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
D••••••• P•••••••• P•••••••• I••• P•••••• P••• f•• L•••• 6•• U•• E••••••••
Corporate pensionWestland, MI
Assets
$20.3M
Total assets, Dec 31, 2024 reported
Funded
93.6%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
20
none on the tape
Plan sponsor: G• T••••••••• I•••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Common/collective trusts 98.9%
Consultants and advisers
1 firms
- A•• C••••••••• I••• General consultantActuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on Schedule C
From Schedule C (investment management, code 28)
- W•••••••plan years 2022
Commitments
20 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 | B•••••••• E••••• I•••• F•••collective trust | Great Gray Trust | Public equity | $3.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | W••••••• M••• I••• E••••• 1•collective trust | Great Gray Trust | Public equity | $3.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | B•••• R••• U• D••• I•••• F•••collective trust | Great Gray Trust | Private credit | $911,501 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | B•••••••• M••• A••• E•••• I•••• F•collective trust | Great Gray Trust | Pooled vehicles | $1.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | W••••••• M• L••• D•• C••••• 1•collective trust | Great Gray Trust | Private credit | $982,689 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | W••••••• M••• C••• P• F•• I••collective trust | Great Gray Trust | Pooled vehicles | $1.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | W••••••• M••• D••••• C••••• 1•collective trust | Great Gray Trust | Private credit | $819,318 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | W••••••• M••• R••• A•••• 1•collective trust | Great Gray Trust | Real assets | $2.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | W••••••• M••• U• L• E••••• 1•collective trust | Great Gray Trust | Public equity | $3.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | W••••••• M••• U• S••• C•• E• 1•collective trust | Great Gray Trust | Pooled vehicles | $1.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | W••••••• M••• I••• E••••• 1•collective trust | Great Gray Trust | Public equity | $3.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | B•••• R••• U• D••• I•••• F•••collective trust | Great Gray Trust | Private credit | $826,026 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | B•••••••• M••• A••• E•••• I•••• F•collective trust | Great Gray Trust | Pooled vehicles | $1.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | W••••••• M• L••• D•• C••••• 1•collective trust | Great Gray Trust | Private credit | $943,464 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | W••••••• M••• C••• P• F•• I••collective trust | Great Gray Trust | Pooled vehicles | $1.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | W••••••• M••• D••••• C••••• 1•collective trust | Great Gray Trust | Private credit | $735,715 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | W••••••• M••• R••• A•••• 1•collective trust | Great Gray Trust | Real assets | $2.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | W••••••• M••• U• L• E••••• 1•collective trust | Great Gray Trust | Public equity | $3.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | W••••••• M••• U• S••• C•• E• 1•collective trust | Great Gray Trust | Pooled vehicles | $1.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | B•••••••• E••••• I•••• F•••collective trust | Great Gray Trust | Public equity | $3.2M held | Disclosed holding | askebsa.dol.gov |
Size and funding
33 readings
Investment management fees
$32,777 (2023-12) · $21,030 (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 | 294 | $19.1M | $20.8M | 93.6% | $20.3M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 296 | $17.1M | $20.9M | 89.8% | $19.1M | n/a | $0 | n/a |
| 2022 to Dec 31, 2022 | 302 | $21.6M | $20.3M | 99.7% | $17.1M | n/a | $16.8M | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- A•• C••••••••• I••• codes 16 $37,128 PY2024
- John Hancock Retirement P••• Servic codes 15 62 64 $37,055 PY2024
- W••••••• Associates codes 28 $9,484 PY2024
- P•••te & Moran codes 10 $4,000 PY2024
- BR M••• A••• Exus Idx Fee R Sched. D C $1.3M PY2024
- W••••••• M• L••• D•• C••••• 1• Sched. D C $982,689 PY2024
- B•••••••• Equity I•••• Cl 1 Sched. D C $3.5M PY2024
- W••••••• M••• I••• E••••• 1• Sched. D C $3.9M PY2024
- B•••••••• U.S. D••• I•••• Cl 1 Sched. D C $911,501 PY2024
- W••••••• M••• D••••• C••••• 1• Sched. D C $819,318 PY2024
- W••••••• M••• R••• A•••• 1• Sched. D C $2.6M PY2024
- W••••••• M••• U• L• E••••• 1• Sched. D C $3.5M PY2024
- W••••••• M••• U• S••• C•• E• 1• Sched. D C $1.1M PY2024
- W••••••• M••• C••• P• F•• I•• Sched. D C $1.3M PY2024
- A•• C••••••••• I••• codes 11 PY2024
- John Hancock Retirement P••• Servic codes 15 62 64 $35,665 PY2023
- A•• C••••••••• I••• codes 16 $24,093 PY2023
- P•••te & Moran codes 10 $14,500 PY2023
- W••••••• Associates codes 28 $8,685 PY2023
- B•••••••• Equity I•••• Cl 1 Sched. D C $3.2M PY2023
- W••••••• M••• I••• E••••• 1• Sched. D C $3.6M PY2023
- B•••••••• U.S. D••• I•••• Cl 1 Sched. D C $826,026 PY2023
- BR M••• A••• Exus Idx Fee R Sched. D C $1.2M PY2023
- W••••••• M• L••• D•• C••••• 1• Sched. D C $943,464 PY2023
- W••••••• M••• C••• P• F•• I•• Sched. D C $1.2M PY2023
- W••••••• M••• D••••• C••••• 1• Sched. D C $735,715 PY2023
- W••••••• M••• R••• A•••• 1• Sched. D C $2.4M PY2023
- W••••••• M••• U• L• E••••• 1• Sched. D C $3.3M PY2023
- W••••••• M••• U• S••• C•• E• 1• Sched. D C $1.2M PY2023
- A•• C••••••••• I••• codes 11 PY2023
- John Hancock Retirement P••• Servic codes 15 62 64 $41,504 PY2022
- A•• C••••••••• I••• codes 16 $23,589 PY2022
- P•••te & Moran codes 10 $14,000 PY2022
- W••••••• Associates codes 28 $7,030 PY2022
- G• T••••••••• I••• Master Trust Sched. D M $16.8M PY2022
- A•• C••••••••• I••• codes 11 PY2022
What changed
5 events
- Jan 1, 2024Funded status changedD••••••• P•••••••• P•••••••• I••• P•••••• P••• f•• L•••• 6•• U•• E•••••••• funded ratio 89.8% -> 93.6% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedD••••••• P•••••••• P•••••••• I••• P•••••• P••• f•• L•••• 6•• U•• E•••••••• plan assets $17M -> $19M (+11.6%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Assets changedD••••••• P•••••••• P•••••••• I••• P•••••• P••• f•• L•••• 6•• U•• E•••••••• total assets $17M -> $19M (+11.5%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedD••••••• P•••••••• P•••••••• I••• P•••••• P••• f•• L•••• 6•• U•• E•••••••• funded ratio 99.7% -> 89.8% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedD••••••• P•••••••• P•••••••• I••• P•••••• P••• f•• L•••• 6•• U•• E•••••••• plan assets $22M -> $17M (-20.8%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 341526359-001
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.