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

FCA US LLC Uaw Pension Agreement

Corporate pensionAuburn Hills, MI
Assets
$10B
Total assets, Dec 31, 2024 reported
Funded
82.8%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: FCA US LLC
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Master trust investment accounts 100.0%
Consultants and advisers
3 firms
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
Total assets
$10B Dec 31, 2024 reported Form 5500
$11B (2023-12) · $8.6B (2022-12)
Plan assets
$11B Jan 1, 2024 reported Form 5500
$8.6B (2023-01) · $11B (2022-01)
Net assets
$10B Dec 31, 2024 reported Form 5500
$11B (2023-12) · $8.6B (2022-12)
Funded ratio
82.8% Jan 1, 2024 reported Form 5500
86.9% (2023-01) · 94.7% (2022-01)
Funding target
$12B Jan 1, 2024 reported Form 5500
$11B (2023-01) · $11B (2022-01)
Discount rate
5.07% Jan 1, 2024 reported Form 5500
5.20% (2023-01) · 5.37% (2022-01)
Participants
101,506 Jan 1, 2024 reported Form 5500
95,308 (2023-01) · 98,041 (2022-01)
Contributions
$1.0B Dec 31, 2023 reported Form 5500
$281M (2022-12)
Benefits paid
$1.0B Dec 31, 2024 reported Form 5500
$886M (2023-12) · $863M (2022-12)
Net investment income
$-900M Dec 31, 2024 reported Form 5500
$797M (2023-12) · $-2.4B (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 2024101,506$11B$12B82.8%$10Bn/a$10Bn/a
2023 to Dec 31, 202395,308$8.6B$11B86.9%$11Bn/a$11Bn/a
2022 to Dec 31, 202298,041$11B$11B94.7%$8.6Bn/a$8.6Bn/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Towers Watson Delaware Inc. codes 15 50 $4.2M PY2024
  • Mercer codes 11 50 $1.3M PY2024
  • State Street Retirement Services codes 21 50 $826,978 PY2024
  • FCA US LLC codes 14 49 50 $585,589 PY2024
  • Norton Rose Fulbright US LLC codes 29 50 $223,392 PY2024
  • West Publishing Corporation codes 49 50 $79,521 PY2024
  • Baker Tilly US, LLP codes 10 50 $55,650 PY2024
  • Ogletree Deakins Nash Smoak & Stewa codes 29 50 $19,090 PY2024
  • US Evaluation Services LLC codes 49 50 $5,550 PY2024
  • FCA US LLC Master Retirement Trust Sched. D M $10B PY2024
  • Mercer codes 11 PY2024
  • Towers Watson Delaware Inc. codes 15 50 $4.1M PY2023
  • Mercer codes 11 50 $1.2M PY2023
  • State Street Retirement Services codes 21 50 $468,650 PY2023
  • FCA US LLC codes 14 49 50 $444,354 PY2023
  • West Publishing Corporation codes 50 $36,716 PY2023
  • Baker Tilly US, LLP codes 10 50 $18,900 PY2023
  • Norton Rose Fulbright US LLC codes 29 50 $14,395 PY2023
  • US Evaluation Services LLC codes 49 50 $12,045 PY2023
  • FCA US LLC Master Retirement Trust Sched. D M $11B PY2023
  • Mercer codes 11 PY2023
  • Towers Watson Delaware Inc. codes 15 50 $3.8M PY2022
  • Mercer codes 11 50 $672,456 PY2022
  • State Street Retiree Services codes 21 50 $599,023 PY2022
  • FCA US LLC codes 14 49 50 $424,220 PY2022
  • Norton Rose Fulbright US LLP codes 29 50 $52,268 PY2022
  • US Evaluation Services LLC codes 49 50 $22,350 PY2022
  • Baker Tilly codes 11 50 $18,900 PY2022
  • FCA US LLC Master Retirement Trust Sched. D M $8.6B PY2022
  • Mercer codes 11 PY2022
What changed
5 events
  • Jan 1, 2024Funded status changed
    FCA US LLC Uaw Pension Agreement funded ratio 86.9% -> 82.8% (2023-01-01 to 2024-01-01)
  • Jan 1, 2024Assets changed
    FCA US LLC Uaw Pension Agreement plan assets $8.6B -> $11.2B (+30.4%, 2023-01-01 to 2024-01-01)
  • Dec 31, 2023Assets changed
    FCA US LLC Uaw Pension Agreement total assets $8.6B -> $11.2B (+30.4%, 2022-12-31 to 2023-12-31)
  • Jan 1, 2023Funded status changed
    FCA US LLC Uaw Pension Agreement funded ratio 94.7% -> 86.9% (2022-01-01 to 2023-01-01)
  • Jan 1, 2023Assets changed
    FCA US LLC Uaw Pension Agreement plan assets $11.0B -> $8.6B (-21.9%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 270187394-005
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.