DFX Intelligence

This allocator's name, 1 more adviser, 2 more managers, 31 more commitments and 7 more dated events

Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.

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

Corporate pension in Michigan

Corporate pension· Livonia, Michigan

Corporate pension, based in Livonia, Michigan, reporting $221M in assets, for 1,142 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: $221M
Funded ratio: 95.3%
Fund commitments: 14
Managers: 2

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

Commitments (14)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 ended.

Capital path

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

Corporate pension in Michigan

Funds committed to

Russell 2000 Index Nonlendable Fund3 commitments
Equity Index Non-Lendable Fund3 commitments
Long Duration Corporate Credit Scre3 commitments

All 14

Managers

Blackrock Institutional Trust Company, N.A.17 commitments
Blackrock Institutional Trust9 commitments
Blackrock4 commitments

All 5

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

Corporate pension

Assets

$221M

Total assets, Dec 31, 2024 reported

Funded

95.3%

Jan 1, 2024

Private markets target

no policy read

policy Dec 31, 2024

Commitments

2 managers on Schedule C

Allocation policy

Form 5500, as of Dec 31, 2024

Actual allocation lines without a target (as filed)

Interest-bearing cash 0.7%
Common/collective trusts 95.6%

Consultants and advisers

4 firms

Willis Towers Watson US LLC Actuarythrough Dec 31, 2022 Form 5500
Blackrock Institutional Trust Co,na Trusteethrough Dec 31, 2022 Form 5500
Principal Trust Co. Directed trusteethrough Dec 31, 2022 Form 5500

+1 more consultant or adviser 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

5 managers on the commitment tape

From the plan’s own commitment disclosures

Blackrock Institutional Trust Company, N.A.17 rows, latest Dec 31, 2024
Blackrock Institutional Trust9 rows, latest Dec 31, 2024
Blackrock4 rows, latest Dec 31, 2024

+2 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 Insti. Trust Company, N.Aplan years
Blackrock Institutional Trust Company, N.A.plan years

What changed

12 events

Dec 31, 2024Holding endedinference
with Blackrock Msci Acwi Ex-Us Index$32.9Maskebsa.dol.gov
Dec 31, 2024Holding started
with Acwi Ex-Us Superfund$30.5Maskebsa.dol.gov
Jan 1, 2024Funded status changed
4 pointsaskebsa.dol.gov
Jan 1, 2024Assets changed
$24.6Maskebsa.dol.gov
Dec 31, 2023Holding endedinference
with Blackrock$1.1Maskebsa.dol.gov

+7 more dated events

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

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

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

Commitments

34 rows, 0 dated closings

Date	Fund	Manager	Bucket	Amount	Status	Source
as of Dec 31, 2024	Russell 2000 Index Nonlendable Fundcollective trust	Blackrock Institutional Trust Company, N.A.	Pooled vehicles	$14.0M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Acwi Ex-Us Superfundcollective trust	Blackrock Institutional Trust Company, N.A.	Pooled vehicles	$30.5M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Intermediate Duration Corp Nl Fundcollective trust	Blackrock Institutional Trust Company, N.A.	Pooled vehicles	$4.3M held	Disclosed holding	askebsa.dol.gov

+31 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

$221M Dec 31, 2024 reported Form 5500

$213M (2023-12) · $189M (2022-12)

Plan assets

$213M Jan 1, 2024 reported Form 5500

$189M (2023-01) · $242M (2022-01)

Net assets

$220M Dec 31, 2024 reported Form 5500

$213M (2023-12) · $189M (2022-12)

Funded ratio

95.3% Jan 1, 2024 reported Form 5500

91.0% (2023-01) · 117.0% (2022-01)

Funding target

$200M Jan 1, 2024 reported Form 5500

$193M (2023-01) · $183M (2022-01)

Discount rate

5.20% Jan 1, 2024 reported Form 5500

5.27% (2023-01) · 5.44% (2022-01)

Participants

1,142 Jan 1, 2024 reported Form 5500

1,103 (2023-01) · 1,098 (2022-01)

Contributions

$8.1M Dec 31, 2024 reported Form 5500

$9.5M (2023-12) · $17.1M (2022-12)

Benefits paid

$10.4M Dec 31, 2024 reported Form 5500

$9.9M (2023-12) · $12.8M (2022-12)

Net investment income

$7.5M Dec 31, 2024 reported Form 5500

$24.5M (2023-12) · -$53.2M (2022-12)

Investment management fees

$147,355 Dec 31, 2024 reported Form 5500

$177,687 (2023-12) · $232,972 (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	1,142	$213M	$200M	95.3%	$221M	Not disclosed	Not disclosed	Not disclosed
2023 to Dec 31, 2023	1,103	$189M	$193M	91.0%	$213M	Not disclosed	Not disclosed	Not disclosed
2022 to Dec 31, 2022	1,098	$242M	$183M	117.0%	$189M	Not disclosed	Not disclosed	Not disclosed

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

Willis Towers Watson, LLC codes 11 15 17 34 50 $885,029 PY2024
Blackrock Institutional Trust Co codes 21 24 28 50 51 $283,567 PY2024
Parker Brown Macaulay & Sheerin PC codes 29 50 $42,180 PY2024

+56 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

12 dated events on the change ledger, latest first

Holding in a pooled vehicle ended
2023-12-31source
Holding in a pooled vehicle started
2023-12-31source
Holding in a pooled vehicle ended
2024-12-31source

+9 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

+7 connections on the graph

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