This allocator's name and 1 more commitment
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
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Corporate pension in Michigan
Corporate pension, based in Grand Rapids, Michigan, reporting $17.6M in assets, for 500 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $17.6M
- Funded ratio
- 88.3%
- Fund commitments
- 2
Nothing material in the last 90 days. Last change: 30 Jun 2025, Holding started.
Capital path
who backs this record, through what, into what; each name opens its own path- Prin Liquid Assets Sep Acct-Z3 commitments
- MID Cap Growth III Class R1 Fd1 commitment
- Principal3 commitments
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
- Common/collective trusts 2.0%
- Pooled separate accounts 3.0%
- Registered investment companies 94.2%
- Stifel, Nicolaus and Company Investment adviser (plan)through Jun 30, 2023 Form 5500
- Willis Towers Watson US LLC Actuarythrough Jun 30, 2023 Form 5500
- Principal3 rows, latest Jun 30, 2025
- Jun 30, 2025Holding started
- Jul 1, 2024Funded status changeddown 4 pointsaskebsa.dol.gov
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Jun 30, 2025 | Prin Liquid Assets Sep Acct-Zseparate account | Principal | Pooled vehicles | $523,886 held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | MID Cap Growth III Class R1 Fdcollective trust | Great Gray Trust Company | Pooled vehicles | $350,901 held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2024 | Prin Liquid Assets Sep Acct-Zseparate account | Principal | Pooled vehicles | $514,565 held | Disclosed holding | askebsa.dol.gov |
+1 more commitment
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.
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Jun 30, 2025 | 500 | $17.1M | $18.9M | 88.3% | $17.6M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Jun 30, 2024 | 513 | $17.0M | $19.5M | 92.2% | $17.1M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Jun 30, 2023 | 519 | $16.5M | $19.6M | 92.8% | $17.0M | Not disclosed | Not disclosed | Not disclosed |
- Principal Life Insurance Company codes 13 50 64 $60,412 PY2024
- Stifel, Nicolaus and Company codes 27 99 $34,545 PY2024
- Principal Liquid Assets Sa-13 Sched. D P $523,886 PY2024
+10 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
Not yet on record: managers.
This record sits on 1 traced path of capital across the graphs.
DFX traced 1 path of capital through this record
Every record on each path, what it committed or lent, and as of when.
Includes 3 days of DFX Intelligence. Then $299/month unless canceled.
Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
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Record history
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
+3 connections on the graph
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.