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
T•• P•••••• P••• f•• t•• M••• C••••••••• H••••• C•••••
Corporate pensionFlint, MI
Assets
$34.6M
Total assets, Dec 31, 2025 reported
Funded
97.2%
Jan 1, 2025
Private markets target
n/a
policy Dec 31, 2025
Commitments
34
none on the tape
Plan sponsor: M••• C••••••••• H••••• C•••••
Allocation policy
Form 5500, as of Dec 31, 2025
Actual allocation lines without a target (as filed)
- Pooled separate accounts 89.9%
- Registered investment companies 9.2%
Consultants and advisers
2 firms
- P•••••••• F•••••••• G•••• Actuarythrough Dec 31, 2025 Form 5500
- Y•• • Y••• P••• 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
- P••••••••34 rows, latest Dec 31, 2025
Commitments
34 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, 2025 | P••• L••••• A••••• S•• A•••••separate account | P•••••••• | Pooled vehicles | $26,324 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2025 | P•••••••• U••• P••••••• S•••separate account | P•••••••• | Real estate | $703,344 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2025 | P••• L••• S•• 5•• I•••• S•••separate account | P•••••••• | Pooled vehicles | $715,201 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2025 | P••• S•••• S•• 6•• I•••• S•••separate account | P•••••••• | Pooled vehicles | $686,924 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2025 | P••• M••••• S•• 4•• I•• S•••separate account | P•••••••• | Pooled vehicles | $679,467 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2025 | P••• L•• L••• D••••••• S•••separate account | P•••••••• | Fixed income | $15.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2025 | P•••••••• O••••••• S•• A•••••separate account | P•••••••• | Pooled vehicles | $1.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2025 | P••• L•• I•••• D•• S•• A•••••separate account | P•••••••• | Pooled vehicles | $11.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | P••• L••••• A••••• S•• A•••••separate account | P•••••••• | Pooled vehicles | $24,869 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | P•••••••• U••• P••••••• S•••separate account | P•••••••• | Real estate | $366,174 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | P••• L••• S•• 5•• I•••• S•••separate account | P•••••••• | Pooled vehicles | $692,297 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | P••• S•••• S•• 6•• I•••• S•••separate account | P•••••••• | Pooled vehicles | $688,140 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | P••• M••••• S•• 4•• I•• S•••separate account | P•••••••• | Pooled vehicles | $682,762 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | P••• L•• L••• D••••••• S•••separate account | P•••••••• | Fixed income | $14.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | P•••••••• O••••••• S•• A•••••separate account | P•••••••• | Pooled vehicles | $943,159 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | P••• L•• I•••• D•• S•• A•••••separate account | P•••••••• | Pooled vehicles | $11.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | P••• L••••• A••••• S•• A•••••separate account | P•••••••• | Pooled vehicles | $48,833 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | P•••••••• U••• P••••••• S•••separate account | P•••••••• | Real estate | $1.