DFX Intelligence

Allocator Intelligence

The capital-owner graph behind private markets. Who owns the capital, who decides, how much, under what policy, on whose advice, to which managers, and what changed, with a source and a date behind every row. A target is never an actual, a disclosed holding is never an approval, and an estimate says so.

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Corporate pension

C•• I••••••••• U••• P•••••• P•••

Corporate pensionRacine, WI
Assets
$156M
Total assets, Dec 31, 2024 reported
Funded
100.6%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
27
none on the tape
Plan sponsor: C••• N•• H•••••• I••••••••• I•••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 5.3%
  • Non-interest-bearing cash 0.6%
  • Common/c••••••••• trusts 94.1%
Consultants and advisers
3 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
5 managers on the commitment tape
From Schedule C (investment management, code 28)
Commitments
27 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024W•• G• L••• C••••• F•••c••••••••• trustT••••• W••••• I••••••••• S••••••••Private credit$41.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024S••• I••••••• U••• G••• B••• I•••c••••••••• trustS•••• S••••• • R•••••• 2•••Fixed income$4.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024S•••• S• L•• U• G••• B• I•• N• F•••c••••••••• trustS•••• S••••• • R•••••• 2•••Pooled vehicles$38.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024T••••••• U••• 2• Y••• K•• R••• D•••c••••••••• trustB••••••••Fixed income$423,673 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024T••••••• U• 1• Y• K•• R••• D•••••••c••••••••• trustB•••••••• I••••••••• T••••Fixed income$1.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024T••••••• U• 1• Y• K•• R••• D•••••••c••••••••• trustB•••••••• I••••••••• T••••Fixed income$1.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024T•• U••• 2•• Y• K•• R••• D•• N• F•c••••••••• trustB••••••••Pooled vehicles$875,645 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024M••• A••• E••••• I•••• N•••••••••c••••••••• trustB•••••••• I••••••••• T••••Public equity$9.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024I••• L••• C•••••••• C••••••••• F•••c••••••••• trustI••• C••••••••• I•••••••••Pooled vehicles$48.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023M••• A••• E••••• I•••• N•••••••••c••••••••• trustB•••••••• I••••••••• T••••Public equity$8.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023I••• L••• C•••••••• C••••••••• F•••c••••••••• trustI••• C••••••••• I•••••••••Pooled vehicles$53.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023W•• G• L••• C••••• F•••c••••••••• trustT••••• W••••• I••••••••• S••••••••Private credit$39.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023S••• I••••••• U••• G••• B••• I•••c••••••••• trustS•••• S••••• • R•••••• 2•••Fixed income$7.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023S•••• S• L•• U• G••• B• I•• N• F•••c••••••••• trustS•••• S••••• • R•••••• 2•••Pooled vehicles$30.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023T••••••• U••• 2• Y••• K•• R••• D•••c••••••••• trustB••••••••Fixed income$2.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023T••••••• U• 1• Y• K•• R••• D•••••••c••••••••• trustB•••••••• I••••••••• T••••Fixed income$1.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023T••••••• U• 1• Y• K•• R••• D•••••••c••••••••• trustB•••••••• I••••••••• T••••Fixed income$3.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023T•• U••• 2•• Y• K•• R••• D•• N• F•c••••••••• trustB••••••••Pooled vehicles$4.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022M••• A••• E••••• I•••• N•••••••••c••••••••• trustB•••••••• I••••••••• T••••Public equity$9.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022I••• L••• C•••••••• C••••••••• F•••c••••••••• trustI••• C••••••••• I•••••••••Pooled vehicles$49.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022W•• G• L••• C••••• F•••c••••••••• trustT••••• W••••• I••••••••• S••••••••Private credit$38.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022S••• I••••••• U••• G••• B••• I•••c••••••••• trustS•••• S••••• • R•••••• 2•••Fixed income$12.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022S•••• S• L•• U• G••• B• I•• N• F•••c••••••••• trustS•••• S••••• • R•••••• 2•••Pooled vehicles$29.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022T••••••• U••• 2• Y••• K•• R••• D•••c••••••••• trustB••••••••Fixed income$929,999 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022T••••••• U• 1• Y• K•• R••• D•••••••c••••••••• trustB•••••••• I••••••••• T••••Fixed income$776,412 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022T••••••• U• 1• Y• K•• R••• D•••••••c••••••••• trustB•••••••• I••••••••• T••••Fixed income$2.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022T•• U••• 2•• Y• K•• R••• D•• N• F•c••••••••• trustB••••••••Pooled vehicles$3.6M heldDisclosed holdingaskebsa.dol.gov
Size and funding
33 readings
Total assets
$156M Dec 31, 2024 reported Form 5500
$161M (2023-12) · $158M (2022-12)
Net assets
$156M Dec 31, 2024 reported Form 5500
$161M (2023-12) · $158M (2022-12)
Funded ratio
100.6% Jan 1, 2024 reported Form 5500
107.8% (2023-01) · 103.9% (2022-01)
Funding target
$138M Jan 1, 2024 reported Form 5500
$127M (2023-01) · $117M (2022-01)
Participants
1,691 Jan 1, 2024 reported Form 5500
1,683 (2023-01) · 1,680 (2022-01)
Contributions
$0 Dec 31, 2024 reported Form 5500
$0 (2023-12) · $0 (2022-12)
Benefits paid
$5.7M Dec 31, 2024 reported Form 5500
$4.0M (2023-12) · $2.9M (2022-12)
Net investment income
$-5.0M Dec 31, 2024 reported Form 5500
$2.8M (2023-12) · $-46.9M (2022-12)
Investment management fees
$373,000 Dec 31, 2024 reported Form 5500
$235,000 (2023-12) · $300,000 (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 20241,691$161M$138M100.6%$156Mn/an/an/a
2023 to Dec 31, 20231,683$158M$127M107.8%$161Mn/an/an/a
2022 to Dec 31, 20221,680$205M$117M103.9%$158Mn/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
3 events
  • Jan 1, 2024Funded status changed
    C•• I••••••••• U••• P•••••• P••• funded ratio 107.8% -> 100.6% (2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Funded status changed
    C•• I••••••••• U••• P•••••• P••• funded ratio 103.9% -> 107.8% (2022-01-01 to 2023-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    C•• I••••••••• U••• P•••••• P••• p••• assets $205M -> $158M (-22.8%, 2022-01-01 to 2023-01-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 391982756-001
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.