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

Clarios Pension Plan Battery Division Hourly Employees

Corporate pensionGlendale, WI
Assets
$248M
Total assets, Dec 31, 2024 reported
Funded
87.4%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
45
1 managers on Schedule C
Plan sponsor: Clarios, LLC
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 6.4%
  • 103-12 investment entities 5.6%
  • Common/collective trusts 85.9%
Consultants and advisers
4 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
2 managers on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)
Commitments
45 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024AON Global Equity Fundcollective trustAON Trust Company LLCPublic equity$24.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024AON Small Cap Equity Index Fundcollective trustAON Trust Company LLCPublic equity$6.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024AON Non-Us Equity Index Fundcollective trustAON Trust Company LLCPublic equity$25.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024AON Large Cap Equity Index Fundcollective trustAON Trust Company LLCPublic equity$40.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024AON High Yield Plus Fundcollective trustAON Trust Company LLCFixed income$6.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024AON Long Government Bond Index Fundcollective trustAON Trust Company LLCFixed income$58,205 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024AON US Intermediate Governmentcollective trustAON Trust Company LLCPooled vehicles$24,673 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 202420+ Yr U S Treas Stripscollective trustAON Trust Company LLCPooled vehicles$1.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024AON Long Credit Bond Fundcollective trustAON Trust Company LLCPrivate credit$34.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024AON Intermediate Credit Bond Fundcollective trustAON Trust Company LLCPrivate credit$206,985 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024AON Core Real Estate Fundcollective trustAON Trust Company LLCReal estate$27.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024AON Multi-Asset Credit Fundcollective trustAON Trust Company LLCPrivate credit$18.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024AON Return Enhancing Alternativescollective trustAON Trust Company LLCPrivate equity$16.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024AON Private Credit Opportunities103 12 ieAON Trust Company LLCPrivate credit$5.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Opportunistic Credit Portfolio103 12 ieAON Trust Company LLCPrivate credit$8.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Townsend Real Estate Alpha Fund IIIcollective trustTownsend Real Estate Fund Alpha I-AReal estate$11.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023AON Global Equity Fundcollective trustAON Trust Company LLCPublic equity$25.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023AON Small Cap Equity Index Fundcollective trustAON Trust Company LLCPublic equity$7.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023AON Non-Us Equity Index Fundcollective trustAON Trust Company LLCPublic equity$26.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023AON Large Cap Equity Index Fundcollective trustAON Trust Company LLCPublic equity$41.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023AON High Yield Plus Fundcollective trustAON Trust Company LLCFixed income$5.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023AON Long Government Bond Index Fundcollective trustAON Trust Company LLCFixed income$61,975 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023AON US Intermediate Governmentcollective trustAON Trust Company LLCPooled vehicles$24,085 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 202320+ Yr U S Treas Stripscollective trustAON Trust Company LLCPooled vehicles$512,863 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023AON Long Credit Bond Fundcollective trustAON Trust Company LLCPrivate credit$34.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023AON Intermediate Credit Bond Fundcollective trustAON Trust Company LLCPrivate credit$299,137 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023AON Core Real Estate Fundcollective trustAON Trust Company LLCReal estate$28.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023AON Multi-Asset Credit Fundcollective trustAON Trust Company LLCPrivate credit$16.