DFX Intelligence

This allocator's name, 4 more managers, 23 more commitments and 5 more dated events

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Corporate pension in Michigan

Corporate pension· Auburn Hills, Michigan

Corporate pension, based in Auburn Hills, Michigan, reporting $130M in assets, for 2,101 participants.

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

As of 2024-12-31 · the latest dated event for this allocator; each figure carries its own filing or report date

Assets: $130M
Funded ratio: 93.2%
Fund commitments: 13
Managers: 1

Open searches Plans backing its top manager Similar plans, same strategy

Commitments (13)Allocation policy Managers

As of 2024-12-31 · 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 2024, Holding started.

Capital path

who backs this record, through what, into what; each name opens its own path

Corporate pension in Michigan

Funds committed to

Daily Msci Acwi Ex USA Index Nl Fnd3 commitments
WTW Gt Long Credit Fund3 commitments
Legal & General Treasury 15+ Strips3 commitments

All 13

Managers

State Street Global Advisors Trust6 commitments
Towers Watson Investment Services,6 commitments
Legal and General3 commitments

All 7

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

Corporate pension

Assets

$130M

Total assets, Dec 31, 2024 reported

Funded

93.2%

Jan 1, 2024

Private markets target

no policy read

policy Dec 31, 2024

Commitments

1 manager on Schedule C

Plan sponsor: this allocator

Allocation policy

Form 5500, as of Dec 31, 2024

Actual allocation lines without a target (as filed)

Interest-bearing cash 2.2%
Non-interest-bearing cash 0.8%
Common/collective trusts 97.0%

Consultants and advisers

3 firms

State Street Global Advisors Custodianthrough Dec 31, 2023 Form 5500
Willis Towers Watson US LLC Actuarythrough Dec 31, 2022 Form 5500
State Street Bank & Trust Company Custodianthrough Dec 31, 2022 Form 5500

People

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

Manager roster

7 managers on the commitment tape

From the plan’s own commitment disclosures

State Street Global Advisors Trust6 rows, latest Dec 31, 2024
Towers Watson Investment Services,6 rows, latest Dec 31, 2024
Legal and General3 rows, latest Dec 31, 2024

+4 more managers received commitments

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

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

From Schedule C (investment management, code 28)

Blackrock Institutional Trust Company, N.A.plan years
Towers Watson Investment Services,plan years 2022
Legal & General Inv Mgmt Americaplan years 2022

What changed

10 events

Dec 31, 2024Holding started
with Blackrock$2.7Maskebsa.dol.gov
Dec 31, 2024Holding started
with Blackrock Institutional Trust$4.8Maskebsa.dol.gov
Dec 31, 2024Holding started
with Blackrock$2.5Maskebsa.dol.gov
Dec 31, 2024Holding started
with Blackrock Institutional Trust$4.0Maskebsa.dol.gov
Dec 31, 2024Holding endedinference
with State Street Global Advisors Trust$31.0Maskebsa.dol.gov

+5 more dated events

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

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

Commitments

26 rows, 0 dated closings

Date	Fund	Manager	Bucket	Amount	Status	Source
as of Dec 31, 2024	Treasury U.S. 5 Year Key Rate Duratcollective trust	Blackrock Institutional Trust Company, N.A.	Fixed income	$3.7M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Treasury US 10 Yr Key Rate Durationcollective trust	Blackrock Institutional Trust	Fixed income	$4.8M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Daily Msci Acwi Ex USA Index Nl Fndcollective trust	State Street Global Advisors Trust	Pooled vehicles	$17.5M held	Disclosed holding	askebsa.dol.gov

+23 more commitments

Every fund and manager this allocator committed to, with the amount, date and source on each.

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

Size and funding

33 readings

Total assets

$130M Dec 31, 2024 reported Form 5500

$132M (2023-12) · $126M (2022-12)

Plan assets

$132M Jan 1, 2024 reported Form 5500

$126M (2023-01) · $173M (2022-01)

Net assets

$130M Dec 31, 2024 reported Form 5500

$132M (2023-12) · $126M (2022-12)

Funded ratio

93.2% Jan 1, 2024 reported Form 5500

88.3% (2023-01) · 104.4% (2022-01)

Funding target

$152M Jan 1, 2024 reported Form 5500

$156M (2023-01) · $156M (2022-01)

Discount rate

5.13% Jan 1, 2024 reported Form 5500

5.21% (2023-01) · 5.38% (2022-01)

Participants

2,101 Jan 1, 2024 reported Form 5500

2,169 (2023-01) · 2,189 (2022-01)

Contributions

$2.8M Dec 31, 2024 reported Form 5500

$3.7M (2023-12) · $0 (2022-12)

Benefits paid

$10.4M Dec 31, 2024 reported Form 5500

$10.4M (2023-12) · $10.4M (2022-12)

Net investment income

-$2.4M Dec 31, 2024 reported Form 5500

$6.2M (2023-12) · -$47.0M (2022-12)

Investment management fees

$235,700 Dec 31, 2024 reported Form 5500

$235,857 (2023-12) · $245,791 (2022-12)

Form 5500 filings

3 plan years

Plan year	Participants	Assets (SB market)	Funding target	FTAP	Total assets (H)	Partnerships / JV	Master trust	Real estate
2024 to Dec 31, 2024	2,101	$132M	$152M	93.2%	$130M	Not disclosed	Not disclosed	Not disclosed
2023 to Dec 31, 2023	2,169	$126M	$156M	88.3%	$132M	Not disclosed	Not disclosed	Not disclosed
2022 to Dec 31, 2022	2,189	$173M	$156M	104.4%	$126M	Not disclosed	Not disclosed	Not disclosed

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

Towers Watson Investment Services codes 28 50 51 $180,000 PY2024
State Street Bank and Trust Company codes 19 25 28 50 62 63 99 $76,454 PY2024
Willis Towers Watson US LLC codes 11 17 27 50 $51,292 PY2024

+50 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.

Record history

10 dated events on the change ledger, latest first

Holding in a pooled vehicle started
2024-12-31source
Holding in a pooled vehicle started
2024-12-31source
Holding in a pooled vehicle started
2024-12-31source

+7 more changes on this record's ledger

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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

+7 connections on the graph

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