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

Mahle Industries, Incorporated Retirement Plan

Corporate pensionFarmington Hills, MI
Assets
$46.8M
Total assets, Dec 31, 2024 reported
Funded
71.1%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
30
2 managers on Schedule C
Plan sponsor: Mahle Industries, Incorporated
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Partnership/joint venture interests 4.2%
  • Common/collective trusts 89.2%
Consultants and advisers
4 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
5 managers on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)
Commitments
30 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Comerica Short-Term Fundcollective trustComerica BankCash$1.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Legal & General Treasury 15+ Stripscollective trustLegal and GeneralFixed income$9.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024WTW Gt Long Credit Fundcollective trustTowers Watson Investment Services,Private credit$4.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024WTW Gt Diversified Equity Fundcollective trustTowers Watson Investment Services,Hedge / diversifiers$7.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024WTW Gt Diversified Credit Fundcollective trustTowers Watson Investment Services,Private credit$3.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Ir+m Intermediate Corp Collect Fundcollective trustIr+m Collective InvestmentPooled vehicles$1.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Ssga Intermed U.S. Govt Bond Indxcollective trustState Street - Russell 2000Fixed income$2.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024State St Lng US Govt Bd Ind Nl Fundcollective trustState Street - Russell 2000Pooled vehicles$3.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024WTW Gt Real Asset Fundcollective trustTowers Watson Investment Services,Real assets$4.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024WTW Liquid Diversifiers Fund, Ltdcollective trustTowers Watson Investment Services, Inc.Hedge / diversifiers$3.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Comerica Short-Term Fundcollective trustComerica BankCash$3.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Legal & General Treasury 15+ Stripscollective trustLegal and GeneralFixed income$11.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023WTW Gt Long Credit Fundcollective trustTowers Watson Investment Services,Private credit$4.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023WTW Gt Diversified Equity Fundcollective trustTowers Watson Investment Services,Hedge / diversifiers$4.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023WTW Gt Diversified Credit Fundcollective trustTowers Watson Investment Services,Private credit$3.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Ir+m Intermediate Corp Collect Fundcollective trustIr+m Collective InvestmentPooled vehicles$1.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Ssga Intermed U.S. Govt Bond Indxcollective trustState Street - Russell 2000Fixed income$2.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023State St Lng US Govt Bd Ind Nl Fundcollective trustState Street - Russell 2000Pooled vehicles$3.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023WTW Gt Real Asset Fundcollective trustTowers Watson Investment Services,Real assets$4.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023WTW Liquid Diversifiers Fund, Ltd103 12 ieTowers Watson Investment Services, Inc.Hedge / diversifiers$3.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Comerica Short-Term Fundcollective trustComerica BankCash$962,908 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Legal & General Treasury 15+ Stripscollective trustLegal and GeneralFixed income$10.