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

The Hitachi Astemo Findlay Inc Pension Plan

Corporate pensionFindlay, OH
Assets
$6.4M
Total assets, Dec 31, 2024 reported
Funded
85.9%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
24
none on the tape
Plan sponsor: Hitachi Astemo Findlay, Inc.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Pooled separate accounts 98.4%
Consultants and advisers
2 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on the commitment tape
From the plan’s own commitment disclosures
Commitments
24 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Prin Liquid Assets Sep Acct-Zseparate accountPrincipalPooled vehicles$163,250 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Prin Lgcp S&p 500 Index Sa-Zseparate accountPrincipalPooled vehicles$490,471 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Prin Smcap S&p 600 Index Sa-Zseparate accountPrincipalPooled vehicles$1.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Prin Midcap S&p 400 Idx Sa-Zseparate accountPrincipalPooled vehicles$1.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Prin Ldi Long Duration Sa-Zseparate accountPrincipalFixed income$676,677 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Prin Ldi Short Dur Sep Acct-Zseparate accountPrincipalPooled vehicles$808,503 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Prin Ldi Intrm Dur Sep Acct-Zseparate accountPrincipalPooled vehicles$899,692 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Prin Ldi Ext Dur Sep Acct-Zseparate accountPrincipalPooled vehicles$840,515 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Midcap S&p 400 Idx Sa-Zseparate accountPrincipalPooled vehicles$942,227 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Ldi Long Duration Sa-Zseparate accountPrincipalFixed income$631,361 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Ldi Short Dur Sep Acct-Zseparate accountPrincipalPooled vehicles$700,337 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Ldi Intrm Dur Sep Acct-Zseparate accountPrincipalPooled vehicles$817,188 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Ldi Ext Dur Sep Acct-Zseparate accountPrincipalPooled vehicles$896,800 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Liquid Assets Sep Acct-Zseparate accountPrincipalPooled vehicles$137,246 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Lgcp S&p 500 Index Sa-Zseparate accountPrincipalPooled vehicles$650,638 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Smcap S&p 600 Index Sa-Zseparate accountPrincipalPooled vehicles$883,352 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Liquid Assets Sep Acct-Zseparate accountPrincipalPooled vehicles$125,798 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Lgcp S&p 500 Index Sa-Zseparate accountPrincipalPooled vehicles$1.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Smcap S&p 600 Index Sa-Zseparate accountPrincipalPooled vehicles$761,547 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Midcap S&p 400 Idx Sa-Zseparate accountPrincipalPooled vehicles$809,385 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Ldi Long Duration Sa-Zseparate accountPrincipalFixed income$588,726 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Ldi Short Dur Sep Acct-Zseparate accountPrincipalPooled vehicles$657,935 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Ldi Intrm Dur Sep Acct-Zseparate accountPrincipalPooled vehicles$772,355 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Ldi Ext Dur Sep Acct-Zseparate accountPrincipalPooled vehicles$880,937 heldDisclosed holdingaskebsa.dol.gov
