DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Allocators
Troy, MI
Data as of (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built and rebuilt at most every 15 minutes.
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.
| Vehicle | Manager | Bucket | Value | As of | Kind | Source |
|---|---|---|---|---|---|---|
| Blackrock US Agg Bond | n/a | Fixed income | $23.2M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Blackrock US Agg Bond | n/a | Fixed income | $20.8M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Blackrock US Agg Bond | n/a | Fixed income | $18.3M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Principal/blackrock S&p 500 Index | n/a | Pooled vehicle | $7.7M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Principal/blackrock Intl Eqty Index | n/a | Pooled vehicle | $7.4M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Principal/blackrock S&p 500 Index | n/a | Pooled vehicle | $7.2M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Principal/blackrock Intl Eqty Index | n/a | Pooled vehicle | $6.9M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Principal/blackrock S&p 500 Index | n/a | Pooled vehicle | $6.3M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Principal/blackrock Intl Eqty Index | n/a | Pooled vehicle | $6.1M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Large Cap Value Index Cit N | n/a | Public equity | $5.9M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Large Cap Growth Index Cit N | n/a | Public equity | $5.8M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Large Cap Value Index Cit N | n/a | Public equity | $5.5M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Large Cap Growth Index Cit N | n/a | Public equity | $5.4M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Principal/blackrock S&p Mc Indx Cit | n/a | Pooled vehicle | $5.1M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Large Cap Value Index Cit N | n/a | Public equity | $4.8M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Principal/blackrock S&p Mc Indx Cit | n/a | Pooled vehicle | $4.8M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Large Cap Growth Index Cit N | n/a | Public equity | $4.7M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Principal/blackrock S&p Mc Indx Cit | n/a | Pooled vehicle | $4.2M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Russell 2000 Index Cit N | n/a | Pooled vehicle | $2.9M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Russell 2000 Index Cit N | n/a | Pooled vehicle | $2.8M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Russell 2000 Index Cit N | n/a | Pooled vehicle | $2.4M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Bucket | Target % | Range low | Range high | Actual % | Actual | Period end | Basis |
|---|---|---|---|---|---|---|---|
| Interest-bearing cash | n/a | n/a | n/a | 3 | $1.8M | Dec 31, 2024 | Derived |
| Common/collective trusts | n/a | n/a | n/a | 94 | $58.1M | Dec 31, 2024 | Derived |
| Registered investment companies | n/a | n/a | n/a | 3 | $1.9M | Dec 31, 2024 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| Willis Towers Watson US LLC | actuary | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Principal Trust Co. | custodian | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| USI Consulting Group | Investment management | Jan 1, 2024 | Dec 31, 2024 | no | fact |