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
Continental Na Automotive Union Pension Plan (huntsville)
Corporate pensionFort Mill, SC
Assets
n/a
Total assets, Dec 31, 2024 reported
Funded
96.7%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2023
Commitments
0
none on the tape
Plan sponsor: Continental Automotive, Inc.
Allocation policy
Form 5500, as of Dec 31, 2023
Actual allocation lines without a target (as filed)
- Interest-bearing cash 0.6%
- Master trust investment accounts 99.4%
Consultants and advisers
3 firms
- Clearview Advisory Investment adviser (plan)through Dec 31, 2022 Form 5500
- Mercer Actuarythrough Dec 31, 2022 Form 5500
- State Street Bank & Trust Company Directed trusteethrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
No manager relationship is on the tape for this allocator.
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
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 | 370 | $21.3M | $17.7M | 96.7% | $0 | n/a | $0 | n/a |
| 2023 to Dec 31, 2023 | 373 | $21.4M | $18.2M | 101.8% | $21.3M | n/a | $21.2M | n/a |
| 2022 to Dec 31, 2022 | 377 | $28.3M | $18.3M | 134.0% | $21.4M | n/a | $21.2M | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Mercer codes 11 15 17 $80,861 PY2024
- State Street Bank & Trust Company codes 25 28 62 99 $20,116 PY2024
- Greerwalker LLP codes 10 $15,328 PY2024
- Clearview Group codes 27 $5,028 PY2024
- Continental Automotive, Inc. Mt Sched. D M PY2024
- Mercer codes 11 PY2024
- Mercer codes 11 15 17 $71,365 PY2023
- Greerwalker LLP codes 10 $14,558 PY2023
- Clearview Group codes 27 $6,551 PY2023
- Continental Automotive, Inc. Mt Sched. D M $21.2M PY2023
- Mercer codes 11 PY2023
- Mercer codes 11 15 17 $79,783 PY2022
- Greerwalker LLP codes 10 $15,178 PY2022
- State Street Bank & Trust codes 25 28 62 99 $11,497 PY2022
- Clearview Group codes 27 $6,333 PY2022
- Continental Automotive, Inc. Mt Sched. D M $21.2M PY2022
- Mercer codes 11 PY2022
What changed
6 events
- Dec 31, 2024Manager relationship startedState Street Bank & Trust Company appears on Continental Na Automotive Union Pension Plan (huntsville)'s Schedule C as investment manager (plan year 2024 vs 2023)with State Street Bank & Trust Companyaskebsa.dol.gov
- Dec 31, 2024Assets changedContinental Na Automotive Union Pension Plan (huntsville) total assets $21M -> $0 (-100.0%, 2023-12-31 to 2024-12-31)
- Jan 1, 2024Funded status changedContinental Na Automotive Union Pension Plan (huntsville) funded ratio 101.8% -> 96.7% (2023-01-01 to 2024-01-01)
- Dec 31, 2023Manager relationship endedinferenceState Street Bank & Trust no longer appears on Continental Na Automotive Union Pension Plan (huntsville)'s Schedule C as investment manager (plan year 2023 vs 2022)with State Street Bank & Trust Companyaskebsa.dol.gov
- Jan 1, 2023Funded status changedContinental Na Automotive Union Pension Plan (huntsville) funded ratio 134.0% -> 101.8% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedContinental Na Automotive Union Pension Plan (huntsville) plan assets $28M -> $21M (-24.4%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 510304065-012
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.