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This allocator's name and 3 more advisers

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Corporate pension in Michigan

Corporate pension· Southfield, Michigan

Corporate pension, based in Southfield, Michigan, reporting $189M in assets, for 3,624 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: $189M
Funded ratio: 95.1%

Open searches Allocation policy Consultants

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

$189M

Total assets, Dec 31, 2024 reported

Funded

95.1%

Jan 1, 2024

Private markets target

no policy read

policy Dec 31, 2024

Commitments

none on the tape

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 99.4%

Consultants and advisers

6 firms

Morgan Stanley Smith Barney, LLC Investment adviser (plan)Custodianthrough Dec 31, 2024 Form 5500
SLC Management Investment adviser (plan)through Dec 31, 2022 Form 5500
BMO Harris Bank, N.A. Custodianthrough Dec 31, 2023 Form 5500

+3 more consultants and advisers 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)

Westfield Capital Management Companplan years 2022
BMO Harris Bank, N.A.plan years 2022
Rhumbline Advisers Corpplan years 2022

What changed

5 events

Dec 31, 2024Manager relationship started
with Rhumbline Advisers Corpaskebsa.dol.gov
Dec 31, 2024Assets changed
down $37.5Maskebsa.dol.gov
Dec 31, 2023Manager relationship endedinference
with Rhumbline Advisers Corpaskebsa.dol.gov
Jan 1, 2023Funded status changed
down 13 pointsaskebsa.dol.gov
Jan 1, 2023Assets changed
down $57.7Maskebsa.dol.gov

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

$189M Dec 31, 2024 reported Form 5500

$226M (2023-12) · $212M (2022-12)

Plan assets

$225M Jan 1, 2024 reported Form 5500

$212M (2023-01) · $270M (2022-01)

Net assets

$189M Dec 31, 2024 reported Form 5500

$226M (2023-12) · $212M (2022-12)

Funded ratio

95.1% Jan 1, 2024 reported Form 5500

94.0% (2023-01) · 107.1% (2022-01)

Funding target

$244M Jan 1, 2024 reported Form 5500

$241M (2023-01) · $230M (2022-01)

Discount rate

5.14% Jan 1, 2024 reported Form 5500

5.28% (2023-01) · 5.46% (2022-01)

Participants

3,624 Jan 1, 2024 reported Form 5500

3,632 (2023-01) · 3,644 (2022-01)

Contributions

$1.1M Dec 31, 2024 reported Form 5500

$0 (2023-12) · $0 (2022-12)

Benefits paid

$44.0M Dec 31, 2024 reported Form 5500

$10.6M (2023-12) · $10.0M (2022-12)

Net investment income

-$37.5M Dec 31, 2024 reported Form 5500

$14.4M (2023-12) · -$57.8M (2022-12)

Investment management fees

$553,307 Dec 31, 2024 reported Form 5500

$276,258 (2023-12) · $485,574 (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	3,624	$225M	$244M	95.1%	$189M	Not disclosed	$187M	Not disclosed
2023 to Dec 31, 2023	3,632	$212M	$241M	94.0%	$226M	Not disclosed	$226M	Not disclosed
2022 to Dec 31, 2022	3,644	$270M	$230M	107.1%	$212M	Not disclosed	$211M	Not disclosed

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

Willis Towers Watson US LLC codes 10 11 14 15 17 49 50 $1.1M PY2024
Morgan Stanley Smith Barney LLC codes 27 33 49 50 55 71 72 $284,221 PY2024
SUN Life Capital Management (U.S.) codes 27 51 $208,178 PY2024

+24 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, managers.

Record history

5 dated events on the change ledger, latest first

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

+2 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

+11 connections on the graph

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