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
F•••• R••••••• A•••••• R••••••••• P•••
Corporate pensionRochester Hills, MI
Assets
$285M
Total assets, Dec 31, 2024 reported
Funded
86.0%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: F•••• A•••••• C•••••••••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 0.1%
- U.S. Government securities 94.3%
- Registered investment companies 0.3%
Consultants and advisers
6 firms
- A•••••• G••••• I•••••••• U••• L•• Investment adviser (plan)through Dec 31, 2022 Form 5500
- F•• M••• T•••• C• Pension consultantthrough Dec 31, 2022 Form 5500
- G•••••••• F•••••••• A••••••• Pension consultantthrough Dec 31, 2022 Form 5500
- K••••• A••••••• Pension consultantthrough Dec 31, 2022 Form 5500
- T••••• W••••• P••••••••• I••• Actuarythrough Dec 31, 2022 Form 5500
- W••••• T••••• W••••• U• L•• Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
No manager relationship is on the tape for this allocator.
Commitments
No fund commitments are on the tape for this allocator. The tape holds the plans that publish their own private-markets reports; a plan that publishes one and is not here is a gap we can close.
Size and funding
33 readings
Investment management fees
$157,520 (2023-12) · $346,776 (2022-12)
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 Dec 31, 2024 | 968 | $296M | $248M | 86.0% | $285M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 975 | $294M | $237M | 99.8% | $296M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 977 | $413M | $222M | 141.6% | $294M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Pimco codes 27 50 $355,063 PY2024
- Fidelity Mgt Trust Co codes 13 17 20 21 28 37 50 65 70 $169,781 PY2024
- W••••• T••••• W••••• codes 11 17 50 70 $45,000 PY2024
- G•••••••• Benefit Services codes 13 50 $7,500 PY2024
- W••••• T••••• W••••• U• L•• codes 11 PY2024
- Pimco codes 27 50 $152,361 PY2023
- Fidelity Mgt Trust Co codes 13 17 20 21 28 37 50 65 70 $134,452 PY2023
- W••••• T••••• W••••• codes 11 17 50 70 $43,000 PY2023
- William Vaughn Company codes 10 50 $12,000 PY2023
- W••••• T••••• W••••• U• L•• codes 11 PY2023
- Pimco codes 27 50 $318,776 PY2022
- Fidelity Mgt Trust Co codes 13 17 20 21 28 37 50 65 70 $159,967 PY2022
- W••••• T••••• W••••• codes 11 17 50 70 $62,500 PY2022
- G•••••••• Benefit Services codes 17 50 $21,000 PY2022
- William Vaughn Company codes 10 50 $15,400 PY2022
- K••••• A••••••• codes 17 50 $7,000 PY2022
- W••••• T••••• W••••• U• L•• codes 11 PY2022
What changed
5 events
- Jan 1, 2024Funded status changedF•••• R••••••• A•••••• R••••••••• P••• funded ratio 99.8% -> 86.0% (2023-01-01 to 2024-01-01)
- Dec 31, 2023Consultant changedinferenceK••••• A••••••• no longer appears on F•••• R••••••• A•••••• R••••••••• P•••'s Schedule C as pension consultant (plan year 2023 vs 2022)with K••••• A•••••••askebsa.dol.gov
- Dec 31, 2023Consultant changedinferenceG•••••••• Benefit Services no longer appears on F•••• R••••••• A•••••• R••••••••• P•••'s Schedule C as pension consultant (plan year 2023 vs 2022)with G•••••••• F•••••••• A•••••••askebsa.dol.gov
- Jan 1, 2023Funded status changedF•••• R••••••• A•••••• R••••••••• P••• funded ratio 141.6% -> 99.8% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedF•••• R••••••• A•••••• R••••••••• P••• plan assets $413M -> $294M (-28.9%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 383067354-001
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.