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
H••••••• A••••••••• C••••••••• P•••••• P•••
Corporate pensionAuburn Hills, MI
Assets
$97.6M
Total assets, Nov 30, 2024 reported
Funded
94.7%
Dec 1, 2023
Private markets target
n/a
policy Nov 30, 2024
Commitments
2
none on the tape
Plan sponsor: H••••••• A••••••••• S•••••• S•••••• N•••• A••••••• I•••
Allocation policy
Form 5500, as of Nov 30, 2024
Actual allocation lines without a target (as filed)
- Common/collective trusts 1.3%
- Registered investment companies 98.6%
Consultants and advisers
4 firms
- S••••••• • C•• Pension consultantthrough Nov 30, 2023 Form 5500
- A•• Actuarythrough Nov 30, 2023 Form 5500
- N••••••• T•••• C•• Trusteethrough Nov 30, 2023 Form 5500
- A•• C••••••••• I••• Actuarythrough Nov 30, 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
- N••••••• T•••• C••••••••• E••• I•••2 rows, latest Nov 30, 2024
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 Nov 30, 2024 | N• C••••••••• S•••• T••• I•••••••••collective trust | N••••••• T•••• C••••••••• E••• I••• | Cash | $1.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Nov 30, 2023 | N• C••••••••• S•••• T••• I•••••••••collective trust | N••••••• T•••• C••••••••• E••• I••• | Cash | $1.1M 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 Nov 30, 2024 | 2,408 | $95.6M | $109M | 94.7% | $97.6M | n/a | n/a | n/a |
| 2022 to Nov 30, 2023 | 3,770 | $126M | $141M | 98.3% | $92.9M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- AON C••••••••• codes 11 17 50 $882,414 PY2023
- S••••••• • C•• codes 17 28 50 $100,960 PY2023
- The N••••••• Trust Company codes 21 28 50 59 62 $93,883 PY2023
- P•••te & Moran, PLLC codes 10 50 $25,600 PY2023
- Dykema Gossett PLLC codes 29 50 $17,375 PY2023
- N• C••••••••• S•••• T••• I••••••••• Sched. D C $1.3M PY2023
- A•• C••••••••• I••• codes 11 PY2023
- AON C••••••••• codes 11 17 50 $411,622 PY2022
- The N••••••• Trust Company codes 21 28 50 59 62 $114,852 PY2022
- S••••••• • C•• codes 17 28 50 $67,852 PY2022
- P•••te & Moran, PLLC codes 10 50 $20,250 PY2022
- N• C••••••••• S•••• T••• I••••••••• Sched. D C $1.1M PY2022
- A•• C••••••••• I••• codes 11 PY2022
What changed
2 events
- Dec 1, 2023Funded status changedH••••••• A••••••••• C••••••••• P•••••• P••• funded ratio 98.3% -> 94.7% (2022-12-01 to 2023-12-01)
- Dec 1, 2023Assets changedH••••••• A••••••••• C••••••••• P•••••• P••• plan assets $126M -> $96M (-24.2%, 2022-12-01 to 2023-12-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 861113153-002
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.