DFX Intelligence

Data Factory

AllocatorsPlancorporate pension100m-1b

Dematic Corp. Retirement Plan for Non-Union Employees

Allocators

Grand Rapids, 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:7d6346fd-f2f6-4744-8c7c-d856d4e82cfa

Data as of Sep 15, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 20, 2026, 10:27 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 7
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: $171Mlatest reading; see basis
Assets as of: Dec 31, 2024
Assets basis: REPORTED
Funded ratio: 112%
Participants: 2,079
Commitments: 5with an amount; holdings are counted apart
Managers: 1
Funds: 3
Re-ups: 0
First-time managers: 0
Latest commitment: Dec 31, 2024
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

Holdings (a value, never a commitment)

a Schedule D plan interest or a 990-PF other investment: a value on a date, never an approval

Vehicle	Manager	Bucket	Value	As of	Kind	Source
Prin Liquid Assets Sep Acct-Z	Principal	Pooled vehicle	$63.4M	Dec 31, 2024	Separate account	Dol form 5500 pension
Prin Largecap Growth I Sa-Z	Principal	Pooled vehicle	$10.1M	Dec 31, 2022	Separate account	Dol form 5500 pension
Prin Diversified Intl Sa-Z	Principal	Hedge diversifiers	$6.7M	Dec 31, 2022	Separate account	Dol form 5500 pension
Prin Liquid Assets Sep Acct-Z	Principal	Pooled vehicle	$5.4M	Dec 31, 2023	Separate account	Dol form 5500 pension
Prin Liquid Assets Sep Acct-Z	Principal	Pooled vehicle	$5.1M	Dec 31, 2022	Separate account	Dol form 5500 pension

Policy targets, latest period

the latest period this plan published, every item quoted from its own report; a target is never an actual; 6 rows folded into 2

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Pooled separate accounts	n/a	n/a	n/a	37	$63.4M	Dec 31, 2024	Derived
Registered investment companies	n/a	n/a	n/a	63	$107M	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
Principal Financial Group	actuary	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
Stifel, Nicolaus and Company	Investment adviser	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension

Relationships

Sponsors (1)

← Dematic Corp.Plan sponsorPlan sponsor
Jan 1, 2022 to presentfactForm 5500

Advised by (2)

→ Principal Financial GroupInvestment consultantactuary
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Stifel, Nicolaus and CompanyInvestment consultantInvestment adviser
Jan 1, 2022 to Dec 31, 2022factForm 5500

Dated events

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

Occurred
Dec 31, 2024
Consultant changed
Stifel Pearlstreet appears on Dematic Corp. Retirement Plan for Non-Union Employees's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)
Stifel, Nicolaus and Company Form 5500observed 5 days ago
Occurred
Dec 31, 2023
Consultant changed
Stifel Nicholaus no longer appears on Dematic Corp. Retirement Plan for Non-Union Employees's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)
Stifel, Nicolaus and Company Form 5500observed 5 days ago
Occurred
Dec 31, 2023
Holding in a pooled vehicle ended
Dematic Corp. Retirement Plan for Non-Union Employees no longer reports Prin Diversified Intl Sa-Z (Principal) (last held $7M at 2022-12-31; absent from the 2023-12-31 filing)
Principal Form 5500observed 5 days ago
$6.7M
Occurred
Dec 31, 2023
Holding in a pooled vehicle ended
Dematic Corp. Retirement Plan for Non-Union Employees no longer reports Prin Largecap Growth I Sa-Z (Principal) (last held $10M at 2022-12-31; absent from the 2023-12-31 filing)
Principal Form 5500observed 5 days ago
$10.1M

Show 3 bookkeeping events

Occurred
Jan 1, 2024
Dematic Corp. Retirement Plan for Non-Union Employees funded ratio 109.2% -> 111.7% (2023-01-01 to 2024-01-01)
Occurred
Jan 1, 2023
Dematic Corp. Retirement Plan for Non-Union Employees plan assets $219M -> $170M (-22.5%, 2022-01-01 to 2023-01-01)
Occurred
Jan 1, 2023
Dematic Corp. Retirement Plan for Non-Union Employees funded ratio 125.4% -> 109.2% (2022-01-01 to 2023-01-01)

Provenance

Graph: Allocators
Canonical id: dfx:al:7d6346fd-f2f6-4744-8c7c-d856d4e82cfa
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 5 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.

Dematic Corp. Retirement Plan for Non-Union Employees

Allocators

Grand Rapids, 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:7d6346fd-f2f6-4744-8c7c-d856d4e82cfa

Vehicle

Manager

Bucket

Value

As of

Kind

Source

Prin Liquid Assets Sep Acct-Z

Principal

Pooled vehicle

$63.4M

Dec 31, 2024

Separate account

Dol form 5500 pension

Prin Largecap Growth I Sa-Z

Principal

Pooled vehicle

$10.1M

Dec 31, 2022

Separate account

Dol form 5500 pension

Prin Diversified Intl Sa-Z

Principal

Hedge diversifiers

$6.7M

Dec 31, 2022

Separate account

Dol form 5500 pension

Prin Liquid Assets Sep Acct-Z

Principal

Pooled vehicle

$5.4M

Dec 31, 2023

Separate account

Dol form 5500 pension

Prin Liquid Assets Sep Acct-Z

Principal

Pooled vehicle

$5.1M

Dec 31, 2022

Separate account

Dol form 5500 pension

Bucket

Target %

Range low

Range high

Actual %

Actual

Period end

Basis

Pooled separate accounts

n/a

$63.4M

Dec 31, 2024

Derived

Registered investment companies

n/a

$107M

Dec 31, 2024

Derived

Consultant

Role

From

Current

Evidence

Source

Principal Financial Group

actuary

Jan 1, 2022

Dec 31, 2022

fact

Dol form 5500 pension

Stifel, Nicolaus and Company

Investment adviser

Jan 1, 2022

Dec 31, 2022

fact

Dol form 5500 pension