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•••••• V•••••• L•• R••••••••• P•••
Corporate pensionColdwater, MI
Assets
$32.8M
Total assets, Dec 31, 2024 reported
Funded
100.6%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
4
none on the tape
Plan sponsor: S•••••• V•••••• L••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Registered investment companies 100.0%
Consultants and advisers
2 firms
- P•••• C•••••• I••••••••• A•••• Investment adviser (plan)through Dec 31, 2022 Form 5500
- M•••••••• I••• Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
6 managers on Schedule C
From Schedule C (investment management, code 28)
- M••••••••• M••••• L••• I•••••••• C••••••plan years 2022
- A••••••• C••••••plan years 2022
- C•••••• R••••••• a•• M••••••••• C••plan years 2022
- I••••••plan years 2022
- N••••••• T•••• I•••••••••plan years 2022
- P••••plan years 2022
Commitments
4 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 Dec 31, 2024 | M••••••••• M•• C•• G••••• I•separate account | P•••• | Pooled vehicles | $1.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | F••••••• 5•• I••••separate account | Vanguard | Pooled vehicles | $2.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | M••••••••• M•• C•• G••••• I•separate account | P•••• | Pooled vehicles | $1.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | F••••••• 5•• I••••separate account | M••••••••• | Pooled vehicles | $1.5M 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 Dec 31, 2024 | 377 | $31.5M | $27.8M | 100.7% | $32.8M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 386 | $29.2M | $28.0M | 99.6% | $31.5M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 390 | $37.0M | $27.4M | 108.9% | $29.2M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Empower Annuity I•••••••• Company codes 64 $234,094 PY2024
- P•••• C•••••• I••••••••• A••••ors codes 27 $94,440 PY2024
- M••••••••• Overseas I Sched. D P $2.5M PY2024
- M••••••••• Small Cap Val Eq I Sched. D P PY2024
- I•••••• Real Estate R6 Sched. D P $1.5M PY2024
- MM S&p 500 I•••• I Sched. D P $2.3M PY2024
- M••••••••• Diversified Value I Sched. D P $1.9M PY2024
- N••••••• Bond I•••• Sched. D P $3.3M PY2024
- M••••••••• Small Cap Gr Eq I Sched. D P $661,224 PY2024
- M••••••••• Disciplined Value I Sched. D P PY2024
- A••••••• C•••••• Mid Cap Value Inv Sched. D P $1.6M PY2024
- M••••••••• Blue Chip G••••• I Sched. D P $4.2M PY2024
- M••••••••• Core Bond I Sched. D P $8.2M PY2024
- P•••• All Asset Authority a Sched. D P $1.6M PY2024
- M••••••••• High Yield I Sched. D P $1.7M PY2024
- Vanguard Equity-Income Adm Sched. D P $2.0M PY2024
- M••••••••• M•• C•• G••••• I• Sched. D P $662,985 PY2024
- M•••••••• I••• codes 11 PY2024
- Empower Annuity I•••••••• Company codes 64 $226,890 PY2023
- P•••• C•••••• I••••••••• A••••ors codes 27 $90,476 PY2023
- M••••••••• Small Cap Val Eq I Sched. D P $666,024 PY2023
- I•••••• Real Estate R6 Sched. D P $1.7M PY2023
- MM S&p 500 I•••• I Sched. D P $2.2M PY2023
- M••••••••• Fundamental Value I Sched. D P $1.9M PY2023
- N••••••• Bond I•••• Sched. D P $3.0M PY2023
- M••••••••• Small Cap Gr Eq I Sched. D P $665,050 PY2023
- M••••••••• Disciplined Value I Sched. D P $1.9M PY2023
- A••••••• C•••••• Mid Cap Value Inv Sched. D P $1.6M PY2023
- M••••••••• Blue Chip G••••• I Sched. D P $3.8M PY2023
- M••••••••• Strategic Bond I Sched. D P $7.8M PY2023
- P•••• All Asset Authority a Sched. D P $1.5M PY2023
- M••••••••• High Yield I Sched. D P $1.5M PY2023
- M••••••••• M•• C•• G••••• I• Sched. D P $650,443 PY2023
- M••••••••• Overseas I Sched. D P $2.6M PY2023
- M•••••••• I••• codes 11 PY2023
- Great West L••• & Annuity Ins Co codes 13 $268,583 PY2022
- M••••••••• M••••• L••• Ins. Co. codes 52 60 62 63 68 72 PY2022
- P•••• C•••••• I••••••••• A••••ors L codes 27 PY2022
- A••••••• C•••••• codes 52 PY2022
- American Funds codes 52 PY2022
- N••••••• Funds codes 52 PY2022
- I•••••• codes 52 PY2022
- P•••• Funds codes 52 PY2022
- Sia-Caa Sched. D P PY2022
- Sia-Ckd Sched. D P PY2022
- Sia-Ckf Sched. D P PY2022
- Sia-Ckl Sched. D P PY2022
- Sia-Cmb Sched. D P PY2022
- Sia-Cmg Sched. D P PY2022
- Sia-Ev Sched. D P PY2022
- Sia-Ia Sched. D P PY2022
- Sia-Ih Sched. D P PY2022
- Sia-Ky Sched. D P PY2022
- Sia-Qw Sched. D P PY2022
- Sia-Uh Sched. D P PY2022
- Sia-Cdj Sched. D P PY2022
- Sia-Tb Sched. D P PY2022
- M•••••••• I••• codes 11 PY2022
What changed
2 events
- Jan 1, 2023Funded status changedS•••••• V•••••• L•• R••••••••• P••• funded ratio 108.9% -> 99.6% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedS•••••• V•••••• L•• R••••••••• P••• plan assets $37M -> $29M (-21.1%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 522436357-001
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.