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AllocatorsPlancorporate pension<100m

The Challenge Machinery Company Frozen Defined Benefit Plan

Allocators

Muskegon, MI

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Search this name across graphsid dfx:al:bb73726f-b0e4-488d-a01a-cd11a1a4cad8

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, 9:16 AM 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: $5.0Mlatest reading; see basis
Assets as of: Apr 30, 2025
Assets basis: REPORTED
Funded ratio: 98%
Participants: 113
Commitments: 21with an amount; holdings are counted apart
Managers: 1
Funds: 9
Re-ups: 0
First-time managers: 0
Latest commitment: Apr 30, 2025
Consultants: 0
Private markets target, %: 0latest policy, percent of assets
Private equity target, %: 0latest policy, percent of assets
Latest policy: Apr 30, 2025
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 Ldi Intrm Dur Sep Acct-Z	Principal	Pooled vehicle	$2.2M	Apr 30, 2025	Separate account	Dol form 5500 pension
Prin Ldi Long Duration Sa-Z	Principal	Fixed income	$1.3M	Apr 30, 2025	Separate account	Dol form 5500 pension
Prin Lgcp S&p 500 Index Sa-Z	Principal	Pooled vehicle	$1.0M	Apr 30, 2023	Separate account	Dol form 5500 pension
Prin Lgcp S&p 500 Index Sa-Z	Principal	Pooled vehicle	$1.0M	Apr 30, 2024	Separate account	Dol form 5500 pension
Prin Ldi Short Dur Sep Acct-Z	Principal	Pooled vehicle	$967,460	Apr 30, 2025	Separate account	Dol form 5500 pension
Principal U.S. Property Sa-Z	Principal	Real estate	$540,657	Apr 30, 2023	Separate account	Dol form 5500 pension
Principal U.S. Property Sa-Z	Principal	Real estate	$509,147	Apr 30, 2024	Separate account	Dol form 5500 pension
Prin Smcap S&p 600 Index Sa-Z	Principal	Pooled vehicle	$409,495	Apr 30, 2024	Separate account	Dol form 5500 pension
Prin Smcap S&p 600 Index Sa-Z	Principal	Pooled vehicle	$340,766	Apr 30, 2023	Separate account	Dol form 5500 pension
Prin Liquid Assets Sep Acct-Z	Principal	Pooled vehicle	$309,936	Apr 30, 2025	Separate account	Dol form 5500 pension
Prin Midcap S&p 400 Idx Sa-Z	Principal	Pooled vehicle	$253,727	Apr 30, 2024	Separate account	Dol form 5500 pension
Prin Midcap S&p 400 Idx Sa-Z	Principal	Pooled vehicle	$244,988	Apr 30, 2023	Separate account	Dol form 5500 pension
Prin Liquid Assets Sep Acct-Z	Principal	Pooled vehicle	$224,313	Apr 30, 2024	Separate account	Dol form 5500 pension
Prin Intl Equity Index Sa-Z	Principal	Public equity	$205,111	Apr 30, 2024	Separate account	Dol form 5500 pension
Prin Intl Equity Index Sa-Z	Principal	Public equity	$195,771	Apr 30, 2023	Separate account	Dol form 5500 pension
Prin Liquid Assets Sep Acct-Z	Principal	Pooled vehicle	$140,556	Apr 30, 2023	Separate account	Dol form 5500 pension
Principal U.S. Property Sa-Z	Principal	Real estate	$1,728	Apr 30, 2025	Separate account	Dol form 5500 pension
Prin Lgcp S&p 500 Index Sa-Z	Principal	Pooled vehicle	$722	Apr 30, 2025	Separate account	Dol form 5500 pension
Prin Intl Equity Index Sa-Z	Principal	Public equity	$372	Apr 30, 2025	Separate account	Dol form 5500 pension
Prin Smcap S&p 600 Index Sa-Z	Principal	Pooled vehicle	$337	Apr 30, 2025	Separate account	Dol form 5500 pension
Prin Midcap S&p 400 Idx Sa-Z	Principal	Pooled vehicle	$281	Apr 30, 2025	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; 9 rows folded into 3

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Insurance company general account	n/a	n/a	n/a	0	$13,379	Apr 30, 2025	Derived
Pooled separate accounts	n/a	n/a	n/a	95	$4.8M	Apr 30, 2025	Derived
Registered investment companies	n/a	n/a	n/a	0	$1,549	Apr 30, 2025	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
Merrill Lynch,pierce,fenner & Smith	Investment adviser	May 1, 2022	Apr 30, 2023	no	fact	Dol form 5500 pension
Principal Financial Group	actuary	May 1, 2022	Apr 30, 2023	no	fact	Dol form 5500 pension

Relationships

Sponsors (1)

← The Challenge Machinery CompanyPlan sponsorPlan sponsor
May 1, 2022 to presentfactForm 5500

Advised by (2)

→ Merrill Lynch,pierce,fenner & SmithManager with allocator capitalInvestment adviser
May 1, 2022 to Apr 30, 2023factForm 5500
→ Principal Financial GroupInvestment consultantactuary
May 1, 2022 to Apr 30, 2023factForm 5500

Dated events

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

Occurred
Apr 30, 2025
Holding in a pooled vehicle started
The Challenge Machinery Company Frozen Defined Benefit Plan first reports an interest in Prin Ldi Short Dur Sep Acct-Z (Principal): $967,460 at 2025-04-30
Principal Form 5500observed 3 days ago
$967,460
Occurred
Apr 30, 2025
Holding in a pooled vehicle started
The Challenge Machinery Company Frozen Defined Benefit Plan first reports an interest in Prin Ldi Long Duration Sa-Z (Principal): $1M at 2025-04-30
Principal Form 5500observed 3 days ago
$1.3M
Occurred
Apr 30, 2025
Holding in a pooled vehicle started
The Challenge Machinery Company Frozen Defined Benefit Plan first reports an interest in Prin Ldi Intrm Dur Sep Acct-Z (Principal): $2M at 2025-04-30
Principal Form 5500observed 3 days ago
$2.2M
Occurred
Dec 31, 2023
Consultant changed
Merrill Lynch no longer appears on The Challenge Machinery Company Frozen Defined Benefit Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)
Merrill Lynch,pierce,fenner & Smith Form 5500observed 3 days ago

Show 3 bookkeeping events

Occurred
Apr 30, 2025
The Challenge Machinery Company Frozen Defined Benefit Plan total assets $7M -> $5M (-27.0%, 2024-04-30 to 2025-04-30)
Occurred
May 1, 2023
The Challenge Machinery Company Frozen Defined Benefit Plan plan assets $8M -> $7M (-10.2%, 2022-05-01 to 2023-05-01)
Occurred
May 1, 2023
The Challenge Machinery Company Frozen Defined Benefit Plan funded ratio 94.8% -> 97.8% (2022-05-01 to 2023-05-01)

Provenance

Graph: Allocators
Canonical id: dfx:al:bb73726f-b0e4-488d-a01a-cd11a1a4cad8
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 3 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.

The Challenge Machinery Company Frozen Defined Benefit Plan

Allocators

Muskegon, 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:bb73726f-b0e4-488d-a01a-cd11a1a4cad8

Vehicle

Manager

Bucket

Value

As of

Kind

Source