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

Spectrum Health Pension Plan

Corporate pensionGrand Rapids, MI
Assets
$229M
Total assets, Dec 31, 2024 reported
Funded
86.3%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
6
none on the tape
Plan sponsor: Corewell Health
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 2.9%
  • Non-interest-bearing cash 0.4%
  • Corporate debt instruments (other) 59.0%
  • U.S. Government securities 19.2%
  • Common/collective trusts 7.0%
  • Registered investment companies 9.0%
  • Common stock 0.0%
Consultants and advisers
8 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
2 managers on the commitment tape
From the plan’s own commitment disclosures
Commitments
6 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024NT Collective S&p 500 Index Fundcollective trustNorthern Trust Collective Eafe IndePooled vehicles$12.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024WCM Focused Intl Growth Fundcollective trustWCM Focused Intl Growth Fund, LPPooled vehicles$4.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023NT Collective S&p 500 Index Fundcollective trustNorthern Trust Collective Eafe IndePooled vehicles$12.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023WCM Focused Intl Growth Fundcollective trustWCM Focused Intl Growth Fund, LPPooled vehicles$4.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022NT Collective S&p 500 Index Fundcollective trustNorthern Trust Collective Eafe IndePooled vehicles$23.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022WCM Focused Intl Growth Fundcollective trustWCM Focused Intl Growth Fund, LPPooled vehicles$8.6M heldDisclosed holdingaskebsa.dol.gov
Size and funding
32 readings
Total assets
$229M Dec 31, 2024 reported Form 5500
$239M (2023-12) · $238M (2022-12)
Plan assets
$231M Jan 1, 2024 reported Form 5500
$231M (2023-01) · $346M (2022-01)
Net assets
$214M Dec 31, 2024 reported Form 5500
$231M (2023-12) · $231M (2022-12)
Funded ratio
86.3% Jan 1, 2024 reported Form 5500
81.5% (2023-01) · 104.3% (2022-01)
Funding target
$202M Jan 1, 2024 reported Form 5500
$210M (2023-01) · $210M (2022-01)
Discount rate
5.10% Jan 1, 2024 reported Form 5500
5.23% (2023-01) · 5.42% (2022-01)
Participants
3,809 Jan 1, 2024 reported Form 5500
4,067 (2023-01) · 4,341 (2022-01)
Contributions
$0 Dec 31, 2023 reported Form 5500
$0 (2022-12)
Benefits paid
$18.2M Dec 31, 2024 reported Form 5500
$20.4M (2023-12) · $25.4M (2022-12)
Net investment income
$-17.5M Dec 31, 2024 reported Form 5500
$215,975 (2023-12) · $-115M (2022-12)
Investment management fees
$663,127 Dec 31, 2024 reported Form 5500
$596,235 (2023-12) · $651,322 (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 20243,809$231M$202M86.3%$229Mn/an/an/a
2023 to Dec 31, 20234,067$231M$210M81.5%$239Mn/an/an/a
2022 to Dec 31, 20224,341$346M$210M104.3%$238Mn/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
3 events
  • Jan 1, 2024Funded status changed
    Spectrum Health Pension Plan funded ratio 81.5% -> 86.3% (2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Funded status changed
    Spectrum Health Pension Plan funded ratio 104.3% -> 81.5% (2022-01-01 to 2023-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    Spectrum Health Pension Plan plan assets $346M -> $231M (-33.2%, 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 383382353-001
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.