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
AM General Hourly Retirement Plan
Corporate pensionSouth Bend, IN
Assets
$152M
Total assets, Dec 31, 2024 reported
Funded
100.9%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: AM General LLC
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Master trust investment accounts 99.9%
Consultants and advisers
2 firms
- Mercer Actuarythrough Dec 31, 2022 Form 5500
- Bank of New York Mellon Trusteethrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on Schedule C
From Schedule C (investment management, code 28)
- Mercer Investments LLCplan years 2023
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
$268,875 (2023-12) · $293,815 (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 | 2,330 | $151M | $151M | 100.9% | $152M | n/a | $152M | n/a |
| 2023 to Dec 31, 2023 | 2,309 | $146M | $155M | 103.9% | $151M | n/a | $151M | n/a |
| 2022 to Dec 31, 2022 | 2,352 | $201M | $156M | 119.3% | $146M | n/a | $146M | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Mercer Investments LLC codes 28 51 $277,366 PY2024
- Mercer (US), Inc codes 11 50 $113,534 PY2024
- The Bank of New York Mellon codes 21 50 $107,094 PY2024
- RSM US LLP codes 10 50 $11,700 PY2024
- AM General LLC Retirement Fund Mt Sched. D M $152M PY2024
- Mercer codes 11 PY2024
- Mercer Investments LLC codes 28 51 $268,875 PY2023
- The Bank of New York Mellon codes 21 50 $90,992 PY2023
- Mercer (US), Inc codes 11 50 $82,987 PY2023
- AM General LLC Retirement Fund Mt Sched. D M $151M PY2023
- Mercer codes 11 PY2023
- Mercer (US), Inc codes 11 $77,897 PY2022
- The Bank of New York Mellon codes 21 $65,263 PY2022
- AM General LLC Retirement Fund Mt Sched. D M $146M PY2022
- Mercer codes 11 PY2022
What changed
4 events
- Jan 1, 2024Funded status changedAM General Hourly Retirement Plan funded ratio 103.9% -> 100.9% (2023-01-01 to 2024-01-01)
- Dec 31, 2023Manager relationship startedMercer Investments LLC appears on AM General Hourly Retirement Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Mercer Investments LLCaskebsa.dol.gov
- Jan 1, 2023Funded status changedAM General Hourly Retirement Plan funded ratio 119.3% -> 103.9% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedAM General Hourly Retirement Plan plan assets $201M -> $146M (-27.4%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 030448255-005
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.