 3 days ago
$2.2M

Show 3 bookkeeping events

Occurred
Jan 1, 2024
Commerzbank Aktiengesellschaft Pension Plan for United States Branches funded ratio 108.0% -> 111.5% (2023-01-01 to 2024-01-01)
Occurred
Jan 1, 2023
Commerzbank Aktiengesellschaft Pension Plan for United States Branches plan assets $94M -> $73M (-22.6%, 2022-01-01 to 2023-01-01)
Occurred
Jan 1, 2023
Commerzbank Aktiengesellschaft Pension Plan for United States Branches funded ratio 129.4% -> 108.0% (2022-01-01 to 2023-01-01)

Provenance

Graph: Allocators
Canonical id: dfx:al:65c2fcab-e307-486f-93d9-18528c55a551
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 3 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.