DFX Intelligence

This allocator's name, 4 more commitments and 3 more dated events

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Corporate pension in Michigan

Corporate pension· Detroit, Michigan

Corporate pension, based in Detroit, Michigan, reporting $573M in assets, for 8,858 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: $573M
Funded ratio: 92.2%
Fund commitments: 3
Managers: 2

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

Commitments (3)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, Manager relationship started.

Capital path

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

Corporate pension in Michigan

Funds committed to

Bnym Mellon Db Sl Acwi Ex-Us Fund3 commitments
Bnym-M Db Sl Lt Govt Bif3 commitments
Bnym-M Db Sl Int Govt Bif1 commitment

Managers

BNY Mellon7 commitments

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

Corporate pension

Assets

$573M

Total assets, Dec 31, 2024 reported

Funded

92.2%

Jan 1, 2024

Private markets target

no policy read

policy Dec 31, 2024

Commitments

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%
Corporate debt instruments (other) 22.1%
Corporate debt instruments (preferred) 23.2%
U.S. Government securities 2.0%
Other investments 1.6%
Partnership/joint venture interests 19.0%
Common/collective trusts 19.5%
Registered investment companies 11.8%
Common stock 0.0%
Preferred stock 0.0%

Consultants and advisers

2 firms

Milliman, Inc. Actuarythrough Dec 31, 2022 Form 5500
Bank of New York Mellon Custodianthrough Dec 31, 2022 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

BNY Mellon7 rows, latest Dec 31, 2024

From Schedule C (investment management, code 28)

Partners Group Cayman Managementplan years 2024
SUN Life Financial U.S. Services Company, Inc.plan years 2024
Western Asset Managementplan years 2022

+3 more Schedule C managers

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

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What changed

8 events

Dec 31, 2024Manager relationship started
with Partners Group Cayman Managementaskebsa.dol.gov
Dec 31, 2024Manager relationship endedinference
with Western Asset Managementaskebsa.dol.gov
Dec 31, 2024Manager relationship started
with SUN Life Financial U.S. Services Company, Inc.askebsa.dol.gov
Dec 31, 2024Manager relationship started
with Loomis Saylesaskebsa.dol.gov
Dec 31, 2023Holding endedinference
with BNY Mellon$78.1Maskebsa.dol.gov

+3 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

7 rows, 0 dated closings

Date	Fund	Manager	Bucket	Amount	Status	Source
as of Dec 31, 2024	Bnym Mellon Db Sl Acwi Ex-Us Fundcollective trust	BNY Mellon	Pooled vehicles	$23.0M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Bnym-M Db Sl Lt Govt Bifcollective trust	BNY Mellon	Pooled vehicles	$88.9M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Bnym Mellon Db Sl Acwi Ex-Us Fundcollective trust	BNY Mellon	Pooled vehicles	$16.0M held	Disclosed holding	askebsa.dol.gov

+4 more commitments

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

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Size and funding

33 readings

Total assets

$573M Dec 31, 2024 reported Form 5500

$611M (2023-12) · $650M (2022-12)

Plan assets

$610M Jan 1, 2024 reported Form 5500

$649M (2023-01) · $869M (2022-01)

Net assets

$573M Dec 31, 2024 reported Form 5500

$610M (2023-12) · $649M (2022-12)

Funded ratio

92.2% Jan 1, 2024 reported Form 5500

90.5% (2023-01) · 105.0% (2022-01)

Funding target

$720M Jan 1, 2024 reported Form 5500

$789M (2023-01) · $796M (2022-01)

Discount rate

5.02% Jan 1, 2024 reported Form 5500

5.15% (2023-01) · 5.32% (2022-01)

Participants

8,858 Jan 1, 2024 reported Form 5500

10,510 (2023-01) · 10,681 (2022-01)

Contributions

$23.9M Dec 31, 2024 reported Form 5500

$17.5M (2023-12) · $1.7M (2022-12)

Benefits paid

$58.6M Dec 31, 2024 reported Form 5500

$97.1M (2023-12) · $59.6M (2022-12)

Net investment income

-$37.4M Dec 31, 2024 reported Form 5500

-$38.4M (2023-12) · -$221M (2022-12)

Investment management fees

$1.8M Dec 31, 2024 reported Form 5500

$2.0M (2023-12) · $1.6M (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	8,858	$610M	$720M	92.2%	$573M	$109M	Not disclosed	Not disclosed
2023 to Dec 31, 2023	10,510	$649M	$789M	90.5%	$611M	$104M	Not disclosed	Not disclosed
2022 to Dec 31, 2022	10,681	$869M	$796M	105.0%	$650M	$91.8M	Not disclosed	Not disclosed

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

Milliman, Inc. codes 11 15 51 $714,868 PY2024
The Bank of New York codes 18 $397,354 PY2024
Morgan Stanley Smith Barney codes 28 65 $320,000 PY2024

+26 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

8 dated events on the change ledger, latest first

Holding in a pooled vehicle ended
2023-12-31source
Funded status changed
2023-01-01source
Manager relationship ended
2023-12-31source

+5 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

+9 connections on the graph

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