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

Retirement Income Plan for Employees of Industrial Metal Products Corporation

Corporate pensionLansing, MI
Assets
$8.4M
Total assets, Sep 30, 2025 reported
Funded
103.4%
Oct 1, 2024
Private markets target
n/a
policy Sep 30, 2025
Commitments
23
none on the tape
Plan sponsor: Industrial Metal Products Corporation
Allocation policy
Form 5500, as of Sep 30, 2025
Actual allocation lines without a target (as filed)
  • Pooled separate accounts 45.3%
  • Registered investment companies 54.7%
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
23 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Sep 30, 2025Prin Midcap Sep Acct-Zseparate accountPrincipalPooled vehicles$492,967 heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2025Prin Liquid Assets Sep Acct-Zseparate accountPrincipalPooled vehicles$362,580 heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2025Prin Diversified Intl Sa-Zseparate accountPrincipalHedge / diversifiers$252,102 heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2025Prin Lgcp S&p 500 Index Sa-Zseparate accountPrincipalPooled vehicles$2.0M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2025Prin Midcap S&p 400 Idx Sa-Zseparate accountPrincipalPooled vehicles$496,254 heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2025Prin Intl Equity Index Sa-Zseparate accountPrincipalPublic equity$167,387 heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2024Prin Liquid Assets Sep Acct-Zseparate accountPrincipalPooled vehicles$341,432 heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2024Prin Midcap Growth Sep Acct-Zseparate accountPrincipalPooled vehicles$483,185 heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2024Prin Diversified Intl Sa-Zseparate accountPrincipalHedge / diversifiers$239,242 heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2024Prin Lgcp S&p 500 Index Sa-Zseparate accountPrincipalPooled vehicles$1.9M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2024Prin Midcap S&p 400 Idx Sa-Zseparate accountPrincipalPooled vehicles$481,697 heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2024Prin Ldi Long Duration Sa-Zseparate accountPrincipalFixed income$189,844 heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2024Prin Intl Equity Index Sa-Zseparate accountPrincipalPublic equity$157,665 heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2024Prin Ldi Short Dur Sep Acct-Zseparate accountPrincipalPooled vehicles$115,189 heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2024Prin Ldi Intrm Dur Sep Acct-Zseparate accountPrincipalPooled vehicles$114,736 heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2023Prin Liquid Assets Sep Acct-Zseparate accountPrincipalPooled vehicles$348,462 heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2023Prin Midcap Growth Sep Acct-Zseparate accountPrincipalPooled vehicles$406,657 heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2023Prin Diversified Intl Sa-Zseparate accountPrincipalHedge / diversifiers$203,792 heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2023Prin Lgcp S&p 500 Index Sa-Zseparate accountPrincipalPooled vehicles$746,996 heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2023Prin Midcap S&p 400 Idx Sa-Zseparate accountPrincipalPooled vehicles$343,566 heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2023Prin Largecap Growth I Sa-Zseparate accountPrincipalPooled vehicles$747,203 heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2023Prin Equity Income Sa-Zseparate accountPrincipalFixed income$747,068 heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2023Prin Intl Equity Index Sa-Zseparate accountPrincipalPublic equity$136,070 heldDisclosed holdingaskebsa.dol.gov
