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
Lear Corporation Pension Plan
Corporate pensionSouthfield, MI
Assets
$189M
Total assets, Dec 31, 2024 reported
Funded
95.1%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: Lear Corporation
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Master trust investment accounts 99.4%
Consultants and advisers
6 firms
- Morgan Stanley Smith Barney, LLC Investment adviser (plan)Custodianthrough Dec 31, 2024 Form 5500
- SLC Management Investment adviser (plan)through Dec 31, 2022 Form 5500
- BMO Harris Bank, N.A. Custodianthrough Dec 31, 2023 Form 5500
- Brandes Investment Partners,l.p. Directed trusteethrough Dec 31, 2022 Form 5500
- Morgan Stanley Smith Barney Custodianthrough Dec 31, 2022 Form 5500
- Willis Towers Watson US LLC Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
3 managers on Schedule C
From Schedule C (investment management, code 28)
- Westfield Capital Management Companplan years 2022
- BMO Harris Bank, N.A.plan years 2022
- Rhumbline Advisers Corpplan years 2022
Commitments
No fund commitments are on the tape for this allocator. The tape holds the plans that publish their own private-markets reports; a plan that publishes one and is not here is a gap we can close.
Size and funding
33 readings
Investment management fees
$276,258 (2023-12) · $485,574 (2022-12)
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 | 3,624 | $225M | $244M | 95.1% | $189M | n/a | $187M | n/a |
| 2023 to Dec 31, 2023 | 3,632 | $212M | $241M | 94.0% | $226M | n/a | $226M | n/a |
| 2022 to Dec 31, 2022 | 3,644 | $270M | $230M | 107.1% | $212M | n/a | $211M | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Willis Towers Watson US LLC codes 10 11 14 15 17 49 50 $1.1M PY2024
- Morgan Stanley Smith Barney LLC codes 27 33 49 50 55 71 72 $284,221 PY2024
- SUN Life Capital Management (U.S.) codes 27 51 $208,178 PY2024
- The Northern Trust Company codes 49 50 $102,725 PY2024
- Westfield Capital Management Co. LP codes 28 51 52 68 71 $54,155 PY2024
- Rhumbline Advisers Limited Partners codes 28 51 $6,753 PY2024
- Lear Corporation Master Trust Sched. D M $187M PY2024
- Willis Towers Watson US LLC codes 11 PY2024
- Willis Towers Watson US LLC codes 10 11 14 15 17 49 50 $590,565 PY2023
- Morgan Stanley Smith Barney LLC codes 15 19 27 33 49 50 55 64 71 72 99 $162,092 PY2023
- Westfield Capital Management Co. LP codes 28 51 52 68 71 $46,838 PY2023
- Brandes Investment Partners, LP. codes 25 51 52 68 $38,963 PY2023
- The Northern Trust Company codes 49 50 $25,330 PY2023
- Sun Life Capital Management (U.S.) codes 27 51 $25,318 PY2023
- BMO Bank N.A. codes 19 21 25 50 $21,905 PY2023
- Lear Corporation Master Trust Sched. D M $226M PY2023
- Willis Towers Watson US LLC codes 11 PY2023
- Willis Towers Watson US LLC codes 10 11 14 15 17 49 50 $679,368 PY2022
- Morgan Stanley Smith Barney LLC codes 15 19 27 33 49 50 55 64 71 72 99 $234,601 PY2022
- Sun Life Capital Management (U.S.) codes 27 51 $92,630 PY2022
- Westfield Capital Management Co. LP codes 28 51 $86,093 PY2022
- Brandes Investment Partners, LP. codes 25 51 52 68 $72,250 PY2022
- BMO Harris Bank N.A. codes 20 50 52 $34,420 PY2022
- The Northern Trust Company codes 49 50 $30,949 PY2022
- Rhumbline Advisers Limited Partners codes 28 51 $6,387 PY2022
- Lear Corporation Master Trust Sched. D M $211M PY2022
- Willis Towers Watson US LLC codes 11 PY2022
What changed
5 events
- Dec 31, 2024Manager relationship startedRhumbline Advisers Limited Partners appears on Lear Corporation Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Rhumbline Advisers Corpaskebsa.dol.gov
- Dec 31, 2024Assets changedLear Corporation Pension Plan total assets $226M -> $189M (-16.6%, 2023-12-31 to 2024-12-31)
- Dec 31, 2023Manager relationship endedinferenceRhumbline Advisers Limited Partners no longer appears on Lear Corporation Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Rhumbline Advisers Corpaskebsa.dol.gov
- Jan 1, 2023Funded status changedLear Corporation Pension Plan funded ratio 107.1% -> 94.0% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedLear Corporation Pension Plan plan assets $270M -> $212M (-21.4%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 133386776-001
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.