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
Bosch Pension Plan
Corporate pensionFarmington Hills, MI
Assets
$1.6B
Total assets, Dec 31, 2024 reported
Funded
106.6%
Jan 1, 2023
Private markets target
n/a
policy Dec 31, 2024
Commitments
3
none on the tape
Plan sponsor: Robert Bosch LLC
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 0.2%
- Corporate debt instruments (other) 32.3%
- Corporate debt instruments (preferred) 0.7%
- U.S. Government securities 19.5%
- Other investments 0.1%
- Common/collective trusts 38.9%
- Registered investment companies 6.4%
Consultants and advisers
1 firms
- AON Consulting, Inc. 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
- Northern Trust Collective Eafe Inde3 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 | NT Coltv 1-10 Yr Intermed Govt Bdcollective trust | Northern Trust Collective Eafe Inde | Pooled vehicles | $233M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | NT Coll Long Term Gov Bnd Idx Fd Nlcollective trust | Northern Trust Collective Eafe Inde | Pooled vehicles | $118M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | NT Collective Short Term Investmentcollective trust | Northern Trust Collective Eafe Inde | Cash | $268M held | Disclosed holding | askebsa.dol.gov |
Size and funding
27 readings
Investment management fees
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 | 18,635 | n/a | n/a | n/a | $1.6B | n/a | $0 | n/a |
| 2023 to Dec 31, 2023 | 14,145 | $1.3B | $1.2B | 106.6% | $1.6B | n/a | $1.6B | n/a |
| 2022 to Dec 31, 2022 | 14,363 | $1.7B | $1.1B | 127.0% | $1.3B | n/a | $1.3B | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Telus Health codes 15 50 64 $102,809 PY2024
- NT Col 1-10 Yr. Intermediate Govt B Sched. D C $233M PY2024
- NT Coll Lt Gov Bond Index Nl Sched. D C $118M PY2024
- Collective Short-Term Investment Fd Sched. D C $268M PY2024
- Robert Bosch LLC Mstr Trust Ret Tr Sched. D M PY2024
- Robert Bosch LLC Mstr Trust Ret Tr Sched. D M $1.6B PY2023
- AON Consulting, Inc. codes 11 PY2023
- Robert Bosch LLC Mstr Trust Ret Tr Sched. D M $1.3B PY2022
- AON Consulting, Inc. codes 11 PY2022
What changed
3 events
- Dec 31, 2023Assets changedBosch Pension Plan total assets $1.3B -> $1.6B (+24.8%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedBosch Pension Plan funded ratio 127.0% -> 106.6% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedBosch Pension Plan plan assets $1.7B -> $1.3B (-25.2%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 362903176-001
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.