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

Tower International Pension Plan

Corporate pensionNEW Boston, MI
Assets
$109M
Total assets, Dec 31, 2024 reported
Funded
90.6%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
21
none on the tape
Plan sponsor: Tower Automotive Operations USA I, LLC
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 3.0%
  • Partnership/joint venture interests 10.2%
  • Common/collective trusts 86.3%
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
21 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024EB Temporary Investmentcollective trustBNY MellonPooled vehicles$2.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024WTW Gt Real Asset Fundcollective trustTowers Watson Investment Services,Real assets$8.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024WTW Gt Diversified Equity Fundcollective trustTowers Watson Investment Services,Hedge / diversifiers$32.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024WTW Gt Diversified Credit Fundcollective trustTowers Watson Investment Services,Private credit$19.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Treasury US 10 Yr Key Rate Durationcollective trustBlackrock Institutional TrustFixed income$4.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Treasury U.S. 20 Year Key Rate Duracollective trustBlackrockFixed income$1.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Treasury US 15 Yr Key Rate Durationcollective trustBlackrock Institutional TrustFixed income$2.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Treasury U.S. 5 Year Key Rate Duratcollective trustBlackrockFixed income$4.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024State St Lng US Govt Bd Ind Nl Fundcollective trustState Street - Russell 2000Pooled vehicles$13.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Ssga Intermed U.S. Govt Bond Indxcollective trustState Street - Russell 2000Fixed income$4.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023EB Temporary Investmentcollective trustBNY MellonPooled vehicles$2.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Ssga Intermed U.S. Govt Bond Indxcollective trustState Street - Russell 2000Fixed income$3.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023State St Lng US Govt Bd Ind Nl Fundcollective trustState Street - Russell 2000Pooled vehicles$16.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Treasury U.S. 5 Year Key Rate Duratcollective trustBlackrockFixed income$5.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Treasury US 15 Yr Key Rate Durationcollective trustBlackrock Institutional TrustFixed income$4.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Treasury U.S. 20 Year Key Rate Duracollective trustBlackrockFixed income$994,891 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Treasury US 10 Yr Key Rate Durationcollective trustBlackrock Institutional TrustFixed income$6.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023WTW Gt Diversified Credit Fundcollective trustTowers Watson Investment Services,Private credit$19.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023WTW Gt Diversified Equity Fundcollective trustTowers Watson Investment Services,Hedge / diversifiers$33.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023WTW Gt Real Asset Fundcollective trustTowers Watson Investment Services,Real assets$10.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022EB Temporary Investmentcollective trustBNY MellonPooled vehicles$1.4M heldDisclosed holdingaskebsa.dol.gov
Size and funding
33 readings
Total assets
$109M Dec 31, 2024 reported Form 5500
$120M (2023-12) · $124M (2022-12)
Plan assets
$120M Jan 1, 2024 reported Form 5500
$124M (2023-01) · $172M (2022-01)
Net assets
$109M Dec 31, 2024 reported Form 5500
$120M (2023-12) · $124M (2022-12)
Funded ratio
90.6% Jan 1, 2024 reported Form 5500
89.2% (2023-01) · 103.4% (2022-01)
Funding target
$143M Jan 1, 2024 reported Form 5500
$150M (2023-01) · $155M (2022-01)
Discount rate
5.01% Jan 1, 2024 reported Form 5500
5.12% (2023-01) · 5.29% (2022-01)
Participants
2,496 Jan 1, 2024 reported Form 5500
2,548 (2023-01) · 2,636 (2022-01)
Contributions
$579,564 Dec 31, 2024 reported Form 5500
$4.3M (2023-12) · $0 (2022-12)
Benefits paid
$12.4M Dec 31, 2024 reported Form 5500
$13.8M (2023-12) · $13.4M (2022-12)
Net investment income
$-11.7M Dec 31, 2024 reported Form 5500
$-3.7M (2023-12) · $-47.9M (2022-12)
Investment management fees
$15,171 Dec 31, 2024 reported Form 5500
$15,653 (2023-12) · $8,895 (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 20242,496$120M$143M90.6%$109M$11.1Mn/an/a
2023 to Dec 31, 20232,548$124M$150M89.2%$120M$11.9Mn/an/a
2022 to Dec 31, 20222,636$172M$155M103.4%$124M$13.7Mn/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Willis Towers Watson US LLC codes 11 50 $290,500 PY2024
