DFX Intelligence

This allocator's name, 25 more commitments and 1 more dated event

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· East Lansing, Michigan

Corporate pension, based in East Lansing, Michigan, reporting $700M in assets, for 1,525 participants.

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

As of 2025-08-31 · the latest dated event for this allocator; each figure carries its own filing or report date

Assets: $700M
Funded ratio: 86.1%
Fund commitments: 12

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

Commitments (12)Allocation policy

As of 2025-08-31 · 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 Aug 2025, 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

NT Cltv Emerging Mkts Index Fd Nl3 commitments
NT Collective Eafe Index Fund3 commitments
Russell 2000 Equity Index Fd-Lend3 commitments

All 12

Managers

Northern Trust Investments, Inc.26 commitments

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

Corporate pension

Assets

$700M

Total assets, Aug 31, 2025 reported

Funded

86.1%

Sep 1, 2024

Private markets target

no policy read

policy Aug 31, 2025

Commitments

none on the tape

Plan sponsor: this allocator

Allocation policy

Form 5500, as of Aug 31, 2025

Actual allocation lines without a target (as filed)

Interest-bearing cash 1.6%
Corporate debt instruments (preferred) 21.0%
U.S. Government securities 23.2%
Other investments 2.6%
Partnership/joint venture interests 9.1%
Common/collective trusts 42.0%

Consultants and advisers

3 firms

Marquette Associates Inc. General consultantthrough Aug 31, 2023 Form 5500
Milliman, Inc. Actuarythrough Aug 31, 2023 Form 5500
Northern Trust Co. Trusteethrough Aug 31, 2023 Form 5500

People

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

Manager roster

1 manager on the commitment tape

From the plan’s own commitment disclosures

Northern Trust Investments, Inc.26 rows, latest Aug 31, 2025

From Schedule C (investment management, code 28)

Northern Trust Co.plan years 2024
Income Research & Mgmt. Inc.plan years 2023

What changed

6 events

Aug 31, 2025Holding started
with Northern Trust Investments, Inc.$18.4Maskebsa.dol.gov
Aug 31, 2025Holding endedinference
with Northern Trust Investments, Inc.$20.6Maskebsa.dol.gov
Aug 31, 2025Holding started
with Northern Trust Investments, Inc.$76.5Maskebsa.dol.gov
Aug 31, 2025Holding started
with Northern Trust Investments, Inc.$112Maskebsa.dol.gov
Sep 1, 2024Funded status changed
down 6 pointsaskebsa.dol.gov

+1 more dated event

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

28 rows, 0 dated closings

Date	Fund	Manager	Bucket	Amount	Status	Source
as of Aug 31, 2025	Coltv Fds Tr Northncollective trust	Northern Trust Investments, Inc.	Pooled vehicles	$18.4M held	Disclosed holding	askebsa.dol.gov
as of Aug 31, 2025	ALL Country World Ex-Us Imi Fundcollective trust	Northern Trust Investments, Inc.	Pooled vehicles	$76.5M held	Disclosed holding	askebsa.dol.gov
as of Aug 31, 2025	CF Partners Group Private Equity IIcollective trust	Partners Group US Management II LLC	Private equity	$8.6M held	Disclosed holding	askebsa.dol.gov

+25 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

$700M Aug 31, 2025 reported Form 5500

$708M (2024-08) · $644M (2023-08)

Plan assets

$602M Sep 1, 2024 reported Form 5500

$567M (2023-09) · $571M (2022-09)

Net assets

$700M Aug 31, 2025 reported Form 5500

$689M (2024-08) · $643M (2023-08)

Funded ratio

86.1% Sep 1, 2024 reported Form 5500

91.8% (2023-09) · 95.2% (2022-09)

Funding target

$617M Sep 1, 2024 reported Form 5500

$631M (2023-09) · $608M (2022-09)

Discount rate

5.35% Sep 1, 2024 reported Form 5500

5.27% (2023-09) · 5.43% (2022-09)

Participants

1,525 Sep 1, 2024 reported Form 5500

1,575 (2023-09) · 1,559 (2022-09)

Contributions

$17.5M Aug 31, 2025 reported Form 5500

$17.8M (2024-08) · $17.5M (2023-08)

Benefits paid

$44.5M Aug 31, 2025 reported Form 5500

$50.7M (2024-08) · $42.5M (2023-08)

Net investment income

$11.4M Aug 31, 2025 reported Form 5500

$45.3M (2024-08) · $312,958 (2023-08)

Investment management fees

$491,454 Aug 31, 2025 reported Form 5500

$382,551 (2024-08) · $1.1M (2023-08)

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 Aug 31, 2025	1,525	$602M	$617M	86.1%	$700M	$63.6M	Not disclosed	Not disclosed
2023 to Aug 31, 2024	1,575	$567M	$631M	91.8%	$708M	$51.4M	Not disclosed	Not disclosed
2022 to Aug 31, 2023	1,559	$571M	$608M	95.2%	$644M	$43.9M	Not disclosed	Not disclosed

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

this allocator codes 14 30 49 $644,151 PY2024
Income Research & Management Inc. codes 28 $466,737 PY2024
Marquette Associates codes 16 27 $382,200 PY2024

+52 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: managers.

Capital chain

This record sits on 1 traced path of capital across the graphs.

Consultant to allocator to manager

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

6 dated events on the change ledger, latest first

Holding in a pooled vehicle started
2025-08-31source
Holding in a pooled vehicle ended
2025-08-31source
Holding in a pooled vehicle started
2025-08-31source

+3 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

+6 connections on the graph

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