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

American Axle & Manufacturing, Inc. Pension Plan

Corporate pensionDetroit, MI
Assets
$270M
Total assets, Dec 31, 2024 reported
Funded
87.5%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: American Axle & Manufacturing, Inc.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 0.0%
  • U.S. Government securities 9.0%
  • Other investments 5.7%
  • Registered investment companies 85.1%
Consultants and advisers
2 firms
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)
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
Total assets
$270M Dec 31, 2024 reported Form 5500
$290M (2023-12) · $292M (2022-12)
Plan assets
$290M Jan 1, 2024 reported Form 5500
$292M (2023-01) · $365M (2022-01)
Net assets
$270M Dec 31, 2024 reported Form 5500
$290M (2023-12) · $292M (2022-12)
Funded ratio
87.5% Jan 1, 2024 reported Form 5500
88.9% (2023-01) · 99.3% (2022-01)
Funding target
$321M Jan 1, 2024 reported Form 5500
$322M (2023-01) · $320M (2022-01)
Discount rate
5.10% Jan 1, 2024 reported Form 5500
5.22% (2023-01) · 5.39% (2022-01)
Participants
5,137 Jan 1, 2024 reported Form 5500
5,217 (2023-01) · 5,308 (2022-01)
Benefits paid
$25.4M Dec 31, 2024 reported Form 5500
$19.3M (2023-12) · $19.5M (2022-12)
Net investment income
$-20.1M Dec 31, 2024 reported Form 5500
$-1.5M (2023-12) · $-77.2M (2022-12)
Investment management fees
$649,350 Dec 31, 2024 reported Form 5500
$1.0M (2023-12) · $997,818 (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 20245,137$290M$321M87.5%$270Mn/an/an/a
2023 to Dec 31, 20235,217$292M$322M88.9%$290Mn/an/an/a
2022 to Dec 31, 20225,308$365M$320M99.3%$292Mn/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Willis Towers Watson US LLC codes 11 50 $928,703 PY2024
  • SEI Investments codes 28 50 $649,350 PY2024
  • Peter Chang Enterprises codes 13 50 $157,688 PY2024
  • PBI Research Services LLP codes 49 50 $78,496 PY2024
  • SEI Investments codes 21 50 $26,584 PY2024
  • GJC Cpa's & Advisors codes 10 50 $21,800 PY2024
  • Dykema Gossett PLLC codes 29 50 $15,149 PY2024
  • Acro Service Corporation codes 49 50 $6,880 PY2024
  • Willis Towers Watson US LLC codes 11 PY2024
  • SEI Investments codes 28 50 $804,026 PY2023
  • Willis Towers Watson US LLC codes 11 50 $381,398 PY2023
  • Peter Chang Enterprises codes 13 50 $122,925 PY2023
  • Acro Service Corporation codes 49 50 $92,880 PY2023
  • PBI Research Services LLP codes 49 50 $85,533 PY2023
  • SEI Investments codes 21 50 $27,396 PY2023
  • GJC Cpa's & Advisors codes 10 50 $21,200 PY2023
  • Dykema Gossett PLLC codes 29 50 $5,644 PY2023
  • Willis Towers Watson US LLC codes 11 PY2023
  • SEI Investments codes 28 50 $1.0M PY2022
  • Willis Towers Watson US LLC codes 11 50 $552,278 PY2022
  • Peter Chang Enterprises codes 13 50 $221,325 PY2022
  • Acro Service Corporation codes 49 50 $69,359 PY2022
  • SEI Investments codes 21 50 $31,707 PY2022
  • GJC Cpa's & Advisors codes 10 50 $21,200 PY2022
  • Sherman & Sterling LLP codes 29 50 $10,676 PY2022
  • PBI Research Services LLP codes 49 50 $6,672 PY2022
  • Willis Towers Watson US LLC codes 11 PY2022
What changed
2 events
  • Jan 1, 2023Funded status changed
    American Axle & Manufacturing, Inc. Pension Plan funded ratio 99.3% -> 88.9% (2022-01-01 to 2023-01-01)
  • Jan 1, 2023Assets changed
    American Axle & Manufacturing, Inc. Pension Plan plan assets $365M -> $292M (-20.0%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 383138388-001
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.