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.

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Corporate pension

G•••••• T••••••••• I• I••• P•••••• P•••

Corporate pensionPlymouth, MI
Assets
$164M
Total assets, Dec 31, 2024 reported
Funded
104.7%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
36
none on the tape
Plan sponsor: G•••••• T••••••••• I• I•••
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
4 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
Commitments
36 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024N• C••••••••• G••• S•••• T••• I•••collective trustN••••••• T•••• C••••••••• E••• I•••Cash$3.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024A•• L••• C••••• B••• F•••collective trustA•• T•••• C•••••• L••Private credit$93.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024A•• C••• R••• E••••• F•••collective trustA•• T•••• C•••••• L••Real estate$1.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024A•• M••••••••• C••••• F•••collective trustA•• T•••• C•••••• L••Private credit$1.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024A•• G••••• R••• E••••• F•••collective trustA•• T•••• C•••••• L••Real estate$155,635 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024A•• H••• Y•••• P••• F•••collective trustA•• T•••• C•••••• L••Fixed income$113,145 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024A•• L•••• C•• E••••• I•••• F•••collective trustA•• T•••• C•••••• L••Public equity$6.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024A•• N••••• E••••• I•••• F•••collective trustA•• T•••• C•••••• L••Public equity$4.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024A•• S•••• C•• E••••• I•••• F•••collective trustA•• T•••• C•••••• L••Public equity$1.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024A•• U• I••••••••• G•••••••••collective trustA•• T•••• C•••••• L••Pooled vehicles$34.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 20242•• Y• U• S• T•••• S•••••collective trustA•• T•••• C•••••• L••Pooled vehicles$2.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024A•• E••••••• L•••••••• D••••• I••••collective trustA•• T•••• C•••••• L••Pooled vehicles$12.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024N••• U•••• L••• T••••••• C••collective trustGlobal Trust CompanyFixed income$172,904 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024N••• U•••• M•• T••••••• C••collective trustGlobal Trust CompanyFixed income$1.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023N• C••••••••• G••• S•••• T••• I•••collective trustN••••••• T•••• C••••••••• E••• I•••Cash$2.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023A•• L••• C••••• B••• F•••collective trustA•• T•••• C•••••• L••Private credit$104M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023A•• C••• R••• E••••• F•••collective trustA•• T•••• C•••••• L••Real estate$6.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023A•• M••••••••• C••••• F•••collective trustA•• T•••• C•••••• L••Private credit$2.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023A•• G••••• R••• E••••• F•••collective trustA•• T•••• C•••••• L••Real estate$148,556 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023A•• H••• Y•••• P••• F•••collective trustA•• T•••• C•••••• L••Fixed income$103,624 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023A•• L•••• C•• E••••• I•••• F•••collective trustA•• T•••• C•••••• L••Public equity$3.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023A•• N••••• E••••• I•••• F•••collective trustA•• T•••• C•••••• L••Public equity$2.