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

Bohn Aluminum Inc Bulter Indiana Pension for Hourly Employees Represented by Local No 1317 Uaw

Corporate pensionSouthfield, MI
Assets
$3.2M
Total assets, Dec 31, 2024 reported
Funded
104.5%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
32
none on the tape
Plan sponsor: Grede Wisconsin Subsidiaries LLC
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Pooled separate accounts 98.2%
Consultants and advisers
3 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
32 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Principal U.S. Property Sa-Zseparate accountPrincipalReal estate$72,949 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Prin Ldi Long Duration Sa-Zseparate accountPrincipalFixed income$2.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Prin Ldi Intrm Dur Sep Acct-Zseparate accountPrincipalPooled vehicles$659,102 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Principal U.S. Property Sa-Zseparate accountPrincipalReal estate$228,265 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Diversified Intl Sa-Zseparate accountPrincipalHedge / diversifiers$270,591 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Lgcp S&p 500 Index Sa-Zseparate accountPrincipalPooled vehicles$166,331 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Midcap Value I Sa-Zseparate accountPrincipalPooled vehicles$53,843 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Midcap Growth III Sa-Zseparate accountPrincipalPooled vehicles$54,353 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Smcap Growth I Sep Acct-Zseparate accountPrincipalPooled vehicles$27,368 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Largecap Growth I Sa-Zseparate accountPrincipalPooled vehicles$378,839 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Smcap Value II Sep Acct-Zseparate accountPrincipalPooled vehicles$27,617 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin High Income Sep Acct-Zseparate accountPrincipalFixed income$95,917 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Principal Overseas Sep Acct-Zseparate accountPrincipalPooled vehicles$123,950 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Core Fix Inc Sep Acct-Zseparate accountPrincipalPooled vehicles$817,871 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Equity Income Sa-Zseparate accountPrincipalFixed income$381,083 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Bond Market Index Sa-Zseparate accountPrincipalFixed income$272,741 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Org Emg Mkts Sep Acct-Zseparate accountPrincipalPooled vehicles$79,069 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Midcap Value I Sa-Zseparate accountPrincipalPooled vehicles$54,193 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Midcap Growth III Sa-Zseparate accountPrincipalPooled vehicles$52,733 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Smcap Growth I Sep Acct-Zseparate accountPrincipalPooled vehicles$26,743 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Largecap Growth I Sa-Zseparate accountPrincipalPooled vehicles$369,201 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Smcap Value II Sep Acct-Zseparate accountPrincipalPooled vehicles$26,985 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin High Income Sep Acct-Zseparate accountPrincipalFixed income$96,825 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Principal Overseas Sep Acct-Zseparate accountPrincipalPooled vehicles$103,162 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Core Fix Inc Sep Acct-Zseparate accountPrincipalPooled vehicles$833,232 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Equity Income Sa-Zseparate