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AllocatorsPlancorporate pension1b-10b

Pension Plan a for Employees of Consumer Energy Company

Allocators

Jackson, MI

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Search this name across graphsid dfx:al:341fe204-5927-4698-ae45-a3afc87b5f7f

Data as of Sep 15, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 19, 2026, 6:52 PM UTC and rebuilt at most every 15 minutes.

Relationships: 15
Dated events: 12
On other graphs: 0
Observed: Sep 15, 2026 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Total assets: $1.9Blatest reading; see basis
Assets as of: Dec 31, 2024
Assets basis: REPORTED
Funded ratio: 84%
Participants: 2,760
Commitments: 0with an amount; holdings are counted apart
Managers: 0
Funds: 0
Re-ups: 0
First-time managers: 0
Consultants: 0
Private markets target, %: 0latest policy, percent of assets
Private equity target, %: 0latest policy, percent of assets
Latest policy: Dec 31, 2024
People: 0

Policy targets, latest period

the latest period this plan published, every item quoted from its own report; a target is never an actual; 3 rows folded into 1

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Master trust investment accounts	n/a	n/a	n/a	100	$1.9B	Dec 31, 2024	Derived

Consultants

Form 5500 Schedule C, Form ADV and the plan's own reports; a Schedule C relationship is current for 24 months after the plan year end

Consultant	Role	From	To	Current	Evidence	Source
AON Consulting, Inc.	General consultant	Jan 1, 2023	Dec 31, 2023	no	fact	Dol form 5500 pension
Northern Trust Co.	trustee	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
Fidelity Investments	Directed trustee	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
NEW England Pension Consulants	General consultant	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
Hewitt Associates	actuary	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
Comerica Bank	custodian	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
AON Consulting, Inc.	actuary	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension

Managers

managers this plan names on Schedule C or in its reports; a manager here is a reference node keyed to the private equity, venture and real estate fund graphs, never a new identity

Manager	Mandate	From	To	Current	Evidence
Franklin Templeton	Investment management	Jan 1, 2024	Dec 31, 2024	no	fact
Pacific Investmt Management Co LLC	Investment management	Jan 1, 2024	Dec 31, 2024	no	fact
Metlife Investment Management	Investment management	Jan 1, 2024	Dec 31, 2024	no	fact
Earnest Partners	Investment management	Jan 1, 2024	Dec 31, 2024	no	fact
Blackrock	Investment management	Jan 1, 2023	Dec 31, 2023	no	fact
WCM Investment Management, LLC	Investment management	Jan 1, 2023	Dec 31, 2023	no	fact
Wellington Management	Investment management	Jan 1, 2022	Dec 31, 2022	no	fact

Relationships

Sponsors (1)

← Consumers Energy CompanyPlan sponsorPlan sponsor
Jan 1, 2022 to presentfactForm 5500

Advised by (6)

→ NEW England Pension ConsulantsInvestment consultantGeneral consultant
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Northern Trust Co.Investment consultanttrustee
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Fidelity InvestmentsManager with allocator capitalDirected trustee
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ AON Consulting, Inc.Investment consultantactuary
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Hewitt AssociatesInvestment consultantactuary
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Comerica BankInvestment consultantcustodian
Jan 1, 2022 to Dec 31, 2022factForm 5500

Manages for (7)

← Wellington ManagementInvestment consultantInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
← BlackrockInvestment consultantInvestment management
Jan 1, 2023 to Dec 31, 2023factForm 5500
← WCM Investment Management, LLCManager with allocator capitalInvestment management
Jan 1, 2023 to Dec 31, 2023factForm 5500
← Metlife Investment ManagementManager with allocator capitalInvestment management
Jan 1, 2024 to Dec 31, 2024factForm 5500
← Franklin TempletonManager with allocator capitalInvestment management
Jan 1, 2024 to Dec 31, 2024factForm 5500
← Earnest PartnersManager with allocator capitalInvestment management
Jan 1, 2024 to Dec 31, 2024factForm 5500
← Pacific Investmt Management Co LLCManager with allocator capitalInvestment management
Jan 1, 2024 to Dec 31, 2024factForm 5500

