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.

Corporate pension

The Woodbridge Group U.S. Salaried Employees' Pension Plan

Corporate pensionTroy, MI
Assets
$61.7M
Total assets, Dec 31, 2024 reported
Funded
91.4%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
21
1 managers on Schedule C
Plan sponsor: Woodbridge Holdings Inc.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 2.9%
  • Common/collective trusts 94.1%
  • Registered investment companies 3.0%
Consultants and advisers
2 firms
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)
Commitments
21 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Large Cap Value Index Cit Ncollective trustPrincipal Trust CompanyPublic equity$5.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Principal/blackrock Intl Eqty Indexcollective trustPrincipal Trust CompanyPooled vehicles$7.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Blackrock US Agg Bondcollective trustPrincipal Trust CompanyFixed income$23.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Large Cap Growth Index Cit Ncollective trustPrincipal Trust CompanyPublic equity$5.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Russell 2000 Index Cit Ncollective trustPrincipal Trust CompanyPooled vehicles$2.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Principal/blackrock S&p Mc Indx Citcollective trustPrincipal Trust CompanyPooled vehicles$5.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Principal/blackrock S&p 500 Indexcollective trustPrincipal Trust CompanyPooled vehicles$7.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Large Cap Value Index Cit Ncollective trustPrincipal Trust CompanyPublic equity$5.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Principal/blackrock Intl Eqty Indexcollective trustPrincipal Trust CompanyPooled vehicles$6.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Blackrock US Agg Bondcollective trustPrincipal Trust CompanyFixed income$20.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Large Cap Growth Index Cit Ncollective trustPrincipal Trust CompanyPublic equity$5.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Russell 2000 Index Cit Ncollective trustPrincipal Trust CompanyPooled vehicles$2.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Principal/blackrock S&p Mc Indx Citcollective trustPrincipal Trust CompanyPooled vehicles$4.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Principal/blackrock S&p 500 Indexcollective trustPrincipal Trust CompanyPooled vehicles$7.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Large Cap Value Index Cit Ncollective trustPrincipal Trust CompanyPublic equity$4.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Principal/blackrock Intl Eqty Indexcollective trustPrincipal Trust CompanyPooled vehicles$6.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Blackrock US Agg Bondcollective trustPrincipal Trust CompanyFixed income$18.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Large Cap Growth Index Cit Ncollective trustPrincipal Trust CompanyPublic equity$4.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Russell 2000 Index Cit Ncollective trustPrincipal Trust CompanyPooled vehicles$2.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Principal/blackrock S&p Mc Indx Citcollective trustPrincipal Trust CompanyPooled vehicles$4.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Principal/blackrock S&p 500 Indexcollective trustPrincipal Trust CompanyPooled vehicles$6.3M heldDisclosed holdingaskebsa.dol.gov
Size and funding
32 readings
Total assets
$61.7M Dec 31, 2024 reported Form 5500
$56.9M (2023-12) · $50.0M (2022-12)
Plan assets
$56.9M Jan 1, 2024 reported Form 5500
$50.0M (2023-01) · $59.1M (2022-01)
Net assets
$61.7M Dec 31, 2024 reported Form 5500
$56.9M (2023-12) · $50.0M (2022-12)
Funded ratio
