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

Harley-Davidson Retirement Plan

Corporate pensionMilwaukee, WI
Assets
$1.9B
Total assets, Dec 31, 2024 reported
Funded
123.9%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: Harley-Davidson Motor Company, Inc
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Corporate debt instruments (other) 41.7%
  • U.S. Government securities 7.2%
  • Employer securities 2.1%
  • Other investments 1.0%
  • Partnership/joint venture interests 0.0%
  • Registered investment companies 39.1%
  • Common stock 8.2%
Consultants and advisers
4 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
13 managers on Schedule C
From Schedule C (investment management, code 28)
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
Total assets
$1.9B Dec 31, 2024 reported Form 5500
$1.9B (2023-12) · $1.8B (2022-12)
Plan assets
$1.9B Jan 1, 2024 reported Form 5500
$1.8B (2023-01) · $2.5B (2022-01)
Net assets
$1.8B Dec 31, 2024 reported Form 5500
$1.9B (2023-12) · $1.8B (2022-12)
Funded ratio
123.9% Jan 1, 2024 reported Form 5500
119.2% (2023-01) · 144.3% (2022-01)
Funding target
$1.6B Jan 1, 2024 reported Form 5500
$1.6B (2023-01) · $1.6B (2022-01)
Discount rate
5.13% Jan 1, 2024 reported Form 5500
5.26% (2023-01) · 5.44% (2022-01)
Participants
7,962 Jan 1, 2024 reported Form 5500
8,094 (2023-01) · 8,298 (2022-01)
Contributions
$0 Dec 31, 2024 reported Form 5500
$0 (2023-12) · $0 (2022-12)
Benefits paid
$112M Dec 31, 2024 reported Form 5500
$106M (2023-12) · $137M (2022-12)
Net investment income
$-61.8M Dec 31, 2024 reported Form 5500
$92.9M (2023-12) · $-678M (2022-12)
Investment management fees
$2.8M Dec 31, 2024 reported Form 5500
$3.6M (2023-12) · $3.9M (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 20247,962$1.9B$1.6B123.9%$1.9B$891,851n/an/a
2023 to Dec 31, 20238,094$1.8B$1.6B119.2%$1.9B$2.4Mn/an/a
2022 to Dec 31, 20228,298$2.5B$1.6B144.3%$1.8B$3.9Mn/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
3 events
  • Jan 1, 2024Funded status changed
    Harley-Davidson Retirement Plan funded ratio 119.2% -> 123.9% (2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Funded status changed
    Harley-Davidson Retirement Plan funded ratio 144.3% -> 119.2% (2022-01-01 to 2023-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    Harley-Davidson Retirement Plan plan assets $2.5B -> $1.8B (-27.2%, 2022-01-01 to 2023-01-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 391972791-001
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.