accountPrincipalFixed income$381,279 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Bond Market Index Sa-Zseparate accountPrincipalFixed income$277,458 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Org Emg Mkts Sep Acct-Zseparate accountPrincipalPooled vehicles$82,139 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Intl Smallcap Sep Acct-Zseparate accountPrincipalPooled vehicles$48,333 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Principal U.S. Property Sa-Zseparate accountPrincipalReal estate$256,597 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Diversified Intl Sa-Zseparate accountPrincipalHedge / diversifiers$236,636 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Lgcp S&p 500 Index Sa-Zseparate accountPrincipalPooled vehicles$165,203 heldDisclosed holdingaskebsa.dol.gov
Size and funding
33 readings
Total assets
$3.2M Dec 31, 2024 reported Form 5500
$3.2M (2023-12) · $3.0M (2022-12)
Plan assets
$3.2M Jan 1, 2024 reported Form 5500
$3.0M (2023-01) · $4.0M (2022-01)
Net assets
$3.2M Dec 31, 2024 reported Form 5500
$3.2M (2023-12) · $3.0M (2022-12)
Funded ratio
104.5% Jan 1, 2024 reported Form 5500
95.0% (2023-01) · 110.4% (2022-01)
Funding target
$3.2M Jan 1, 2024 reported Form 5500
$3.5M (2023-01) · $3.5M (2022-01)
Discount rate
5.16% Jan 1, 2024 reported Form 5500
5.30% (2023-01) · 5.49% (2022-01)
Participants
129 Jan 1, 2024 reported Form 5500
136 (2023-01) · 140 (2022-01)
Contributions
$89,831 Dec 31, 2024 reported Form 5500
$207,161 (2023-12) · $0 (2022-12)
Benefits paid
$144,974 Dec 31, 2024 reported Form 5500
$271,806 (2023-12) · $319,422 (2022-12)
Net investment income
$64,386 Dec 31, 2024 reported Form 5500
$174,281 (2023-12) · $-1.0M (2022-12)
Investment management fees
$3,233 Dec 31, 2024 reported Form 5500
$4,079 (2023-12) · $2,863 (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 2024129$3.2M$3.2M104.5%$3.2Mn/an/an/a
2023 to Dec 31, 2023136$3.0M$3.5M95.0%$3.2Mn/an/an/a
2022 to Dec 31, 2022140$4.0M$3.5M110.4%$3.0Mn/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 $20,883 PY2024
  • Gjc codes 10 27 50 $5,600 PY2024
  • Prin Diversified Intl Sa-R6 Sched. D P PY2024
  • Prin Lgcap S&p 500 Index Sa-R6 Sched. D P PY2024
  • Prin Midcap Value I Sa-R6 Sched. D P PY2024
  • Prin Smcap S&p 600 Index Sa-R6 Sched. D P PY2024
  • Prin Midcap S&p 400 Idx Sa-R6 Sched. D P PY2024
  • Prin Midcap Growth III Sa-R6 Sched. D P PY2024
  • Prin Smallcap Growth I Sa-R6 Sched. D P PY2024
  • Prin Largecap Growth I Sa-R6 Sched. D P PY2024
  • Prin Smallcap Value II Sa-R6 Sched. D P PY2024
  • Prin High Income Sep Acct-R6 Sched. D P PY2024
  • Prin Ldi Long Duration Sa-R6 Sched. D P $2.5M PY2024
  • Principal Overseas Sep Acct-R6 Sched. D P PY2024
  • Prin Core Fix Inc Sep Acct-R6 Sched. D P PY2024
  • Prin Equity Income Sa-R6 Sched. D P PY2024
  • Prin Bond Market Index Sa-R6 Sched. D P PY2024
  • Prin Ldi Intrm Dur Sep Acct-R6 Sched. D P $659,102 PY2024
  • Prin U.S. Property Sep Acct-R6 Sched. D P $72,949 PY2024
  • Prin Org Emg Mkts Sep Acct Sched. D P PY2024
  • Principal Financial Group codes 11 PY2024
  • Principal Life Insurance Company codes 13 50 64 $21,112 PY2023
  • Principal Global Investors, LLC codes 27 50 $1,801 PY2023
  • Prin Diversified Intl Sa-R6 Sched. D P $270,591 PY2023
  • Prin Lgcap S&p 500 Index Sa-R6 Sched. D P $166,331 PY2023
  • Prin Midcap Value I Sa-R6 Sched. D P $53,843 PY2023
  • Prin Org Emg Mkts Sep Acct Sched. D P $79,069 PY2023
  • Prin Smallcap Growth I Sa-R6 Sched. D P $27,368 PY2023
  • Prin Largecap Growth I Sa-R6 Sched. D P $378,839 PY2023
  • Prin Smallcap Value II Sa-R6 Sched. D P $27,617 PY2023
  • Prin High Income Sep Acct-R6 Sched. D P $95,917 PY2023
  • Principal Overseas Sep Acct-R6 Sched. D P $123,950 PY2023
