HENRY FORD HEALTH SYSTEM
This is a pooled fund: many plans invest in it, and it holds the underlying securities.
This filing is a Direct Filing Entity (DFE) — a master trust or collective investment trust that pools assets from multiple participating plans. It does not have plan participants of its own, and the Plan Health Score formula doesn’t apply. Individual participant-facing plans that invest in this trust are the appropriate target for fiduciary analysis.
Cited interest vs pooled assets: cited interest sums what each participating plan reported holding in this trust, measured at that plan’s own year-end — and those filings span different years. Pooled assets is this single filing’s balance at one date. They’re independent measurements, so cited interest can land slightly above or below the pooled balance and won’t reconcile exactly.
Why no Schedule of Assets here? DFE holdings often live on the master trust’s own audited statement, not as a 4i schedule on the participating plans’ filings. We’re extending the parsing pipeline to cover DFE filings — see Methodology.
Service providers (Schedule C)
11 rows| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALIGHT SOLUTIONS LLC | 82-1061233 | — | NONE | $953K | — |
| WILLIS TOWERS WATSON US LLC | 53-0181291 | — | NONE | $522K | — |
| NEPC LLC | 26-1429809 | — | NONE | $308K | — |
| FINDLEY DAVIES, INC. | 34-1213174 | — | NONE | $127K | — |
| ACADIAN GLOBAL MANAGED VOLATALITY | 26-2107163 | — | NONE | $80K | — |
| NORTHERN TRUST COMPANY | 36-1561860 | — | NONE | $57K | — |
| GJC CPA'S & ADVISORS | 38-2029668 | — | NONE | $52K | — |
| WELLINGTON TRUST COMPANY | 02-2755549 | — | NONE | $40K | — |
| STATE STREET RESEARCH&MANAGEMENT CO | 13-3142135 | — | NONE | $29K | — |
| INCOME RESERCH & MANAGEMENT | 04-2955404 | — | NONE | $25K | — |
| CLARK HILL PLC | 38-0425840 | — | NONE | $9K | — |
Investments
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| SSGA LONG GOVT BOND INDEX NL FD STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 04-0025081 / PN 142 | Common Collective Trust | $57.0M | 15.0% |
| IR&M LONG CORPORATE COLLECTIVE FUND GLOBAL TRUST COMPANY · EIN 37-6567224 / PN 005 | Common Collective Trust | $46.6M | 12.3% |
| STATE ST RUSSELL 3000R INDX NL FUND STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 04-0025081 / PN 042 | Common Collective Trust | $43.1M | 11.3% |
| WTC-CIF II INTERMEDIATE CORE PORTFO WELLINGTON TRUST COMPANY, NA · EIN 04-6913417 / PN 206 | Common Collective Trust | $39.7M | 10.4% |
| NEPC DIVERSIFIED CREDIT GLOBAL TRUST COMPANY · EIN 86-6497312 / PN 003 | Common Collective Trust | $38.1M | 10.0% |
| STATE STREET REAL ASSET NON-LENDING STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 291 | Common Collective Trust | $34.0M | 8.9% |
| NEPC GLOBAL EQTY CIT GLOBAL TRUST COMPANY · EIN 86-6497312 / PN 001 | Common Collective Trust | $21.4M | 5.6% |
| STATE ST RUSSELL 1000R INDX NL FUND STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 123 | Common Collective Trust | $21.3M | 5.6% |
| NEPC EMERGING MARKETS EQTY CIT GLOBAL TRUST COMPANY · EIN 86-6497312 / PN 002 | Common Collective Trust | $19.5M | 5.1% |
| NON-US ALL CAP EQUITY FD USD HEDGED ACADIAN ASSET MANAGEMENT LLC · EIN 04-2929221 / PN 016 | Common Collective Trust | $19.2M | 5.0% |
| NEPC US SMALL CAP EQUITY CIT GLOBAL TRUST COMPANY · EIN 86-6497312 / PN 004 | Common Collective Trust | $15.3M | 4.0% |
| SS 20 YEAR US TREAS STRIPS INDEX STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 169 | Common Collective Trust | $7.1M | 1.9% |