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
Lear Combined Pension Plan
Corporate pensionSouthfield, MI
Assets
$118M
Total assets, Dec 31, 2024 reported
Funded
98.2%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: Lear Corporation
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Master trust investment accounts 100.0%
Consultants and advisers
4 firms
- Morgan Stanley Smith Barney Investment adviser (plan)Custodianthrough Dec 31, 2024 Form 5500
- SLC Management Investment adviser (plan)through Dec 31, 2022 Form 5500
- BMO Harris Bank, N.A. CustodianDirected trusteethrough Dec 31, 2023 Form 5500
- Willis Towers Watson US LLC Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
2 managers on Schedule C
From Schedule C (investment management, code 28)
- Westfield Capital Management Companplan years 2022
- Brandes Investment Partners,l.p.plan years 2022
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
$178,155 (2023-12) · $315,048 (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 | 4,462 | $143M | $148M | 98.2% | $118M | n/a | $118M | n/a |
| 2023 to Dec 31, 2023 | 4,531 | $137M | $149M | 96.4% | $144M | n/a | $144M | n/a |
| 2022 to Dec 31, 2022 | 4,664 | $176M | $147M | 108.4% | $137M | n/a | $136M | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Willis Towers Watson US LLC codes 10 11 14 15 17 49 50 $1.5M PY2024
- Morgan Stanley Smith Barney LLC codes 27 33 49 50 55 71 72 $178,390 PY2024
- SUN Life Capital Management(u.s)llc codes 27 51 $130,662 PY2024
- The Northern Trust Company codes 49 50 $93,313 PY2024
- Westfield Capital Management Co. LP codes 28 51 $33,991 PY2024
- Lear Corporation Master Trust Sched. D M $118M PY2024
- Willis Towers Watson US LLC codes 11 PY2024
- Willis Towers Watson US LLC codes 10 11 14 15 17 49 50 $731,934 PY2023
- Morgan Stanley Smith Barney LLC codes 15 19 27 33 49 50 55 64 71 72 99 $104,839 PY2023
- The Northern Trust Company codes 49 50 $34,550 PY2023
- Westfield Capital Management Co. LP codes 28 51 $29,963 PY2023
- Brandes Investment Partners, LP. codes 28 51 52 68 $25,165 PY2023
- Sun Life Capital Management(u.s)llc codes 27 51 $16,236 PY2023
- BMO Bank N.A. codes 19 21 25 50 $14,041 PY2023
- Lear Corporation Master Trust Sched. D M $144M PY2023
- Willis Towers Watson US LLC codes 11 PY2023
- Willis Towers Watson US LLC codes 10 11 14 15 17 49 50 $850,126 PY2022
- Morgan Stanley Smith Barney LLC codes 15 19 27 33 49 50 55 64 71 72 99 $152,122 PY2022
- Sun Life Capital Management(u.s)llc codes 27 51 $60,006 PY2022
- Westfield Capital Management Co. LP codes 28 51 $55,957 PY2022
- Brandes Investment Partners, LP. codes 28 51 52 68 $46,963 PY2022
- The Northern Trust Company codes 49 50 $42,965 PY2022
- BMO Harris Bank N.A. codes 25 50 52 $22,327 PY2022
- Lear Corporation Master Trust Sched. D M $136M PY2022
- Willis Towers Watson US LLC codes 11 PY2022
What changed
4 events
- Dec 31, 2024Manager relationship endedinferenceBrandes Investment Partners, LP. no longer appears on Lear Combined Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Brandes Investment Partners,l.p.askebsa.dol.gov
- Dec 31, 2024Assets changedLear Combined Pension Plan total assets $144M -> $118M (-18.2%, 2023-12-31 to 2024-12-31)
- Jan 1, 2023Funded status changedLear Combined Pension Plan funded ratio 108.4% -> 96.4% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedLear Combined Pension Plan plan assets $176M -> $137M (-22.5%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 133386776-004
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.