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023AON Return Enhancing Alternativescollective trustAON Trust Company LLCPrivate equity$16.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023AON Private Credit Opportunities103 12 ieAON Trust Company LLCPrivate credit$3.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Opportunistic Credit Portfolio103 12 ieAON Trust Company LLCPrivate credit$8.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Townsend Real Estate Investmentcollective trustAON Trust Company LLCReal estate$14.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022AON Global Equity Fundcollective trustAON Trust Company LLCPublic equity$40.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022AON Small Cap Equity Index Fundcollective trustAON Trust Company LLCPublic equity$4.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022AON Non-Us Equity Index Fundcollective trustAON Trust Company LLCPublic equity$27.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022AON Large Cap Equity Index Fundcollective trustAON Trust Company LLCPublic equity$37.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022AON High Yield Plus Fundcollective trustAON Trust Company LLCFixed income$125,189 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022AON Long Government Bond Index Fundcollective trustAON Trust Company LLCFixed income$60,044 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022AON US Intermediate Governmentcollective trustAON Trust Company LLCPooled vehicles$23,088 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 202220+ Yr U S Treas Stripscollective trustAON Trust Company LLCPooled vehicles$65.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022AON Long Credit Bond Fundcollective trustAON Trust Company LLCPrivate credit$184,549 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022AON Intermediate Credit Bond Fundcollective trustAON Trust Company LLCPrivate credit$13,249 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022AON Core Real Estate Fundcollective trustAON Trust Company LLCReal estate$38.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022AON Multi-Asset Credit Fundcollective trustAON Trust Company LLCPrivate credit$14.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Townsend Real Estate Investmentcollective trustAON Trust Company LLCReal estate$12.4M heldDisclosed holdingaskebsa.dol.gov
Size and funding
32 readings
Total assets
$248M Dec 31, 2024 reported Form 5500
$251M (2023-12) · $255M (2022-12)
Plan assets
$251M Jan 1, 2024 reported Form 5500
$255M (2023-01) · $369M (2022-01)
Net assets
$248M Dec 31, 2024 reported Form 5500
$251M (2023-12) · $255M (2022-12)
Funded ratio
87.4% Jan 1, 2024 reported Form 5500
82.0% (2023-01) · 100.0% (2022-01)
Funding target
$283M Jan 1, 2024 reported Form 5500
$285M (2023-01) · $294M (2022-01)
Discount rate
5.16% Jan 1, 2024 reported Form 5500
5.28% (2023-01) · 5.46% (2022-01)
Participants
3,390 Jan 1, 2024 reported Form 5500
3,487 (2023-01) · 3,673 (2022-01)
Contributions
$14.2M Dec 31, 2024 reported Form 5500
$0 (2023-12) · $0 (2022-12)
Benefits paid
$26.7M Dec 31, 2024 reported Form 5500
$28.1M (2023-12) · $47.6M (2022-12)
Net investment income
$-3.5M Dec 31, 2024 reported Form 5500
$-3.8M (2023-12) · $-114M (2022-12)
Investment management fees
$394,492 Dec 31, 2024 reported Form 5500
$262,242 (2023-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 20243,390$251M$283M87.4%$248Mn/an/an/a
2023 to Dec 31, 20233,487$255M$285M82.0%$251Mn/an/an/a
2022 to Dec 31, 20223,673$369M$294M100.0%$255Mn/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • AON Consulting codes 11 $811,014 PY2024
  • Parametric Portfolio Associates codes 28 $136,012 PY2024
  • US Bank codes 21 $32,762 PY2024
  • Wipfli LLP codes 10 $15,000 PY2024
  • AON Large Cap Equity Index Fund Sched. D C $40.5M PY2024
  • AON High Yield Plus Fund Sched. D C $6.5M PY2024
  • AON Long Government Bond Index Fund Sched. D C $58,205 PY2024
  • AON Global Equity Fund Sched. D C $24.2M PY2024
  • AON Small Cap Equity Index Fund Sched. D C $6.9M PY2024
  • AON Non-Us Equity Index Fund Sched. D C $25.2M PY2024
  • AON Intermediate Government Bond in Sched. D C $24,673 PY2024
  • AON 20+ Year US Treasury Strips Fun Sched. D C $1.5M PY2024
  • AON Long Credit Bond Fund Sched. D C $34.3M PY2024
  • AON Intermediate Credit Bond Fund Sched. D C $206,985 PY2024
  • AON Core Real Estate Fund Sched. D C $27.7M PY2024
  • AON Multi-Asset Credit Fund Sched. D C $18.0M PY2024
  • AON Return Enhancing Alternatives Sched. D C $16.6M PY2024
