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
AM General LLC Uaw Retirement Income Plan
Corporate pensionSouth Bend, IN
Assets
n/a
Total assets, Dec 31, 2024 reported
Funded
115.3%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2023
Commitments
0
none on the tape
Plan sponsor: AM General LLC
Allocation policy
Form 5500, as of Dec 31, 2023
Actual allocation lines without a target (as filed)
- Master trust investment accounts 100.0%
Consultants and advisers
2 firms
- Mercer Actuarythrough Dec 31, 2022 Form 5500
- Bank of New York Mellon Trusteethrough 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
No fund commitments are on the tape for this allocator. The tape holds the plans that publish their own private-markets reports; a plan that publishes one and is not here is a gap we can close.
Size and funding
33 readings
Investment management fees
$16,864 (2023-12) · $18,696 (2022-12)
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 | 179 | $8.5M | $7.0M | 115.3% | $0 | n/a | $0 | n/a |
| 2023 to Dec 31, 2023 | 185 | $8.5M | $7.4M | 121.1% | $8.5M | n/a | $8.5M | n/a |
| 2022 to Dec 31, 2022 | 193 | $10.8M | $7.7M | 134.0% | $8.5M | n/a | $8.5M | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Mercer (US), Inc. codes 11 50 $28,686 PY2024
- Mercer Investments LLC codes 28 51 $12,637 PY2024
- The Bank of New York Mellon codes 21 50 $8,338 PY2024
- RSM US LLP codes 10 50 $8,200 PY2024
- AM General LLC Retirement Fund Mt Sched. D M PY2024
- Mercer codes 11 PY2024
- Mercer (US), Inc. codes 11 50 $31,033 PY2023
- Mercer Investments LLC codes 28 51 $16,864 PY2023
- The Bank of New York Mellon codes 21 50 $12,861 PY2023
- AM General LLC Retirement Fund Mt Sched. D M $8.5M PY2023
- Mercer codes 11 PY2023
- Mercer (US), Inc. codes 11 $41,893 PY2022
- The Bank of New York Mellon codes 21 $34,661 PY2022
- AM General LLC Retirement Fund Mt Sched. D M $8.5M PY2022
- Mercer codes 11 PY2022
What changed
5 events
- Dec 31, 2024Assets changedAM General LLC Uaw Retirement Income Plan total assets $8M -> $0 (-100.0%, 2023-12-31 to 2024-12-31)
- Jan 1, 2024Funded status changedAM General LLC Uaw Retirement Income Plan funded ratio 121.1% -> 115.3% (2023-01-01 to 2024-01-01)
- Dec 31, 2023Manager relationship startedMercer Investments LLC appears on AM General LLC Uaw Retirement Income Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Mercer Investments LLCaskebsa.dol.gov
- Jan 1, 2023Funded status changedAM General LLC Uaw Retirement Income Plan funded ratio 134.0% -> 121.1% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedAM General LLC Uaw Retirement Income Plan plan assets $11M -> $9M (-21.2%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 030448255-001
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.