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
M•••••• E••••••••• P•••••• P•••
Corporate pensionGrand Blanc, MI
Assets
$6.0M
Total assets, Dec 31, 2023 reported
Funded
107.2%
Jan 1, 2022
Private markets target
n/a
policy Dec 31, 2023
Commitments
2
none on the tape
Plan sponsor: M•••••• H••••• C••• C•••••••••
Allocation policy
Form 5500, as of Dec 31, 2023
Actual allocation lines without a target (as filed)
- Interest-bearing cash 0.5%
- Non-interest-bearing cash 0.1%
- Registered investment companies 17.2%
Consultants and advisers
8 firms
- M••••• General consultantthrough Dec 31, 2023 Form 5500
- S•••• S••••• G••••• A••••••• Pension consultantthrough Dec 31, 2022 Form 5500
- F•• General consultantthrough Dec 31, 2022 Form 5500
- J••• M••••• I••••••••• M••••••••• Investment adviser (plan)through Dec 31, 2022 Form 5500
- W••••• T••••• W••••• U• L•• Actuarythrough Dec 31, 2022 Form 5500
- J••••••• C•••• B•••• N••• Trusteethrough Dec 31, 2022 Form 5500
- C••••••• B••• Custodianthrough Dec 31, 2022 Form 5500
- D••••••• Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
3 managers on Schedule C
From Schedule C (investment management, code 28)
- T••••••••• C•••••• M••••••••• L••plan years 2022
- N•• S•••• C•••••• M•••plan years 2022
- C••••• R•••••••• M••••••• L••plan years 2022
Commitments
2 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, 2022 | J•••• I••••••••• R•••• F•••collective trust | J••••••• C•••• B•••• N••• | Fixed income | $9.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | J•••• M••••••• P•••••• P••• F•••collective trust | J••••••• C•••• B•••• N••• | Fixed income | $26.7M held | Disclosed holding | askebsa.dol.gov |
Size and funding
18 readings
Plan assets
Funded ratio
Funding target
Discount rate
Form 5500 filings
2 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2023 to Dec 31, 2023 | 12,133 | n/a | n/a | n/a | $6.0M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 12,287 | $1.4B | $1.0B | 107.2% | $1.0B | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- W••••• T••••• W••••• U• L•• codes 11 17 50 $1.7M PY2023
- J••••••• C•••• B•••• N••• codes 21 50 62 63 72 $158,270 PY2023
- Miller Canfield Paddock and Stone codes 29 50 $117,748 PY2023
- M••••• codes 16 50 $95,000 PY2023
- Peter Chang Enterprises, Inc. codes 15 50 $68,700 PY2023
- K&l Gates codes 29 50 $60,047 PY2023
- C••••••• B••• codes 19 21 49 50 59 62 $55,597 PY2023
- Fund Evaluation Group, LLC codes 16 17 27 50 70 $45,903 PY2023
- M•••••• H••••• C••• C••••••••• codes 49 50 $35,496 PY2023
- Compen Trfd Mortgprivplcmt J•••• Na Sched. D C PY2023
- Comm Pen Tr Fd Intl R•••• J•••• Na Sched. D C PY2023
- J.P. M••••• Investment M•••. Inc. codes 27 28 50 51 $2.5M PY2022
- W••••• T••••• W••••• U• L•• codes 11 17 50 $1.6M PY2022
- S•••• S••••• G••••• A••••••• codes 17 29 50 $300,000 PY2022
- Peter Chang Enterprises, Inc. codes 15 50 $265,450 PY2022
- C••••••• B••• codes 19 21 49 50 59 62 $218,387 PY2022
- J••••••• C•••• B•••• N••• codes 21 50 62 63 72 $206,023 PY2022
- Fund Evaluation Group, LLC codes 16 17 27 50 70 $199,275 PY2022
- D••••••• LLP codes 11 17 50 $161,975 PY2022
- Miller Canfield Paddock and Stone codes 29 50 $109,020 PY2022
- M•••••• H••••• C••• C••••••••• codes 49 50 $98,558 PY2022
- P•••te & Moran PLLC codes 10 50 $87,450 PY2022
- Fraser Trebilcock Davis & Dunlap PC codes 29 50 $35,891 PY2022
- Graphic Sciences, Inc. codes 36 50 $22,475 PY2022
- T••••••••• Capital Management codes 28 50 51 68 $9,114 PY2022
- Newsouth Capital Management, Inc. codes 28 50 51 68 $7,806 PY2022
- Longevity Holdings Inc. codes 49 50 $5,489 PY2022
- C••••• R•••••••• M••••••,llc codes 28 50 51 52 68 $1,765 PY2022
- Sungard Global Network Securities codes 63 PY2022
- Comm Pen Tr Fd Intl R•••• J•••• Na Sched. D C $9.3M PY2022
- Compen Trfd Mortgprivplcmt J•••• Na Sched. D C $26.7M PY2022
- W••••• T••••• W••••• U• L•• codes 11 PY2022
What changed
8 events
- Dec 31, 2023Manager relationship endedinferenceNewsouth Capital Management, Inc. no longer appears on M•••••• E••••••••• P•••••• P•••'s Schedule C as investment manager (plan year 2023 vs 2022)with N•• S•••• C•••••• M•••askebsa.dol.gov
- Dec 31, 2023Consultant changedinferenceM••••• appears on M•••••• E••••••••• P•••••• P•••'s Schedule C as general consultant (plan year 2023 vs 2022)with M•••••askebsa.dol.gov
- Dec 31, 2023Consultant changedinferenceD••••••• LLP no longer appears on M•••••• E••••••••• P•••••• P•••'s Schedule C as pension consultant (plan year 2023 vs 2022)with D•••••••askebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceJ.P. M••••• Investment M•••. Inc. no longer appears on M•••••• E••••••••• P•••••• P•••'s Schedule C as investment manager (plan year 2023 vs 2022)with J••• M••••• I••••••••• M•••••••••askebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceT••••••••• Capital Management no longer appears on M•••••• E••••••••• P•••••• P•••'s Schedule C as investment manager (plan year 2023 vs 2022)with T••••••••• C•••••• M••••••••• L••askebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceC••••• R•••••••• M••••••,llc no longer appears on M•••••• E••••••••• P•••••• P•••'s Schedule C as investment manager (plan year 2023 vs 2022)with C••••• R•••••••• M••••••• L••askebsa.dol.gov
- Dec 31, 2023Consultant changedinferenceS•••• S••••• G••••• A••••••• no longer appears on M•••••• E••••••••• P•••••• P•••'s Schedule C as pension consultant (plan year 2023 vs 2022)with S•••• S••••• G••••• A•••••••askebsa.dol.gov
- Dec 31, 2023Assets changedM•••••• E••••••••• P•••••• P••• total assets $1.0B -> $6M (-99.4%, 2022-12-31 to 2023-12-31)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 382397643-005
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.