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022WTW Gt Long Credit Fundcollective trustTowers Watson Investment Services,Private credit$3.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022WTW Gt Diversified Equity Fundcollective trustTowers Watson Investment Services,Hedge / diversifiers$9.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022WTW Gt Diversified Credit Fundcollective trustTowers Watson Investment Services,Private credit$4.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Ir+m Intermediate Corp Collect Fundcollective trustIr+m Collective InvestmentPooled vehicles$1.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Ssga Intermed U.S. Govt Bond Indxcollective trustState Street - Russell 2000Fixed income$9.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022State St Lng US Govt Bd Ind Nl Fundcollective trustState Street - Russell 2000Pooled vehicles$4.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Wtc-Ctf Glbl Total Return Portfoliocollective trustWellington Trust Company, NaPooled vehicles$1.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022WTW Gt Real Asset Fundcollective trustTowers Watson Investment Services,Real assets$6.5M heldDisclosed holdingaskebsa.dol.gov
Size and funding
32 readings
Total assets
$46.8M Dec 31, 2024 reported Form 5500
$44.8M (2023-12) · $60.3M (2022-12)
Plan assets
$45.4M Jan 1, 2024 reported Form 5500
$60.3M (2023-01) · $75.9M (2022-01)
Net assets
$46.8M Dec 31, 2024 reported Form 5500
$44.8M (2023-12) · $60.3M (2022-12)
Funded ratio
71.1% Jan 1, 2024 reported Form 5500
74.0% (2023-01) · 80.0% (2022-01)
Funding target
$70.2M Jan 1, 2024 reported Form 5500
$82.8M (2023-01) · $80.4M (2022-01)
Discount rate
5.13% Jan 1, 2024 reported Form 5500
5.27% (2023-01) · 5.45% (2022-01)
Participants
862 Jan 1, 2024 reported Form 5500
1,016 (2023-01) · 1,014 (2022-01)
Contributions
$5.4M Dec 31, 2024 reported Form 5500
$0 (2023-12) · $0 (2022-12)
Benefits paid
$4.4M Dec 31, 2024 reported Form 5500
$17.1M (2023-12) · $3.9M (2022-12)
Net investment income
$1.7M Dec 31, 2024 reported Form 5500
$-15.6M (2023-12) · $-17.0M (2022-12)
Investment management fees
$174,550 Dec 31, 2024 reported Form 5500
$143,587 (2023-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 2024862$45.4M$70.2M71.1%$46.8M$2.0M$0$0
2023 to Dec 31, 20231,016$60.3M$82.8M74.0%$44.8M$0$0$0
2022 to Dec 31, 20221,014$75.9M$80.4M80.0%$60.3M$2.0M$0$0
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • AON Hewitt codes 15 50 $216,315 PY2024
  • Towers Watson Investment Services codes 17 28 51 $119,939 PY2024
  • Willis Towers Watson US LLC codes 11 28 50 51 $102,602 PY2024
  • Plante & Moran codes 10 50 $47,440 PY2024
  • Cleveland Gilbreath LLC codes 29 50 $21,450 PY2024
  • Comerica Incorporated codes 19 21 49 59 62 72 $15,111 PY2024
  • Graticule Managed Fund Ltd codes 28 50 51 52 $6,255 PY2024
  • Campbell Offshore Fund Ltd Spc codes 28 50 51 52 $6,254 PY2024
  • Ir&m codes 21 50 $5,171 PY2024
  • WTW Gt Real Asset Fund Sched. D C $4.4M PY2024
  • WTW Liquid Diversifiers Fund, Ltd. Sched. D C $3.3M PY2024
  • Comerica Short Term Fund Sched. D C $1.6M PY2024
  • L&g Treasury 15+ Strips Cit Fund Sched. D C $9.6M PY2024
  • WTW Gt Long Credit Fund Sched. D C $4.7M PY2024
  • WTW Gt Diversified Equity Fund Sched. D C $7.4M PY2024
  • WTW Gt Diversified Credit Fund Sched. D C $3.7M PY2024
  • Ir&m Intermediate Corporate Collect Sched. D C $1.3M PY2024
  • Intermed US Govt Bond Indx Nl Fund Sched. D C $2.5M PY2024
  • Long US Gove Bond Indx Nl Sched. D C $3.2M PY2024
  • Willis Towers Watson US LLC codes 11 PY2024
  • AON Hewitt codes 15 50 $262,346 PY2023
  • Towers Watson Investment Services codes 17 28 51 $118,352 PY2023
  • Willis Towers Watson US LLC codes 11 28 50 51 $73,446 PY2023
  • Plante & Moran codes 10 50 $49,950 PY2023
  • Cleveland Gilbreath LLC codes 29 50 $19,617 PY2023
