DFX Intelligence

1 more adviser

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

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ESG Holdings, LLC Pension Plan

Corporate pension· Milwaukee, Wisconsin

Corporate pension, based in Milwaukee, Wisconsin, reporting $8,135 in assets, for 1,238 participants.

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

As of 2026-09-15 · the latest dated event for this allocator; each figure carries its own filing or report date

Assets: $8,135
Funded ratio: 97.7%

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Open searches Allocation policy

As of 2026-09-15 · the latest dated event for this allocator; each figure carries its own filing or report date

Nothing material in the last 90 days. No dated change on record yet.

1 more adviser

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 $199/month unless canceled.

Relationship network

7 connected entities

From board minutes, annual reports, Form 5500 filings and public records of commitments, consultants and staff in the allocator graph. Commitment amounts are those the allocator disclosed; many are not printed, and none is estimated.

Some relationships on this record are counted rather than named here. They open with the full profile.

Click any name or line for the commitments and sources behind it. Line weight is commitments together; dashed lines are inferred.

Reading the network

Sponsor
Service provider
Organization

›How strength and recency are read

Managers, funds and consultants are read from the commitments: three or more is a strong observed relationship, two a repeat counterparty. No consultant link is marked current on the source, so none is labelled current or former here. Related plans, people and plan service providers are ordered by what the filing shows.

Darker lines were active in the last 24 months or are current; lighter lines are older or undated.

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Size, funding, policy and commitments, with their basesCorporate pensionShow

Corporate pension

Assets

$8,135

Total assets, Nov 30, 2023 reported

Funded

97.7%

Dec 1, 2022

Private markets target

no policy read

policy Nov 30, 2023

Commitments

none on the tape

Plan sponsor: ESG Holdings, LLC

Allocation policy

Form 5500, as of Nov 30, 2023

Actual allocation lines without a target (as filed)

Interest-bearing cash 24.6%
Non-interest-bearing cash 0.0%

Consultants and advisers

4 firms

Deloitte Consulting LLP Pension consultantthrough Nov 30, 2023 Form 5500
Income Research & Mgmt. Inc. Investment adviser (plan)through Nov 30, 2023 Form 5500
Asset Consulting Group Pension consultantthrough Nov 30, 2023 Form 5500

+1 more consultant or adviser advise this allocator

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

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

People

No investment staff or executives have been read for this allocator yet.

Manager roster

No manager relationship is on the tape for this allocator.

What changed

No dated events yet.

Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.

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

11 readings

Total assets

$8,135 Nov 30, 2023 reported Form 5500

Plan assets

$63.0M Dec 1, 2022 reported Form 5500

Net assets

$0 Nov 30, 2023 reported Form 5500

Funded ratio

97.7% Dec 1, 2022 reported Form 5500

Funding target

$60.6M Dec 1, 2022 reported Form 5500

Discount rate

5.35% Dec 1, 2022 reported Form 5500

Participants

1,238 Dec 1, 2022 reported Form 5500

Contributions

$0 Nov 30, 2023 reported Form 5500

Benefits paid

$61.6M Nov 30, 2023 reported Form 5500

Net investment income

-$61.7M Nov 30, 2023 reported Form 5500

Investment management fees

$62,655 Nov 30, 2023 reported Form 5500

Form 5500 filings

1 plan years

Plan year	Participants	Assets (SB market)	Funding target	FTAP	Total assets (H)	Partnerships / JV	Master trust	Real estate
2022 to Nov 30, 2023	1,238	$63.0M	$60.6M	97.7%	$8,135	$0	Not disclosed	Not disclosed

Service providers and investment entities as filed (Schedule C and D, latest year first)

Milliman codes 11 50 $116,361 PY2022
Foley & Lardner LLP codes 29 50 $81,689 PY2022
Deloitte Consulting LLP codes 17 50 $75,000 PY2022

+4 more service providers

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

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

Provenance

Identifiers: EIN-PN 383926387-001

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.

Not yet on record: fund commitments, managers.

›Connections

every published relationship on the graph

+5 connections on the graph

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.