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
Iacna Portable Pension Plan
Corporate pensionSouthfield, MI
Assets
$9.5M
Total assets, Dec 31, 2024 reported
Funded
94.1%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
2
none on the tape
Plan sponsor: International Automotive Components Group North America, Inc.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 2.0%
- Common/collective trusts 5.8%
- Registered investment companies 88.2%
Consultants and advisers
3 firms
- Aon Actuarythrough Dec 31, 2022 Form 5500
- Willis Towers Watson US LLC Actuarythrough Dec 31, 2022 Form 5500
- MG Trust Company DBA Matrix Trust Trusteethrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
No manager relationship is on the tape for this allocator.
Commitments
2 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Snyder Capital Small/mid Cap Valuecollective trust | Hand Benefits & Trust Company | Pooled vehicles | $551,182 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Snyder Capital Small/mid Cap Valuecollective trust | Hand Benefits & Trust Company | Pooled vehicles | $509,706 held | Disclosed holding | askebsa.dol.gov |
Size and funding
30 readings
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 | 1,359 | $9.6M | $10.7M | 94.1% | $9.5M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 1,442 | $8.6M | $10.4M | 90.6% | $9.7M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 1,435 | $11.9M | $10.2M | 108.7% | $8.6M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Willis Towers Watson US LLC codes 11 15 50 $242,019 PY2024
- MG Trust Company DBA Matrix Trust codes 21 50 $8,378 PY2024
- Snyder Cap Small/mid Value Fund Sched. D C $551,182 PY2024
- Willis Towers Watson US LLC codes 11 PY2024
- MG Trust Company DBA Matrix Trust codes 21 50 PY2023
- AON Consulting Inc. codes 11 50 PY2023
- Willis Towers Watson US LLC codes 11 15 50 PY2023
- Snyder Cap Small/mid Value Fund Sched. D C $509,706 PY2023
- Willis Towers Watson US LLC codes 11 PY2023
- AON Consulting Inc. codes 11 50 $228,784 PY2022
- Willis Towers Watson US LLC codes 11 15 50 $153,031 PY2022
- MG Trust Company DBA Matrix Trust codes 21 50 $13,567 PY2022
- Willis Towers Watson US LLC codes 11 PY2022
What changed
5 events
- Jan 1, 2024Funded status changedIacna Portable Pension Plan funded ratio 90.6% -> 94.1% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedIacna Portable Pension Plan plan assets $9M -> $10M (+12.1%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Assets changedIacna Portable Pension Plan total assets $9M -> $10M (+12.5%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedIacna Portable Pension Plan funded ratio 108.7% -> 90.6% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedIacna Portable Pension Plan plan assets $12M -> $9M (-27.7%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 208306510-003
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.