Size and funding
30 readings
Total assets
$8.4M Sep 30, 2025 reported Form 5500
$8.1M (2024-09) · $7.1M (2023-09)
Plan assets
$8.1M Oct 1, 2024 reported Form 5500
$7.1M (2023-10) · $7.0M (2022-10)
Net assets
$8.4M Sep 30, 2025 reported Form 5500
$8.1M (2024-09) · $7.1M (2023-09)
Funded ratio
103.4% Oct 1, 2024 reported Form 5500
84.3% (2023-10) · 82.8% (2022-10)
Funding target
$7.8M Oct 1, 2024 reported Form 5500
$8.3M (2023-10) · $8.5M (2022-10)
Discount rate
5.34% Oct 1, 2024 reported Form 5500
5.12% (2023-10) · 5.28% (2022-10)
Participants
138 Oct 1, 2024 reported Form 5500
142 (2023-10) · 146 (2022-10)
Contributions
$0 Sep 30, 2025 reported Form 5500
$342,750 (2024-09) · $177,645 (2023-09)
Benefits paid
$712,344 Sep 30, 2025 reported Form 5500
$732,439 (2024-09) · $740,748 (2023-09)
Net investment income
$290,714 Sep 30, 2025 reported Form 5500
$1.0M (2024-09) · $35,132 (2023-09)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Sep 30, 2025138$8.1M$7.8M103.4%$8.4Mn/an/an/a
2023 to Sep 30, 2024142$7.1M$8.3M84.3%$8.1Mn/an/an/a
2022 to Sep 30, 2023146$7.0M$8.5M82.8%$7.1Mn/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 $99,999 PY2024
  • Prin Midcap Sep Acct-Z Sched. D P $492,967 PY2024
  • Prin Liquid Assets Sep Acct-Z Sched. D P $362,580 PY2024
  • Prin Midcap Growth Sep Acct-Z Sched. D P PY2024
  • Prin Diversified Intl Sa-Z Sched. D P $252,102 PY2024
  • Prin Lgcp S&p 500 Index Sa-Z Sched. D P $2.0M PY2024
  • Prin Ldi Short Dur Sep Acct-Z Sched. D P PY2024
  • Prin Ldi Intrm Dur Sep Acct-Z Sched. D P PY2024
  • Prin Midcap S&p 400 Idx Sa-Z Sched. D P $496,254 PY2024
  • Prin Ldi Long Duration Sa-Z Sched. D P PY2024
  • Prin Intl Equity Index Sa-Z Sched. D P $167,387 PY2024
  • Principal Financial Group codes 11 PY2024
  • Principal Life Insurance Company codes 13 50 64 $42,121 PY2023
  • Prin Midcap S&p 400 Idx Sa-R4 Sched. D P $481,697 PY2023
  • Prin Liquid Assets Sep Acct-R4 Sched. D P $341,432 PY2023
  • Prin Midcap Growth Sep Acct-R4 Sched. D P $483,185 PY2023
  • Prin Diversified Intl Sa-R4 Sched. D P $239,242 PY2023
  • Prin Lgcap S&p 500 Index Sa-R4 Sched. D P $1.9M PY2023
  • Prin Largecap Growth I Sa-R4 Sched. D P PY2023
  • Prin Ldi Long Duration Sa-R4 Sched. D P $189,844 PY2023
  • Prin Equity Income Sa-R4 Sched. D P PY2023
  • Prin Intl Equity Index Sa-R4 Sched. D P $157,665 PY2023
  • Prin Ldi Short Dur Sep Acct-R4 Sched. D P $115,189 PY2023
  • Prin Ldi Intrm Dur Sep Acct-R4 Sched. D P $114,736 PY2023
  • Principal Financial Group codes 11 PY2023
  • Principal Life Insurance Company codes 13 50 64 $29,132 PY2022
  • Merrill Lynch codes 27 99 PY2022
  • Prin Diversified Intl Sa-R4 Sched. D P $203,792 PY2022
  • Prin Equity Income Sa-R4 Sched. D P $747,068 PY2022
  • Prin Liquid Assets Sep Acct-R4 Sched. D P $348,462 PY2022
  • Prin Midcap Growth Sep Acct-R4 Sched. D P $406,657 PY2022
  • Prin Intl Equity Index Sa-R4 Sched. D P $136,070 PY2022
  • Prin Lgcap S&p 500 Index Sa-R4 Sched. D P $746,996 PY2022
  • Prin Midcap S&p 400 Idx Sa-R4 Sched. D P $343,566 PY2022
  • Prin Largecap Growth I Sa-R4 Sched. D P $747,203 PY2022
  • Prin Ldi Long Duration Sa-R4 Sched. D P PY2022
  • Principal Financial Group codes 11 PY2022
What changed
14 events
  • Sep 30, 2025Holding endedinference
