This allocator's name and 15 more commitments

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· Lansing, Michigan

Corporate pension, based in Lansing, Michigan, reporting $292M in assets, for 890 participants.

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

Assets
$292M
Funded ratio
80.0%
Fund commitments
6
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Commitments (6)Allocation policyConsultants
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: 31 Dec 2024, Changed investment consultant to this allocator.

Capital path

who backs this record, through what, into what; each name opens its own path
Corporate pension in Michigan
Funds committed to
All 6
Managers
Size, funding, policy and commitments, with their basesCorporate pensionShow
Corporate pension
Assets
$292M
Total assets, Jun 30, 2025 reported
Funded
80.0%
Jul 1, 2024
Private markets target
no policy read
policy Jun 30, 2025
Commitments
6
none on the tape
Plan sponsor: this allocator
Allocation policy
Form 5500, as of Jun 30, 2025
Actual allocation lines without a target (as filed)
  • Insurance company general account 0.0%
  • Pooled separate accounts 15.0%
  • Registered investment companies 81.6%
Consultants and advisers
3 firms
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
What changed
5 events
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
18 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Jun 30, 2025Prin Liquid Assets Sep Acct-Zseparate accountPrincipalPooled vehicles$1.7M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025Principal U.S. Property Sa-Zseparate accountPrincipalReal estate$14.4M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025Prin Smcap S&p 600 Index Sa-Zseparate accountPrincipalPooled vehicles$14.1M heldDisclosed holdingaskebsa.dol.gov

+15 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
$292M Jun 30, 2025 reported Form 5500
$275M (2024-06) · $272M (2023-06)
Plan assets
$275M Jul 1, 2024 reported Form 5500
$272M (2023-07) · $271M (2022-07)
Net assets
$292M Jun 30, 2025 reported Form 5500
$275M (2024-06) · $272M (2023-06)
Funded ratio
80.0% Jul 1, 2024 reported Form 5500
85.6% (2023-07) · 88.7% (2022-07)
Funding target
$299M Jul 1, 2024 reported Form 5500
$294M (2023-07) · $279M (2022-07)
Discount rate
5.29% Jul 1, 2024 reported Form 5500
5.28% (2023-07) · 5.45% (2022-07)
Participants
890 Jul 1, 2024 reported Form 5500
943 (2023-07) · 946 (2022-07)
Contributions
$10.3M Jun 30, 2025 reported Form 5500
$0 (2024-06) · $0 (2023-06)
Benefits paid
$16.8M Jun 30, 2025 reported Form 5500
$15.9M (2024-06) · $14.5M (2023-06)
Net investment income
$17.5M Jun 30, 2025 reported Form 5500
$2.4M (2024-06) · $997,259 (2023-06)
Investment management fees
$80,000 Jun 30, 2025 reported Form 5500
$80,000 (2024-06) · $80,000 (2023-06)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Jun 30, 2025890$275M$299M80.0%$292MNot disclosedNot disclosedNot disclosed
2023 to Jun 30, 2024943$272M$294M85.6%$275MNot disclosedNot disclosedNot disclosed
2022 to Jun 30, 2023946$271M$279M88.7%$272MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Principal Life Insurance Company codes 13 50 64 $192,748 PY2024
  • Deloitte Consulting codes 29 50 $148,929 PY2024
  • Stifel codes 27 50 $80,000 PY2024

+32 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.

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.

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Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.

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Record history

5 dated events on the change ledger, latest first
  • Funded status changed
    2023-07-01source
  • Funded status changed
    2024-07-01source
  • Consultant changed
    2023-12-31source

+2 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

+4 connections on the graph

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