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
Avis Rent a Car System, LLC. Pension Plan for Bargaining Hourly Employees
Corporate pensionParsippany, NJ
Assets
$103M
Total assets, Jun 30, 2025 reported
Funded
94.5%
Jul 1, 2024
Private markets target
n/a
policy Jun 30, 2025
Commitments
0
none on the tape
Plan sponsor: Avis Rent a Car System, LLC
Allocation policy
Form 5500, as of Jun 30, 2025
Actual allocation lines without a target (as filed)
- Master trust investment accounts 96.4%
- Registered investment companies 1.3%
Consultants and advisers
3 firms
- Clearstead General consultantthrough Jun 30, 2023 Form 5500
- Transamerica Retirement Solutions Actuarythrough Jun 30, 2023 Form 5500
- Transamerica Actuarythrough Jun 30, 2023 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
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
29 readings
Contributions
Investment management fees
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 Jun 30, 2025 | 3,042 | $98.9M | $103M | 94.5% | $103M | n/a | $99.4M | n/a |
| 2023 to Jun 30, 2024 | 3,060 | $98.0M | $102M | 103.9% | $98.9M | n/a | n/a | n/a |
| 2022 to Jun 30, 2023 | 3,083 | $98.2M | $97.4M | 110.9% | $98.0M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Transamerica Retirement Solutions codes 11 12 15 28 38 50 59 61 62 63 64 $219,864 PY2024
- Clearstead Advisors, LLC codes 16 23 53 $17,620 PY2024
- National Financial Services codes 33 71 PY2024
- Avis Budget Car Rental LLC Pension Sched. D M $99.4M PY2024
- Transamerica codes 11 PY2024
- Transamerica Retirement Solutions codes 11 12 15 28 38 50 59 61 62 63 64 $436,328 PY2023
- Clearstead Advisors, LLC codes 16 23 53 $41,953 PY2023
- National Financial Services codes 33 71 PY2023
- Transamerica codes 11 PY2023
- Transamerica Retirement Solutions codes 11 12 15 28 38 50 59 61 62 63 64 $167,190 PY2022
- Clearstead Advisors, LLC codes 16 23 53 $24,632 PY2022
- National Financial Services codes 33 71 PY2022
- Transamerica codes 11 PY2022
What changed
2 events
- Jul 1, 2024Funded status changedAvis Rent a Car System, LLC. Pension Plan for Bargaining Hourly Employees funded ratio 103.9% -> 94.5% (2023-07-01 to 2024-07-01)
- Jul 1, 2023Funded status changedAvis Rent a Car System, LLC. Pension Plan for Bargaining Hourly Employees funded ratio 110.9% -> 103.9% (2022-07-01 to 2023-07-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 111998661-021
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.