Automobile Mechanics' Local No. 701 Pension Fund
Taft-Hartley plan, based in Burr Ridge, Illinois, reporting $1.2B in assets, for 14,964 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 1 Jan 2024, Automobile Mechanics' Local No. 701 Pension Fund funded ratio 89.4% -> 92.0% (2023-01-01 to 2024-01-01).
2 more managers and 15 more commitments
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
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Capital path
who backs this record, through what, into what; each name opens its own path- U.S. Core Partners Collective Inves3 commitments
- LSV International (acwi Ex US) Valu3 commitments
- NIS Total Absolute Return Fund, LLC3 commitments
- LSV Asset Management3 commitments
- Titanium3 commitments
- Prudential Insurance Company of Ame3 commitments
Relationship network
40 connected entities18 observed commitments11 repeat counterparties15 dated commitments shown here, 2022 to 2024
From board minutes, annual reports, Form 5500 filings and public records of commitments, consultants and staff in the allocator graph. Commitment amounts are those the allocator disclosed; many are not printed, and none is estimated.
Some relationships on this record are counted rather than named here. They open with the full profile.
Click any name or line for the commitments and sources behind it. Line weight is commitments together; dashed lines are inferred.
- Sponsor
- Fund or vehicle
- Service provider
- Organization
›How strength and recency are read
Managers, funds and consultants are read from the commitments: three or more is a strong observed relationship, two a repeat counterparty. No consultant link is marked current on the source, so none is labelled current or former here. Related plans, people and plan service providers are ordered by what the filing shows.
Darker lines were active in the last 24 months or are current; lighter lines are older or undated.
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
Allocation policy
- Interest-bearing cash 1.1%
- Non-interest-bearing cash 0.0%
- Corporate debt instruments (other) 4.0%
- U.S. Government securities 4.0%
- Other investments 0.4%
- Partnership/joint venture interests 11.2%
- 103-12 investment entities 4.4%
- Common/collective trusts 3.8%
- Pooled separate accounts 1.2%
- Registered investment companies 69.2%
Consultants and advisers
- Strategic Capital Inv Advisors General consultantthrough Dec 31, 2022 Form 5500
- Milliman, Inc. Actuarythrough Dec 31, 2022 Form 5500
- OLD National Bank Custodianthrough Dec 31, 2022 Form 5500
People
Manager roster
- LSV Asset Management3 rows, latest Dec 31, 2024
- Titanium3 rows, latest Dec 31, 2024
- Prudential Insurance Company of Ame3 rows, latest Dec 31, 2024
+2 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
- National Investment Svcs of Amerplan years
- LSV Asset Managementplan years
- Washington Capital Management, Inc.plan years 2022
+2 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
What changed
- Jan 1, 2024Funded status changedAutomobile Mechanics' Local No. 701 Pension Fund funded ratio 89.4% -> 92.0% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Assets changedAutomobile Mechanics' Local No. 701 Pension Fund plan assets $1.2B -> $1.0B (-17.0%, 2022-01-01 to 2023-01-01)
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | U.S. Core Partners Collective Invescollective trust | Benefit Trust Company | Pooled vehicles | $25.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | LSV International (acwi Ex US) Valucollective trust | LSV Asset Management | Pooled vehicles | $5.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | NIS Total Absolute Return Fund, LLCcollective trust | Titanium | Hedge / diversifiers | $11.0M held | Disclosed holding | askebsa.dol.gov |
+15 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Size and funding
Form 5500 filings
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 14,964 | Not disclosed | Not disclosed | n/a | $1.2B | $138M | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 14,968 | Not disclosed | Not disclosed | n/a | $1.1B | $156M | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 14,918 | Not disclosed | Not disclosed | n/a | $1.0B | $159M | Not disclosed | Not disclosed |
- National Investment Services, Inc. codes 28 51 $353,213 PY2024
- Washington Capital codes 28 51 $265,221 PY2024
- Johnson & Krol, LLC codes 29 $195,282 PY2024
+83 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Automobile Mechanics' Local No. 701 Pension Fund sits on 5 traced paths of capital across the graphs.
DFX traced 5 paths of capital through this record
Every record on each path, what it committed or lent, and as of when.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
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Record history
- Funded status changed2024-01-01source on record
- Total assets changed2023-01-01source on record
The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.
›Connections
every published relationship on the graph
+9 connections on the graph
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