91.4% Jan 1, 2024 reported Form 5500
92.9% (2023-01) · 96.4% (2022-01)
Funding target
$62.2M Jan 1, 2024 reported Form 5500
$59.2M (2023-01) · $55.9M (2022-01)
Discount rate
5.20% Jan 1, 2024 reported Form 5500
5.33% (2023-01) · 5.50% (2022-01)
Participants
850 Jan 1, 2024 reported Form 5500
860 (2023-01) · 886 (2022-01)
Contributions
$2.1M Dec 31, 2024 reported Form 5500
$2.9M (2023-12) · $2.4M (2022-12)
Benefits paid
$2.3M Dec 31, 2024 reported Form 5500
$2.1M (2023-12) · $1.9M (2022-12)
Net investment income
$4.8M Dec 31, 2024 reported Form 5500
$6.9M (2023-12) · $-9.2M (2022-12)
Investment management fees
$6,870 Dec 31, 2024 reported Form 5500
$0 (2023-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 2024850$56.9M$62.2M91.4%$61.7M$0$0$0
2023 to Dec 31, 2023860$50.0M$59.2M92.9%$56.9M$0$0$0
2022 to Dec 31, 2022886$59.1M$55.9M96.4%$50.0Mn/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Wills Towers Watson US LLC codes 11 15 17 50 70 $485,517 PY2024
  • Principal Trust Company codes 18 21 50 $159,093 PY2024
  • USI Consulting Group codes 28 50 $6,870 PY2024
  • Principal/blackrock U.S. Aggregat Sched. D C $23.2M PY2024
  • Principal/blackrock Large Cap Val Sched. D C $5.9M PY2024
  • Principal/blackrock International Sched. D C $7.4M PY2024
  • Principal/blackrock Russell 2000 Sched. D C $2.9M PY2024
  • Principal/blackrock S&p Midcap in Sched. D C $5.1M PY2024
  • Principal/blackrock S&p 500 Index Sched. D C $7.7M PY2024
  • Principal/blackrock Large Cap Gro Sched. D C $5.8M PY2024
  • Willis Towers Watson US LLC codes 11 PY2024
  • Willis Towers Watson US LLC codes 11 15 17 50 70 $558,392 PY2023
  • Principal Trust Company codes 18 21 50 $175,992 PY2023
  • Principal/blackrock International Sched. D C $6.9M PY2023
  • Principal/blackrock Large Cap Val Sched. D C $5.5M PY2023
  • Principal/blackrock U.S. Aggregat Sched. D C $20.8M PY2023
  • Principal/blackrock Large Cap Gro Sched. D C $5.4M PY2023
  • Principal/blackrock Russell 2000 Sched. D C $2.8M PY2023
  • Principal/blackrock S&p Midcap in Sched. D C $4.8M PY2023
  • Principal/blackrock S&p 500 Index Sched. D C $7.2M PY2023
  • Willis Towers Watson US LLC codes 11 PY2023
  • Willis Towers Watson US LLC codes 11 17 50 70 $217,629 PY2022
  • Principal Trust Company codes 18 21 50 $163,928 PY2022
  • Principal/blackrock S&p Midcap in Sched. D C $4.2M PY2022
  • Principal/blackrock Large Cap Val Sched. D C $4.8M PY2022
  • Principal/blackrock International Sched. D C $6.1M PY2022
  • Principal/blackrock S&p 500 Index Sched. D C $6.3M PY2022
  • Principal/blackrock U.S. Aggregat Sched. D C $18.3M PY2022
  • Principal/blackrock Large Cap Gro Sched. D C $4.7M PY2022
  • Principal/blackrock Russell 2000 Sched. D C $2.4M PY2022
  • Willis Towers Watson US LLC codes 11 PY2022
What changed
5 events
  • Dec 31, 2024Manager relationship started
    USI Consulting Group appears on The Woodbridge Group U.S. Salaried Employees' Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with USI Consulting Groupaskebsa.dol.gov
  • Jan 1, 2024Assets changed
    The Woodbridge Group U.S. Salaried Employees' Pension Plan plan assets $50M -> $57M (+13.9%, 2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Dec 31, 2023Assets changed
    The Woodbridge Group U.S. Salaried Employees' Pension Plan total assets $50M -> $57M (+13.9%, 2022-12-31 to 2023-12-31)
    askebsa.dol.gov
  • Jan 1, 2023Funded status changed
    The Woodbridge Group U.S. Salaried Employees' Pension Plan funded ratio 96.4% -> 92.9% (2022-01-01 to 2023-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    The Woodbridge Group U.S. Salaried Employees' Pension Plan plan assets $59M -> $50M (-15.5%, 2022-01-01 to 2023-01-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 391505258-002
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.