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AllocatorsPlancorporate pension<100m

Retirement Income Plan for Employees of Industrial Metal Products Corporation

Allocators

Lansing, 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:ee214aad-1dda-43da-bb13-e445047e2070

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, 7:14 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 14
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: $8.4Mlatest reading; see basis
Assets as of: Sep 30, 2025
Assets basis: REPORTED
Funded ratio: 103%
Participants: 138
Commitments: 23with an amount; holdings are counted apart
Managers: 1
Funds: 12
Re-ups: 0
First-time managers: 0
Latest commitment: Sep 30, 2025
Consultants: 0
Private markets target, %: 0latest policy, percent of assets
Private equity target, %: 0latest policy, percent of assets
Latest policy: Sep 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 Lgcp S&p 500 Index Sa-Z	Principal	Pooled vehicle	$2.0M	Sep 30, 2025	Separate account	Dol form 5500 pension
Prin Lgcp S&p 500 Index Sa-Z	Principal	Pooled vehicle	$1.9M	Sep 30, 2024	Separate account	Dol form 5500 pension
Prin Largecap Growth I Sa-Z	Principal	Pooled vehicle	$747,203	Sep 30, 2023	Separate account	Dol form 5500 pension
Prin Equity Income Sa-Z	Principal	Fixed income	$747,068	Sep 30, 2023	Separate account	Dol form 5500 pension
Prin Lgcp S&p 500 Index Sa-Z	Principal	Pooled vehicle	$746,996	Sep 30, 2023	Separate account	Dol form 5500 pension
Prin Midcap S&p 400 Idx Sa-Z	Principal	Pooled vehicle	$496,254	Sep 30, 2025	Separate account	Dol form 5500 pension
Prin Midcap Sep Acct-Z	Principal	Pooled vehicle	$492,967	Sep 30, 2025	Separate account	Dol form 5500 pension
Prin Midcap Growth Sep Acct-Z	Principal	Pooled vehicle	$483,185	Sep 30, 2024	Separate account	Dol form 5500 pension
Prin Midcap S&p 400 Idx Sa-Z	Principal	Pooled vehicle	$481,697	Sep 30, 2024	Separate account	Dol form 5500 pension
Prin Midcap Growth Sep Acct-Z	Principal	Pooled vehicle	$406,657	Sep 30, 2023	Separate account	Dol form 5500 pension
Prin Liquid Assets Sep Acct-Z	Principal	Pooled vehicle	$362,580	Sep 30, 2025	Separate account	Dol form 5500 pension
Prin Liquid Assets Sep Acct-Z	Principal	Pooled vehicle	$348,462	Sep 30, 2023	Separate account	Dol form 5500 pension
Prin Midcap S&p 400 Idx Sa-Z	Principal	Pooled vehicle	$343,566	Sep 30, 2023	Separate account	Dol form 5500 pension
Prin Liquid Assets Sep Acct-Z	Principal	Pooled vehicle	$341,432	Sep 30, 2024	Separate account	Dol form 5500 pension
Prin Diversified Intl Sa-Z	Principal	Hedge diversifiers	$252,102	Sep 30, 2025	Separate account	Dol form 5500 pension
Prin Diversified Intl Sa-Z	Principal	Hedge diversifiers	$239,242	Sep 30, 2024	Separate account	Dol form 5500 pension
Prin Diversified Intl Sa-Z	Principal	Hedge diversifiers	$203,792	Sep 30, 2023	Separate account	Dol form 5500 pension
Prin Ldi Long Duration Sa-Z	Principal	Fixed income	$189,844	Sep 30, 2024	Separate account	Dol form 5500 pension
Prin Intl Equity Index Sa-Z	Principal	Public equity	$167,387	Sep 30, 2025	Separate account	Dol form 5500 pension
Prin Intl Equity Index Sa-Z	Principal	Public equity	$157,665	Sep 30, 2024	Separate account	Dol form 5500 pension
Prin Intl Equity Index Sa-Z	Principal	Public equity	$136,070	Sep 30, 2023	Separate account	Dol form 5500 pension
Prin Ldi Short Dur Sep Acct-Z	Principal	Pooled vehicle	$115,189	Sep 30, 2024	Separate account	Dol form 5500 pension
Prin Ldi Intrm Dur Sep Acct-Z	Principal	Pooled vehicle	$114,736	Sep 30, 2024	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; 6 rows folded into 2