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023A•• S•••• C•• E••••• I•••• F•••collective trustA•• T•••• C•••••• L••Public equity$676,440 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023A•• U• I••••••••• G•••••••••collective trustA•• T•••• C•••••• L••Pooled vehicles$44.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 20232•• Y• U• S• T•••• S•••••collective trustA•• T•••• C•••••• L••Pooled vehicles$7.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022N• C••••••••• G••• S•••• T••• I•••collective trustN••••••• T•••• C••••••••• E••• I•••Cash$1.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022A•• L••• C••••• B••• F•••collective trustA•• T•••• C•••••• L••Private credit$96.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022A•• C••• R••• E••••• F•••collective trustA•• T•••• C•••••• L••Real estate$9.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022A•• M••••••••• C••••• F•••collective trustA•• T•••• C•••••• L••Private credit$3.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022A•• G••••• R••• E••••• F•••collective trustA•• T•••• C•••••• L••Real estate$504,024 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022A•• H••• Y•••• P••• F•••collective trustA•• T•••• C•••••• L••Fixed income$185,961 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022A•• L•••• C•• E••••• I•••• F•••collective trustA•• T•••• C•••••• L••Public equity$10.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022A•• N••••• E••••• I•••• F•••collective trustA•• T•••• C•••••• L••Public equity$8.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022A•• S•••• C•• E••••• I•••• F•••collective trustA•• T•••• C•••••• L••Public equity$2.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022A•• U• I••••••••• G•••••••••collective trustA•• T•••• C•••••• L••Pooled vehicles$30.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 20222•• Y• U• S• T•••• S•••••collective trustA•• T•••• C•••••• L••Pooled vehicles$5.7M heldDisclosed holdingaskebsa.dol.gov
Size and funding
30 readings
Total assets
$164M Dec 31, 2024 reported Form 5500
$173M (2023-12) · $169M (2022-12)
Plan assets
$173M Jan 1, 2024 reported Form 5500
$169M (2023-01) · $224M (2022-01)
Net assets
$164M Dec 31, 2024 reported Form 5500
$173M (2023-12) · $169M (2022-12)
Funded ratio
104.7% Jan 1, 2024 reported Form 5500
101.2% (2023-01) · 140.6% (2022-01)
Funding target
$165M Jan 1, 2024 reported Form 5500
$167M (2023-01) · $160M (2022-01)
Discount rate
5.14% Jan 1, 2024 reported Form 5500
5.05% (2023-01) · 5.43% (2022-01)
Participants
1,260 Jan 1, 2024 reported Form 5500
1,266 (2023-01) · 1,271 (2022-01)
Contributions
$0 Dec 31, 2024 reported Form 5500
$0 (2023-12) · $0 (2022-12)
Benefits paid
$10.4M Dec 31, 2024 reported Form 5500
$10.4M (2023-12) · $10.1M (2022-12)
Net investment income
$-9.8M Dec 31, 2024 reported Form 5500
$4.2M (2023-12) · $-53.9M (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 20241,260$173M$165M104.7%$164Mn/an/an/a
2023 to Dec 31, 20231,266$169M$167M101.2%$173Mn/an/an/a
2022 to Dec 31, 20221,271$224M$160M140.6%$169Mn/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • A•• I••••••••• U•• I•• codes 16 50 $239,104 PY2024
  • Alight Solutions LLC codes 14 15 50 99 $120,680 PY2024
  • N••••••• Trust Company codes 21 50 $67,610 PY2024
  • Mcdermott Will & Emery codes 29 50 $52,500 PY2024
  • AON C••••••••• codes 11 50 $36,953 PY2024
  • Crowe LLP codes 10 50 $11,944 PY2024
  • A•• H••• Y•••• P••• F••• Sched. D C $113,145 PY2024
  • A•• L•••• C•• E••••• I•••• F••• Sched. D C $6.6M PY2024
  • AON Non US Equity I•••• Fund Sched. D C $4.5M PY2024
  • A•• S•••• C•• E••••• I•••• F••• Sched. D C $1.2M PY2024
  • AON US Inter G••• B••• I•••• Fund Sched. D C $34.4M PY2024
