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
Contitech USA, LLC Defined Benefit Plan
Corporate pensionFort Mill, SC
Assets
$105M
Total assets, Jul 31, 2025 reported
Funded
85.8%
Aug 1, 2024
Private markets target
n/a
policy Jul 31, 2025
Commitments
1
none on the tape
Plan sponsor: Contitech USA, LLC
Allocation policy
Form 5500, as of Jul 31, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 1.4%
- Non-interest-bearing cash 0.0%
- Other investments 0.0%
- Common/collective trusts 14.6%
- Registered investment companies 82.8%
Consultants and advisers
4 firms
- Clearview Investment Research Investment adviser (plan)through Jul 31, 2023 Form 5500
- Mercer Actuarythrough Jul 31, 2023 Form 5500
- State Street Global Advisors Custodianthrough Jul 31, 2023 Form 5500
- State Street Bank & Trust Company Directed trusteethrough Jul 31, 2023 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on the commitment tape
From the plan’s own commitment disclosures
- State Street - Russell 20001 rows, latest Jul 31, 2025
Commitments
1 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Jul 31, 2025 | State St Lng US Govt Bd Ind Nl Fundcollective trust | State Street - Russell 2000 | Pooled vehicles | $15.4M held | Disclosed holding | askebsa.dol.gov |
Size and funding
33 readings
Investment management fees
$32,681 (2024-07) · $43,966 (2023-07)
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 Jul 31, 2025 | 999 | $105M | $112M | 85.8% | $105M | n/a | n/a | n/a |
| 2023 to Jul 31, 2024 | 1,004 | $99.0M | $111M | 92.2% | $105M | n/a | $102M | n/a |
| 2022 to Jul 31, 2023 | 1,015 | $100M | $106M | 97.0% | $99.2M | n/a | $94.6M | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Mercer codes 11 13 17 $131,374 PY2024
- Clearview Investment Research codes 27 $34,211 PY2024
- State Street Bank codes 25 $24,460 PY2024
- Nrs codes 64 $19,171 PY2024
- Greerwalker LLP codes 10 $17,150 PY2024
- State Street Global Advisors codes 18 19 51 $13,481 PY2024
- Keybank National Association codes 59 62 $8,422 PY2024
- Long U.S. Gov't Bond Nl Fund Sched. D C $15.4M PY2024
- Continental Automotive, Inc. Mt Sched. D M PY2024
- Mercer codes 11 PY2024
- Mercer codes 11 13 17 $134,903 PY2023
- Clearview Investment Research codes 27 $32,681 PY2023
- State Street Global Advisors codes 18 19 51 $24,626 PY2023
- State Street Bank codes 25 $24,148 PY2023
- Nrs codes 64 $18,263 PY2023
- Greerwalker LLP codes 10 $16,570 PY2023
- Continental Automotive, Inc. Mt Sched. D M $102M PY2023
- Mercer codes 11 PY2023
- Mercer codes 11 13 17 $139,493 PY2022
- Clearview Investment Research codes 27 $25,270 PY2022
- State Street Global Advisors codes 18 19 51 $18,696 PY2022
- Greerwalker LLP codes 10 $16,453 PY2022
- Nrs codes 64 $14,205 PY2022
- State Street Bank codes 25 $9,833 PY2022
- Keybank National Association codes 59 62 $6,981 PY2022
- Continental Automotive, Inc. Mt Sched. D M $94.6M PY2022
- Mercer codes 11 PY2022
What changed
2 events
- Aug 1, 2024Funded status changedContitech USA, LLC Defined Benefit Plan funded ratio 92.2% -> 85.8% (2023-08-01 to 2024-08-01)
- Aug 1, 2023Funded status changedContitech USA, LLC Defined Benefit Plan funded ratio 97.0% -> 92.2% (2022-08-01 to 2023-08-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 208832176-003
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.