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AllocatorsPlancorporate pension<100m

Upper Peninsula Power Company Retirement Plan

Allocators

Marquette, MI

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Search this name across graphsid dfx:al:de62e42c-83c2-4f62-9ecb-2e884267ec6f

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, 8:43 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 3
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: $87.3Mlatest reading; see basis
Assets as of: Dec 31, 2024
Assets basis: REPORTED
Funded ratio: 113%
Participants: 556
Commitments: 15with an amount; holdings are counted apart
Managers: 3
Funds: 5
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
State St Lng US Govt Bd Ind Nl Fund	State Street Global Advisors Trust Company	Pooled vehicle	$36.0M	Dec 31, 2023	Collective trust	Dol form 5500 pension
State St Lng US Govt Bd Ind Nl Fund	State Street Global Advisors Trust Company	Pooled vehicle	$35.5M	Dec 31, 2022	Collective trust	Dol form 5500 pension
State St Lng US Govt Bd Ind Nl Fund	State Street Global Advisors Trust Company	Pooled vehicle	$34.5M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Msci Acwi Index Nl Fund	State Street Global Advisors Trust Company	Pooled vehicle	$27.4M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Msci Acwi Index Nl Fund	State Street Global Advisors Trust Company	Pooled vehicle	$26.8M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Msci Acwi Index Nl Fund	State Street Global Advisors Trust Company	Pooled vehicle	$25.4M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Ssga Intermed U.S. Govt Bond Indx	State Street Global Advisors Trust Company	Fixed income	$11.8M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Ssga Intermed U.S. Govt Bond Indx	State Street Global Advisors Trust Company	Fixed income	$11.5M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Ssga Intermed U.S. Govt Bond Indx	State Street Global Advisors Trust Company	Fixed income	$11.2M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Long US Credit Indx Nl Fund	State Street Global Advisors Trust Company	Private credit	$10.8M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Long US Credit Indx Nl Fund	State Street Global Advisors Trust Company	Private credit	$10.6M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Long US Credit Indx Nl Fund	State Street Global Advisors Trust Company	Private credit	$10.3M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Ssga/tuckerman Global Real Estate	State Street Bank & Trust Company	Real estate	$4.5M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Ssga/tuckerman Global Real Estate	State Street Bank & Trust Company	Real estate	$4.5M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Ssga/tuckerman Global Real Estate	State Street Bank & Trust Company	Real estate	$4.3M	Dec 31, 2024	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; 6 rows folded into 2

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Interest-bearing cash	n/a	n/a	n/a	2	$1.6M	Dec 31, 2024	Derived
Common/collective trusts	n/a	n/a	n/a	98	$85.7M	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
Willis Towers Watson US LLC	actuary	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
State Street Bank & Trust Company	custodian	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
Cliftonlarsonallen LLP	trustee	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
State Street Bank & Trust Company	n/a	Dec 31, 2022	n/a	yes	fact
Towers Watson Investment Services,	Investment management	Jan 1, 2022	Dec 31, 2022	no	fact

Relationships

Manages for (2)

← State Street Bank & Trust CompanyInvestment consultant
Dec 31, 2022 to presentfactForm 5500
← Towers Watson Investment Services,Investment consultantInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500

Sponsors (1)

← Upper Peninsula Power CompanyPlan sponsorPlan sponsor
Jan 1, 2022 to presentfactForm 5500

Advised by (3)

→ Willis Towers Watson US LLCInvestment consultantactuary
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ State Street Bank & Trust CompanyInvestment consultantcustodian
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Cliftonlarsonallen LLPInvestment consultanttrustee
Jan 1, 2022 to Dec 31, 2022factForm 5500

Dated events

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

Show 3 bookkeeping events

Occurred
Jan 1, 2024
Upper Peninsula Power Company Retirement Plan funded ratio 110.2% -> 112.6% (2023-01-01 to 2024-01-01)
Occurred
Jan 1, 2023
Upper Peninsula Power Company Retirement Plan funded ratio 134.8% -> 110.2% (2022-01-01 to 2023-01-01)
Occurred
Jan 1, 2023
Upper Peninsula Power Company Retirement Plan plan assets $123M -> $90M (-27.4%, 2022-01-01 to 2023-01-01)

Provenance

Graph: Allocators
Canonical id: dfx:al:de62e42c-83c2-4f62-9ecb-2e884267ec6f
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.