This allocator's name, 5 more advisers and 2 more dated events
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Corporate pension in Michigan
Corporate pension, based in Midland, Michigan, reporting $2.2B in assets, for 32,746 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $2.2B
- Funded ratio
- 85.1%
- Fund commitments
- 1
- Managers
- 1
Nothing material in the last 90 days. Last change: 31 Dec 2024, Changed investment consultant to Evestment Alliance, LLC.
Capital path
who backs this record, through what, into what; each name opens its own path- NT Collective Short Term Investment3 commitments
- Northern Trust Investments, Inc.3 commitments
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
- Interest-bearing cash 1.5%
- Non-interest-bearing cash 4.6%
- Corporate debt instruments (other) 10.5%
- Corporate debt instruments (preferred) 0.6%
- U.S. Government securities 27.3%
- Partnership/joint venture interests 16.1%
- Common/collective trusts 3.6%
- Master trust investment accounts 29.7%
- Registered investment companies 3.6%
- Common stock 1.6%
- Real estate (other than employer real property) 0.6%
- J.P. Morgan Investment Management Investment adviser (plan)through Dec 31, 2022 Form 5500
- Adenza, Inc. General consultantthrough Dec 31, 2022 Form 5500
- Burgiss Group LLC Investment adviser (plan)through Dec 31, 2022 Form 5500
+5 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
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- Northern Trust Investments, Inc.3 rows, latest Dec 31, 2024
- Mcube Investment Technologies LLCplan years 2024
- Prudential Insurance Company of Ameplan years 2022
- Pgim Incplan years 2022
+7 more Schedule C managers
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- Dec 31, 2024Consultant changedinferencewith Evestment Alliance, LLCaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferencewith Blackrock Institutional Trust Co,naaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferencewith T Rowe Price Associates Incaskebsa.dol.gov
- Jan 1, 2024Assets changeddown $355Maskebsa.dol.gov
- Dec 31, 2023Assets changeddown $338Maskebsa.dol.gov
+2 more dated events
Every name, record and relationship behind this count, with the source on each.
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| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | NT Collective Short Term Investmentcollective trust | Northern Trust Investments, Inc. | Cash | $79.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | NT Collective Short Term Investmentcollective trust | Northern Trust Investments, Inc. | Cash | $157M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | NT Collective Short Term Investmentcollective trust | Northern Trust Investments, Inc. | Cash | $130M held | Disclosed holding | askebsa.dol.gov |
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 32,746 | $2.3B | $2.5B | 85.1% | $2.2B | $358M | $661M | $12.7M |
| 2023 to Dec 31, 2023 | 35,127 | $2.7B | $2.8B | 87.0% | $2.4B | $336M | $726M | $24.8M |
| 2022 to Dec 31, 2022 | 36,710 | $3.6B | $3.0B | 98.1% | $2.7B | $377M | $839M | $42.4M |
- Willis Towers Watson codes 11 14 17 50 $2.8M PY2024
- The Northern Trust Company codes 21 25 50 51 62 $1.4M PY2024
- Prudential Insurance Co. codes 28 50 51 $1.3M PY2024
+140 more service providers
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Provenance
This record sits on 4 traced paths of capital across the graphs.
DFX traced 4 paths of capital through this record
Every record on each path, what it committed or lent, and as of when.
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Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
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Record history
- Funded status changed2023-01-01source
- Consultant changed2024-12-31source
- Manager relationship ended2024-12-31source
+4 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
+19 connections on the graph
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