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

H. D. Hudson Legacy Defined Benefit Pension Plan

Corporate pensionLowell, MI
Assets
$9.5M
Total assets, Dec 31, 2024 reported
Funded
98.9%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
24
none on the tape
Plan sponsor: H. D. Hudson Manufacturing Company
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Pooled separate accounts 100.0%
Consultants and advisers
2 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
24 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Prin Ldi Short Dur Sep Acct-Zseparate accountPrincipalPooled vehicles$1.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Prin Ldi Long Duration Sa-Zseparate accountPrincipalFixed income$1.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Prin Ldi Intrm Dur Sep Acct-Zseparate accountPrincipalPooled vehicles$4.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Prin Ldi Ext Dur Sep Acct-Zseparate accountPrincipalPooled vehicles$1.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Lgcp S&p 500 Index Sa-Zseparate accountPrincipalPooled vehicles$3.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Smcap S&p 600 Index Sa-Zseparate accountPrincipalPooled vehicles$345,736 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Midcap S&p 400 Idx Sa-Zseparate accountPrincipalPooled vehicles$339,515 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Real Estate Secs Sa-Zseparate accountPrincipalReal estate$126,389 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Ldi Long Duration Sa-Zseparate accountPrincipalFixed income$1.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Intl Equity Index Sa-Zseparate accountPrincipalPublic equity$859,064 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Principal Div Real Asset Sa-Zseparate accountPrincipalReal assets$120,303 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Ldi Short Dur Sep Acct-Zseparate accountPrincipalPooled vehicles$1.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Ldi Intrm Dur Sep Acct-Zseparate accountPrincipalPooled vehicles$3.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Ldi Ext Dur Sep Acct-Zseparate accountPrincipalPooled vehicles$916,324 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Lgcp S&p 500 Index Sa-Zseparate accountPrincipalPooled vehicles$3.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Smcap S&p 600 Index Sa-Zseparate accountPrincipalPooled vehicles$419,839 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Midcap S&p 400 Idx Sa-Zseparate accountPrincipalPooled vehicles$447,231 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Real Estate Secs Sa-Zseparate accountPrincipalReal estate$120,364 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Ldi Long Duration Sa-Zseparate accountPrincipalFixed income$991,816 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Intl Equity Index Sa-Zseparate accountPrincipalPublic equity$1.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Principal Div Real Asset Sa-Zseparate accountPrincipalReal assets$143,192 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Ldi Short Dur Sep Acct-Zseparate accountPrincipalPooled vehicles$859,403 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Ldi Intrm Dur Sep Acct-Zseparate accountPrincipalPooled vehicles$3.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Ldi Ext Dur Sep Acct-Zseparate accountPrincipalPooled vehicles$495,184 heldDisclosed holdingaskebsa.dol.gov
Size and funding
30 readings
Total assets
$9.5M Dec 31, 2024 reported Form 5500
$12.3M (2023-12) · $11.6M (2022-12)
Plan assets
$12.3M Jan 1, 2024 reported Form 5500
$11.6M (2023-01) · $15.2M (2022-01)
Net assets
$9.5M Dec 31, 2024 reported Form 5500
$12.3M (2023-12) · $11.6M (2022-12)
Funded ratio
98.9% Jan 1, 2024 reported Form 5500
93.6% (2023-01) · 99.2% (2022-01)
Funding target
$13.0M Jan 1, 2024 reported Form 5500
$13.7M (2023-01) · $14.0M (2022-01)
Discount rate
5.04% Jan 1, 2024 reported Form 5500
5.17% (2023-01) · 5.34% (2022-01)
Participants
328 Jan 1, 2024 reported Form 5500
334 (2023-01) · 346 (2022-01)
Contributions
$283,028 Dec 31, 2024 reported Form 5500
$500,187 (2023-12) · $309,917 (2022-12)
Benefits paid
$3.3M Dec 31, 2024 reported Form 5500
$961,825 (2023-12) · $996,094 (2022-12)
Net investment income
$-2.8M Dec 31, 2024 reported Form 5500
$648,661 (2023-12) · $-3.6M (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 2024328$12.3M$13.0M98.9%$9.5Mn/an/an/a
2023 to Dec 31, 2023334$11.6M$13.7M93.6%$12.3Mn/an/an/a
