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
S•••••• o• M••••••••• E•••••••• P•••••• P••• • T••••
Corporate pensionSouthfield, MI
Assets
$13.5M
Total assets, Jul 31, 2025 reported
Funded
113.5%
Aug 1, 2024
Private markets target
n/a
policy Jul 31, 2025
Commitments
3
none on the tape
Plan sponsor: S•••••• o• M••••••••• E••••••••
Allocation policy
Form 5500, as of Jul 31, 2025
Actual allocation lines without a target (as filed)
- I•••••••• company general account 5.5%
- Pooled separate accounts 94.5%
Consultants and advisers
3 firms
- N••••• Actuarythrough Jul 31, 2024 Form 5500
- A••••••• Actuarythrough Jul 31, 2023 Form 5500
- F••••••••• Actuarythrough Jul 31, 2023 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
- M••••••••• L••• I•••••••• C••••••3 rows, latest Jul 31, 2025
From Schedule C (investment management, code 28)
- M••••••••• L••• I•••••••• C••••••plan years 2023
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 Jul 31, 2025 | B•••••••• B•••• M••••• B••• F•••separate account | M••••••••• L••• I•••••••• C•••••• | Fixed income | $1.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Jul 31, 2024 | B•••••••• B•••• M••••• B••• F•••separate account | M••••••••• L••• I•••••••• C•••••• | Fixed income | $1.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Jul 31, 2023 | B•••••••• B•••• M••••• B••• F•••separate account | M••••••••• L••• I•••••••• C•••••• | Fixed income | $1.4M held | Disclosed holding | askebsa.dol.gov |
Size and funding
30 readings
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 Jul 31, 2025 | 101 | $14.3M | $12.6M | 113.5% | $13.5M | n/a | n/a | n/a |
| 2023 to Jul 31, 2024 | 108 | $12.9M | $12.5M | 102.7% | $14.3M | n/a | n/a | n/a |
| 2022 to Jul 31, 2023 | 111 | $12.0M | $12.5M | 95.9% | $12.9M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- M••••••••• L••• I•••••••• C•••••• codes 12 13 28 $49,046 PY2024
- A•••••••, LLC codes 11 50 $29,827 PY2024
- SA 237 Sched. D P $20,679 PY2024
- SA 40 Sched. D P $2.1M PY2024
- SA 839 Sched. D P $2.5M PY2024
- SA 235 Sched. D P $2.2M PY2024
- SA 838 Sched. D P $1.6M PY2024
- SA 830 Sched. D P $1.9M PY2024
- SA Mi Sched. D P $2.4M PY2024
- N••••• codes 11 PY2024
- M••••••••• L••• I•••••••• C•••••• codes 12 13 28 $47,733 PY2023
- A•••••••, LLC codes 11 50 $15,895 PY2023
- P•••te & Moran, PLLC codes 10 50 $14,600 PY2023
- SA 839 Sched. D P $2.6M PY2023
- SA Mi Sched. D P $2.2M PY2023
- SA 237 Sched. D P $24,225 PY2023
- SA 40 Sched. D P $2.1M PY2023
- SA 235 Sched. D P $2.4M PY2023
- SA 838 Sched. D P $1.8M PY2023
- SA 830 Sched. D P $1.6M PY2023
- N••••• codes 11 PY2023
- M••••••••• L••• I•••••••• C•••••• codes 12 13 28 $50,513 PY2022
- A••••••• LLC codes 11 15 17 $19,800 PY2022
- SA Mi Sched. D P $2.1M PY2022
- SA 467 Sched. D P PY2022
- SA 468 Sched. D P PY2022
- SA 237 Sched. D P $40,807 PY2022
- SA 839 Sched. D P $2.3M PY2022
- SA 235 Sched. D P $1.5M PY2022
- SA 838 Sched. D P $1.6M PY2022
- SA 830 Sched. D P $1.4M PY2022
- SA 40 Sched. D P $2.2M PY2022
- F••••••••• codes 11 PY2022
What changed
5 events
- Aug 1, 2024Funded status changedS•••••• o• M••••••••• E•••••••• P•••••• P••• • T•••• funded ratio 102.7% -> 113.5% (2023-08-01 to 2024-08-01)
- Aug 1, 2024Assets changedS•••••• o• M••••••••• E•••••••• P•••••• P••• • T•••• plan assets $13M -> $14M (+11.2%, 2023-08-01 to 2024-08-01)
- Jul 31, 2024Assets changedS•••••• o• M••••••••• E•••••••• P•••••• P••• • T•••• total assets $13M -> $14M (+11.2%, 2023-07-31 to 2024-07-31)
- Dec 31, 2023Consultant changedinferenceA••••••• LLC no longer appears on S•••••• o• M••••••••• E•••••••• P•••••• P••• • T••••'s Schedule C as pension consultant (plan year 2023 vs 2022)with A•••••••askebsa.dol.gov
- Aug 1, 2023Funded status changedS•••••• o• M••••••••• E•••••••• P•••••• P••• • T•••• funded ratio 95.9% -> 102.7% (2022-08-01 to 2023-08-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 380298770-001
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.