  • Prin Core Fix Inc Sep Acct-R6 Sched. D P $817,871 PY2023
  • Prin Equity Income Sa-R6 Sched. D P $381,083 PY2023
  • Prin Bond Market Index Sa-R6 Sched. D P $272,741 PY2023
  • Prin Midcap Growth III Sa-R6 Sched. D P $54,353 PY2023
  • Prin Intl Smallcap Sep Acct-R6 Sched. D P PY2023
  • Prin U.S. Property Sep Acct-R6 Sched. D P $228,265 PY2023
  • Principal Financial Group codes 11 PY2023
  • Principal Life Insurance Company codes 13 50 64 $16,867 PY2022
  • Principal Global Investors, LLC codes 27 50 $2,115 PY2022
  • Prin Midcap Growth III Sa-R6 Sched. D P $52,733 PY2022
  • Prin Smallcap Growth I Sa-R6 Sched. D P $26,743 PY2022
  • Prin Largecap Growth I Sa-R6 Sched. D P $369,201 PY2022
  • Prin Smallcap Value II Sa-R6 Sched. D P $26,985 PY2022
  • Prin High Income Sep Acct-R6 Sched. D P $96,825 PY2022
  • Principal Overseas Sep Acct-R6 Sched. D P $103,162 PY2022
  • Prin Core Fix Inc Sep Acct-R6 Sched. D P $833,232 PY2022
  • Prin Equity Income Sa-R6 Sched. D P $381,279 PY2022
  • Prin Bond Market Index Sa-R6 Sched. D P $277,458 PY2022
  • Prin Org Emg Mkts Sep Acct Sched. D P $82,139 PY2022
  • Prin Intl Smallcap Sep Acct-R6 Sched. D P $48,333 PY2022
  • Prin U.S. Property Sep Acct-R6 Sched. D P $256,597 PY2022
  • Prin Diversified Intl Sa-R6 Sched. D P $236,636 PY2022
  • Prin Lgcap S&p 500 Index Sa-R6 Sched. D P $165,203 PY2022
  • Prin Midcap Value I Sa-R6 Sched. D P $54,193 PY2022
  • Principal Financial Group codes 11 PY2022
What changed
21 events
  • Dec 31, 2024Holding started
    Bohn Aluminum Inc Bulter Indiana Pension for Hourly Employees Represented by Local No 1317 Uaw first reports an interest in Prin Ldi Intrm Dur Sep Acct-Z (Principal): $659,102 at 2024-12-31
    with Principalaskebsa.dol.gov
  • Dec 31, 2024Holding endedinference
    Bohn Aluminum Inc Bulter Indiana Pension for Hourly Employees Represented by Local No 1317 Uaw no longer reports Prin Midcap Value I Sa-Z (Principal) (last held $53,843 at 2023-12-31; absent from the 2024-12-31 filing)
    with Principalaskebsa.dol.gov
  • Dec 31, 2024Holding endedinference
    Bohn Aluminum Inc Bulter Indiana Pension for Hourly Employees Represented by Local No 1317 Uaw no longer reports Prin Equity Income Sa-Z (Principal) (last held $381,083 at 2023-12-31; absent from the 2024-12-31 filing)
    with Principalaskebsa.dol.gov
  • Dec 31, 2024Holding endedinference
    Bohn Aluminum Inc Bulter Indiana Pension for Hourly Employees Represented by Local No 1317 Uaw no longer reports Prin Lgcp S&p 500 Index Sa-Z (Principal) (last held $166,331 at 2023-12-31; absent from the 2024-12-31 filing)
    with Principalaskebsa.dol.gov
  • Dec 31, 2024Holding endedinference
    Bohn Aluminum Inc Bulter Indiana Pension for Hourly Employees Represented by Local No 1317 Uaw no longer reports Prin High Income Sep Acct-Z (Principal) (last held $95,917 at 2023-12-31; absent from the 2024-12-31 filing)
    with Principalaskebsa.dol.gov
  • Dec 31, 2024Holding endedinference
    Bohn Aluminum Inc Bulter Indiana Pension for Hourly Employees Represented by Local No 1317 Uaw no longer reports Prin Largecap Growth I Sa-Z (Principal) (last held $378,839 at 2023-12-31; absent from the 2024-12-31 filing)
    with Principalaskebsa.dol.gov
  • Dec 31, 2024Holding endedinference
    Bohn Aluminum Inc Bulter Indiana Pension for Hourly Employees Represented by Local No 1317 Uaw no longer reports Prin Core Fix Inc Sep Acct-Z (Principal) (last held $817,871 at 2023-12-31; absent from the 2024-12-31 filing)
    with Principalaskebsa.dol.gov
  • Dec 31, 2024Holding endedinference
    Bohn Aluminum Inc Bulter Indiana Pension for Hourly Employees Represented by Local No 1317 Uaw no longer reports Principal Overseas Sep Acct-Z (Principal) (last held $123,950 at 2023-12-31; absent from the 2024-12-31 filing)