Size and funding
30 readings
Total assets
$6.4M Dec 31, 2024 reported Form 5500
$6.1M (2023-12) · $5.6M (2022-12)
Plan assets
$6.1M Jan 1, 2024 reported Form 5500
$5.6M (2023-01) · $7.7M (2022-01)
Net assets
$6.4M Dec 31, 2024 reported Form 5500
$6.1M (2023-12) · $5.6M (2022-12)
Funded ratio
85.9% Jan 1, 2024 reported Form 5500
81.4% (2023-01) · 117.1% (2022-01)
Funding target
$7.1M Jan 1, 2024 reported Form 5500
$6.9M (2023-01) · $6.6M (2022-01)
Discount rate
5.20% Jan 1, 2024 reported Form 5500
5.35% (2023-01) · 5.53% (2022-01)
Participants
476 Jan 1, 2024 reported Form 5500
486 (2023-01) · 499 (2022-01)
Contributions
$532,696 Dec 31, 2024 reported Form 5500
$441,159 (2023-12) · $0 (2022-12)
Benefits paid
$268,030 Dec 31, 2024 reported Form 5500
$265,122 (2023-12) · $288,496 (2022-12)
Net investment income
$313,365 Dec 31, 2024 reported Form 5500
$487,403 (2023-12) · $-2.1M (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 2024476$6.1M$7.1M85.9%$6.4Mn/an/an/a
2023 to Dec 31, 2023486$5.6M$6.9M81.4%$6.1Mn/an/an/a
2022 to Dec 31, 2022499$7.7M$6.6M117.1%$5.6Mn/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Principal Life Insurance Company codes 13 50 64 $98,484 PY2024
  • Everhart Advisors codes 27 99 PY2024
  • Prin Lgcp S&p 500 Index Sa-Z Sched. D P $490,471 PY2024
  • Prin Smcap S&p 600 Index Sa-Z Sched. D P $1.2M PY2024
  • Prin Midcap S&p 400 Idx Sa-Z Sched. D P $1.3M PY2024
  • Prin Liquid Assets Sep Acct-Z Sched. D P $163,250 PY2024
  • Prin Ldi Short Dur Sep Acct-Z Sched. D P $808,503 PY2024
  • Prin Ldi Intrm Dur Sep Acct-Z Sched. D P $899,692 PY2024
  • Prin Ldi Ext Dur Sep Acct-Z Sched. D P $840,515 PY2024
  • Prin Ldi Long Duration Sa-Z Sched. D P $676,677 PY2024
  • Principal Financial Group codes 11 PY2024
  • Principal Life Insurance Company codes 13 50 64 $92,192 PY2023
  • Everhart Advisors codes 27 99 PY2023
  • Prin Ldi Short Dur Sep Acct-Z Sched. D P $700,337 PY2023
  • Prin Midcap S&p 400 Idx Sa-Z Sched. D P $942,227 PY2023
  • Prin Ldi Long Duration Sa-Z Sched. D P $631,361 PY2023
  • Prin Ldi Intrm Dur Sep Acct-Z Sched. D P $817,188 PY2023
  • Prin Ldi Ext Dur Sep Acct-Z Sched. D P $896,800 PY2023
  • Prin Liquid Assets Sep Acct-Z Sched. D P $137,246 PY2023
  • Prin Lgcp S&p 500 Index Sa-Z Sched. D P $650,638 PY2023
  • Prin Smcap S&p 600 Index Sa-Z Sched. D P $883,352 PY2023
  • Principal Financial Group codes 11 PY2023
  • Principal Life Insurance Company codes 13 50 64 $92,352 PY2022
  • Everhart Advisors codes 27 99 PY2022
  • Prin Smcap S&p 600 Index Sa-Z Sched. D P $761,547 PY2022
  • Prin Ldi Intrm Dur Sep Acct-Z Sched. D P $772,355 PY2022
  • Prin Liquid Assets Sep Acct-Z Sched. D P $125,798 PY2022
  • Prin Lgcp S&p 500 Index Sa-Z Sched. D P $1.0M PY2022
  • Prin Ldi Ext Dur Sep Acct-Z Sched. D P $880,937 PY2022
  • Prin Midcap S&p 400 Idx Sa-Z Sched. D P $809,385 PY2022
  • Prin Ldi Long Duration Sa-Z Sched. D P $588,726 PY2022
  • Prin Ldi Short Dur Sep Acct-Z Sched. D P $657,935 PY2022
  • Principal Financial Group codes 11 PY2022
What changed
3 events
  • Jan 1, 2024Funded status changed
    The Hitachi Astemo Findlay Inc Pension Plan funded ratio 81.4% -> 85.9% (2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Funded status changed
    The Hitachi Astemo Findlay Inc Pension Plan funded ratio 117.1% -> 81.4% (2022-01-01 to 2023-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    The Hitachi Astemo Findlay Inc Pension Plan plan assets $8M -> $6M (-27.2%, 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 311252372-003
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.