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
NSF International Retirement Income Plan
Corporate pensionANN Arbor, MI
Assets
n/a
Total assets, Dec 31, 2023 reported
Funded
81.5%
Jan 1, 2023
Private markets target
n/a
policy Dec 31, 2022
Commitments
2
none on the tape
Plan sponsor: NSF International
Allocation policy
Form 5500, as of Dec 31, 2022
Actual allocation lines without a target (as filed)
- Interest-bearing cash 0.8%
- Common/collective trusts 99.2%
Consultants and advisers
3 firms
- P&m Holding Group, LLP Pension consultantthrough Dec 31, 2023 Form 5500
- Principal Spectrum Asset Management Trusteethrough Dec 31, 2022 Form 5500
- USI Consulting Group 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
- Prudential Trust Co.1 rows, latest Dec 31, 2022
From Schedule C (investment management, code 28)
- Prudential Trust Co.plan years 2022
Commitments
2 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, 2022 | DB Growth Portfolioseparate account | Wilmington Trust, N.A. | Pooled vehicles | $15.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Prudential US Long Dur Corp Bon Funseparate account | Prudential Trust Co. | Pooled vehicles | $23.2M held | Disclosed holding | askebsa.dol.gov |
Size and funding
22 readings
Form 5500 filings
2 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2023 to Dec 31, 2023 | 297 | $38.7M | $40.1M | 81.5% | $0 | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 299 | $45.6M | $38.6M | 88.5% | $38.7M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Prudential Trust Company codes 28 50 51 $86,333 PY2023
- Plante & Morane PLLC codes 17 50 $73,798 PY2023
- Principal codes 15 21 28 50 51 $23,123 PY2023
- Prudential US Long Dur Corp Bon Fun Sched. D P PY2023
- DB Growth Portfolio Institutional Sched. D P PY2023
- USI Consulting Group codes 11 PY2023
- Principal codes 15 21 28 50 51 $22,239 PY2022
- Prudential Trust Company codes 28 50 51 $13,692 PY2022
- DB Growth Portfolio Institutional Sched. D P $15.2M PY2022
- Prudential US Long Dur Corp Bon Fun Sched. D P $23.2M PY2022
- USI Consulting Group codes 11 PY2022
What changed
4 events
- Dec 31, 2023Consultant changedinferencePlante & Morane PLLC appears on NSF International Retirement Income Plan's Schedule C as pension consultant (plan year 2023 vs 2022)with P&m Holding Group, LLPaskebsa.dol.gov
- Dec 31, 2023Assets changedNSF International Retirement Income Plan total assets $39M -> $0 (-100.0%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedNSF International Retirement Income Plan funded ratio 88.5% -> 81.5% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedNSF International Retirement Income Plan plan assets $46M -> $39M (-15.0%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 381428955-001
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.