  • AON Private Credit Opportunities Sched. D E $5.8M PY2024
  • AON Opportunistic Credit Fund Sched. D E $8.0M PY2024
  • Townsend Real Estate Alpha Fund III Sched. D C $11.2M PY2024
  • AON Consulting, Inc. codes 11 PY2024
  • AON Consulting codes 11 $721,181 PY2023
  • US Bank codes 21 $33,949 PY2023
  • Foley & Lardner codes 29 $6,438 PY2023
  • AON Large Cap Equity Index Fund Sched. D C $41.9M PY2023
  • AON High Yield Plus Fund Sched. D C $5.0M PY2023
  • AON Long Government Bond Index Fund Sched. D C $61,975 PY2023
  • AON Opportunistic Credit Fund Sched. D E $8.9M PY2023
  • AON Global Equity Fund Sched. D C $25.4M PY2023
  • AON Small Cap Equity Index Fund Sched. D C $7.7M PY2023
  • AON Non-Us Equity Index Fund Sched. D C $26.8M PY2023
  • Townsend Real Estate Investment Sched. D C $14.9M PY2023
  • AON Intermediate Government Bond in Sched. D C $24,085 PY2023
  • AON 20+ Year US Treasury Strips Fun Sched. D C $512,863 PY2023
  • AON Long Credit Bond Fund Sched. D C $34.6M PY2023
  • AON Intermediate Credit Bond Fund Sched. D C $299,137 PY2023
  • AON Core Real Estate Fund Sched. D C $28.1M PY2023
  • AON Multi-Asset Credit Fund Sched. D C $16.8M PY2023
  • AON Return Enhancing Alternatives Sched. D C $16.1M PY2023
  • AON Private Credit Opportunities Sched. D E $3.5M PY2023
  • AON Consulting, Inc. codes 11 PY2023
  • AON Consulting codes 11 $679,912 PY2022
  • BMO Harris Bank N.A. codes 21 $85,333 PY2022
  • US Bank codes 21 $37,478 PY2022
  • Foley & Lardner codes 29 $15,390 PY2022
  • Wipfli LLP codes 10 $13,075 PY2022
  • AON High Yield Plus Fund Sched. D C $125,189 PY2022
  • AON Long Government Bond Index Fund Sched. D C $60,044 PY2022
  • AON Intermediate Government Bond in Sched. D C $23,088 PY2022
  • AON 20+ Year US Treasury Strips Fun Sched. D C $65.8M PY2022
  • AON Long Credit Bond Fund Sched. D C $184,549 PY2022
  • AON Intermediate Credit Bond Fund Sched. D C $13,249 PY2022
  • AON Core Real Estate Fund Sched. D C $38.9M PY2022
  • AON Multi-Asset Credit Fund Sched. D C $14.7M PY2022
  • AON Opportunistic Credit Fund Sched. D C $8.6M PY2022
  • Townsend Real Estate Investment Sched. D C $12.4M PY2022
  • AON Global Equity Fund Sched. D C $40.6M PY2022
  • AON Small Cap Equity Index Fund Sched. D C $4.4M PY2022
  • AON Non-Us Equity Index Fund Sched. D C $27.2M PY2022
  • AON Large Cap Equity Index Fund Sched. D C $37.9M PY2022
  • AON Consulting, Inc. codes 11 PY2022
What changed
9 events
  • Dec 31, 2024Holding started
    Clarios Pension Plan Battery Division Hourly Employees first reports an interest in Townsend Real Estate Alpha Fund III (Townsend Real Estate Fund Alpha I-A): $11M at 2024-12-31
    with Townsend Real Estate Fund Alpha I-Aaskebsa.dol.gov
  • Dec 31, 2024Holding endedinference
    Clarios Pension Plan Battery Division Hourly Employees no longer reports Townsend Real Estate Investment (last held $15M at 2023-12-31; absent from the 2024-12-31 filing)
    with Townsend Real Estate Investmentaskebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    Parametric Portfolio Associates appears on Clarios Pension Plan Battery Division Hourly Employees's Schedule C as investment manager (plan year 2024 vs 2023)
    with Parametric Portfolio Associatesaskebsa.dol.gov
  • Jan 1, 2024Funded status changed
    Clarios Pension Plan Battery Division Hourly Employees funded ratio 82.0% -> 87.4% (2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Dec 31, 2023Holding started
    Clarios Pension Plan Battery Division Hourly Employees first reports an interest in Opportunistic Credit Portfolio: $9M at 2023-12-31
    with Opportunistic Credit Portfolioaskebsa.dol.gov
  • Dec 31, 2023Holding started
    Clarios Pension Plan Battery Division Hourly Employees first reports an interest in AON Return Enhancing Alternatives: $16M at 2023-12-31
    with AON Return Enhancing Alternativesaskebsa.dol.gov
  • Dec 31, 2023Holding started
    Clarios Pension Plan Battery Division Hourly Employees first reports an interest in AON Private Credit Opportunities: $3M at 2023-12-31
    with AON Private Credit Opp. Fund II, LPaskebsa.dol.gov
  • Jan 1, 2023Funded status changed
    Clarios Pension Plan Battery Division Hourly Employees funded ratio 100.0% -> 82.0% (2022-01-01 to 2023-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    Clarios Pension Plan Battery Division Hourly Employees plan assets $369M -> $255M (-31.0%, 2022-01-01 to 2023-01-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 391684871-016
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.