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
UAW Agreement and Pension Plan
Corporate pensionBristol, CT
Assets
n/a
Total assets, Dec 31, 2024 reported
Funded
110.1%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2023
Commitments
0
none on the tape
Plan sponsor: Barnes Group Inc.
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
1 firms
- Mercer Actuarythrough 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 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
$203,348 (2023-12) · $495,321 (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 | 1,035 | $80.9M | $74.3M | 110.1% | $0 | n/a | $0 | n/a |
| 2023 to Dec 31, 2023 | 1,078 | $78.0M | $77.3M | 104.2% | $80.9M | n/a | $80.9M | n/a |
| 2022 to Dec 31, 2022 | 1,118 | $108M | $76.8M | 126.4% | $78.0M | n/a | $78.0M | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Mercer codes 11 $355,656 PY2024
- Mercer Investment Management codes 28 $241,559 PY2024
- Nelson Mullins Riley & Scarborough codes 29 $31,819 PY2024
- Fiondella, Milone & Lasaracina LLP codes 10 $26,634 PY2024
- Barnes Group Inc. Pension Trust Sched. D M PY2024
- Mercer codes 11 PY2024
- Mercer codes 11 $288,899 PY2023
- Mercer Investment Management codes 28 $203,348 PY2023
- Nelson Mullins Riley & Scarborough codes 29 $9,349 PY2023
- Fiondella, Milone & Lasaracina LLP codes 10 $7,375 PY2023
- Barnes Group Inc. Pension Trust Sched. D M $80.9M PY2023
- Mercer codes 11 PY2023
- Mercer Investment Management codes 28 $495,321 PY2022
- Mercer codes 11 $240,767 PY2022
- Fiondella, Milone & Lasaracina LLP codes 10 $12,500 PY2022
- Nelson Mullins Riley & Scarborough codes 29 $10,382 PY2022
- Barnes Group Inc. Pension Trust Sched. D M $78.0M PY2022
- Mercer codes 11 PY2022
What changed
4 events
- Dec 31, 2024Assets changedUAW Agreement and Pension Plan total assets $81M -> $0 (-100.0%, 2023-12-31 to 2024-12-31)
- Jan 1, 2024Funded status changedUAW Agreement and Pension Plan funded ratio 104.2% -> 110.1% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedUAW Agreement and Pension Plan funded ratio 126.4% -> 104.2% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedUAW Agreement and Pension Plan plan assets $108M -> $78M (-28.0%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 060247840-001
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.