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
Michigan Sugar Company and Bakery, Confectionary, Tobacco Workers & Grain Millers, Afl-Cio
Corporate pensionBAY City, MI
Assets
$51.8M
Total assets, Sep 30, 2025 reported
Funded
125.2%
Oct 1, 2024
Private markets target
n/a
policy Sep 30, 2025
Commitments
3
1 managers on Schedule C
Plan sponsor: Michigan Sugar Company
Allocation policy
Form 5500, as of Sep 30, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 7.7%
- Common/collective trusts 74.8%
- Registered investment companies 17.4%
Consultants and advisers
3 firms
- Principal Trust Co. Trusteethrough Sep 30, 2025 Form 5500
- Watkins Ross Actuarythrough Sep 30, 2023 Form 5500
- Watkins Ross & Company Actuarythrough Sep 30, 2023 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on Schedule C
From Schedule C (investment management, code 28)
- Creative Planningplan years 2025
Commitments
3 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 Sep 30, 2025 | Principal Ldi Corporate 25 + Yearscollective trust | SEI Trust Company | Pooled vehicles | $10.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Sep 30, 2025 | Principal Ldi Corporate 5-15 Yearscollective trust | SEI Trust Company | Pooled vehicles | $4.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Sep 30, 2025 | Principal Ldi Corporate 15-25 Yearscollective trust | SEI Trust Company | Pooled vehicles | $23.9M held | Disclosed holding | askebsa.dol.gov |
Size and funding
21 readings
Investment management fees
Form 5500 filings
2 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Sep 30, 2025 | 463 | $50.4M | $36.2M | 125.2% | $51.8M | n/a | n/a | n/a |
| 2022 to Sep 30, 2023 | 482 | $40.2M | $36.9M | 120.0% | $43.4M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Tri-Star Trust Bank codes 26 50 $60,562 PY2024
- Principal Costodial Solutions codes 21 50 $40,903 PY2024
- Watkins, Ross & Co codes 11 50 $21,905 PY2024
- Creative Planning, Inc codes 28 50 $10,000 PY2024
- Prin Ldi Corp 25 Plus Sched. D C $4.2M PY2024
- Prin Ldi Corp 15-25 Fund Sched. D C $10.6M PY2024
- Prin Ldi Corp 5-15 Fund Sched. D C $23.9M PY2024
- Watkins Ross & Company codes 11 PY2024
- Tri-Star Trust Bank codes 26 $306,379 PY2022
- Watkins, Ross & Co. codes 11 $34,262 PY2022
- Watkins Ross & Company codes 11 PY2022
What changed
3 events
- Sep 30, 2025Assets changedMichigan Sugar Company and Bakery, Confectionary, Tobacco Workers & Grain Millers, Afl-Cio total assets $43M -> $52M (+19.5%, 2023-09-30 to 2025-09-30)
- Oct 1, 2024Funded status changedMichigan Sugar Company and Bakery, Confectionary, Tobacco Workers & Grain Millers, Afl-Cio funded ratio 120.0% -> 125.2% (2022-10-01 to 2024-10-01)
- Oct 1, 2024Assets changedMichigan Sugar Company and Bakery, Confectionary, Tobacco Workers & Grain Millers, Afl-Cio plan assets $40M -> $50M (+25.3%, 2022-10-01 to 2024-10-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 383561416-001
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.