Clarios Pension Plan Battery Division Hourly Employees
Corporate pension, based in Glendale, Wisconsin, reporting $248M in assets, for 3,390 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, 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.
1 more adviser, 42 more commitments and 4 more dated events
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
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Capital path
who backs this record, through what, into what; each name opens its own path- AON Global Equity Fund3 commitments
- AON Small Cap Equity Index Fund3 commitments
- AON Large Cap Equity Index Fund3 commitments
- AON Trust Company LLC36 commitments
- Aon9 commitments
Relationship network
45 connected entities45 observed commitments17 repeat counterpartiescommitments 2022 to 2024
From board minutes, annual reports, Form 5500 filings and public records of commitments, consultants and staff in the allocator graph. Commitment amounts are those the allocator disclosed; many are not printed, and none is estimated.
Some relationships on this record are counted rather than named here. They open with the full profile.
Click any name or line for the commitments and sources behind it. Line weight is commitments together; dashed lines are inferred.
- Sponsor
- Fund or vehicle
- Service provider
- Organization
›How strength and recency are read
Managers, funds and consultants are read from the commitments: three or more is a strong observed relationship, two a repeat counterparty. No consultant link is marked current on the source, so none is labelled current or former here. Related plans, people and plan service providers are ordered by what the filing shows.
Darker lines were active in the last 24 months or are current; lighter lines are older or undated.
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
Allocation policy
- Interest-bearing cash 6.4%
- 103-12 investment entities 5.6%
- Common/collective trusts 85.9%
Consultants and advisers
- AON Consulting, Inc. Actuarythrough Dec 31, 2022 Form 5500
- Aon Actuarythrough Dec 31, 2022 Form 5500
- BMO Harris Bank, N.A. Trusteethrough Dec 31, 2022 Form 5500
+1 more consultant or adviser advise this allocator
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
People
Manager roster
- AON Trust Company LLC36 rows, latest Dec 31, 2024
- Aon9 rows, latest Dec 31, 2024
- Aonplan years
- Parametric Portfolio Associatesplan years 2024
What changed
- Dec 31, 2024Holding startedClarios 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 2024-12-31with Townsend Real Estate Fund Alpha I-Aaskebsa.dol.gov
- Dec 31, 2024Holding endedinferenceClarios 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 startedParametric 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 changedClarios Pension Plan Battery Division Hourly Employees funded ratio 82.0% -> 87.4% (2023-01-01 to 2024-01-01)
- Dec 31, 2023Holding startedClarios Pension Plan Battery Division Hourly Employees first reports an interest in Opportunistic Credit Portfolio: $9M at 2023-12-31with Opportunistic Credit Portfolioaskebsa.dol.gov
+4 more dated events
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | AON Global Equity Fundcollective trust | AON Trust Company LLC | Public equity | $24.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | AON Small Cap Equity Index Fundcollective trust | AON Trust Company LLC | Public equity | $6.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | AON Large Cap Equity Index Fundcollective trust | AON Trust Company LLC | Public equity | $40.5M held | Disclosed holding | askebsa.dol.gov |
+42 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Size and funding
Form 5500 filings
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 3,390 | $251M | $283M | 87.4% | $248M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 3,487 | $255M | $285M | 82.0% | $251M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 3,673 | $369M | $294M | 100.0% | $255M | Not disclosed | Not disclosed | Not disclosed |
- AON Consulting codes 11 $811,014 PY2024
- Parametric Portfolio Associates codes 28 $136,012 PY2024
- US Bank codes 21 $32,762 PY2024
+58 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Record history
- Holding in a pooled vehicle started2024-12-31source on record
- Holding in a pooled vehicle ended2024-12-31source on record
- Holding in a pooled vehicle started2024-12-31source on record
+8 more changes on this record's ledger
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The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.
›Connections
every published relationship on the graph
+7 connections on the graph
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.