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.

Corporate pension

Alliant Energy Cash Balance Pension Plan

Corporate pensionMadison, WI
Assets
$226M
Total assets, Dec 31, 2024 reported
Funded
92.3%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: Principal Custody Solutions
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 2.5%
  • Insurance company general account 0.0%
  • Master trust investment accounts 93.1%
  • Registered investment companies 2.4%
Consultants and advisers
4 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
9 managers on Schedule C
From Schedule C (investment management, code 28)
Commitments
No fund commitments are on the tape for this allocator. The tape holds the plans that publish their own private-markets reports; a plan that publishes one and is not here is a gap we can close.
Size and funding
31 readings
Total assets
$226M Dec 31, 2024 reported Form 5500
$232M (2023-12) · $232M (2022-12)
Plan assets
$219M Jan 1, 2024 reported Form 5500
$217M (2023-01) · $308M (2022-01)
Net assets
$226M Dec 31, 2024 reported Form 5500
$232M (2023-12) · $232M (2022-12)
Funded ratio
92.3% Jan 1, 2024 reported Form 5500
87.9% (2023-01) · 106.5% (2022-01)
Funding target
$253M Jan 1, 2024 reported Form 5500
$264M (2023-01) · $270M (2022-01)
Discount rate
5.04% Jan 1, 2024 reported Form 5500
5.16% (2023-01) · 5.33% (2022-01)
Participants
2,228 Jan 1, 2024 reported Form 5500
2,299 (2023-01) · 2,390 (2022-01)
Contributions
$5.5M Dec 31, 2024 reported Form 5500
Benefits paid
$22.4M Dec 31, 2024 reported Form 5500
$23.6M (2023-12) · $28.0M (2022-12)
Net investment income
$-3.9M Dec 31, 2024 reported Form 5500
$2.7M (2023-12) · $-94.8M (2022-12)
Investment management fees
$295,249 Dec 31, 2024 reported Form 5500
$550,024 (2023-12) · $637,333 (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 20242,228$219M$253M92.3%$226Mn/a$210Mn/a
2023 to Dec 31, 20232,299$217M$264M87.9%$232Mn/a$218Mn/a
2022 to Dec 31, 20222,390$308M$270M106.5%$232Mn/a$225Mn/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
7 events
  • Dec 31, 2024Manager relationship endedinference
    Rhumbline Advisors no longer appears on Alliant Energy Cash Balance Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with Rhumbline Advisers Corpaskebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    Nepc, LLC no longer appears on Alliant Energy Cash Balance Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with Nepc, LLCaskebsa.dol.gov
  • Jan 1, 2024Funded status changed
    Alliant Energy Cash Balance Pension Plan funded ratio 87.9% -> 92.2% (2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Dec 31, 2023Manager relationship started
    AON Investment USA appears on Alliant Energy Cash Balance Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with AON Investments USA Incaskebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    Wellington Trust Company, Na no longer appears on Alliant Energy Cash Balance Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with Wellington Trust Companyaskebsa.dol.gov
  • Jan 1, 2023Funded status changed
    Alliant Energy Cash Balance Pension Plan funded ratio 106.5% -> 87.9% (2022-01-01 to 2023-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    Alliant Energy Cash Balance Pension Plan plan assets $308M -> $217M (-29.5%, 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 391914946-001
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.