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.

Taft-Hartley plan

Automotive Industries Pension Plan

Taft-Hartley planDublin, CA
Assets
$2.1B
Total assets, Dec 31, 2024 reported
Funded
42.7%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
14
none on the tape
Plan sponsor: Board of Trustees Automotive Industries Pension Plan
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 2.7%
  • Non-interest-bearing cash 0.1%
  • Corporate debt instruments (other) 39.7%
  • Corporate debt instruments (preferred) 5.2%
  • U.S. Government securities 11.8%
  • Other investments 0.0%
  • Partnership/joint venture interests 2.7%
  • 103-12 investment entities 0.6%
  • Common/collective trusts 11.0%
  • Pooled separate accounts 1.2%
  • Common stock 18.7%
  • Real estate (other than employer real property) 3.6%
Consultants and advisers
7 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
2 managers on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)
Commitments
14 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Longview Largecap 1000 Value Indexcollective trustAmalgamated BankPooled vehicles$31.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Longview Largecap 1000 Growth Indexcollective trustAmalgamated BankPooled vehicles$68.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Private Advisors Hedged Equity Fun103 12 iePrivate Advisors Hedged Equity FundHedge / diversifiers$13.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Legal & General Msci Acwi Ex US Citcollective trustLegal and GeneralPooled vehicles$26.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Legal & General S&p 500 Cit Fundcollective trustLegal and GeneralPooled vehicles$79.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Victory Trivalent International Smacollective trustGlobal Trust CompanyPooled vehicles$27.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Separate Account Jseparate accountUllico Investment Advisors, Inc.Pooled vehicles$25.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Longview Largecap 1000 Value Indexcollective trustAmalgamated BankPooled vehicles$27.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Longview Largecap 1000 Growth Indexcollective trustAmalgamated BankPooled vehicles$31.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Private Advisors Hedged Equity Fun103 12 iePrivate Advisors Hedged Equity FundHedge / diversifiers$39.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Legal & General Msci Acwi Ex US Citcollective trustLegal and GeneralPooled vehicles$25.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Legal & General S&p 500 Cit Fundcollective trustLegal and GeneralPooled vehicles$63.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Victory Trivalent International Smacollective trustGlobal Trust CompanyPooled vehicles$26.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Separate Account Jseparate accountUllico Investment Advisors, Inc.Pooled vehicles$24.2M heldDisclosed holdingaskebsa.dol.gov
Size and funding
20 readings
Total assets
$2.1B Dec 31, 2024 reported Form 5500
$2.1B (2023-12)
Plan assets
$1.0B Jan 1, 2024 reported Form 5500
$986M (2023-01)
Net assets
$2.1B Dec 31, 2024 reported Form 5500
$2.1B (2023-12)
Funded ratio
42.7% Jan 1, 2024 reported Form 5500
44.2% (2023-01)
Participants
23,270 Jan 1, 2024 reported Form 5500
24,242 (2023-01)
Contributions
$23.5M Dec 31, 2024 reported Form 5500
$23.1M (2023-12)
Benefits paid
$153M Dec 31, 2024 reported Form 5500
$150M (2023-12)
Net investment income
$19.3M Dec 31, 2024 reported Form 5500
$1.1B (2023-12)
Investment management fees
$5.1M Dec 31, 2024 reported Form 5500
$3.5M (2023-12)
Form 5500 filings
2 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 202423,270n/an/an/a$2.1B$57.6Mn/a$76.4M
2023 to Dec 31, 202324,242n/an/an/a$2.1B$53.2Mn/a$76.4M
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
4 events
  • Dec 31, 2024Manager relationship started
    Silvercrest Asset Mgmt Group LLC appears on Automotive Industries Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with Silvercrest Asset Managementaskebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    Mackay Shields LLC appears on Automotive Industries Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with Mackay Shieldsaskebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    Legal & General Investment Mgt Amer no longer appears on Automotive Industries Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with Legal & General Inv Mgmt Americaaskebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    West Tower Group LLC no longer appears on Automotive Industries Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with West Tower Group LLCaskebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 941133245-001
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.