DFX Intelligence

This allocator's name, 1 more adviser 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· Troy, Michigan

Corporate pension, based in Troy, Michigan, reporting $330M in assets, for 4,321 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: $330M
Funded ratio: 90.8%
Managers: 3

Open searches 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.

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

Corporate pension

Assets

$330M

Total assets, Dec 31, 2024 reported

Funded

90.8%

Jan 1, 2024

Private markets target

no policy read

policy Dec 31, 2024

Commitments

3 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)

Master trust investment accounts 98.4%

Consultants and advisers

4 firms

Willis Towers Waston US LLC Actuarythrough Dec 31, 2022 Form 5500
Willis Towers Watson US LLC Actuarythrough Dec 31, 2022 Form 5500
Jpmorgan Chase Bank, N.A. Trusteethrough Dec 31, 2022 Form 5500

+1 more consultant or adviser advise this allocator

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

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

People

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

Manager roster

3 managers on Schedule C

From Schedule C (investment management, code 28)

Sanders Capital LLCplan years 2024
this allocatorplan years 2024
Black Creek Investment Management Iplan years 2024

What changed

6 events

Dec 31, 2024Manager relationship started
with Black Creek Investment Management Iaskebsa.dol.gov
Dec 31, 2024Manager relationship started
with this allocatoraskebsa.dol.gov
Dec 31, 2024Manager relationship started
with Sanders Capital LLCaskebsa.dol.gov
Jan 1, 2024Funded status changed
4 pointsaskebsa.dol.gov
Jan 1, 2023Funded status changed
down 18 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

No fund commitments are on the tape for this allocator. The tape holds the plans that publish their own private-markets reports; a plan that publishes one and is not here is a gap we can close.

Size and funding

33 readings

Total assets

$330M Dec 31, 2024 reported Form 5500

$341M (2023-12) · $333M (2022-12)

Plan assets

$341M Jan 1, 2024 reported Form 5500

$333M (2023-01) · $470M (2022-01)

Net assets

$330M Dec 31, 2024 reported Form 5500

$341M (2023-12) · $333M (2022-12)

Funded ratio

90.8% Jan 1, 2024 reported Form 5500

86.6% (2023-01) · 104.3% (2022-01)

Funding target

$341M Jan 1, 2024 reported Form 5500

$351M (2023-01) · $353M (2022-01)

Discount rate

5.08% Jan 1, 2024 reported Form 5500

5.20% (2023-01) · 5.38% (2022-01)

Participants

4,321 Jan 1, 2024 reported Form 5500

4,391 (2023-01) · 4,438 (2022-01)

Contributions

$5.3M Dec 31, 2024 reported Form 5500

$0 (2023-12) · $0 (2022-12)

Benefits paid

$26.8M Dec 31, 2024 reported Form 5500

$26.7M (2023-12) · $27.4M (2022-12)

Net investment income

-$10.9M Dec 31, 2024 reported Form 5500

$8.5M (2023-12) · -$137M (2022-12)

Investment management fees

$550,794 Dec 31, 2024 reported Form 5500

$880,939 (2023-12) · $766,073 (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	4,321	$341M	$341M	90.8%	$330M	Not disclosed	$325M	Not disclosed
2023 to Dec 31, 2023	4,391	$333M	$351M	86.6%	$341M	Not disclosed	$341M	Not disclosed
2022 to Dec 31, 2022	4,438	$470M	$353M	104.3%	$333M	Not disclosed	$333M	Not disclosed

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

Willis Towers Watson US LLC codes 11 $603,714 PY2024
Towers Watson Investment Services codes 21 28 50 $448,610 PY2024
JP Morgan codes 21 28 50 $347,800 PY2024

+18 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 15, 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: fund commitments.

Record history

6 dated events on the change ledger, latest first

Funded status changed
2023-01-01source
Funded status changed
2024-01-01source
Manager relationship started
2024-12-31source

+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

+8 connections on the graph

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