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.
Taft-Hartley plan
I.A. of M. Motor City Pension Fund
Taft-Hartley planTroy, MI
Assets
$117M
Total assets, Jun 30, 2025 reported
Funded
67.6%
Jul 1, 2024
Private markets target
n/a
policy Jun 30, 2025
Commitments
8
1 managers on Schedule C
Plan sponsor: Intl' Assoc' Machin Motor City Pens
Allocation policy
Form 5500, as of Jun 30, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 2.3%
- Non-interest-bearing cash 2.0%
- Common/collective trusts 19.0%
- Registered investment companies 27.7%
- Common stock 48.8%
Consultants and advisers
5 firms
- SAM Pilger Directed trusteethrough Jun 30, 2025 Form 5500
- Paul Wedding Asa, Ea,maaa Actuarythrough Jun 30, 2024 Form 5500
- Wrubel Wesley & Co C.p.a.'s Custodianthrough Jun 30, 2024 Form 5500
- Morgan Stanley Smith Barney, LLC Custodianthrough Jun 30, 2023 Form 5500
- United Actuarial Services, Inc. Actuarythrough Jun 30, 2023 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
2 managers on Schedule C
From Schedule C (investment management, code 28)
- Eagle Capital Management, LLCplan years 2025
- United Actuarial Services, Inc.plan years 2023
Commitments
8 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 Jun 30, 2025 | Comerica Large Cap Valuecollective trust | Comerica Bank | Public equity | $10.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | Comerica Large Cap Growthcollective trust | Comerica Bank | Public equity | $12.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2024 | Short Term Investment Fundcollective trust | Comerica Bank | Cash | $1.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2024 | Comerica Large Cap Growthcollective trust | Comerica Bank | Public equity | $10.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2024 | Comerica Large Cap Valuecollective trust | Comerica Bank | Public equity | $9.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2023 | Comerica Large Cap Growthcollective trust | Comerica Bank | Public equity | $7.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2023 | Comerica Large Cap Valuecollective trust | Comerica Bank | Public equity | $8.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2023 | Short Term Investment Fundcollective trust | Comerica Bank | Cash | $2.2M held | Disclosed holding | askebsa.dol.gov |
Size and funding
30 readings
Investment management fees
$336,934 (2024-06) · $511,503 (2023-06)
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 Jun 30, 2025 | 934 | n/a | n/a | n/a | $117M | n/a | n/a | n/a |
| 2023 to Jun 30, 2024 | 934 | n/a | n/a | n/a | $112M | n/a | n/a | n/a |
| 2022 to Jun 30, 2023 | 940 | n/a | n/a | n/a | $107M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Eagle Capial Management codes 28 50 68 $248,983 PY2024
- Morgan Stanley codes 19 27 33 49 50 71 72 $207,489 PY2024
- Groom Law Group Chartered codes 29 50 $161,766 PY2024
- United Actuarial Services codes 28 50 68 $84,212 PY2024
- Benesys, Inc codes 10 12 15 36 38 49 50 $63,808 PY2024
- Logan Mettley & Newcomer Plc codes 29 50 $47,762 PY2024
- Novara Tesija Catenacci codes 29 50 $38,928 PY2024
- Comerica Bank codes 19 28 49 50 99 $30,566 PY2024
- SAM Pilger codes 25 50 $22,917 PY2024
- Wrubel Wesley and Company C.p.a's codes 10 50 $18,050 PY2024
- Comerica Large Cap Growth Sched. D C $12.2M PY2024
- Comerica Large Cap Value Sched. D C $10.1M PY2024
- Paul Wedding Asa, Ea,maaa codes 11 PY2024
- United Actuarial Services codes 28 50 68 $144,974 PY2023
- Morgan Stanley codes 19 27 33 49 50 71 72 $101,530 PY2023
- Eagle Capital Management codes 12 50 $97,736 PY2023
- Novara Tesija Catenacci codes 29 50 $85,819 PY2023
- Benesys, Inc codes 10 12 15 36 38 49 50 $63,434 PY2023
- Comerica codes 19 28 49 50 99 $18,002 PY2023
- Wrubel, Wesley & Co CPAS codes 10 50 $17,895 PY2023
- American Graphics Printing codes 49 50 99 $5,587 PY2023
- Comerica Short Term Fund Sched. D C $1.2M PY2023
- Comerica Large Cap Growth Sched. D C $10.2M PY2023
- Comerica Large Cap Value Sched. D C $9.2M PY2023
- Paul Wedding Asa, Ea,maaa codes 11 PY2023
- Morgan Stanley codes 19 27 33 49 50 71 72 $379,172 PY2022
- Novara Tesija Catenacci Mcdonald codes 29 50 $79,274 PY2022
- Benesys, Inc codes 10 12 15 36 38 49 50 $69,474 PY2022
- Eagle Capital Management. codes 12 50 $63,743 PY2022
- Invesco International codes 12 50 $23,275 PY2022
- United Actuarial Services codes 28 50 68 $19,343 PY2022
- Wrubel Wesley & Co CPAS codes 10 50 $17,915 PY2022
- Fuller & Thaller codes 12 50 $14,424 PY2022
- JP Morgan codes 12 50 $6,674 PY2022
- Captial Group codes 12 50 $6,636 PY2022
- Fiera Capital codes 12 50 $5,917 PY2022
- Hudson Edge Partners codes 12 50 $5,699 PY2022
- Comerica Short Term Fund Sched. D C $2.2M PY2022
- Comerica Large Cap Growth Sched. D C $7.7M PY2022
- Comerica Large Cap Value Sched. D C $8.0M PY2022
- United Actuarial Services, Inc codes 11 PY2022
What changed
8 events
- Jun 30, 2025Holding startedI.A. of M. Motor City Pension Fund first reports an interest in Comerica Large Cap Value: $10M at 2025-06-30with Comerica Large Cap Valueaskebsa.dol.gov
- Jun 30, 2025Holding endedinferenceI.A. of M. Motor City Pension Fund no longer reports Comerica Large Cap Value (last held $9M at 2024-06-30; absent from the 2025-06-30 filing)with Comerica Large Cap Valueaskebsa.dol.gov
- Jun 30, 2025Holding endedinferenceI.A. of M. Motor City Pension Fund no longer reports Short Term Investment Fund (last held $1M at 2024-06-30; absent from the 2025-06-30 filing)with Short Term Investment Fundaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedEagle Capial Management appears on I.A. of M. Motor City Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)with Eagle Capital Management, LLCaskebsa.dol.gov
- Jul 1, 2024Funded status changedI.A. of M. Motor City Pension Fund funded ratio 61.2% -> 67.6% (2023-07-01 to 2024-07-01)
- Jul 1, 2024Assets changedI.A. of M. Motor City Pension Fund plan assets $53M -> $63M (+18.4%, 2023-07-01 to 2024-07-01)
- Dec 31, 2023Manager relationship startedComerica appears on I.A. of M. Motor City Pension Fund's Schedule C as investment manager (plan year 2023 vs 2022)with Wrubel Wesley & Co C.p.a.'saskebsa.dol.gov
- Jul 1, 2023Funded status changedI.A. of M. Motor City Pension Fund funded ratio 64.1% -> 61.2% (2022-07-01 to 2023-07-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 386237143-001
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.