    with Principalaskebsa.dol.gov
  • Dec 31, 2024Holding endedinference
    Bohn Aluminum Inc Bulter Indiana Pension for Hourly Employees Represented by Local No 1317 Uaw no longer reports Prin Midcap Growth III Sa-Z (Principal) (last held $54,353 at 2023-12-31; absent from the 2024-12-31 filing)
    with Principalaskebsa.dol.gov
  • Dec 31, 2024Holding started
    Bohn Aluminum Inc Bulter Indiana Pension for Hourly Employees Represented by Local No 1317 Uaw first reports an interest in Prin Ldi Long Duration Sa-Z (Principal): $2M at 2024-12-31
    with Principalaskebsa.dol.gov
  • Dec 31, 2024Holding endedinference
    Bohn Aluminum Inc Bulter Indiana Pension for Hourly Employees Represented by Local No 1317 Uaw no longer reports Prin Diversified Intl Sa-Z (Principal) (last held $270,591 at 2023-12-31; absent from the 2024-12-31 filing)
    with Principalaskebsa.dol.gov
  • Dec 31, 2024Holding endedinference
    Bohn Aluminum Inc Bulter Indiana Pension for Hourly Employees Represented by Local No 1317 Uaw no longer reports Prin Smcap Growth I Sep Acct-Z (Principal) (last held $27,368 at 2023-12-31; absent from the 2024-12-31 filing)
    with Principalaskebsa.dol.gov
  • Dec 31, 2024Holding endedinference
    Bohn Aluminum Inc Bulter Indiana Pension for Hourly Employees Represented by Local No 1317 Uaw no longer reports Prin Org Emg Mkts Sep Acct-Z (Principal) (last held $79,069 at 2023-12-31; absent from the 2024-12-31 filing)
    with Principalaskebsa.dol.gov
  • Dec 31, 2024Holding endedinference
    Bohn Aluminum Inc Bulter Indiana Pension for Hourly Employees Represented by Local No 1317 Uaw no longer reports Prin Smcap Value II Sep Acct-Z (Principal) (last held $27,617 at 2023-12-31; absent from the 2024-12-31 filing)
    with Principalaskebsa.dol.gov
  • Dec 31, 2024Holding endedinference
    Bohn Aluminum Inc Bulter Indiana Pension for Hourly Employees Represented by Local No 1317 Uaw no longer reports Prin Bond Market Index Sa-Z (Principal) (last held $272,741 at 2023-12-31; absent from the 2024-12-31 filing)
    with Principalaskebsa.dol.gov
  • Dec 31, 2024Consultant changedinference
    Gjc appears on Bohn Aluminum Inc Bulter Indiana Pension for Hourly Employees Represented by Local No 1317 Uaw's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)
    with Gjcaskebsa.dol.gov
  • Dec 31, 2024Consultant changedinference
    Principal Global Investors, LLC no longer appears on Bohn Aluminum Inc Bulter Indiana Pension for Hourly Employees Represented by Local No 1317 Uaw's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)
    with Principal Global Investors LLCaskebsa.dol.gov
  • Jan 1, 2024Funded status changed
    Bohn Aluminum Inc Bulter Indiana Pension for Hourly Employees Represented by Local No 1317 Uaw funded ratio 95.0% -> 104.5% (2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Dec 31, 2023Holding endedinference
    Bohn Aluminum Inc Bulter Indiana Pension for Hourly Employees Represented by Local No 1317 Uaw no longer reports Prin Intl Smallcap Sep Acct-Z (Principal) (last held $48,333 at 2022-12-31; absent from the 2023-12-31 filing)
    with Principalaskebsa.dol.gov
  • Jan 1, 2023Funded status changed
    Bohn Aluminum Inc Bulter Indiana Pension for Hourly Employees Represented by Local No 1317 Uaw funded ratio 110.4% -> 95.0% (2022-01-01 to 2023-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    Bohn Aluminum Inc Bulter Indiana Pension for Hourly Employees Represented by Local No 1317 Uaw plan assets $4M -> $3M (-25.4%, 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 391535863-001
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.