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
Light Metals Corporation Uaw Retirement Income Plan
Corporate pensionWyoming, MI
Assets
$7.2M
Total assets, Dec 31, 2024 reported
Funded
87.0%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: Light Metals Corporation
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 4.2%
- Registered investment companies 94.8%
Consultants and advisers
5 firms
- Alliance Investment Management Investment adviser (plan)through Dec 31, 2023 Form 5500
- Grand Wealth Management LLC Investment adviser (plan)through Dec 31, 2022 Form 5500
- Watkins Ross Actuarythrough Dec 31, 2022 Form 5500
- Bankers Trust Company Directed trusteethrough Dec 31, 2022 Form 5500
- Waktins, Ross & Co. 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
32 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 | 191 | $7.0M | $8.2M | 87.0% | $7.2M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 193 | $6.6M | $8.5M | 86.0% | $7.0M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 197 | $8.3M | $8.6M | 90.5% | $6.6M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Watkins Ross codes 11 $36,062 PY2024
- Alliance Investment Management codes 27 51 $22,076 PY2024
- Bankers Trust codes 25 $20,545 PY2024
- Hungerford codes 10 $10,500 PY2024
- Waktins, Ross & Co. codes 11 PY2024
- Watkins Ross codes 11 $34,241 PY2023
- Bankers Trust codes 13 25 $18,813 PY2023
- Grand Wealth Management LLC codes 27 51 $12,847 PY2023
- Hungerford Nichols codes 10 $9,900 PY2023
- Alliance Investment Management codes 27 51 $7,636 PY2023
- Waktins, Ross & Co. codes 11 PY2023
- Watkins Ross codes 11 $32,303 PY2022
- Grand Wealth Management LLC codes 27 51 $23,141 PY2022
- Bankers Trust codes 13 25 $19,145 PY2022
- Hungerford Nichols codes 10 $8,900 PY2022
- Waktins, Ross & Co. codes 11 PY2022
What changed
4 events
- Dec 31, 2024Consultant changedinferenceGrand Wealth Management LLC no longer appears on Light Metals Corporation Uaw Retirement Income Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with Grand Wealth Management LLCaskebsa.dol.gov
- Dec 31, 2023Consultant changedinferenceAlliance Investment Management appears on Light Metals Corporation Uaw Retirement Income Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with Alliance Investment Managementaskebsa.dol.gov
- Jan 1, 2023Funded status changedLight Metals Corporation Uaw Retirement Income Plan funded ratio 90.5% -> 86.0% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedLight Metals Corporation Uaw Retirement Income Plan plan assets $8M -> $7M (-20.2%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 381214489-001
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.