  • John Hancock codes 11 15 62 64 65 99 $252,923 PY2024
  • Bank of New York Mellon codes 18 $62,500 PY2024
  • Blackrock Institutional Trust codes 28 $10,906 PY2024
  • Baker Tilly US, LLP codes 10 50 $9,137 PY2024
  • TSY Us10 Yr Key Rate Dur Nl Fd Sched. D C $4.2M PY2024
  • EB Temp Investment Fund Sched. D C $2.9M PY2024
  • WTW Gt Real Asset Fund Sched. D C $8.9M PY2024
  • WTW Gt Diversified Equity Fund Sched. D C $32.3M PY2024
  • WTW Gt Diversified Credit Fund Sched. D C $19.5M PY2024
  • TSY U.S. 20 Yr Key Rate Dur Nl Fd Sched. D C $1.1M PY2024
  • TSY U.S. 15 Yr Key Rate Dur Nl Fd Sched. D C $2.8M PY2024
  • Treas US 5 Yr Key Rate Dur Nl Fd Sched. D C $4.3M PY2024
  • Long U.S. Govt Bond Indx Nl Sched. D C $13.5M PY2024
  • Intermed U.S. Govt Bond Indx Nl Sched. D C $4.5M PY2024
  • Willis Towers Watson US LLC codes 11 PY2024
  • Bank of New York Mellon codes 18 $250,000 PY2023
  • John Hancock codes 11 15 62 64 65 99 $241,070 PY2023
  • Blackrock Institutional Trust codes 28 $11,689 PY2023
  • Doeren Mayhew codes 10 $1,520 PY2023
  • TSY Us10 Yr Key Rate Dur Nl Fd a Sched. D C $6.4M PY2023
  • Ebtif Sched. D C $2.2M PY2023
  • Intermed U.S. Govt Bond Indx Nl - C Sched. D C $3.6M PY2023
  • Long U.S. Govt Bond Indx Nl - Cm1d Sched. D C $16.1M PY2023
  • Treas US 5 Yr Key Rate Dur Nl Fd a Sched. D C $5.7M PY2023
  • TSY U.S. 15 Yr Key Rate Dur Nl Fd Sched. D C $4.5M PY2023
  • TSY U.S. 20 Yr Key Rate Dur Nl Fd Sched. D C $994,891 PY2023
  • WTW Gt Diversified Credit Fund Sched. D C $19.0M PY2023
  • WTW Gt Diversified Equity Fund Sched. D C $33.3M PY2023
  • WTW Gt Real Asset Fund Sched. D C $10.3M PY2023
  • John Hancock codes 11 PY2023
  • John Hancock codes 11 15 62 64 65 99 $324,430 PY2022
  • Bank of New York Mellon codes 18 $151,662 PY2022
  • Doeren Mayhew codes 10 $10,500 PY2022
  • Blackrock Institutional Trust codes 28 $5,883 PY2022
  • Bnym Mellon Db Sl Stock Index Fund Sched. D C PY2022
  • EB Long Term Government Bond Index Sched. D C PY2022
  • Wellington Cif II US Invest Grade C Sched. D C PY2022
  • Ebtif Sched. D C $1.4M PY2022
  • BNY Mellon Sl Mc Sif Sched. D C PY2022
  • BNY Mellon Sl Sc Sif Sched. D C PY2022
  • EB Dv International Stock Index Fun Sched. D C PY2022
  • Bnym Mellon Db Sl Intermediate Cred Sched. D C PY2022
  • EB US Investment Grade Corp Long du Sched. D C PY2022
  • John Hancock codes 11 PY2022
What changed
11 events
  • Dec 31, 2023Holding started
    Tower International Pension Plan first reports an interest in Ssga Intermed U.S. Govt Bond Indx (State Street - Russell 2000): $4M at 2023-12-31
    with State Street - Russell 2000askebsa.dol.gov
  • Dec 31, 2023Holding started
    Tower International Pension Plan first reports an interest in State St Lng US Govt Bd Ind Nl Fund (State Street - Russell 2000): $16M at 2023-12-31
    with State Street - Russell 2000askebsa.dol.gov
  • Dec 31, 2023Holding started
    Tower International Pension Plan first reports an interest in WTW Gt Real Asset Fund (Towers Watson Investment Services,): $10M at 2023-12-31
    with Towers Watson Investment Services,askebsa.dol.gov
  • Dec 31, 2023Holding started
    Tower International Pension Plan first reports an interest in Treasury US 10 Yr Key Rate Duration (Blackrock Institutional Trust): $6M at 2023-12-31
    with Blackrock Institutional Trustaskebsa.dol.gov
  • Dec 31, 2023Holding started
    Tower International Pension Plan first reports an interest in Treasury U.S. 20 Year Key Rate Dura (Blackrock): $994,891 at 2023-12-31
    with Blackrockaskebsa.dol.gov
  • Dec 31, 2023Holding started
    Tower International Pension Plan first reports an interest in WTW Gt Diversified Equity Fund (Towers Watson Investment Services,): $33M at 2023-12-31
    with Towers Watson Investment Services,askebsa.dol.gov
  • Dec 31, 2023Holding started
    Tower International Pension Plan first reports an interest in Treasury U.S. 5 Year Key Rate Durat: $6M at 2023-12-31
    with Treasury U.S. 5 Year Key Rate Durataskebsa.dol.gov
  • Dec 31, 2023Holding started
    Tower International Pension Plan first reports an interest in WTW Gt Diversified Credit Fund (Towers Watson Investment Services,): $19M at 2023-12-31
    with Towers Watson Investment Services,askebsa.dol.gov
  • Dec 31, 2023Holding started
    Tower International Pension Plan first reports an interest in Treasury US 15 Yr Key Rate Duration (Blackrock Institutional Trust): $4M at 2023-12-31
    with Blackrock Institutional Trustaskebsa.dol.gov
  • Jan 1, 2023Funded status changed
    Tower International Pension Plan funded ratio 103.4% -> 89.2% (2022-01-01 to 2023-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    Tower International Pension Plan plan assets $172M -> $124M (-27.9%, 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 260440499-003
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.