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
Ervin Industries, Inc. Pension Plan for Hourly Paid Employees
Corporate pensionANN Arbor, MI
Assets
$18.2M
Plan assets, Jan 1, 2022 reported
Funded
110.1%
Jan 1, 2022
Private markets target
n/a
no policy read
Commitments
5
none on the tape
Plan sponsor: Ervin Industries, Inc.
Allocation policy
No allocation policy has been read for this allocator yet. Public systems get theirs from the ACFR; corporate plans from the sponsor’s 10-K; plans from Schedule H lines.
Consultants and advisers
1 firms
- Principal Financial Group Actuarythrough Dec 31, 2022 Form 5500
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
- Principal5 rows, latest Dec 31, 2022
Commitments
5 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 | Prin Liquid Assets Sep Acct-Zseparate account | Principal | Pooled vehicles | $223,284 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Prin Core Plus Bond Sep Acct-Zseparate account | Principal | Fixed income | $590,646 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Prin Ldi Long Duration Sa-Zseparate account | Principal | Fixed income | $5.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Prin Ldi Short Dur Sep Acct-Zseparate account | Principal | Pooled vehicles | $337,183 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Prin Ldi Ext Dur Sep Acct-Zseparate account | Principal | Pooled vehicles | $1.4M held | Disclosed holding | askebsa.dol.gov |
Size and funding
5 readings
Form 5500 filings
1 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2022 to Dec 31, 2022 | 101 | $18.2M | $16.1M | 110.1% | n/a | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Prin Liquid Assets Sep Acct-Z Sched. D P $223,284 PY2022
- Prin Core Plus Bond Sep Acct-Z Sched. D P $590,646 PY2022
- Prin Ldi Long Duration Sa-Z Sched. D P $5.2M PY2022
- Prin Ldi Short Dur Sep Acct-Z Sched. D P $337,183 PY2022
- Prin Ldi Ext Dur Sep Acct-Z Sched. D P $1.4M PY2022
- Principal Financial Group codes 11 PY2022
What changed
No dated events yet.
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 380522445-003
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.