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | P••• L••• S•• 5•• I•••• S•••separate account | P•••••••• | Pooled vehicles | $680,276 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | P••• S•••• S•• 6•• I•••• S•••separate account | P•••••••• | Pooled vehicles | $336,973 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | P••• M••••• S•• 4•• I•• S•••separate account | P•••••••• | Pooled vehicles | $332,576 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | P••• L••••••• G••••• I• S•••separate account | P•••••••• | Pooled vehicles | $1.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | P••• L•• L••• D••••••• S•••separate account | P•••••••• | Fixed income | $15.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | P•••••••• O••••••• S•• A•••••separate account | P•••••••• | Pooled vehicles | $988,074 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | P••• L•• I•••• D•• S•• A•••••separate account | P•••••••• | Pooled vehicles | $10.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | P••• L••••• A••••• S•• A•••••separate account | P•••••••• | Pooled vehicles | $31,468 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | P•••••••• U••• P••••••• S•••separate account | P•••••••• | Real estate | $1.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | P••• L••• S•• 5•• I•••• S•••separate account | P•••••••• | Pooled vehicles | $678,085 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | P••• S•••• S•• 6•• I•••• S•••separate account | P•••••••• | Pooled vehicles | $338,470 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | P••• M••••• S•• 4•• I•• S•••separate account | P•••••••• | Pooled vehicles | $352,577 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | P••• L••••••• G••••• I• S•••separate account | P•••••••• | Pooled vehicles | $1.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | P••• L•• L••• D••••••• S•••separate account | P•••••••• | Fixed income | $14.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | P•••••••• O••••••• S•• A•••••separate account | P•••••••• | Pooled vehicles | $733,990 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | P••• L•• I•••• D•• S•• A•••••separate account | P•••••••• | Pooled vehicles | $10.1M held | Disclosed holding | askebsa.dol.gov |
Size and funding
40 readings
Total assets
$32.8M (2024-12) · $33.6M (2023-12) · $32.0M (2022-12)
Plan assets
$33.6M (2024-01) · $32.0M (2023-01) · $43.4M (2022-01)
Net assets
$32.8M (2024-12) · $33.6M (2023-12) · $32.0M (2022-12)
Funded ratio
100.3% (2024-01) · 95.3% (2023-01) · 112.7% (2022-01)
Funding target
$33.5M (2024-01) · $33.6M (2023-01) · $32.9M (2022-01)
Discount rate
5.18% (2024-01) · 5.26% (2023-01) · 5.43% (2022-01)
Benefits paid
$2.1M (2024-12) · $2.1M (2023-12) · $2.1M (2022-12)
Net investment income
$-740,676 (2024-12) · $1.5M (2023-12) · $-11.3M (2022-12)
Form 5500 filings
4 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2025 to Dec 31, 2025 | 294 | $32.8M | $33.8M | 97.2% | $34.6M | n/a | n/a | n/a |
| 2024 to Dec 31, 2024 | 288 | $33.6M | $33.5M | 100.3% | $32.8M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 272 | $32.0M | $33.6M | 95.3% | $33.6M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 263 | $43.4M | $32.9M | 112.7% | $32.0M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- P•••••••• Life Insurance Company codes 13 50 64 $75,799 PY2025
- YEO & Yeo codes 10 50 $12,000 PY2025
- Osaic Wealth Inc codes 49 99 PY2025
- Michigan P•••ners Inc codes 49 99 PY2025
- P••• S•••• S•• 6•• I•••• S••• Sched. D P $686,924 PY2025
- P••• M••••• S•• 4•• I•• S••• Sched. D P $679,467 PY2025
- P••• L••••• A••••• S•• A••••• Sched. D P $26,324 PY2025
- P•••••••• U••• P••••••• S••• Sched. D P $703,344 PY2025