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Pooled separate accounts	n/a	n/a	n/a	45	$3.8M	Sep 30, 2025	Derived
Registered investment companies	n/a	n/a	n/a	55	$4.6M	Sep 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	Oct 1, 2022	Sep 30, 2023	no	fact	Dol form 5500 pension
Principal Financial Group	actuary	Oct 1, 2022	Sep 30, 2023	no	fact	Dol form 5500 pension

Relationships

Sponsors (1)

← Industrial Metal Products CorporationPlan sponsorPlan sponsor
Oct 1, 2022 to presentfactForm 5500

Advised by (2)

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

Dated events

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

Occurred
Sep 30, 2024
Holding in a pooled vehicle started
Retirement Income Plan for Employees of Industrial Metal Products Corporation first reports an interest in Prin Ldi Intrm Dur Sep Acct-Z (Principal): $114,736 at 2024-09-30
Principal Form 5500observed 3 days ago
$114,736
Occurred
Sep 30, 2024
Holding in a pooled vehicle ended
Retirement Income Plan for Employees of Industrial Metal Products Corporation no longer reports Prin Equity Income Sa-Z (Principal) (last held $747,068 at 2023-09-30; absent from the 2024-09-30 filing)
Principal Form 5500observed 3 days ago
$747,068
Occurred
Sep 30, 2024
Holding in a pooled vehicle ended
Retirement Income Plan for Employees of Industrial Metal Products Corporation no longer reports Prin Largecap Growth I Sa-Z (Principal) (last held $747,203 at 2023-09-30; absent from the 2024-09-30 filing)
Principal Form 5500observed 3 days ago
$747,203
Occurred
Sep 30, 2024
Holding in a pooled vehicle started
Retirement Income Plan for Employees of Industrial Metal Products Corporation first reports an interest in Prin Ldi Short Dur Sep Acct-Z (Principal): $115,189 at 2024-09-30
Principal Form 5500observed 3 days ago
$115,189
Occurred
Sep 30, 2024
Holding in a pooled vehicle started
Retirement Income Plan for Employees of Industrial Metal Products Corporation first reports an interest in Prin Ldi Long Duration Sa-Z (Principal): $189,844 at 2024-09-30
Principal Form 5500observed 3 days ago
$189,844
Occurred
Dec 31, 2023
Consultant changed
Merrill Lynch no longer appears on Retirement Income Plan for Employees of Industrial Metal Products Corporation's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)
Merrill Lynch,pierce,fenner & Smith Form 5500observed 3 days ago

Show 8 bookkeeping events

Occurred
Sep 30, 2025
Retirement Income Plan for Employees of Industrial Metal Products Corporation no longer reports Prin Ldi Intrm Dur Sep Acct-Z (Principal) (last held $114,736 at 2024-09-30; absent from the 2025-09-30 filing)
Occurred
Sep 30, 2025
Retirement Income Plan for Employees of Industrial Metal Products Corporation no longer reports Prin Midcap Growth Sep Acct-Z (Principal) (last held $483,185 at 2024-09-30; absent from the 2025-09-30 filing)
Occurred
Sep 30, 2025
Retirement Income Plan for Employees of Industrial Metal Products Corporation first reports an interest in Prin Midcap Sep Acct-Z (Principal): $492,967 at 2025-09-30
Occurred
Sep 30, 2025
Retirement Income Plan for Employees of Industrial Metal Products Corporation no longer reports Prin Ldi Short Dur Sep Acct-Z (Principal) (last held $115,189 at 2024-09-30; absent from the 2025-09-30 filing)
Occurred
Sep 30, 2025
Retirement Income Plan for Employees of Industrial Metal Products Corporation no longer reports Prin Ldi Long Duration Sa-Z (Principal) (last held $189,844 at 2024-09-30; absent from the 2025-09-30 filing)
Occurred
Oct 1, 2024
Retirement Income Plan for Employees of Industrial Metal Products Corporation plan assets $7M -> $8M (+14.8%, 2023-10-01 to 2024-10-01)
Occurred
Oct 1, 2024
Retirement Income Plan for Employees of Industrial Metal Products Corporation funded ratio 84.3% -> 103.4% (2023-10-01 to 2024-10-01)
Occurred
Sep 30, 2024
Retirement Income Plan for Employees of Industrial Metal Products Corporation total assets $7M -> $8M (+14.7%, 2023-09-30 to 2024-09-30)

Provenance

Graph: Allocators
Canonical id: dfx:al:ee214aad-1dda-43da-bb13-e445047e2070
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.

Retirement Income Plan for Employees of Industrial Metal Products Corporation

Allocators

Lansing, 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:ee214aad-1dda-43da-bb13-e445047e2070

Vehicle

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Bucket

Value

As of

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Source