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
Behr America Cash Balance Pension Plan
Corporate pensionFarmington Hills, MI
Assets
$10.4M
Total assets, Dec 31, 2024 reported
Funded
85.7%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
2
none on the tape
Plan sponsor: Mahle Behr USA Inc.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Common/collective trusts 0.2%
- Master trust investment accounts 99.8%
Consultants and advisers
2 firms
- Towers Watson Investment Services, Pension consultantthrough Dec 31, 2022 Form 5500
- AON Consulting, Inc. Actuarythrough Dec 31, 2022 Form 5500
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
- Comerica Bank2 rows, latest Dec 31, 2024
Commitments
2 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Comerica Short-Term Fundcollective trust | Comerica Bank | Cash | $18,564 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Comerica Short-Term Fundcollective trust | Comerica Bank | Cash | $23 held | Disclosed holding | askebsa.dol.gov |
Size and funding
32 readings
Net investment income
$-275,855 (2023-12) · $-3.4M (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 | 509 | $11.4M | $12.7M | 85.7% | $10.4M | n/a | $10.4M | n/a |
| 2023 to Dec 31, 2023 | 531 | $11.7M | $12.1M | 94.1% | $11.4M | n/a | $11.4M | n/a |
| 2022 to Dec 31, 2022 | 559 | $15.0M | $12.3M | 106.3% | $11.7M | n/a | $11.7M | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Towers Watson Investment Services codes 17 28 50 51 $33,995 PY2024
- Plante and Moran codes 10 50 $15,600 PY2024
- Mahle Behr USA, Inc Master Trust Sched. D M $10.4M PY2024
- Coamerica Short Term Fund Sched. D C $18,564 PY2024
- AON Consulting, Inc. codes 11 PY2024
- Plante and Moran codes 10 50 $28,950 PY2023
- Towers Watson Investment Services codes 17 28 50 51 $23,948 PY2023
- Mahle Behr USA, Inc Master Trust Sched. D M $11.4M PY2023
- Coamerica Short Term Fund Sched. D C $23 PY2023
- AON Consulting, Inc. codes 11 PY2023
- Plante and Moran codes 10 50 $26,500 PY2022
- Towers Watson Investment Services codes 17 28 50 51 $11,868 PY2022
- Mahle Behr USA, Inc Master Trust Sched. D M $11.7M PY2022
- AON Consulting, Inc. codes 11 PY2022
What changed
3 events
- Jan 1, 2024Funded status changedBehr America Cash Balance Pension Plan funded ratio 94.1% -> 85.7% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedBehr America Cash Balance Pension Plan funded ratio 106.3% -> 94.1% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedBehr America Cash Balance Pension Plan plan assets $15M -> $12M (-22.2%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 221859284-003
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.