2022 to Dec 31, 2022346$15.2M$14.0M99.2%$11.6Mn/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Principal Life Insurance Company codes 13 50 64 $114,413 PY2024
  • Rehmann Financial Group LLC codes 27 99 PY2024
  • Prin Smcap S&p 600 Index Sa-Z Sched. D P PY2024
  • Prin Midcap S&p 400 Idx Sa-Z Sched. D P PY2024
  • Prin Real Estate Secs Sa-Z Sched. D P PY2024
  • Prin Ldi Long Duration Sa-Z Sched. D P $1.9M PY2024
  • Prin Lgcp S&p 500 Index Sa-Z Sched. D P PY2024
  • Prin Ldi Short Dur Sep Acct-Z Sched. D P $1.5M PY2024
  • Prin Ldi Intrm Dur Sep Acct-Z Sched. D P $4.8M PY2024
  • Prin Ldi Ext Dur Sep Acct-Z Sched. D P $1.3M PY2024
  • Prin Intl Equity Index Sa-Z Sched. D P PY2024
  • Principal Div Real Asset Sa-Z Sched. D P PY2024
  • Principal Financial Group codes 11 PY2024
  • Principal Life Insurance Company codes 13 50 64 $113,000 PY2023
  • Rehmann Financial Group LLC codes 27 99 PY2023
  • Prin Real Estate Secs Sa-Z Sched. D P $126,389 PY2023
  • Prin Lgcp S&p 500 Index Sa-Z Sched. D P $3.0M PY2023
  • Prin Smcap S&p 600 Index Sa-Z Sched. D P $345,736 PY2023
  • Prin Midcap S&p 400 Idx Sa-Z Sched. D P $339,515 PY2023
  • Prin Ldi Long Duration Sa-Z Sched. D P $1.6M PY2023
  • Prin Intl Equity Index Sa-Z Sched. D P $859,064 PY2023
  • Principal Div Real Asset Sa-Z Sched. D P $120,303 PY2023
  • Prin Ldi Short Dur Sep Acct-Z Sched. D P $1.0M PY2023
  • Prin Ldi Intrm Dur Sep Acct-Z Sched. D P $3.7M PY2023
  • Prin Ldi Ext Dur Sep Acct-Z Sched. D P $916,324 PY2023
  • Principal Financial Group codes 11 PY2023
  • Principal Life Insurance Company codes 13 50 64 $266,608 PY2022
  • Rehmann Financial Group LLC codes 27 99 PY2022
  • Prin Midcap S&p 400 Idx Sa-Z Sched. D P $447,231 PY2022
  • Prin Real Estate Secs Sa-Z Sched. D P $120,364 PY2022
  • Prin Ldi Intrm Dur Sep Acct-Z Sched. D P $3.3M PY2022
  • Prin Lgcp S&p 500 Index Sa-Z Sched. D P $3.3M PY2022
  • Prin Smcap S&p 600 Index Sa-Z Sched. D P $419,839 PY2022
  • Prin Ldi Ext Dur Sep Acct-Z Sched. D P $495,184 PY2022
  • Prin Ldi Long Duration Sa-Z Sched. D P $991,816 PY2022
  • Prin Intl Equity Index Sa-Z Sched. D P $1.4M PY2022
  • Principal Div Real Asset Sa-Z Sched. D P $143,192 PY2022
  • Prin Ldi Short Dur Sep Acct-Z Sched. D P $859,403 PY2022
  • Principal Financial Group codes 11 PY2022
What changed
10 events
  • Dec 31, 2024Holding endedinference
    H. D. Hudson Legacy Defined Benefit Pension Plan no longer reports Prin Smcap S&p 600 Index Sa-Z (Principal) (last held $345,736 at 2023-12-31; absent from the 2024-12-31 filing)
    with Principalaskebsa.dol.gov
  • Dec 31, 2024Holding endedinference
    H. D. Hudson Legacy Defined Benefit Pension Plan no longer reports Prin Real Estate Secs Sa-Z (Principal) (last held $126,389 at 2023-12-31; absent from the 2024-12-31 filing)
    with Principalaskebsa.dol.gov
  • Dec 31, 2024Holding endedinference
    H. D. Hudson Legacy Defined Benefit Pension Plan no longer reports Prin Midcap S&p 400 Idx Sa-Z (Principal) (last held $339,515 at 2023-12-31; absent from the 2024-12-31 filing)
    with Principalaskebsa.dol.gov
  • Dec 31, 2024Holding endedinference
    H. D. Hudson Legacy Defined Benefit Pension Plan no longer reports Principal Div Real Asset Sa-Z (Principal) (last held $120,303 at 2023-12-31; absent from the 2024-12-31 filing)
    with Principalaskebsa.dol.gov
  • Dec 31, 2024Holding endedinference
    H. D. Hudson Legacy Defined Benefit Pension Plan no longer reports Prin Lgcp S&p 500 Index Sa-Z (Principal) (last held $3M at 2023-12-31; absent from the 2024-12-31 filing)
    with Principalaskebsa.dol.gov
  • Dec 31, 2024Holding endedinference
    H. D. Hudson Legacy Defined Benefit Pension Plan no longer reports Prin Intl Equity Index Sa-Z (Principal) (last held $859,064 at 2023-12-31; absent from the 2024-12-31 filing)
    with Principalaskebsa.dol.gov
  • Dec 31, 2024Assets changed
    H. D. Hudson Legacy Defined Benefit Pension Plan total assets $12M -> $9M (-22.6%, 2023-12-31 to 2024-12-31)
    askebsa.dol.gov
  • Jan 1, 2024Funded status changed
    H. D. Hudson Legacy Defined Benefit Pension Plan funded ratio 93.6% -> 98.9% (2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Funded status changed
    H. D. Hudson Legacy Defined Benefit Pension Plan funded ratio 99.2% -> 93.6% (2022-01-01 to 2023-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    H. D. Hudson Legacy Defined Benefit Pension Plan plan assets $15M -> $12M (-23.8%, 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 361243360-009
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.