    Retirement Income Plan for Employees of Industrial Metal Products Corporation no longer reports Prin Ldi Long Duration Sa-Z (Principal) (last held $189,844 at 2024-09-30; absent from the 2025-09-30 filing)
    with Principalaskebsa.dol.gov
  • Sep 30, 2025Holding endedinference
    Retirement Income Plan for Employees of Industrial Metal Products Corporation no longer reports Prin Ldi Short Dur Sep Acct-Z (Principal) (last held $115,189 at 2024-09-30; absent from the 2025-09-30 filing)
    with Principalaskebsa.dol.gov
  • Sep 30, 2025Holding started
    Retirement Income Plan for Employees of Industrial Metal Products Corporation first reports an interest in Prin Midcap Sep Acct-Z (Principal): $492,967 at 2025-09-30
    with Principalaskebsa.dol.gov
  • Sep 30, 2025Holding endedinference
    Retirement Income Plan for Employees of Industrial Metal Products Corporation no longer reports Prin Midcap Growth Sep Acct-Z (Principal) (last held $483,185 at 2024-09-30; absent from the 2025-09-30 filing)
    with Principalaskebsa.dol.gov
  • Sep 30, 2025Holding endedinference
    Retirement Income Plan for Employees of Industrial Metal Products Corporation no longer reports Prin Ldi Intrm Dur Sep Acct-Z (Principal) (last held $114,736 at 2024-09-30; absent from the 2025-09-30 filing)
    with Principalaskebsa.dol.gov
  • Oct 1, 2024Funded status changed
    Retirement Income Plan for Employees of Industrial Metal Products Corporation funded ratio 84.3% -> 103.4% (2023-10-01 to 2024-10-01)
    askebsa.dol.gov
  • Oct 1, 2024Assets changed
    Retirement Income Plan for Employees of Industrial Metal Products Corporation plan assets $7M -> $8M (+14.8%, 2023-10-01 to 2024-10-01)
    askebsa.dol.gov
  • Sep 30, 2024Holding started
    Retirement Income Plan for Employees of Industrial Metal Products Corporation first reports an interest in Prin Ldi Long Duration Sa-Z (Principal): $189,844 at 2024-09-30
    with Principalaskebsa.dol.gov
  • Sep 30, 2024Holding started
    Retirement Income Plan for Employees of Industrial Metal Products Corporation first reports an interest in Prin Ldi Short Dur Sep Acct-Z (Principal): $115,189 at 2024-09-30
    with Principalaskebsa.dol.gov
  • Sep 30, 2024Holding endedinference
    Retirement Income Plan for Employees of Industrial Metal Products Corporation no longer reports Prin Largecap Growth I Sa-Z (Principal) (last held $747,203 at 2023-09-30; absent from the 2024-09-30 filing)
    with Principalaskebsa.dol.gov
  • Sep 30, 2024Holding endedinference
    Retirement Income Plan for Employees of Industrial Metal Products Corporation no longer reports Prin Equity Income Sa-Z (Principal) (last held $747,068 at 2023-09-30; absent from the 2024-09-30 filing)
    with Principalaskebsa.dol.gov
  • Sep 30, 2024Holding started
    Retirement Income Plan for Employees of Industrial Metal Products Corporation first reports an interest in Prin Ldi Intrm Dur Sep Acct-Z (Principal): $114,736 at 2024-09-30
    with Principalaskebsa.dol.gov
  • Sep 30, 2024Assets changed
    Retirement Income Plan for Employees of Industrial Metal Products Corporation total assets $7M -> $8M (+14.7%, 2023-09-30 to 2024-09-30)
    askebsa.dol.gov
  • Dec 31, 2023Consultant changedinference
    Merrill Lynch no longer appears on Retirement Income Plan for Employees of Industrial Metal Products Corporation's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)
    with Merrill Lynch,pierce,fenner & Smithaskebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 380677845-001
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.