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
Retirement Plan for Employees of Mazda North American Operations
Corporate pensionIrvine, CA
Assets
$182M
Total assets, Dec 31, 2024 reported
Funded
103.7%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
1
none on the tape
Plan sponsor: Mazda Motor of America, Inc., DBA Mazda North American Operations
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Non-interest-bearing cash 0.2%
- Corporate debt instruments (other) 18.9%
- Corporate debt instruments (preferred) 29.4%
- U.S. Government securities 11.7%
- Other investments 0.2%
- Common/collective trusts 3.3%
- Registered investment companies 33.3%
Consultants and advisers
4 firms
- John Hancock Life Insurance Co Actuarythrough Dec 31, 2024 Form 5500
- Manulife John Hancock Actuarythrough Dec 31, 2024 Form 5500
- Bank of New York Mellon Trusteethrough Dec 31, 2022 Form 5500
- John Hancock Actuarythrough Dec 31, 2022 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)
- Morgan Stanleyplan years 2022
- Ryan Labs Asset Managementplan years 2022
Commitments
1 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 | Pioneer Large Cap Growth Portfoliocollective trust | Great Gray Trust Company | Public equity | $6.1M held | Disclosed holding | askebsa.dol.gov |
Size and funding
33 readings
Investment management fees
$283,474 (2023-12) · $496,850 (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 | 1,422 | $180M | $166M | 103.7% | $182M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 1,455 | $173M | $158M | 105.7% | $180M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 1,486 | $216M | $150M | 114.9% | $173M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- SLC Management codes 28 $239,223 PY2024
- John Hancock Retirement Plan Srvces codes 11 15 62 64 $156,069 PY2024
- Morgan Stanley codes 28 $144,788 PY2024
- Bank of New York Mellon codes 21 $42,476 PY2024
- Moss Adams, LLP codes 10 $20,300 PY2024
- Pioneer Large Cap Growth Portfolio Sched. D C $6.1M PY2024
- Manulife John Hancock codes 11 PY2024
- John Hancock Retirement Plan Srvces codes 11 15 62 64 $212,601 PY2023
- Morgan Stanley codes 28 $168,430 PY2023
- SLC Management codes 28 $115,043 PY2023
- Bank of New York Mellon codes 21 $33,391 PY2023
- John Hancock codes 11 PY2023
- SLC Management codes 28 $382,445 PY2022
- John Hancock Retirement Plan Srvces codes 11 15 62 64 $232,653 PY2022
- Morgan Stanley codes 28 $114,405 PY2022
- Bank of New York Mellon codes 21 $37,228 PY2022
- Moss Adams, LLP codes 10 $20,300 PY2022
- John Hancock codes 11 PY2022
What changed
2 events
- Jan 1, 2023Funded status changedRetirement Plan for Employees of Mazda North American Operations funded ratio 114.9% -> 105.7% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedRetirement Plan for Employees of Mazda North American Operations plan assets $216M -> $173M (-20.2%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 952668359-001
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.