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
C•••••• S•••••••• I••• P•••••• P•••
Corporate pensionGrand Rapids, MI
Assets
$5.8M
Total assets, May 31, 2025 reported
Funded
108.6%
Jun 1, 2024
Private markets target
n/a
policy May 31, 2025
Commitments
0
none on the tape
Plan sponsor: C•••••• S•••••••• I••• P•••••• P•••
Allocation policy
Form 5500, as of May 31, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 99.6%
Consultants and advisers
3 firms
- C•••••• V••• C•••••• Investment adviser (plan)through May 31, 2023 Form 5500
- W•••••• R••• Actuarythrough May 31, 2023 Form 5500
- M••••••• B••• Custodianthrough May 31, 2023 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
No manager relationship is on the tape for this allocator.
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
33 readings
Investment management fees
$59,198 (2024-05) · $51,677 (2023-05)
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 May 31, 2025 | 295 | $9.2M | $8.5M | 108.6% | $5.8M | n/a | n/a | n/a |
| 2023 to May 31, 2024 | 304 | $7.9M | $8.7M | 94.9% | $9.2M | n/a | n/a | n/a |
| 2022 to May 31, 2023 | 313 | $8.0M | $8.7M | 96.4% | $7.9M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- W••••••, R••• & Co codes 11 50 $98,378 PY2024
- C•••••• V••• C•••••• codes 27 50 $54,704 PY2024
- Varnum codes 29 50 $33,962 PY2024
- Vanderploeg Bergakker & Associates codes 10 50 $31,012 PY2024
- M••••••• B••• codes 15 19 21 25 31 50 $24,294 PY2024
- W•••••• R••• codes 11 PY2024
- C•••••• V••• C•••••• codes 27 50 $59,198 PY2023
- W••••••, R••• & Co codes 11 50 $44,890 PY2023
- M••••••• B••• codes 15 19 21 25 31 50 $27,398 PY2023
- Vanderploeg Bergakker & Associates codes 10 50 $13,950 PY2023
- W•••••• R••• codes 11 PY2023
- C•••••• V••• C•••••• codes 27 50 $51,677 PY2022
- W••••••, R••• & Co codes 11 50 $44,266 PY2022
- M••••••• B••• codes 15 19 21 25 31 50 $25,257 PY2022
- Varnum codes 29 50 $14,806 PY2022
- Vanderploeg Bergakker & Associates codes 10 50 $12,850 PY2022
- W•••••• R••• codes 11 PY2022
What changed
4 events
- May 31, 2025Assets changedC•••••• S•••••••• I••• P•••••• P••• total assets $9M -> $6M (-37.6%, 2024-05-31 to 2025-05-31)
- Jun 1, 2024Funded status changedC•••••• S•••••••• I••• P•••••• P••• funded ratio 94.9% -> 108.6% (2023-06-01 to 2024-06-01)
- Jun 1, 2024Assets changedC•••••• S•••••••• I••• P•••••• P••• plan assets $8M -> $9M (+17.1%, 2023-06-01 to 2024-06-01)
- May 31, 2024Assets changedC•••••• S•••••••• I••• P•••••• P••• total assets $8M -> $9M (+17.1%, 2023-05-31 to 2024-05-31)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 381557774-001
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.