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

E••••••• B••••••• P••• o• M•••••••• C••••••••• H••• S••••••

Corporate pensionRedford, MI

Assets

$8.2M

Total assets, Dec 31, 2024 reported

Funded

101.4%

Jan 1, 2024

Private markets target

n/a

policy Dec 31, 2024

Commitments

none on the tape

Plan sponsor: M•••••••• C••••••••• H••• S••••••

Allocation policy

Form 5500, as of Dec 31, 2024

Actual allocation lines without a target (as filed)

Pooled separate accounts 100.0%

Consultants and advisers

2 firms

L••••• Investment adviser (plan)through Dec 31, 2022 Form 5500
P•••••••• F•••••••• G•••• 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••••••••14 rows, latest Dec 31, 2024

Commitments

14 rows, 0 dated closings

Disclosed holdings (from the plan’s performance or holdings report, as of the report date)

Date	Fund	Manager	Bucket	Amount	Status	Source
as of Dec 31, 2024	P••• L•• L••• D••••••• S•••separate account	P••••••••	Fixed income	$7.3M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	P••• L•• I•••• D•• S•• A•••••separate account	P••••••••	Pooled vehicles	$943,918 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	P••• L•• L••• D••••••• S•••separate account	P••••••••	Fixed income	$8.2M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	P••• L•• I•••• D•• S•• A•••••separate account	P••••••••	Pooled vehicles	$1.0M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	P••• D••••••••• I••• S•••separate account	P••••••••	Hedge / diversifiers	$774,792 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	P••• L••• S•• 5•• I•••• S•••separate account	P••••••••	Pooled vehicles	$949,748 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	P••• S•••• S•• 6•• I•••• S•••separate account	P••••••••	Pooled vehicles	$875,141 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	P••• M••••• S•• 4•• I•• S•••separate account	P••••••••	Pooled vehicles	$939,500 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	P••• L••••••• G••••• I• S•••separate account	P••••••••	Pooled vehicles	$707,495 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	P••• L•• L••• D••••••• S•••separate account	P••••••••	Fixed income	$567,741 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	P••• E••••• I••••• S•••separate account	P••••••••	Fixed income	$999,075 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	P••• L•• S•••• D•• S•• A•••••separate account	P••••••••	Pooled vehicles	$740,104 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	P••• L•• I•••• D•• S•• A•••••separate account	P••••••••	Pooled vehicles	$673,532 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	P••• L•• E•• D•• S•• A•••••separate account	P••••••••	Pooled vehicles	$475,034 held	Disclosed holding	askebsa.dol.gov

Size and funding

30 readings

Total assets

$8.2M Dec 31, 2024 reported Form 5500

$9.2M (2023-12) · $9.4M (2022-12)

Plan assets

$9.2M Jan 1, 2024 reported Form 5500

$9.4M (2023-01) · $11.8M (2022-01)

Net assets

$8.2M Dec 31, 2024 reported Form 5500

$9.2M (2023-12) · $9.4M (2022-12)

Funded ratio

101.4% Jan 1, 2024 reported Form 5500

90.5% (2023-01) · 102.9% (2022-01)

Funding target

$9.0M Jan 1, 2024 reported Form 5500

$9.7M (2023-01) · $9.5M (2022-01)

Discount rate

5.27% Jan 1, 2024 reported Form 5500

5.36% (2023-01) · 5.53% (2022-01)

Participants

193 Jan 1, 2024 reported Form 5500

199 (2023-01) · 213 (2022-01)

Contributions

$0 Dec 31, 2024 reported Form 5500

$0 (2023-12) · $1.0M (2022-12)

Benefits paid

$508,414 Dec 31, 2024 reported Form 5500

$1.4M (2023-12) · $904,041 (2022-12)

Net investment income

$-1.0M Dec 31, 2024 reported Form 5500

$-197,757 (2023-12) · $-2.4M (2022-12)

