This allocator's name, 5 more advisers and 3 more dated events

Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.

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

Corporate pension in Michigan

Corporate pension· Grand Blanc, Michigan

Corporate pension, based in Grand Blanc, Michigan, reporting $6.0M in assets, for 12,133 participants.

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

Assets
$6.0M
Funded ratio
107.2%
Fund commitments
2
Managers
1
Open searchesPlans backing its top managerSimilar plans, same strategy
More
Commitments (2)Allocation policyManagers
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 2023, Changed investment consultant to Mercer.

Capital path

who backs this record, through what, into what; each name opens its own path
Corporate pension in Michigan
Funds committed to
Managers
Size, funding, policy and commitments, with their basesCorporate pensionShow
Corporate pension
Assets
$6.0M
Total assets, Dec 31, 2023 reported
Funded
107.2%
Jan 1, 2022
Private markets target
no policy read
policy Dec 31, 2023
Commitments
2
1 manager on Schedule C
Plan sponsor: this allocator
Allocation policy
Form 5500, as of Dec 31, 2023
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 0.5%
  • Non-interest-bearing cash 0.1%
  • Registered investment companies 17.2%
Consultants and advisers
8 firms

+5 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
1 manager on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)

+1 more Schedule C manager

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

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

What changed
8 events
  • Dec 31, 2023Manager relationship endedinference
    with NEW South Capital Mgmtaskebsa.dol.gov
  • Dec 31, 2023Consultant changedinference
    with Merceraskebsa.dol.gov
  • Dec 31, 2023Consultant changedinference
    with Deloitteaskebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    with J.P. Morgan Investment Managementaskebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    with Timessquare Capital Management, LLCaskebsa.dol.gov

+3 more dated events

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
2 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2022Jpmcb International Rates Fundcollective trustJP Morgan ChaseFixed income$9.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Jpmcb Mortgage Private Plmt Fundcollective trustJP Morgan ChaseFixed income$26.7M heldDisclosed holdingaskebsa.dol.gov
Size and funding
18 readings
Total assets
$6.0M Dec 31, 2023 reported Form 5500
$1.0B (2022-12)
Plan assets
$1.4B Jan 1, 2022 reported Form 5500
Net assets
$491,398 Dec 31, 2023 reported Form 5500
$1.0B (2022-12)
Funded ratio
107.2% Jan 1, 2022 reported Form 5500
Funding target
$1.0B Jan 1, 2022 reported Form 5500
Discount rate
5.40% Jan 1, 2022 reported Form 5500
Participants
12,133 Jan 1, 2023 reported Form 5500
12,287 (2022-01)
Contributions
$5.2M Dec 31, 2023 reported Form 5500
$0 (2022-12)
Benefits paid
$1.1B Dec 31, 2023 reported Form 5500
$72.6M (2022-12)
Net investment income
-$1.0B Dec 31, 2023 reported Form 5500
-$338M (2022-12)
Investment management fees
-$2.4M Dec 31, 2023 reported Form 5500
$2.7M (2022-12)
Form 5500 filings
2 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2023 to Dec 31, 202312,133Not disclosedNot disclosedn/a$6.0MNot disclosedNot disclosedNot disclosed
2022 to Dec 31, 202212,287$1.4B$1.0B107.2%$1.0BNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)

+29 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 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.
Capital chain

This record sits on 4 traced paths of capital across the graphs.

Consultant to allocator to manager

DFX traced 4 paths of capital through this record

Every record on each path, what it committed or lent, and as of when.

Includes 3 days of DFX Intelligence. Then $299/month unless canceled.

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

Checking your plan…

Record history

8 dated events on the change ledger, latest first
  • Consultant changed
    2023-12-31source
  • Consultant changed
    2023-12-31source
  • Manager relationship ended
    2023-12-31source

+5 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

+13 connections on the graph

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

Ask DFX