This allocator's name, 1 more adviser, 38 more commitments and 4 more dated events
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Corporate pension in Michigan
Corporate pension, based in Livonia, Michigan, reporting $69.8M in assets, for 1,941 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $69.8M
- Funded ratio
- 79.7%
- Fund commitments
- 16
- Managers
- 1
Nothing material in the last 90 days. Last change: 30 Sep 2025, Holding ended.
Capital path
who backs this record, through what, into what; each name opens its own path- AON Non-Us Equity Index Fund3 commitments
- AON Global Equity Fund3 commitments
- AON Global Real Estate Fund3 commitments
- AON Trust Company LLC36 commitments
- BNY Mellon3 commitments
- Nisa2 commitments
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
- Partnership/joint venture interests 4.0%
- Common/collective trusts 91.4%
- RBC Wealth Management General consultantthrough Sep 30, 2025 Form 5500
- AON Consulting, Inc. Actuarythrough Sep 30, 2023 Form 5500
- AON Investments USA Inc Actuarythrough Sep 30, 2023 Form 5500
+1 more consultant or adviser advise this allocator
Every name, record and relationship behind this count, with the source on each.
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- AON Trust Company LLC36 rows, latest Sep 30, 2025
- BNY Mellon3 rows, latest Sep 30, 2025
- Nisa2 rows, latest Sep 30, 2025
- Nisaplan years
- Sep 30, 2025Holding endedinference
- Sep 30, 2025Holding endedinference
- Sep 30, 2025Holding started
- Sep 30, 2025Holding endedinference
- Sep 30, 2025Holding started
+4 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 Sep 30, 2025 | AON Non-Us Equity Index Fundcollective trust | AON Trust Company LLC | Public equity | $4.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Sep 30, 2025 | Nisa Ultra Long Treasury Cifcollective trust | Nisa | Fixed income | $3.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Sep 30, 2025 | Nisa Ultra Mid Treasury Cifcollective trust | Nisa | Fixed income | $5.2M held | Disclosed holding | askebsa.dol.gov |
+38 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
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| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Sep 30, 2025 | 1,941 | $70.8M | $82.0M | 79.7% | $69.8M | $2.8M | Not disclosed | Not disclosed |
| 2023 to Sep 30, 2024 | 1,983 | $62.9M | $79.0M | 87.6% | $70.8M | $3.6M | Not disclosed | Not disclosed |
| 2022 to Sep 30, 2023 | 2,014 | $65.3M | $83.7M | 85.8% | $63.0M | $6.0M | Not disclosed | Not disclosed |
- AON Investment USA codes 11 16 50 64 65 $545,951 PY2024
- The Bank of New York Mellon codes 21 50 $64,998 PY2024
- RBC Capital codes 16 50 $52,500 PY2024
+51 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
This record sits on 3 traced paths of capital across the graphs.
DFX traced 3 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
- Holding in a pooled vehicle ended2025-09-30source
- Holding in a pooled vehicle ended2025-09-30source
- Holding in a pooled vehicle started2025-09-30source
+6 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
+6 connections on the graph
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