  • AON 20+ Year US T•••• S••••• Fund Sched. D C $2.6M PY2024
  • AON E••••••• L•••••••• D••••• Fd Sched. D C $12.5M PY2024
  • N••• U•••• L••• T••••••• C•• Sched. D C $172,904 PY2024
  • NT C••••••••• G••• S•••• T••• Inv Sched. D C $3.0M PY2024
  • A•• L••• C••••• B••• F••• Sched. D C $93.4M PY2024
  • A•• C••• R••• E••••• F••• Sched. D C $1.4M PY2024
  • AON Multi Asset Credit Fund Sched. D C $1.7M PY2024
  • A•• G••••• R••• E••••• F••• Sched. D C $155,635 PY2024
  • N••• U•••• M•• T••••••• C•• Sched. D C $1.9M PY2024
  • A•• C••••••••• I••• codes 11 PY2024
  • A•• I••••••••• U•• I•• codes 16 50 $261,200 PY2023
  • N••••••• Trust Company codes 21 50 $182,046 PY2023
  • Alight Solutions LLC codes 14 15 50 99 $129,818 PY2023
  • Mcdermott Will & Emery codes 29 50 $102,961 PY2023
  • Crowe LLP codes 10 50 $33,800 PY2023
  • AON C••••••••• codes 11 50 $8,333 PY2023
  • A•• L•••• C•• E••••• I•••• F••• Sched. D C $3.5M PY2023
  • AON Non US Equity I•••• Fund Sched. D C $2.6M PY2023
  • A•• S•••• C•• E••••• I•••• F••• Sched. D C $676,440 PY2023
  • AON US Inter G••• B••• I•••• Fund Sched. D C $44.1M PY2023
  • A•• L••• C••••• B••• F••• Sched. D C $104M PY2023
  • Ntgi C••••••••• G••• S•••• T••• Inv Sched. D C $2.5M PY2023
  • AON 20+ Year US T•••• S••••• Fund Sched. D C $7.3M PY2023
  • A•• C••• R••• E••••• F••• Sched. D C $6.7M PY2023
  • AON Multi Asset Credit Fund Sched. D C $2.2M PY2023
  • A•• G••••• R••• E••••• F••• Sched. D C $148,556 PY2023
  • A•• H••• Y•••• P••• F••• Sched. D C $103,624 PY2023
  • A•• C••••••••• I••• codes 11 PY2023
  • A•• I••••••••• U•• I•• codes 16 50 $305,281 PY2022
  • Alight Solutions LLC codes 14 50 $76,564 PY2022
  • N••••••• Trust Company codes 21 50 $68,657 PY2022
  • Mcdermott Will & Emery codes 29 50 $59,433 PY2022
  • Multi Asset Credit Fund Sched. D C $3.2M PY2022
  • A•• G••••• R••• E••••• F••• Sched. D C $504,024 PY2022
  • A•• H••• Y•••• P••• F••• Sched. D C $185,961 PY2022
  • A•• L•••• C•• E••••• I•••• F••• Sched. D C $10.9M PY2022
  • AON Non US Equity I•••• Fund Sched. D C $8.2M PY2022
  • A•• S•••• C•• E••••• I•••• F••• Sched. D C $2.0M PY2022
  • AON US Inter G••• B••• I•••• Fund Sched. D C $30.5M PY2022
  • AON 20+ Year US T•••• S••••• Fund Sched. D C $5.7M PY2022
  • Ntgi C••••••••• G••• S•••• T••• Inv Sched. D C $1.3M PY2022
  • L••• Credit B••• Fund Sched. D C $96.9M PY2022
  • A•• C••• R••• E••••• F••• Sched. D C $9.9M PY2022
  • A•• C••••••••• I••• codes 11 PY2022
What changed
6 events
  • Dec 31, 2024Holding started
    G•••••• T••••••••• I• I••• P•••••• P••• first reports an interest in N••• U•••• M•• T••••••• C••: $2M at 2024-12-31
    with N••• U•••• M•• T••••••• C••askebsa.dol.gov
  • Dec 31, 2024Holding started
    G•••••• T••••••••• I• I••• P•••••• P••• first reports an interest in A•• E••••••• L•••••••• D••••• I•••• (A•• T•••• C•••••• L••): $13M at 2024-12-31
    with A•• T•••• C•••••• L••askebsa.dol.gov
  • Dec 31, 2024Holding started
    G•••••• T••••••••• I• I••• P•••••• P••• first reports an interest in N••• U•••• L••• T••••••• C••: $172,904 at 2024-12-31
    with N••• U•••• L••• T••••••• C••askebsa.dol.gov
  • Jan 1, 2024Funded status changed
    G•••••• T••••••••• I• I••• P•••••• P••• funded ratio 101.2% -> 104.7% (2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Funded status changed
    G•••••• T••••••••• I• I••• P•••••• P••• funded ratio 140.6% -> 101.2% (2022-01-01 to 2023-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    G•••••• T••••••••• I• I••• P•••••• P••• plan assets $224M -> $169M (-24.6%, 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 824723195-002
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.