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
GE Aviation Mechanical Systems-Los Angeles Pension Plan for Uaw Local 509 Hourly Employees of the Duarte, CA Division
Corporate pensionEvendale, OH
Assets
$9.2M
Total assets, Dec 31, 2024 reported
Funded
96.8%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: GE Aviation Systems LLC
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Master trust investment accounts 99.3%
Consultants and advisers
5 firms
- Atessa Benefits, Inc. General consultantthrough Dec 31, 2023 Form 5500
- AON Counsulting, Inc. Actuarythrough Dec 31, 2023 Form 5500
- Aon Actuarythrough Dec 31, 2022 Form 5500
- State Street Bank & Trust Company Custodianthrough Dec 31, 2022 Form 5500
- AON Consulting, Inc. Actuarythrough 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
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
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 | 301 | $9.6M | $10.9M | 96.8% | $9.2M | n/a | $9.1M | n/a |
| 2023 to Dec 31, 2023 | 309 | $9.5M | $11.1M | 93.2% | $9.6M | n/a | $9.3M | n/a |
| 2022 to Dec 31, 2022 | 315 | $13.0M | $11.0M | 110.3% | $9.6M | n/a | $9.6M | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- AON Consulting, Inc. codes 11 15 50 $122,535 PY2024
- Deloitte & Touche LLP codes 10 50 $26,229 PY2024
- Ivins, Phillips & Barker codes 29 50 $12,054 PY2024
- State Street Bank & Trust codes 19 50 $7,695 PY2024
- GE Aerospace Pension Trust Sched. D M $9.1M PY2024
- AON Counsulting, Inc. codes 11 PY2024
- AON Consulting, Inc. codes 11 15 50 $84,838 PY2023
- Deloitte & Touche LLP codes 10 50 $20,550 PY2023
- Atessa Benefits codes 16 50 $7,001 PY2023
- Ivins, Phillips & Barker codes 29 50 $6,892 PY2023
- General Electric Pension Trust Sched. D M PY2023
- GE Aviation Pension Master Trust Sched. D M $9.3M PY2023
- AON Counsulting, Inc. codes 11 PY2023
- AON Consulting, Inc. codes 11 15 50 $92,130 PY2022
- Deloitte & Touche LLP codes 10 50 $29,700 PY2022
- State Street Bank and Trust codes 19 21 50 $5,760 PY2022
- General Electric Pension Trust Sched. D M $9.6M PY2022
- AON Consulting, Inc. codes 11 PY2022
What changed
5 events
- Dec 31, 2024Consultant changedinferenceAtessa Benefits no longer appears on GE Aviation Mechanical Systems-Los Angeles Pension Plan for Uaw Local 509 Hourly Employees of the Duarte, CA Division's Schedule C as general consultant (plan year 2024 vs 2023)with Atessa Benefits, Inc.askebsa.dol.gov
- Jan 1, 2024Funded status changedGE Aviation Mechanical Systems-Los Angeles Pension Plan for Uaw Local 509 Hourly Employees of the Duarte, CA Division funded ratio 93.2% -> 96.8% (2023-01-01 to 2024-01-01)
- Dec 31, 2023Consultant changedinferenceAtessa Benefits appears on GE Aviation Mechanical Systems-Los Angeles Pension Plan for Uaw Local 509 Hourly Employees of the Duarte, CA Division's Schedule C as general consultant (plan year 2023 vs 2022)with Atessa Benefits, Inc.askebsa.dol.gov
- Jan 1, 2023Funded status changedGE Aviation Mechanical Systems-Los Angeles Pension Plan for Uaw Local 509 Hourly Employees of the Duarte, CA Division funded ratio 110.3% -> 93.2% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedGE Aviation Mechanical Systems-Los Angeles Pension Plan for Uaw Local 509 Hourly Employees of the Duarte, CA Division plan assets $13M -> $10M (-26.8%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 382733944-004
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.