Dated events

3 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Dec 31, 2024
Manager relationship ended
Blackrock no longer appears on Pension Plan a for Employees of Consumer Energy Company's Schedule C as investment manager (plan year 2024 vs 2023)
Blackrock Form 5500observed 4 days ago
Occurred
Dec 31, 2024
Manager relationship started
Pimco appears on Pension Plan a for Employees of Consumer Energy Company's Schedule C as investment manager (plan year 2024 vs 2023)
Pacific Investmt Management Co LLC Form 5500observed 4 days ago
Occurred
Dec 31, 2024
Manager relationship started
Franklin Templeton appears on Pension Plan a for Employees of Consumer Energy Company's Schedule C as investment manager (plan year 2024 vs 2023)
Franklin Templeton Form 5500observed 4 days ago
Occurred
Dec 31, 2024
Consultant changed
New England Pension Consultants no longer appears on Pension Plan a for Employees of Consumer Energy Company's Schedule C as general consultant (plan year 2024 vs 2023)
NEW England Pension Consulants Form 5500observed 4 days ago
Occurred
Dec 31, 2024
Manager relationship ended
Comerica no longer appears on Pension Plan a for Employees of Consumer Energy Company's Schedule C as investment manager (plan year 2024 vs 2023)
Comerica Bank Form 5500observed 4 days ago
Occurred
Dec 31, 2024
Manager relationship started
Metlife appears on Pension Plan a for Employees of Consumer Energy Company's Schedule C as investment manager (plan year 2024 vs 2023)
Metlife Investment Management Form 5500observed 4 days ago
Occurred
Dec 31, 2023
Manager relationship started
Blackrock appears on Pension Plan a for Employees of Consumer Energy Company's Schedule C as investment manager (plan year 2023 vs 2022)
Blackrock Form 5500observed 4 days ago
Occurred
Dec 31, 2023
Consultant changed
AON Invt Mgr appears on Pension Plan a for Employees of Consumer Energy Company's Schedule C as general consultant (plan year 2023 vs 2022)
AON Consulting, Inc.Form 5500observed 4 days ago
Occurred
Dec 31, 2023
Manager relationship started
Earnest Partneres, LLC appears on Pension Plan a for Employees of Consumer Energy Company's Schedule C as investment manager (plan year 2023 vs 2022)
WCM Investment Management, LLC Form 5500observed 4 days ago

Show 3 bookkeeping events

Occurred
Jan 1, 2024
Pension Plan a for Employees of Consumer Energy Company funded ratio 87.1% -> 83.5% (2023-01-01 to 2024-01-01)
Occurred
Jan 1, 2023
Pension Plan a for Employees of Consumer Energy Company funded ratio 84.0% -> 87.1% (2022-01-01 to 2023-01-01)
Occurred
Jan 1, 2023
Pension Plan a for Employees of Consumer Energy Company plan assets $2.1B -> $1.6B (-22.2%, 2022-01-01 to 2023-01-01)

Provenance

Graph: Allocators
Canonical id: dfx:al:341fe204-5927-4698-ae45-a3afc87b5f7f
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 4 days ago
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

Pension Plan a for Employees of Consumer Energy Company

Allocators

Jackson, MI

This is the graph view. The full profile, with its team, deals and sources, is on Allocators.Open the full profile →

Search this name across graphsid dfx:al:341fe204-5927-4698-ae45-a3afc87b5f7f

Bucket

Target %

Range low

Range high

Actual %

Actual

Period end

Basis

Master trust investment accounts

n/a

100

$1.9B

Dec 31, 2024

Derived

Consultant

Role

From

Current

Evidence

Source

AON Consulting, Inc.

General consultant

Jan 1, 2023

Dec 31, 2023

fact

Dol form 5500 pension

Northern Trust Co.

trustee

Jan 1, 2022

Dec 31, 2022

fact

Dol form 5500 pension

Fidelity Investments

Directed trustee

Jan 1, 2022

Dec 31, 2022

fact

Dol form 5500 pension

NEW England Pension Consulants

General consultant

Jan 1, 2022

Dec 31, 2022

fact

Dol form 5500 pension

Hewitt Associates

actuary

Jan 1, 2022

Dec 31, 2022

fact

Dol form 5500 pension

Comerica Bank

custodian

Jan 1, 2022

Dec 31, 2022

fact

Dol form 5500 pension

AON Consulting, Inc.

actuary

Jan 1, 2022

Dec 31, 2022

fact

Dol form 5500 pension

Manager

Mandate

From

Current

Evidence

Franklin Templeton

Investment management

Jan 1, 2024

Dec 31, 2024

fact

Pacific Investmt Management Co LLC

Investment management

Jan 1, 2024

Dec 31, 2024

fact

Metlife Investment Management

Investment management

Jan 1, 2024

Dec 31, 2024

fact

Earnest Partners

Investment management

Jan 1, 2024

Dec 31, 2024

fact

Blackrock

Investment management

Jan 1, 2023

Dec 31, 2023

fact

WCM Investment Management, LLC

Investment management

Jan 1, 2023

Dec 31, 2023

fact

Wellington Management

Investment management

Jan 1, 2022

Dec 31, 2022

fact