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 Salaried Retirement Plan
Corporate pensionSouth Bend, IN
Assets
$137M
Total assets, Dec 31, 2024 reported
Funded
111.0%
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 100.0%
Consultants and advisers
2 firms
- Bank of New York Mellon Trusteethrough Dec 31, 2022 Form 5500
- Mercer Actuarythrough 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
$259,711 (2023-12) · $283,739 (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 | 1,388 | $143M | $134M | 111.0% | $137M | n/a | $137M | n/a |
| 2023 to Dec 31, 2023 | 1,406 | $138M | $137M | 107.2% | $143M | n/a | $143M | n/a |
| 2022 to Dec 31, 2022 | 1,446 | $189M | $139M | 125.3% | $138M | n/a | $138M | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Mercer Investments LLC codes 28 51 $263,825 PY2024
- The Bank of New York Mellon codes 21 50 $96,942 PY2024
- Mercer (US), Inc. codes 11 50 $64,147 PY2024
- RSM US LLP codes 10 50 $8,200 PY2024
- AM General LLC Retirement Fund Mt Sched. D M $137M PY2024
- Mercer codes 11 PY2024
- Mercer Investments LLC codes 28 51 $259,711 PY2023
- The Bank of New York Mellon codes 21 50 $73,359 PY2023
- Mercer (US), Inc. codes 11 50 $73,152 PY2023
- AM General LLC Retirement Fund Mt Sched. D M $143M PY2023
- Mercer codes 11 PY2023
- The Bank of New York Mellon codes 21 $77,597 PY2022
- Mercer (US), Inc. codes 11 $67,391 PY2022
- AM General LLC Retirement Fund Mt Sched. D M $138M PY2022
- Mercer codes 11 PY2022
What changed
4 events
- Jan 1, 2024Funded status changedAM General Salaried Retirement Plan funded ratio 107.2% -> 111.0% (2023-01-01 to 2024-01-01)
- Dec 31, 2023Manager relationship startedMercer Investments LLC appears on AM General Salaried 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 Salaried Retirement Plan funded ratio 125.2% -> 107.2% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedAM General Salaried Retirement Plan plan assets $189M -> $138M (-27.0%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 030448255-012
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.