  • Wellington codes 28 51 $19,259 PY2023
  • Comerica Short Term Fund Sched. D C $3.5M PY2023
  • L&g Treasury 15+ Strips Cit Fund Sched. D C $11.0M PY2023
  • WTW Gt Long Credit Fund Sched. D C $4.7M PY2023
  • WTW Gt Diversified Equity Fund Sched. D C $4.9M PY2023
  • WTW Gt Diversified Credit Fund Sched. D C $3.4M PY2023
  • Ir&m Intermediate Corporate Collect Sched. D C $1.2M PY2023
  • Intermed US Govt Bond Indx Nl Fund Sched. D C $2.5M PY2023
  • Long US Gove Bond Indx Nl Sched. D C $3.4M PY2023
  • Wellington Ctf Global Total Rtn Sched. D C PY2023
  • WTW Gt Real Asset Fund Sched. D C $4.4M PY2023
  • WTW Liquid Diversifiers Fund, Ltd. Sched. D E $3.0M PY2023
  • Willis Towers Watson US LLC codes 11 PY2023
  • AON Hewitt codes 15 50 $170,566 PY2022
  • Comerica Incorporated codes 18 19 21 49 50 59 62 72 $159,528 PY2022
  • Willis Towers Watson US LLC codes 11 28 50 51 $111,525 PY2022
  • Towers Watson Investment Services codes 17 28 51 $69,445 PY2022
  • Plante & Moran codes 10 50 $39,300 PY2022
  • Cleveland Gilbreath LLC codes 29 50 $25,311 PY2022
  • Ir&m codes 21 50 $10,284 PY2022
  • Wellington codes 28 51 $9,954 PY2022
  • Comerica Short Term Fund Sched. D C $962,908 PY2022
  • L&g Treasury 15+ Strips Cit Fund Sched. D C $10.0M PY2022
  • WTW Gt Long Credit Fund Sched. D C $3.7M PY2022
  • WTW Gt Diversified Equity Fund Sched. D C $9.6M PY2022
  • WTW Gt Diversified Credit Fund Sched. D C $4.4M PY2022
  • Ir&m Intermediate Corporate Collect Sched. D C $1.6M PY2022
  • Intermed US Govt Bond Indx Nl Fund Sched. D C $9.2M PY2022
  • Long US Gove Bond Indx Nl Sched. D C $4.7M PY2022
  • Wellington Ctf Global Total Rtn Sched. D C $1.7M PY2022
  • WTW Gt Real Asset Fund Sched. D C $6.5M PY2022
  • Willis Towers Watson US LLC codes 11 PY2022
What changed
10 events
  • Dec 31, 2024Manager relationship started
    Campbell Offshore Fund Ltd Spc appears on Mahle Industries, Incorporated Retirement Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with Campbell Offshore Fund Ltd Spcaskebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    Wellington no longer appears on Mahle Industries, Incorporated Retirement Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with Wellington Trust Companyaskebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    Graticule Managed Fund Ltd appears on Mahle Industries, Incorporated Retirement Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with Graticule Managed Fund Ltdaskebsa.dol.gov
  • Jan 1, 2024Funded status changed
    Mahle Industries, Incorporated Retirement Plan funded ratio 74.0% -> 71.1% (2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Jan 1, 2024Assets changed
    Mahle Industries, Incorporated Retirement Plan plan assets $60M -> $45M (-24.8%, 2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Dec 31, 2023Holding endedinference
    Mahle Industries, Incorporated Retirement Plan no longer reports Wtc-Ctf Glbl Total Return Portfolio (last held $2M at 2022-12-31; absent from the 2023-12-31 filing)
    with Wtc-Ctf Glbl Total Return Portfolioaskebsa.dol.gov
  • Dec 31, 2023Holding started
    Mahle Industries, Incorporated Retirement Plan first reports an interest in WTW Liquid Diversifiers Fund, Ltd: $3M at 2023-12-31
    with WTW Liquid Diversifiers Fund, Ltd.askebsa.dol.gov
  • Dec 31, 2023Assets changed
    Mahle Industries, Incorporated Retirement Plan total assets $60M -> $45M (-25.8%, 2022-12-31 to 2023-12-31)
    askebsa.dol.gov
  • Jan 1, 2023Funded status changed
    Mahle Industries, Incorporated Retirement Plan funded ratio 80.0% -> 74.0% (2022-01-01 to 2023-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    Mahle Industries, Incorporated Retirement Plan plan assets $76M -> $60M (-20.5%, 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 582431334-001
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.