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
I••••••• B••• C••••••••• E••••••• R••••••••• P•••
Corporate pensionMT. Pleasant, MI
Assets
$7.5M
Total assets, Dec 31, 2025 reported
Funded
94.9%
Jan 1, 2025
Private markets target
n/a
policy Dec 31, 2025
Commitments
4
none on the tape
Plan sponsor: I••••••• B••• C•••••••••
Allocation policy
Form 5500, as of Dec 31, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 0.7%
- Common/collective trusts 99.3%
Consultants and advisers
3 firms
- P••••••• T•••• C•••••• Custodianthrough Dec 31, 2025 Form 5500
- P••••••• S•••••••• I••• Actuarythrough Dec 31, 2025 Form 5500
- P••••••• R••••••••• S••••••• I••• 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
- S•••• S••••• • R•••••• 2•••4 rows, latest Dec 31, 2025
Commitments
4 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 | M••••••• S•••••••• B••••••• F•••collective trust | S•••• S••••• • R•••••• 2••• | Multi-asset | $7.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | M••••••• S•••••••• B••••••• F•••collective trust | S•••• S••••• • R•••••• 2••• | Multi-asset | $7.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | M••••••• S•••••••• B••••••• F•••collective trust | S•••• S••••• • R•••••• 2••• | Multi-asset | $6.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | M••••••• S•••••••• B••••••• F•••collective trust | S•••• S••••• • R•••••• 2••• | Multi-asset | $6.3M held | Disclosed holding | askebsa.dol.gov |
Size and funding
41 readings
Total assets
$7.2M (2024-12) · $7.0M (2023-12) · $6.6M (2022-12)
Funded ratio
98.9% (2024-01) · 95.3% (2023-01) · 105.5% (2022-01)
Funding target
$6.4M (2024-01) · $6.7M (2023-01) · $6.8M (2022-01)
Discount rate
5.01% (2024-01) · 5.13% (2023-01) · 5.29% (2022-01)
Benefits paid
$443,028 (2024-12) · $343,890 (2023-12) · $816,494 (2022-12)
Net investment income
$190,890 (2024-12) · $472,530 (2023-12) · $-2.1M (2022-12)
Investment management fees
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 | 186 | $7.3M | $6.2M | 94.9% | $7.5M | n/a | n/a | n/a |
| 2024 to Dec 31, 2024 | 192 | $7.1M | $6.4M | 98.9% | $7.2M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 198 | $6.6M | $6.7M | 95.3% | $7.0M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 210 | $8.6M | $6.8M | 105.5% | $6.6M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Rehmann Robson LLC codes 10 $13,500 PY2025
- P••••••• T•••• C•••••• codes 19 21 $10,411 PY2025
- M••••••• S•••••••• B••••••• F••• Sched. D C $7.5M PY2025
- P••••••• Services Inc. codes 11 PY2025
- P••••••• Services Inc. codes 11 27 $30,664 PY2024
- M••••••• S•••••••• B••••••• F••• Sched. D C $7.0M PY2024
- P••••••• R••••••••• S••••••• I••• codes 11 PY2024
- P••••••• Services Inc. codes 11 27 $84,803 PY2023
- M••••••• S•••••••• B••••••• F••• Sched. D C $6.9M PY2023
- P••••••• R••••••••• S••••••• I••• codes 11 PY2023
- P••••••• Services Inc. codes 11 27 $101,838 PY2022
- M••••••• S•••••••• B••••••• F••• Sched. D C $6.3M PY2022
- P••••••• R••••••••• S••••••• I••• codes 11 PY2022
What changed
5 events
- Dec 31, 2025Consultant changedinferenceP••••••• Services Inc. no longer appears on I••••••• B••• C••••••••• E••••••• R••••••••• P•••'s Schedule C as investment adviser (plan) (plan year 2025 vs 2024)with P••••••• S•••••••• I•••askebsa.dol.gov
- Jan 1, 2025Funded status changedI••••••• B••• C••••••••• E••••••• R••••••••• P••• funded ratio 98.9% -> 94.9% (2024-01-01 to 2025-01-01)
- Jan 1, 2024Funded status changedI••••••• B••• C••••••••• E••••••• R••••••••• P••• funded ratio 95.3% -> 98.9% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedI••••••• B••• C••••••••• E••••••• R••••••••• P••• funded ratio 105.5% -> 95.3% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedI••••••• B••• C••••••••• E••••••• R••••••••• P••• plan assets $9M -> $7M (-23.9%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 382830092-001
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.