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AllocatorsPlancorporate pension<100m

Howard Miller - Hekman Defined Benefit Pension Plan

Allocators

Zeeland, MI

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Search this name across graphsid dfx:al:a28f479f-26ba-46f8-b5fc-81ff5732ad07

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, 1:02 PM UTC and rebuilt at most every 15 minutes.

Relationships: 8
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: $0latest reading; see basis
Assets as of: Dec 4, 2024
Assets basis: REPORTED
Funded ratio: 104%
Participants: 138
Commitments: 18with an amount; holdings are counted apart
Managers: 1
Funds: 18
Re-ups: 0
First-time managers: 0
Latest commitment: Dec 31, 2023
Consultants: 0
Private markets target, %: 0latest policy, percent of assets
Private equity target, %: 0latest policy, percent of assets
Latest policy: Dec 31, 2023
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	$4.6M	Dec 31, 2023	Separate account	Dol form 5500 pension
Prin Ldi Short Dur Sep Acct-Z	Principal	Pooled vehicle	$4.5M	Dec 31, 2023	Separate account	Dol form 5500 pension
Prin Ldi Intrm Dur Sep Acct-Z	Principal	Pooled vehicle	$4.2M	Dec 31, 2023	Separate account	Dol form 5500 pension
Prin Ldi Long Duration Sa-Z	Principal	Fixed income	$3.3M	Dec 31, 2023	Separate account	Dol form 5500 pension
Prin Ldi Ext Dur Sep Acct-Z	Principal	Pooled vehicle	$2.5M	Dec 31, 2023	Separate account	Dol form 5500 pension
Prin Lgcp S&p 500 Index Sa-Z	Principal	Pooled vehicle	$795,945	Dec 31, 2023	Separate account	Dol form 5500 pension
Prin Intl I Separate Acct-R6	Principal	Pooled vehicle	$767,234	Dec 31, 2023	Separate account	Dol form 5500 pension
Prin Blue Chip Sa-Z	Principal	Pooled vehicle	$505,453	Dec 31, 2023	Separate account	Dol form 5500 pension
Prin Largecap Value III Sa-R6	Principal	Pooled vehicle	$379,607	Dec 31, 2023	Separate account	Dol form 5500 pension
Prin Real Estate Secs Sa-Z	Principal	Real estate	$169,425	Dec 31, 2023	Separate account	Dol form 5500 pension
Prin Midcap Value I Sa-Z	Principal	Pooled vehicle	$163,379	Dec 31, 2023	Separate account	Dol form 5500 pension
Prin Midcap S&p 400 Idx Sa-Z	Principal	Pooled vehicle	$150,820	Dec 31, 2023	Separate account	Dol form 5500 pension
Prin Smcap Value II Sep Acct-Z	Principal	Pooled vehicle	$149,070	Dec 31, 2023	Separate account	Dol form 5500 pension
Prin Smcap Growth I Sep Acct-Z	Principal	Pooled vehicle	$138,851	Dec 31, 2023	Separate account	Dol form 5500 pension
Prin Smcap S&p 600 Index Sa-Z	Principal	Pooled vehicle	$133,224	Dec 31, 2023	Separate account	Dol form 5500 pension
Principal Overseas Sep Acct-Z	Principal	Pooled vehicle	$114,785	Dec 31, 2023	Separate account	Dol form 5500 pension
Principal Div Real Asset Sa-Z	Principal	Real assets	$112,905	Dec 31, 2023	Separate account	Dol form 5500 pension
Prin Midcap Growth Sep Acct-Z	Principal	Pooled vehicle	$109,049	Dec 31, 2023	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; 4 rows folded into 1

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Pooled separate accounts	n/a	n/a	n/a	87	$22.7M	Dec 31, 2023	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 Securities Inc	Investment adviser	Jan 1, 2023	Dec 31, 2023	no	fact	Dol form 5500 pension
Next Financial Group Inc	Investment adviser	Jan 1, 2023	Dec 31, 2023	no	fact	Dol form 5500 pension
Principal Financial Group	actuary	Jan 1, 2023	Dec 31, 2023	no	fact	Dol form 5500 pension
Principal Spectrum Asset Management	trustee	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
The Huntington National Bank	custodian	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
Watkins Ross	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
Fifth-Third Bank Retirement Svcs	Investment management	Jan 1, 2022	Dec 31, 2022	no	fact

Relationships

Sponsors (1)

← Howard Miller CompanyPlan sponsorPlan sponsor
Jan 1, 2022 to presentfactForm 5500

Advised by (6)

→ Principal Spectrum Asset ManagementInvestment consultanttrustee
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ The Huntington National BankInvestment consultantcustodian
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Watkins RossInvestment consultantactuary
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Principal Securities IncInvestment consultantInvestment adviser
Jan 1, 2023 to Dec 31, 2023factForm 5500
→ Next Financial Group IncInvestment consultantInvestment adviser
Jan 1, 2023 to Dec 31, 2023factForm 5500
→ Principal Financial GroupInvestment consultantactuary
Jan 1, 2023 to Dec 31, 2023factForm 5500

Manages for (1)

← Fifth-Third Bank Retirement SvcsManager with allocator capitalInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500

Dated events

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

Occurred
Dec 31, 2024
Consultant changed
Principal Securities Inc no longer appears on Howard Miller - Hekman Defined Benefit Pension Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)
Principal Securities Inc Form 5500observed 5 days ago
Occurred
Dec 31, 2023
Consultant changed
Principal Securities Inc appears on Howard Miller - Hekman Defined Benefit Pension Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)
Principal Securities Inc Form 5500observed 5 days ago
Occurred
Dec 31, 2023
Consultant changed
Next Financial Group Inc appears on Howard Miller - Hekman Defined Benefit Pension Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)
Next Financial Group Inc Form 5500observed 5 days ago

Show 4 bookkeeping events

Occurred
Dec 4, 2024
Howard Miller - Hekman Defined Benefit Pension Plan total assets $26M -> $0 (-100.0%, 2023-12-31 to 2024-12-04)
Occurred
Jan 1, 2024
Howard Miller - Hekman Defined Benefit Pension Plan funded ratio 90.0% -> 104.4% (2023-01-01 to 2024-01-01)
Occurred
Jan 1, 2023
Howard Miller - Hekman Defined Benefit Pension Plan funded ratio 102.2% -> 90.0% (2022-01-01 to 2023-01-01)
Occurred
Jan 1, 2023
Howard Miller - Hekman Defined Benefit Pension Plan plan assets $34M -> $24M (-29.2%, 2022-01-01 to 2023-01-01)

Provenance

Graph: Allocators
Canonical id: dfx:al:a28f479f-26ba-46f8-b5fc-81ff5732ad07
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.

Howard Miller - Hekman Defined Benefit Pension Plan

Allocators

Zeeland, 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:a28f479f-26ba-46f8-b5fc-81ff5732ad07

Vehicle

Manager

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Value

As of

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