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
Pension Plan a for Employees of Consumer Energy Company
Corporate pensionJackson, MI
Assets
$1.9B
Total assets, Dec 31, 2024 reported
Funded
83.5%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
4 managers on Schedule C
Plan sponsor: Consumers Energy Company
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Master trust investment accounts 100.0%
Consultants and advisers
6 firms
- AON Consulting, Inc. General consultantActuarythrough Dec 31, 2023 Form 5500
- NEW England Pension Consulants General consultantthrough Dec 31, 2022 Form 5500
- Northern Trust Co. Trusteethrough Dec 31, 2022 Form 5500
- Fidelity Investments Directed trusteethrough Dec 31, 2022 Form 5500
- Hewitt Associates Actuarythrough Dec 31, 2022 Form 5500
- Comerica Bank Custodianthrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
7 managers on Schedule C
From Schedule C (investment management, code 28)
- Pacific Investmt Management Co LLCplan years 2024
- Metlife Investment Managementplan years 2024
- Earnest Partnersplan years 2024
- Franklin Templetonplan years 2024
- WCM Investment Management, LLCplan years 2023
- Blackrockplan years 2023
- Wellington Managementplan years 2022
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
31 readings
Investment management fees
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 | 2,760 | $1.8B | $1.1B | 83.5% | $1.9B | n/a | $1.9B | n/a |
| 2023 to Dec 31, 2023 | 2,843 | $1.6B | $1.1B | 87.1% | $2.0B | n/a | $2.0B | n/a |
| 2022 to Dec 31, 2022 | 3,037 | $2.1B | $1.0B | 84.0% | $1.8B | n/a | $1.8B | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- AON Invt Mgr codes 16 17 27 34 50 70 $579,039 PY2024
- Fidelity Invest Instit Oper Co codes 15 25 50 51 $287,109 PY2024
- Northern Trust codes 21 $268,787 PY2024
- AON Hewitt codes 11 17 34 50 70 $131,823 PY2024
- Earnest Partners codes 28 51 $61,249 PY2024
- Pimco codes 28 51 $52,433 PY2024
- Metlife codes 28 51 $31,675 PY2024
- Franklin Templeton codes 28 51 $14,748 PY2024
- Consumers Energy Co. Master Trust Sched. D M $1.9B PY2024
- AON Consulting, Inc codes 11 PY2024
- AON Invt Mgr codes 16 17 27 34 50 70 $942,833 PY2023
- Northern Trust codes 21 $922,888 PY2023
- Fidelity Invest Instit Oper Co codes 15 25 50 51 $325,568 PY2023
- Wellington Mgmt Company LLP codes 20 50 51 $139,965 PY2023
- AON Hewitt codes 11 17 34 50 70 $125,442 PY2023
- Blackrock codes 28 51 $57,826 PY2023
- Earnest Partneres, LLC codes 28 51 $44,797 PY2023
- New England Pension Consultants codes 16 17 27 34 50 70 $6,037 PY2023
- Comerica codes 19 28 49 59 62 72 99 $5,584 PY2023
- Consumers Energy Co. Master Trust Sched. D M $2.0B PY2023
- AON Consulting, Inc codes 11 PY2023
- Wellington Management codes 20 50 51 $1.1M PY2022
- Northern Trust codes 21 $605,212 PY2022
- Fidelity Invest Instit Oper Co codes 15 25 50 51 $342,012 PY2022
- New England Pension Consultants codes 16 17 27 34 50 70 $154,584 PY2022
- AON Hewitt codes 11 17 34 50 70 $119,726 PY2022
- Comerica codes 19 28 49 59 62 72 99 $40,668 PY2022
- Consumers Energy Co. Master Trust Sched. D M $1.8B PY2022
- AON Consulting, Inc. codes 11 PY2022
What changed
12 events
- Dec 31, 2024Manager relationship endedinferenceComerica no longer appears on Pension Plan a for Employees of Consumer Energy Company's Schedule C as investment manager (plan year 2024 vs 2023)with Comerica Bankaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedFranklin Templeton appears on Pension Plan a for Employees of Consumer Energy Company's Schedule C as investment manager (plan year 2024 vs 2023)with Franklin Templetonaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceNew England Pension Consultants no longer appears on Pension Plan a for Employees of Consumer Energy Company's Schedule C as general consultant (plan year 2024 vs 2023)with NEW England Pension Consulantsaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedPimco appears on Pension Plan a for Employees of Consumer Energy Company's Schedule C as investment manager (plan year 2024 vs 2023)with Pacific Investmt Management Co LLCaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceBlackrock no longer appears on Pension Plan a for Employees of Consumer Energy Company's Schedule C as investment manager (plan year 2024 vs 2023)with Blackrockaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedMetlife appears on Pension Plan a for Employees of Consumer Energy Company's Schedule C as investment manager (plan year 2024 vs 2023)with Metlife Investment Managementaskebsa.dol.gov
- Jan 1, 2024Funded status changedPension Plan a for Employees of Consumer Energy Company funded ratio 87.1% -> 83.5% (2023-01-01 to 2024-01-01)
- Dec 31, 2023Manager relationship startedEarnest Partneres, LLC appears on Pension Plan a for Employees of Consumer Energy Company's Schedule C as investment manager (plan year 2023 vs 2022)with WCM Investment Management, LLCaskebsa.dol.gov
- Dec 31, 2023Manager relationship startedBlackrock appears on Pension Plan a for Employees of Consumer Energy Company's Schedule C as investment manager (plan year 2023 vs 2022)with Blackrockaskebsa.dol.gov
- Dec 31, 2023Consultant changedinferenceAON Invt Mgr appears on Pension Plan a for Employees of Consumer Energy Company's Schedule C as general consultant (plan year 2023 vs 2022)with AON Consulting, Inc.askebsa.dol.gov
- Jan 1, 2023Funded status changedPension Plan a for Employees of Consumer Energy Company funded ratio 84.0% -> 87.1% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedPension Plan a for Employees of Consumer Energy Company plan assets $2.1B -> $1.6B (-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 380442310-004
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.