This allocator's name and 7 more commitments

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Corporate pension in Michigan

Corporate pension· Southfield, Michigan

Corporate pension, based in Southfield, Michigan, reporting $127M in assets, for 1,931 participants.

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

Assets
$127M
Funded ratio
94.7%
Fund commitments
10
Managers
2
Open searchesPlans backing its top managerSimilar plans, same strategy
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Commitments (10)Allocation policyManagers
As of · 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: 1 Jan 2024, Funded status changed.

Capital path

who backs this record, through what, into what; each name opens its own path
Corporate pension in Michigan
Funds committed to
All 10
Managers
Size, funding, policy and commitments, with their basesCorporate pensionShow
Corporate pension
Assets
$127M
Total assets, Dec 31, 2024 reported
Funded
94.7%
Jan 1, 2024
Private markets target
no policy read
policy Dec 31, 2024
Commitments
10
2 managers 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 0.0%
  • Common/collective trusts 99.2%
Consultants and advisers
1 firm
  • Mercer Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
2 managers on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)
What changed
3 events
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
10 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Ssga Long US Treasury Index Nl Fundcollective trustState Street Global Advisors Trust CompanyFixed income$11.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Daily Msci World Index Nl Fundcollective trustState Street Global Advisors TrustPooled vehicles$6.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024US High Yield Bond Indexcollective trustState Street Global Advisors Trust CompanyFixed income$6.3M heldDisclosed holdingaskebsa.dol.gov

+7 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
30 readings
Total assets
$127M Dec 31, 2024 reported Form 5500
$131M (2023-12) · $124M (2022-12)
Plan assets
$131M Jan 1, 2024 reported Form 5500
$124M (2023-01) · $172M (2022-01)
Net assets
$126M Dec 31, 2024 reported Form 5500
$131M (2023-12) · $124M (2022-12)
Funded ratio
94.7% Jan 1, 2024 reported Form 5500
90.8% (2023-01) · 113.1% (2022-01)
Funding target
$125M Jan 1, 2024 reported Form 5500
$124M (2023-01) · $120M (2022-01)
Discount rate
5.11% Jan 1, 2024 reported Form 5500
5.24% (2023-01) · 5.42% (2022-01)
Participants
1,931 Jan 1, 2024 reported Form 5500
1,946 (2023-01) · 1,971 (2022-01)
Contributions
$0 Dec 31, 2024 reported Form 5500
$0 (2023-12) · $0 (2022-12)
Benefits paid
$5.7M Dec 31, 2024 reported Form 5500
$5.6M (2023-12) · $5.2M (2022-12)
Net investment income
-$4.6M Dec 31, 2024 reported Form 5500
$6.5M (2023-12) · -$47.7M (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 20241,931$131M$125M94.7%$127MNot disclosed$0Not disclosed
2023 to Dec 31, 20231,946$124M$124M90.8%$131MNot disclosed$131MNot disclosed
2022 to Dec 31, 20221,971$172M$120M113.1%$124MNot disclosed$124MNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • DEV Real Estate Securities Index Nl Sched. D C $2.5M PY2024
  • FCA US LLC Master Ret Trst Bal Pool Sched. D M PY2024
  • Daily Msci Emg Mkts Indx Nl Fund Sched. D C $1.3M PY2024

+13 more service providers

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

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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

3 dated events on the change ledger, latest first
  • Funded status changed
    2023-01-01source
  • Funded status changed
    2024-01-01source
  • Total assets changed
    2023-01-01source

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

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+4 connections on the graph

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