- P••• L••• S•• 5•• I•••• S••• Sched. D P $715,201 PY2025
- P••• L•• L••• D••••••• S••• Sched. D P $15.9M PY2025
- P•••••••• O••••••• S•• A••••• Sched. D P $1.1M PY2025
- P••• L•• I•••• D•• S•• A••••• Sched. D P $11.2M PY2025
- P•••••••• F•••••••• G•••• codes 11 PY2025
- P•••••••• Life Insurance Company codes 13 50 64 $71,426 PY2024
- YEO & Yeo codes 10 50 $10,900 PY2024
- Butzel L••• codes 29 50 $8,163 PY2024
- Michigan P•••ners Inc codes 49 99 PY2024
- Osaic Wealth Inc codes 49 99 PY2024
- P•••••••• O••••••• S•• A••••• Sched. D P $943,159 PY2024
- P••• L••••• A••••• S•• A••••• Sched. D P $24,869 PY2024
- P•••••••• U••• P••••••• S••• Sched. D P $366,174 PY2024
- P••• L••• S•• 5•• I•••• S••• Sched. D P $692,297 PY2024
- P••• S•••• S•• 6•• I•••• S••• Sched. D P $688,140 PY2024
- P••• M••••• S•• 4•• I•• S••• Sched. D P $682,762 PY2024
- P••• L••••••• G••••• I• S••• Sched. D P PY2024
- P••• L•• L••• D••••••• S••• Sched. D P $14.4M PY2024
- P••• L•• I•••• D•• S•• A••••• Sched. D P $11.7M PY2024
- P•••••••• F•••••••• G•••• codes 11 PY2024
- P•••••••• Life Insurance Company codes 13 50 64 $67,717 PY2023
- YEO & Yeo P.C codes 10 50 $10,000 PY2023
- Sagepoint Financial Inc codes 49 99 PY2023
- Michigan P•••ners Inc codes 49 99 PY2023
- P••• M••••• S•• 4•• I•• S••• Sched. D P $332,576 PY2023
- P••• L••••••• G••••• I• S••• Sched. D P $1.4M PY2023
- P••• L•• L••• D••••••• S••• Sched. D P $15.7M PY2023
- P•••••••• O••••••• S•• A••••• Sched. D P $988,074 PY2023
- P•••••••• U••• P••••••• S••• Sched. D P $1.0M PY2023
- P••• L••••• A••••• S•• A••••• Sched. D P $48,833 PY2023
- P••• L•• I•••• D•• S•• A••••• Sched. D P $10.7M PY2023
- P••• L••• S•• 5•• I•••• S••• Sched. D P $680,276 PY2023
- P••• S•••• S•• 6•• I•••• S••• Sched. D P $336,973 PY2023
- P•••••••• F•••••••• G•••• codes 11 PY2023
- P•••••••• Life Insurance Company codes 13 50 64 $64,351 PY2022
- Y•• • Y••• P••• codes 10 11 50 $18,400 PY2022
- Michigan P•••ners, Inc. codes 49 99 PY2022
- Sagepoint Financial Inc codes 49 99 PY2022
- P••• S•••• S•• 6•• I•••• S••• Sched. D P $338,470 PY2022
- P••• M••••• S•• 4•• I•• S••• Sched. D P $352,577 PY2022
- P••• L••••••• G••••• I• S••• Sched. D P $1.2M PY2022
- P••• L•• L••• D••••••• S••• Sched. D P $14.9M PY2022
- P•••••••• O••••••• S•• A••••• Sched. D P $733,990 PY2022
- P••• L•• I•••• D•• S•• A••••• Sched. D P $10.1M PY2022
- P••• L••••• A••••• S•• A••••• Sched. D P $31,468 PY2022
- P•••••••• U••• P••••••• S••• Sched. D P $1.2M PY2022
- P••• L••• S•• 5•• I•••• S••• Sched. D P $678,085 PY2022
- P•••••••• F•••••••• G•••• codes 11 PY2022
What changed
5 events
- Jan 1, 2025Funded status changedT•• P•••••• P••• f•• t•• M••• C••••••••• H••••• C••••• funded ratio 100.3% -> 97.2% (2024-01-01 to 2025-01-01)
- Dec 31, 2024Holding endedinferenceT•• P•••••• P••• f•• t•• M••• C••••••••• H••••• C••••• no longer reports P••• L••••••• G••••• I• S••• (P••••••••) (last held $1M at 2023-12-31; absent from the 2024-12-31 filing)with P••••••••askebsa.dol.gov
- Jan 1, 2024Funded status changedT•• P•••••• P••• f•• t•• M••• C••••••••• H••••• C••••• funded ratio 95.2% -> 100.3% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedT•• P•••••• P••• f•• t•• M••• C••••••••• H••••• C••••• funded ratio 112.7% -> 95.2% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedT•• P•••••• P••• f•• t•• M••• C••••••••• H••••• C••••• plan assets $43M -> $32M (-26.1%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 381878678-001
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.