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AllocatorsPlancorporate pension1b-10b

Comerica Incorporated Retirement Income Account Plan

Allocators

Dallas, TX

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Search this name across graphsid dfx:al:85faf977-1557-41f6-ab14-a1851dbbfbdc

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, 8:19 AM UTC and rebuilt at most every 15 minutes.

Relationships: 12
Dated events: 8
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: $2.7Blatest reading; see basis
Assets as of: Dec 31, 2024
Assets basis: REPORTED
Funded ratio: 161%
Participants: 14,378
Commitments: 8with an amount; holdings are counted apart
Managers: 2
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
Russell 3000 Index Fund	Blackrock Insti. Trust Company, N.A	Pooled vehicle	$764M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Russell 3000 Index Fund	Blackrock Insti. Trust Company, N.A	Pooled vehicle	$756M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Russell 3000 Index Fund	Blackrock Insti. Trust Company, N.A	Pooled vehicle	$369M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Acwi Ex-Us Superfund	Blackrock Insti. Trust Company, N.A	Pooled vehicle	$316M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Acwi Ex-Us Superfund	Blackrock Insti. Trust Company, N.A	Pooled vehicle	$303M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Comerica Short-Term Fund	Comerica Bank	cash	$195M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Comerica Short-Term Fund	Comerica Bank	cash	$125M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Comerica Short-Term Fund	Comerica Bank	cash	$121M	Dec 31, 2022	Collective trust	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; 15 rows folded into 5

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
U.S. Government securities	n/a	n/a	n/a	25	$675M	Dec 31, 2024	Derived
Corporate debt instruments (other)	n/a	n/a	n/a	30	$811M	Dec 31, 2024	Derived
Other investments	n/a	n/a	n/a	1	$35.3M	Dec 31, 2024	Derived
Common/collective trusts	n/a	n/a	n/a	44	$1.2B	Dec 31, 2024	Derived
Common stock	n/a	n/a	n/a	0	$10,073	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
Creative Planning	Pension consultant	Jan 1, 2023	Dec 31, 2023	no	fact	Dol form 5500 pension
Willis Towers Watson US LLC	actuary	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
Blackrock Institutional Trust Co,na	trustee	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
Agilis Partners LLC	Pension consultant	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
Blackrock Insti. Trust Company, N.A	n/a	Dec 31, 2023	n/a	yes	fact
AON Investments USA Inc	Investment management	Jan 1, 2024	Dec 31, 2024	no	fact
Towers Watson Investment Services,	Investment management	Jan 1, 2022	Dec 31, 2022	no	fact
Legal & General Inv Mgmt America	Investment management	Jan 1, 2022	Dec 31, 2022	no	fact
Wellington Management	Investment management	Jan 1, 2022	Dec 31, 2022	no	fact
Nisa Investment Advisors, LLC	Investment management	Jan 1, 2022	Dec 31, 2022	no	fact
Pgim Inc	Investment management	Jan 1, 2022	Dec 31, 2022	no	fact

Relationships

Manages for (7)

← Blackrock Insti. Trust Company, N.AManager with allocator capital
Dec 31, 2023 to presentfactForm 5500
← Towers Watson Investment Services,Investment consultantInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
← Nisa Investment Advisors, LLCInvestment consultantInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
← Legal & General Inv Mgmt AmericaManager with allocator capitalInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
← Wellington ManagementInvestment consultantInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
← Pgim IncManager with allocator capitalInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
← AON Investments USA IncInvestment consultantInvestment management
Jan 1, 2024 to Dec 31, 2024factForm 5500

Sponsors (1)

← ComericaInvestment consultantPlan sponsor
Jan 1, 2022 to presentfactForm 5500

Advised by (4)

→ Willis Towers Watson US LLCInvestment consultantactuary
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Blackrock Institutional Trust Co,naInvestment consultanttrustee
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Agilis Partners LLCInvestment consultantPension consultant
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Creative PlanningInvestment consultantPension consultant
Jan 1, 2023 to Dec 31, 2023factForm 5500

Dated events

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

Occurred
Dec 31, 2024
Manager relationship ended
Jennison Associates LLC no longer appears on Comerica Incorporated Retirement Income Account Plan's Schedule C as investment manager (plan year 2024 vs 2023)
Pgim Inc Form 5500observed 4 days ago
Occurred
Dec 31, 2024
Manager relationship started
AON Investments USA Inc. appears on Comerica Incorporated Retirement Income Account Plan's Schedule C as investment manager (plan year 2024 vs 2023)
AON Investments USA Inc Form 5500observed 4 days ago
Occurred
Dec 31, 2023
Consultant changed
Agilis Partners LLC no longer appears on Comerica Incorporated Retirement Income Account Plan's Schedule C as pension consultant (plan year 2023 vs 2022)
Agilis Partners LLC Form 5500observed 4 days ago
Occurred
Dec 31, 2023
Consultant changed
Creative Planning appears on Comerica Incorporated Retirement Income Account Plan's Schedule C as pension consultant (plan year 2023 vs 2022)
Creative Planning Form 5500observed 4 days ago
Occurred
Dec 31, 2023
Holding in a pooled vehicle started
Comerica Incorporated Retirement Income Account Plan first reports an interest in Acwi Ex-Us Superfund: $316M at 2023-12-31
Acwi Ex-Us Superfund Form 5500observed 4 days ago
$316M

Show 3 bookkeeping events

Occurred
Jan 1, 2024
Comerica Incorporated Retirement Income Account Plan funded ratio 153.4% -> 161.1% (2023-01-01 to 2024-01-01)
Occurred
Jan 1, 2023
Comerica Incorporated Retirement Income Account Plan plan assets $3.5B -> $2.5B (-27.5%, 2022-01-01 to 2023-01-01)
Occurred
Jan 1, 2023
Comerica Incorporated Retirement Income Account Plan funded ratio 171.6% -> 153.4% (2022-01-01 to 2023-01-01)

Provenance

Graph: Allocators
Canonical id: dfx:al:85faf977-1557-41f6-ab14-a1851dbbfbdc
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.