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	193	$9.2M	$9.0M	101.4%	$8.2M	n/a	n/a	n/a
2023 to Dec 31, 2023	199	$9.4M	$9.7M	90.5%	$9.2M	n/a	n/a	n/a
2022 to Dec 31, 2022	213	$11.8M	$9.5M	102.9%	$9.4M	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 $173,085 PY2024
LPL Financial LLC - Rpcp codes 27 99 PY2024
P••• L•• I•••• D•• S•• A••••• Sched. D P $943,918 PY2024
P••• L•• L••• D••••••• S••• Sched. D P $7.3M PY2024
P•••••••• F•••••••• G•••• codes 11 PY2024
P•••••••• Life Insurance Company codes 13 50 64 $124,550 PY2023
LPL Financial LLC - Rpcp codes 27 99 PY2023
P••• E••••• I••••• S••• Sched. D P PY2023
P••• L•• S•••• D•• S•• A••••• Sched. D P PY2023
P••• D••••••••• I••• S••• Sched. D P PY2023
P••• L••• S•• 5•• I•••• S••• Sched. D P PY2023
P••• S•••• S•• 6•• I•••• S••• Sched. D P PY2023
P••• M••••• S•• 4•• I•• S••• Sched. D P PY2023
P••• L••••••• G••••• I• S••• Sched. D P PY2023
P••• L•• L••• D••••••• S••• Sched. D P $8.2M PY2023
P••• L•• I•••• D•• S•• A••••• Sched. D P $1.0M PY2023
P••• L•• E•• D•• S•• A••••• Sched. D P PY2023
P•••••••• F•••••••• G•••• codes 11 PY2023
P•••••••• Life Insurance Company codes 13 50 64 $121,250 PY2022
LPL Financial LLC - Rpcp codes 27 99 PY2022
P••• S•••• S•• 6•• I•••• S••• Sched. D P $875,141 PY2022
P••• M••••• S•• 4•• I•• S••• Sched. D P $939,500 PY2022
P••• L••••••• G••••• I• S••• Sched. D P $707,495 PY2022
P••• L•• L••• D••••••• S••• Sched. D P $567,741 PY2022
P••• E••••• I••••• S••• Sched. D P $999,075 PY2022
P••• L•• S•••• D•• S•• A••••• Sched. D P $740,104 PY2022
P••• L•• I•••• D•• S•• A••••• Sched. D P $673,532 PY2022
P••• D••••••••• I••• S••• Sched. D P $774,792 PY2022
P••• L••• S•• 5•• I•••• S••• Sched. D P $949,748 PY2022
P••• L•• E•• D•• S•• A••••• Sched. D P $475,034 PY2022
P•••••••• F•••••••• G•••• codes 11 PY2022

What changed

12 events

Dec 31, 2024Assets changed
E••••••• B••••••• P••• o• M•••••••• C••••••••• H••• S•••••• total assets $9M -> $8M (-10.9%, 2023-12-31 to 2024-12-31)
askebsa.dol.gov
Jan 1, 2024Funded status changed
E••••••• B••••••• P••• o• M•••••••• C••••••••• H••• S•••••• funded ratio 90.5% -> 101.4% (2023-01-01 to 2024-01-01)
askebsa.dol.gov
Dec 31, 2023Holding endedinference
E••••••• B••••••• P••• o• M•••••••• C••••••••• H••• S•••••• no longer reports P••• E••••• I••••• S••• (P••••••••) (last held $999,075 at 2022-12-31; absent from the 2023-12-31 filing)
with P••••••••askebsa.dol.gov
Dec 31, 2023Holding endedinference
E••••••• B••••••• P••• o• M•••••••• C••••••••• H••• S•••••• no longer reports P••• L•• S•••• D•• S•• A••••• (P••••••••) (last held $740,104 at 2022-12-31; absent from the 2023-12-31 filing)
with P••••••••askebsa.dol.gov
Dec 31, 2023Holding endedinference
E••••••• B••••••• P••• o• M•••••••• C••••••••• H••• S•••••• no longer reports P••• L•• E•• D•• S•• A••••• (P••••••••) (last held $475,034 at 2022-12-31; absent from the 2023-12-31 filing)
with P••••••••askebsa.dol.gov
Dec 31, 2023Holding endedinference
E••••••• B••••••• P••• o• M•••••••• C••••••••• H••• S•••••• no longer reports P••• L••••••• G••••• I• S••• (P••••••••) (last held $707,495 at 2022-12-31; absent from the 2023-12-31 filing)
with P••••••••askebsa.dol.gov
Dec 31, 2023Holding endedinference
E••••••• B••••••• P••• o• M•••••••• C••••••••• H••• S•••••• no longer reports P••• M••••• S•• 4•• I•• S••• (P••••••••) (last held $939,500 at 2022-12-31; absent from the 2023-12-31 filing)
with P••••••••askebsa.dol.gov
Dec 31, 2023Holding endedinference
E••••••• B••••••• P••• o• M•••••••• C••••••••• H••• S•••••• no longer reports P••• S•••• S•• 6•• I•••• S••• (P••••••••) (last held $875,141 at 2022-12-31; absent from the 2023-12-31 filing)
with P••••••••askebsa.dol.gov
Dec 31, 2023Holding endedinference
E••••••• B••••••• P••• o• M•••••••• C••••••••• H••• S•••••• no longer reports P••• D••••••••• I••• S••• (P••••••••) (last held $774,792 at 2022-12-31; absent from the 2023-12-31 filing)
with P••••••••askebsa.dol.gov
Dec 31, 2023Holding endedinference
E••••••• B••••••• P••• o• M•••••••• C••••••••• H••• S•••••• no longer reports P••• L••• S•• 5•• I•••• S••• (P••••••••) (last held $949,748 at 2022-12-31; absent from the 2023-12-31 filing)
with P••••••••askebsa.dol.gov
Jan 1, 2023Funded status changed
E••••••• B••••••• P••• o• M•••••••• C••••••••• H••• S•••••• funded ratio 102.9% -> 90.5% (2022-01-01 to 2023-01-01)
askebsa.dol.gov
Jan 1, 2023Assets changed
E••••••• B••••••• P••• o• M•••••••• C••••••••• H••• S•••••• plan assets $12M -> $9M (-20.4%, 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 381240951-004

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.