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

Plastic Omnium - Auto Inergy Systems (USA) Pension Plan

Corporate pensionTroy, MI
Assets
$64.2M
Total assets, Dec 31, 2024 reported
Funded
95.0%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
8
none on the tape
Plan sponsor: Plastic Omnium - Auto Inergy Division (USA), LLC
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Common/collective trusts 100.0%
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
8 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Fiam Long Duration Commingled Poolcollective trustFidelity Institutional Asset MgmtFixed income$24.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Fiam Long Corporate a Or Bettercollective trustFidelity Institutional Asset MgmtPooled vehicles$26.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Fiam Long U.S. Treasury Strips Indecollective trustFidelity Institutional Asset MgmtFixed income$5.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Fiam 8-10 Year Corporate Bondcollective trustFidelity Institutional Asset MgmtFixed income$8.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Fiam Long Duration Commingled Poolcollective trustFidelity Institutional Asset MgmtFixed income$25.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Fiam Long Corporate a Or Bettercollective trustFidelity Institutional Asset MgmtPooled vehicles$27.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Fiam Long U.S. Treasury Strips Indecollective trustFidelity Institutional Asset MgmtFixed income$6.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Fiam 8-10 Year Corporate Bondcollective trustFidelity Institutional Asset MgmtFixed income$8.2M heldDisclosed holdingaskebsa.dol.gov
Size and funding
33 readings
Total assets
$64.2M Dec 31, 2024 reported Form 5500
$68.3M (2023-12) · $60.1M (2022-12)
Plan assets
$68.3M Jan 1, 2024 reported Form 5500
$60.1M (2023-01) · $75.6M (2022-01)
Net assets
$64.2M Dec 31, 2024 reported Form 5500
$68.3M (2023-12) · $60.1M (2022-12)
Funded ratio
95.0% Jan 1, 2024 reported Form 5500
94.5% (2023-01) · 108.1% (2022-01)
Funding target
$62.0M Jan 1, 2024 reported Form 5500
$59.3M (2023-01) · $54.9M (2022-01)
Discount rate
5.27% Jan 1, 2024 reported Form 5500
5.37% (2023-01) · 5.56% (2022-01)
Participants
514 Jan 1, 2024 reported Form 5500
516 (2023-01) · 517 (2022-01)
Contributions
$4,640 Dec 31, 2024 reported Form 5500
$0 (2023-12) · $0 (2022-12)
Benefits paid
$1.8M Dec 31, 2024 reported Form 5500
$1.5M (2023-12) · $1.3M (2022-12)
Net investment income
$-4.1M Dec 31, 2024 reported Form 5500
$8.2M (2023-12) · $-15.5M (2022-12)
Investment management fees
$12,500 Dec 31, 2024 reported Form 5500
$25,000 (2023-12) · $18,750 (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 2024514$68.3M$62.0M95.0%$64.2Mn/an/an/a
2023 to Dec 31, 2023516$60.1M$59.3M94.5%$68.3Mn/an/an/a
2022 to Dec 31, 2022517$75.6M$54.9M108.1%$60.1Mn/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • FID Mgmt Trust Co codes 15 50 $121,639 PY2024
  • UHY LLP codes 10 50 $12,710 PY2024
  • Gallagher Fiduciary Services codes 27 50 $12,500 PY2024
  • Fiam Long Corp a Or Better Comm Pl Sched. D C $26.1M PY2024
  • Fiam Long Duration Comm Pl Sched. D C $24.4M PY2024
  • Fiam Long US Treas Strips Comm Pl Sched. D C $5.5M PY2024
  • Fiam 8-10 Yr Corporate Bond Comm Pl Sched. D C $8.2M PY2024
  • Fidelity Investments codes 11 PY2024
  • FID Mgmt Trust Co codes 15 50 $43,858 PY2023
  • Gallagher Fiduciary Services codes 27 50 $25,000 PY2023
  • UHY LLP codes 10 50 $12,420 PY2023
  • Fiam Long Duration Comm Pl Sched. D C $25.8M PY2023
  • Fiam Long Corp a Or Better Comm Pl Sched. D C $27.2M PY2023
  • Fiam Long US Treas Strips Comm Pl Sched. D C $6.7M PY2023
  • Fiam 8-10 Yr Corporate Bond Comm Pl Sched. D C $8.2M PY2023
  • Fidelity Investments codes 11 PY2023
  • FID Mgmt Trust Co codes 15 50 $43,803 PY2022
  • Gallagher Fiduciary Services codes 27 50 $18,750 PY2022
  • UHY LLP codes 10 50 $17,730 PY2022
  • Macquarie Lg Cap Val Sched. D C PY2022
  • Fidelity Investments codes 11 PY2022
What changed
4 events
  • Jan 1, 2024Assets changed
    Plastic Omnium - Auto Inergy Systems (USA) Pension Plan plan assets $60M -> $68M (+13.6%, 2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Dec 31, 2023Assets changed
    Plastic Omnium - Auto Inergy Systems (USA) Pension Plan total assets $60M -> $68M (+13.6%, 2022-12-31 to 2023-12-31)
    askebsa.dol.gov
  • Jan 1, 2023Funded status changed
    Plastic Omnium - Auto Inergy Systems (USA) Pension Plan funded ratio 108.1% -> 94.5% (2022-01-01 to 2023-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    Plastic Omnium - Auto Inergy Systems (USA) Pension Plan plan assets $76M -> $60M (-20.5%, 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 522249857-101
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.