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

W• K•••••• C• B•••••• C••••••••• T•••••• W•••••• a•• G•••• M•••••• P•••••• P•••

Corporate pensionBattle Creek, MI
Assets
$449M
Total assets, Dec 31, 2024 reported
Funded
81.7%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
16
1 managers on Schedule C
Plan sponsor: W• K•••••• C•
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Corporate debt instruments (other) 16.2%
  • Corporate debt instruments (preferred) 1.0%
  • U.S. Government securities 7.7%
  • Other investments 2.1%
  • Partnership/joint venture interests 14.3%
  • Common/collective trusts 58.4%
Consultants and advisers
3 firms
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
Commitments
16 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024N••• C••••••••• S•••• C•• F••• F•••collective trustN••••••• T•••• I•••••••••, Inc.Public equity$15.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024N••• E••••••• M•••••• F•••collective trustN••••••• T•••• I•••••••••, Inc.Public equity$14.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024F•••• S••• G••• L••••• I•••••• C•••collective trustReliance Trust CompanyPooled vehicles$23.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024N••• I••• E••••• F••• F•••collective trustN••••••• T•••• I•••••••••, Inc.Public equity$50.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024M•••••• L••• C••••• C••••••••• T•collective trustSEI Trust CompanyPrivate credit$22.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024N••• R•••••• 1••• I•••• F•••collective trustN••••••• T•••• C••••••••• E••• I•••Pooled vehicles$86.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024N• C••••••••• S•••• T••• I•••••••••collective trustN••••••• T•••• C••••••••• E••• I•••Cash$22.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024N• C••••••••• H••• Y•••• B••• F•••collective trustN••••••• T•••• I•••••••••, Inc.Fixed income$26.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023M•••••• L••• C••••• C••••••••• T•collective trustSEI Trust CompanyPrivate credit$21.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023N••• I••• E••••• F••• F•••collective trustN••••••• T•••• I•••••••••, Inc.Public equity$53.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023N••• E••••••• M•••••• F•••collective trustN••••••• T•••• I•••••••••, Inc.Public equity$14.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023F•••• S••• G••• L••••• I•••••• C•••collective trustReliance Trust CompanyPooled vehicles$22.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023N••• R•••••• 1••• I•••• F•••collective trustN••••••• T•••• C••••••••• E••• I•••Pooled vehicles$88.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023N• C••••••••• S•••• T••• I•••••••••collective trustN••••••• T•••• C••••••••• E••• I•••Cash$60.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023N• C••••••••• H••• Y•••• B••• F•••collective trustN••••••• T•••• I•••••••••, Inc.Fixed income$24.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023N••• C••••••••• S•••• C•• F••• F•••collective trustN••••••• T•••• I•••••••••, Inc.Public equity$15.0M heldDisclosed holdingaskebsa.dol.gov
Size and funding
22 readings
Total assets
$449M Dec 31, 2024 reported Form 5500
$470M (2023-12)
Plan assets
$470M Jan 1, 2024 reported Form 5500
$518M (2023-01)
Net assets
$448M Dec 31, 2024 reported Form 5500
$469M (2023-12)
Funded ratio
81.7% Jan 1, 2024 reported Form 5500
75.6% (2023-01)
Funding target
$632M Jan 1, 2024 reported Form 5500
$701M (2023-01)
Discount rate
5.10% Jan 1, 2024 reported Form 5500
5.22% (2023-01)
Participants
4,840 Jan 1, 2024 reported Form 5500
5,435 (2023-01)
Contributions
$24.5M Dec 31, 2024 reported Form 5500
$0 (2023-12)
Benefits paid
$50.6M Dec 31, 2024 reported Form 5500
$53.3M (2023-12)
Net investment income
$-21.6M Dec 31, 2024 reported Form 5500
$-10.0M (2023-12)
Investment management fees
$1.0M Dec 31, 2024 reported Form 5500
$68,589 (2023-12)
Form 5500 filings
2 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 20244,840$470M$632M81.7%$449M$64.1Mn/an/a
2023 to Dec 31, 20235,435$518M$701M75.6%$470M$28.7M$0n/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
4 events
  • Dec 31, 2024Manager relationship started
    N••••••• T•••• I••••••••• Inc appears on W• K•••••• C• B•••••• C••••••••• T•••••• W•••••• a•• G•••• M•••••• P•••••• P•••'s Schedule C as investment manager (plan year 2024 vs 2023)
    with N••••••• T•••• I•••••••••askebsa.dol.gov
  • Dec 31, 2024Consultant changedinference
    Lifeworks (US) Ltd. no longer appears on W• K•••••• C• B•••••• C••••••••• T•••••• W•••••• a•• G•••• M•••••• P•••••• P•••'s Schedule C as general consultant (plan year 2024 vs 2023)
    with T•••• H••••• U• L••askebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    P•••••• Investment Management Co no longer appears on W• K•••••• C• B•••••• C••••••••• T•••••• W•••••• a•• G•••• M•••••• P•••••• P•••'s Schedule C as investment manager (plan year 2024 vs 2023)
    with P•••••• I••••••• M••••••••• C• L••askebsa.dol.gov
  • Jan 1, 2024Funded status changed
    W• K•••••• C• B•••••• C••••••••• T•••••• W•••••• a•• G•••• M•••••• P•••••• P••• funded ratio 75.6% -> 81.7% (2023-01-01 to 2024-01-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 921243173-005
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.