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

Booth American Company Pension Plan

Corporate pensionDetroit, MI
Assets
$7.7M
Total assets, Dec 31, 2024 reported
Funded
92.6%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
21
none on the tape
Plan sponsor: Booth American Company
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Pooled separate accounts 97.0%
Consultants and advisers
1 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
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, 2024Prin Glbl Emerg Markets Sa-Zseparate accountPrincipalPooled vehicles$80,171 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Prin Lgcp S&p 500 Index Sa-Zseparate accountPrincipalPooled vehicles$451,020 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Prin Smcap S&p 600 Index Sa-Zseparate accountPrincipalPooled vehicles$213,257 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Prin Ldi Long Duration Sa-Zseparate accountPrincipalFixed income$1.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Prin Intl Equity Index Sa-Zseparate accountPrincipalPublic equity$231,052 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Prin Ldi Short Dur Sep Acct-Zseparate accountPrincipalPooled vehicles$105,569 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Prin Ldi Intrm Dur Sep Acct-Zseparate accountPrincipalPooled vehicles$5.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Glbl Emerg Markets Sa-Zseparate accountPrincipalPooled vehicles$88,985 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Lgcp S&p 500 Index Sa-Zseparate accountPrincipalPooled vehicles$1.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Smcap S&p 600 Index Sa-Zseparate accountPrincipalPooled vehicles$210,699 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Ldi Long Duration Sa-Zseparate accountPrincipalFixed income$2.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Intl Equity Index Sa-Zseparate accountPrincipalPublic equity$257,550 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Ldi Short Dur Sep Acct-Zseparate accountPrincipalPooled vehicles$548,012 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Ldi Intrm Dur Sep Acct-Zseparate accountPrincipalPooled vehicles$2.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Glbl Emerg Markets Sa-Zseparate accountPrincipalPooled vehicles$400,691 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Lgcp S&p 500 Index Sa-Zseparate accountPrincipalPooled vehicles$1.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Smcap S&p 600 Index Sa-Zseparate accountPrincipalPooled vehicles$547,236 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Ldi Long Duration Sa-Zseparate accountPrincipalFixed income$3.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Intl Equity Index Sa-Zseparate accountPrincipalPublic equity$1.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Ldi Short Dur Sep Acct-Zseparate accountPrincipalPooled vehicles$553,967 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Ldi Intrm Dur Sep Acct-Zseparate accountPrincipalPooled vehicles$3.0M heldDisclosed holdingaskebsa.dol.gov
Size and funding
31 readings
Total assets
$7.7M Dec 31, 2024 reported Form 5500
$8.3M (2023-12) · $10.1M (2022-12)
Plan assets
$8.3M Jan 1, 2024 reported Form 5500
$10.1M (2023-01) · $13.8M (2022-01)
Net assets
$7.7M Dec 31, 2024 reported Form 5500
$8.3M (2023-12) · $10.1M (2022-12)
Funded ratio
92.6% Jan 1, 2024 reported Form 5500
92.5% (2023-01) · 110.9% (2022-01)
Funding target
$9.8M Jan 1, 2024 reported Form 5500
$12.0M (2023-01) · $12.1M (2022-01)
Discount rate
5.01% Jan 1, 2024 reported Form 5500
5.12% (2023-01) · 5.29% (2022-01)
Participants
115 Jan 1, 2024 reported Form 5500
119 (2023-01) · 200 (2022-01)
Contributions
$370,138 Dec 31, 2024 reported Form 5500
$294,600 (2023-12) · $0 (2022-12)
Benefits paid
$910,329 Dec 31, 2024 reported Form 5500
$937,178 (2023-12) · $952,744 (2022-12)
Net investment income
$-539,849 Dec 31, 2024 reported Form 5500
$-1.8M (2023-12) · $-3.7M (2022-12)
Investment management fees
$6,411 Dec 31, 2024 reported Form 5500
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 2024115$8.3M$9.8M92.6%$7.7Mn/an/an/a
2023 to Dec 31, 2023119$10.1M$12.0M92.5%$8.3Mn/an/an/a
2022 to Dec 31, 2022200$13.8M$12.1M110.9%$10.1Mn/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 $133,364 PY2024
  • Baker Tilly US, LLP codes 10 50 $7,050 PY2024
  • Prin Lgcap S&p 500 Index Sa-R5 Sched. D P $451,020 PY2024
  • Prin Smcap S&p 600 Index Sa-R5 Sched. D P $213,257 PY2024
  • Prin Ldi Long Duration Sa-R5 Sched. D P $1.3M PY2024
  • Prin Glbl Emerg Markets Sa-R5 Sched. D P $80,171 PY2024
  • Prin Intl Equity Index Sa-R5 Sched. D P $231,052 PY2024
  • Prin Ldi Short Dur Sep Acct-R5 Sched. D P $105,569 PY2024
  • Prin Ldi Intrm Dur Sep Acct-R5 Sched. D P $5.1M PY2024
  • Principal Financial Group codes 11 PY2024
  • Principal Life Insurance Company codes 13 50 64 $36,086 PY2023
  • Baker Tilly US, LLP codes 10 50 $9,000 PY2023
  • Prin Smcap S&p 600 Index Sa-R5 Sched. D P $210,699 PY2023
  • Prin Glbl Emerg Markets Sa-R5 Sched. D P $88,985 PY2023
  • Prin Lgcap S&p 500 Index Sa-R5 Sched. D P $1.1M PY2023
  • Prin Ldi Long Duration Sa-R5 Sched. D P $2.8M PY2023
  • Prin Intl Equity Index Sa-R5 Sched. D P $257,550 PY2023
  • Prin Ldi Short Dur Sep Acct-R5 Sched. D P $548,012 PY2023
  • Prin Ldi Intrm Dur Sep Acct-R5 Sched. D P $2.9M PY2023
  • Principal Financial Group codes 11 PY2023
  • Principal Life Insurance Company codes 13 50 64 $30,439 PY2022
  • Baker Tilly US LLP codes 10 50 $8,250 PY2022
  • Prin Smcap S&p 600 Index Sa-R5 Sched. D P $547,236 PY2022
  • Prin Ldi Short Dur Sep Acct-R5 Sched. D P $553,967 PY2022
  • Prin Glbl Emerg Markets Sa-R5 Sched. D P $400,691 PY2022
  • Prin Lgcap S&p 500 Index Sa-R5 Sched. D P $1.6M PY2022
  • Prin Ldi Intrm Dur Sep Acct-R5 Sched. D P $3.0M PY2022
  • Prin Ldi Long Duration Sa-R5 Sched. D P $3.0M PY2022
  • Prin Intl Equity Index Sa-R5 Sched. D P $1.0M PY2022
  • Principal Financial Group codes 11 PY2022
What changed
4 events
  • Jan 1, 2024Assets changed
    Booth American Company Pension Plan plan assets $10M -> $8M (-18.2%, 2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Dec 31, 2023Assets changed
    Booth American Company Pension Plan total assets $10M -> $8M (-18.1%, 2022-12-31 to 2023-12-31)
    askebsa.dol.gov
  • Jan 1, 2023Funded status changed
    Booth American Company Pension Plan funded ratio 110.9% -> 92.5% (2022-01-01 to 2023-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    Booth American Company Pension Plan plan assets $14M -> $10M (-27.0%, 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 380826060-001
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.