Comerica Incorporated Retirement Income Account Plan
Corporate pension, based in Dallas, Texas, reporting $2.7B in assets, for 14,378 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, AON Investments USA Inc. appears on Comerica Incorporated Retirement Income Account Plan's Schedule C as investment manager (plan year 2024 vs 2023).
1 more adviser, 5 more commitments and 3 more dated events
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
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Capital path
who backs this record, through what, into what; each name opens its own path- Russell 3000 Index Fund3 commitments
- Comerica Short-Term Fund3 commitments
- Acwi Ex-Us Superfund2 commitments
- Blackrock Institutional Trust Company, N.A.5 commitments
- Comerica Bank3 commitments
Relationship network
21 connected entities8 observed commitments5 repeat counterpartiescommitments 2022 to 2024
From board minutes, annual reports, Form 5500 filings and public records of commitments, consultants and staff in the allocator graph. Commitment amounts are those the allocator disclosed; many are not printed, and none is estimated.
Some relationships on this record are counted rather than named here. They open with the full profile.
Click any name or line for the commitments and sources behind it. Line weight is commitments together; dashed lines are inferred.
- Sponsor
- Fund or vehicle
- Service provider
- Organization
›How strength and recency are read
Managers, funds and consultants are read from the commitments: three or more is a strong observed relationship, two a repeat counterparty. No consultant link is marked current on the source, so none is labelled current or former here. Related plans, people and plan service providers are ordered by what the filing shows.
Darker lines were active in the last 24 months or are current; lighter lines are older or undated.
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
Allocation policy
- Corporate debt instruments (other) 29.6%
- U.S. Government securities 24.7%
- Other investments 1.3%
- Common/collective trusts 43.5%
- Common stock 0.0%
Consultants and advisers
- Creative Planning Pension consultantthrough Dec 31, 2023 Form 5500
- Agilis Partners LLC Pension consultantthrough Dec 31, 2022 Form 5500
- Willis Towers Watson US LLC Actuarythrough Dec 31, 2022 Form 5500
+1 more consultant or adviser advise this allocator
Every name, record and relationship behind this count, with the source on each.
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People
Manager roster
- Blackrock Institutional Trust Company, N.A.5 rows, latest Dec 31, 2024
- Comerica Bank3 rows, latest Dec 31, 2024
- Blackrock Insti. Trust Company, N.Aplan years
- Blackrock Institutional Trust Company, N.A.plan years
- AON Investments USA Incplan years 2024
+5 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
What changed
- Dec 31, 2024Manager relationship startedAON Investments USA Inc. appears on Comerica Incorporated Retirement Income Account Plan's Schedule C as investment manager (plan year 2024 vs 2023)with AON Investments USA Incaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceJennison Associates LLC no longer appears on Comerica Incorporated Retirement Income Account Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Pgim Incaskebsa.dol.gov
- Jan 1, 2024Funded status changedComerica Incorporated Retirement Income Account Plan funded ratio 153.4% -> 161.1% (2023-01-01 to 2024-01-01)
- Dec 31, 2023Holding startedComerica Incorporated Retirement Income Account Plan first reports an interest in Acwi Ex-Us Superfund: $316M at 2023-12-31with Acwi Ex-Us Superfundaskebsa.dol.gov
- Dec 31, 2023Consultant changedinferenceCreative Planning appears on Comerica Incorporated Retirement Income Account Plan's Schedule C as pension consultant (plan year 2023 vs 2022)with Creative Planningaskebsa.dol.gov
+3 more dated events
Every name, record and relationship behind this count, with the source on each.
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Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Acwi Ex-Us Superfundcollective trust | Blackrock Institutional Trust Company, N.A. | Pooled vehicles | $303M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Russell 3000 Index Fundcollective trust | Blackrock Institutional Trust Company, N.A. | Pooled vehicles | $764M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Comerica Short-Term Fundcollective trust | Comerica Bank | Cash | $125M held | Disclosed holding | askebsa.dol.gov |
+5 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
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Size and funding
Form 5500 filings
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 14,378 | $2.7B | $1.6B | 161.1% | $2.7B | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 14,104 | $2.5B | $1.7B | 153.4% | $2.7B | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 14,755 | $3.5B | $1.7B | 171.6% | $2.5B | Not disclosed | Not disclosed | Not disclosed |
- Willis Towers Watson US LLC codes 11 13 50 $1.3M PY2024
- Wellington Management Company LLP codes 28 51 52 68 $809,524 PY2024
- Nisa Investment Advisors LLC codes 28 51 $639,481 PY2024
+35 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Comerica Incorporated Retirement Income Account Plan sits on 4 traced paths of capital across the graphs.
DFX traced 4 paths of capital through this record
Every record on each path, what it committed or lent, and as of when.
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Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
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Record history
- Manager relationship ended2024-12-31source on record
- Manager relationship started2024-12-31source on record
- Funded status changed2024-01-01source on record
+5 more changes on this record's ledger
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The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.
›Connections
every published relationship on the graph
+13 connections on the graph
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