STATE OF MICHIGAN RETIREMENT SYSTEM

All 13F Filings

Location
East Lansing, MI
Most recent 13F
Q4 2025
Holdings value ($000)
20,565,040
Description
East Lansing Michigan based institutional pension allocator with an independent operating structure and a pragmatic and allocation disciplined investment mandate. The approach emphasizes model based security selection, asset liability coordination, and durable growth thesis development for retirement liability driven portfolios. The process prioritizes downside control, mandate clarity, and consistent execution standards through liquidity aware implementation and decision traceability.
Founded
Chairman
CEO
All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q4 2025 1/29/2026 935 20,565,040 13F-HR STATE OF MICHIGAN RETIREMENT SYSTEM
Q3 2025 11/5/2025 944 20,808,704 13F-HR STATE OF MICHIGAN RETIREMENT SYSTEM
Q2 2025 8/5/2025 944 19,313,747 13F-HR STATE OF MICHIGAN RETIREMENT SYSTEM
Q1 2025 4/30/2025 944 17,335,270 13F-HR STATE OF MICHIGAN RETIREMENT SYSTEM
Q4 2024 2/6/2025 951 19,235,425 13F-HR STATE OF MICHIGAN RETIREMENT SYSTEM
Q3 2024 11/4/2024 950 20,165,853 13F-HR STATE OF MICHIGAN RETIREMENT SYSTEM
Q2 2024 7/26/2024 950 19,458,199 13F-HR STATE OF MICHIGAN RETIREMENT SYSTEM
Q1 2024 4/18/2024 955 18,601,829 13F-HR STATE OF MICHIGAN RETIREMENT SYSTEM
Q4 2023 1/23/2024 958 16,807,846 13F-HR STATE OF MICHIGAN RETIREMENT SYSTEM
Q3 2023 10/27/2023 964 15,459,346 13F-HR STATE OF MICHIGAN RETIREMENT SYSTEM
Q2 2023 7/26/2023 969 16,203,533 13F-HR STATE OF MICHIGAN RETIREMENT SYSTEM
Q1 2023 4/28/2023 968 15,210,523 13F-HR STATE OF MICHIGAN RETIREMENT SYSTEM
Q4 2022 1/27/2023 967 14,351,547 13F-HR STATE OF MICHIGAN RETIREMENT SYSTEM
Q3 2022 10/24/2022 966 13,611,727 13F-HR STATE OF MICHIGAN RETIREMENT SYSTEM
Q2 2022 8/8/2022 970 14,591,437 13F-HR STATE OF MICHIGAN RETIREMENT SYSTEM
Q1 2022 5/4/2022 948 17,284,709 13F-HR STATE OF MICHIGAN RETIREMENT SYSTEM
Q4 2021 1/27/2022 975 19,077,334 13F-HR STATE OF MICHIGAN RETIREMENT SYSTEM
Q3 2021 10/27/2021 975 17,584,048 13F-HR STATE OF MICHIGAN RETIREMENT SYSTEM
Q2 2021 7/27/2021 969 17,035,252 13F-HR STATE OF MICHIGAN RETIREMENT SYSTEM
Q1 2021 7/27/2021 975 15,815,389 13F-HR/A - RESTATEMENT STATE OF MICHIGAN RETIREMENT SYSTEM
Q1 2021 5/3/2021 919 15,029,587 13F-HR STATE OF MICHIGAN RETIREMENT SYSTEM
Q4 2020 7/27/2021 963 14,653,034 13F-HR/A - RESTATEMENT STATE OF MICHIGAN RETIREMENT SYSTEM
Q4 2020 2/1/2021 942 14,469,864 13F-HR STATE OF MICHIGAN RETIREMENT SYSTEM
Q3 2020 10/26/2020 956 12,578,966 13F-HR STATE OF MICHIGAN RETIREMENT SYSTEM
Q2 2020 7/29/2020 931 11,412,762 13F-HR STATE OF MICHIGAN RETIREMENT SYSTEM
Q1 2020 5/1/2020 943 9,069,438 13F-HR/A - RESTATEMENT STATE OF MICHIGAN RETIREMENT SYSTEM
Q1 2020 4/28/2020 943 201,724 13F-HR STATE OF MICHIGAN RETIREMENT SYSTEM
Q4 2019 1/24/2020 947 12,100,175 13F-HR STATE OF MICHIGAN RETIREMENT SYSTEM
Q2 2014 8/6/2014 952 14,297,187 13F-HR STATE TREASURER STATE OF MICHIGAN
Q1 2014 5/6/2014 953 13,315,446 13F-HR STATE TREASURER STATE OF MICHIGAN
Q4 2013 2/7/2014 948 13,088,494 13F-HR STATE TREASURER STATE OF MICHIGAN
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 20.19 M 98.2% 0 209.3 K -209.3 K
ETFs 364.8 K 1.8% 0 34.85 K -34.85 K
Other 8.951 K 0.0% 459 0 459
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Fund Snapshot

Q4 2025
Latest filed
1/29/2026
Total value ($000)
20,565,040
Holdings
935
QoQ value change ($000)
-243,664 (-1.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.