DFX Intelligence

This allocator's name and 3 more advisers

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Corporate pension in Michigan

Corporate pension· Grand Blanc, Michigan

Corporate pension, based in Grand Blanc, Michigan, for 1,323 participants.

Composed from this allocator's classification, location and filed figures.

As of 2025-12-31 · the latest dated event for this allocator; each figure carries its own filing or report date

Funded ratio: 84.2%

Open searches Allocation policy Consultants

As of 2025-12-31 · the latest dated event for this allocator; each figure carries its own filing or report date

Nothing material in the last 90 days. Last change: 31 Dec 2025, Changed investment consultant to Feg.

Size, funding, policy and commitments, with their basesCorporate pensionShow

Corporate pension

Assets

not established

Total assets, Oct 29, 2025 reported

Funded

84.2%

Jan 1, 2023

Private markets target

no policy read

policy Dec 31, 2024

Commitments

none on the tape

Allocation policy

Form 5500, as of Dec 31, 2024

Actual allocation lines without a target (as filed)

Interest-bearing cash 0.4%
Registered investment companies 98.8%

Consultants and advisers

6 firms

USI Consulting Group Pension consultantthrough Oct 29, 2025 Form 5500
Jpmorgan Chase Bank, N.A. Investment adviser (plan)through Oct 29, 2025 Form 5500
Comerica Investment adviser (plan)through Oct 29, 2025 Form 5500

+3 more consultants and advisers advise this allocator

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

People

No investment staff or executives have been read for this allocator yet.

Manager roster

No manager relationship is on the tape for this allocator.

What changed

5 events

Dec 31, 2025Consultant changedinference
with Fegaskebsa.dol.gov
Oct 29, 2025Assets changed
down $116Maskebsa.dol.gov
Dec 31, 2024Assets changed
down $29.5Maskebsa.dol.gov
Jan 1, 2023Funded status changed
down 28 pointsaskebsa.dol.gov
Jan 1, 2023Assets changed
down $33.3Maskebsa.dol.gov

Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.

Commitments

No fund commitments are on the tape for this allocator. The tape holds the plans that publish their own private-markets reports; a plan that publishes one and is not here is a gap we can close.

Size and funding

36 readings

Total assets

$0 Oct 29, 2025 reported Form 5500

$116M (2024-12) · $146M (2023-12) · $144M (2022-12)

Plan assets

$143M Jan 1, 2023 reported Form 5500

$176M (2022-01)

Net assets

$0 Oct 29, 2025 reported Form 5500

$116M (2024-12) · $146M (2023-12) · $144M (2022-12)

Funded ratio

84.2% Jan 1, 2023 reported Form 5500

111.9% (2022-01)

Funding target

$162M Jan 1, 2023 reported Form 5500

$157M (2022-01)

Discount rate

5.06% Jan 1, 2023 reported Form 5500

5.41% (2022-01)

Participants

1,323 Jan 1, 2025 reported Form 5500

1,904 (2024-01) · 1,913 (2023-01) · 1,942 (2022-01)

Contributions

$10.0M Oct 29, 2025 reported Form 5500

$3.4M (2024-12) · $2.3M (2023-12) · $6.5M (2022-12)

Benefits paid

$124M Oct 29, 2025 reported Form 5500

$32.4M (2024-12) · $10.5M (2023-12) · $9.7M (2022-12)

Net investment income

-$116M Oct 29, 2025 reported Form 5500

-$29.5M (2024-12) · $1.7M (2023-12) · -$33.3M (2022-12)

Investment management fees

$117,751 Oct 29, 2025 reported Form 5500

$388,334 (2024-12) · $40,838 (2023-12) · $37,259 (2022-12)

Form 5500 filings

4 plan years

Plan year	Participants	Assets (SB market)	Funding target	FTAP	Total assets (H)	Partnerships / JV	Master trust	Real estate
2025 to Oct 29, 2025	1,323	Not disclosed	Not disclosed	n/a	$0	Not disclosed	Not disclosed	Not disclosed
2024 to Dec 31, 2024	1,904	Not disclosed	Not disclosed	n/a	$116M	Not disclosed	Not disclosed	Not disclosed
2023 to Dec 31, 2023	1,913	$143M	$162M	84.2%	$146M	Not disclosed	Not disclosed	Not disclosed
2022 to Dec 31, 2022	1,942	$176M	$157M	111.9%	$144M	Not disclosed	Not disclosed	Not disclosed

Service providers and investment entities as filed (Schedule C and D, latest year first)

USI Consulting Group codes 17 $102,917 PY2025
Jpmorgan Chase codes 27 $96,013 PY2025
Miller Canfield Paddock codes 29 $28,999 PY2025

+25 more service providers

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

Provenance

Identifiers: none on file

Cross-graph: no entry on another DFX graph

First observed Sep 15, 2026, last observed Sep 29, 2026. Classification confirmed. Every row above carries its source; a reported figure is the subject’s own, a derived one is arithmetic on reported figures, an estimated one is a model or a survey imputation and is never summed into a headline.

Not yet on record: assets, fund commitments, managers.

Record history

5 dated events on the change ledger, latest first

Funded status changed
2023-01-01source
Consultant changed
2025-12-31source
Total assets changed
2025-10-29source

+2 more changes on this record's ledger

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.

›Connections

every published relationship on the graph

+8 connections on the graph

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