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
Ficosa North America Corporation Pension Plan
Corporate pensionMadison Heights, MI
Assets
$135,435
Total assets, Dec 31, 2024 reported
Funded
314.1%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
3
none on the tape
Plan sponsor: Ficosa North America Corporation
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Common/collective trusts 100.0%
Consultants and advisers
3 firms
- Janney Montgomery Scott LLC General consultantthrough Dec 31, 2022 Form 5500
- Gallagher Benefit Services, Inc. Actuarythrough Dec 31, 2022 Form 5500
- Transamerica Retirement Solutions Actuarythrough Dec 31, 2022 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
- Transamerica3 rows, latest Dec 31, 2024
Commitments
3 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 Dec 31, 2024 | Transamerica Collective Trust Fundscollective trust | Transamerica | Pooled vehicles | $135,435 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Transamerica Collective Trust Fundscollective trust | Transamerica | Pooled vehicles | $94,678 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Transamerica Collective Trust Fundscollective trust | Transamerica | Pooled vehicles | $3.1M held | Disclosed holding | askebsa.dol.gov |
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 | 101 | $94,678 | $33,161 | 314.1% | $135,435 | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 309 | $5.2M | $8.1M | 70.6% | $211,817 | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 321 | $7.6M | $8.5M | 86.4% | $5.2M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Metzler & Locricchio Serra & Co PC codes 10 50 $23,374 PY2024
- Gallagher Benefit Services Inc. codes 11 50 $13,750 PY2024
- Transamerica Retirement Solutions codes 11 12 15 28 38 50 59 61 62 63 64 $6,535 PY2024
- Transamerica Collective Trust Funds Sched. D C $135,435 PY2024
- Gallagher Benefit Services codes 11 PY2024
- Gallagher Benefit Services Inc. codes 11 50 $295,500 PY2023
- Metzler & Locricchio Serra & Co PC codes 10 50 $15,053 PY2023
- Transamerica Retirement Solutions codes 11 12 15 28 38 50 59 61 62 63 64 $5,535 PY2023
- Janney Montgomery Scott LLC codes 16 53 PY2023
- National Financial Services codes 33 71 PY2023
- Transamerica Collective Trust Funds Sched. D C $94,678 PY2023
- Gallagher Benefit Services codes 11 PY2023
- Gallagher Benefit Services codes 11 50 $45,000 PY2022
- Metzler & Locricchio Serr & Co PC codes 10 50 $19,055 PY2022
- Transamerica Retirement Solutions codes 11 12 15 28 38 50 59 61 62 63 64 $5,860 PY2022
- Alight Solutions LLC codes 15 50 $3,475 PY2022
- Janney Montgomery Scott LLC codes 16 53 PY2022
- National Financial Services codes 33 71 PY2022
- Transamerica Collective Trust Funds Sched. D C $3.1M PY2022
- Gallagher Benefit Services codes 11 PY2022
What changed
7 events
- Dec 31, 2024Consultant changedinferenceJanney Montgomery Scott LLC no longer appears on Ficosa North America Corporation Pension Plan's Schedule C as general consultant (plan year 2024 vs 2023)with Janney Montgomery Scott LLCaskebsa.dol.gov
- Dec 31, 2024Assets changedFicosa North America Corporation Pension Plan total assets $211,817 -> $135,435 (-36.1%, 2023-12-31 to 2024-12-31)
- Jan 1, 2024Funded status changedFicosa North America Corporation Pension Plan funded ratio 70.6% -> 314.1% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedFicosa North America Corporation Pension Plan plan assets $5M -> $94,678 (-98.2%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Assets changedFicosa North America Corporation Pension Plan total assets $5M -> $211,817 (-95.9%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedFicosa North America Corporation Pension Plan funded ratio 86.4% -> 70.6% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedFicosa North America Corporation Pension Plan plan assets $8M -> $5M (-31.1%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 383247924-005
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.