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.
Taft-Hartley plan
Wisconsin Laborers' Pension Fund
Taft-Hartley planDeforest, WI
Assets
$1.1B
Total assets, Aug 31, 2025 reported
Funded
101.2%
Sep 1, 2024
Private markets target
n/a
policy Aug 31, 2025
Commitments
32
none on the tape
Plan sponsor: Trustees of Wisconsin Laborers' Pension Fund
Allocation policy
Form 5500, as of Aug 31, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 0.5%
- Non-interest-bearing cash 0.9%
- Corporate debt instruments (other) 8.5%
- U.S. Government securities 2.4%
- Partnership/joint venture interests 20.5%
- 103-12 investment entities 8.5%
- Common/collective trusts 48.3%
- Registered investment companies 1.5%
- Common stock 3.8%
- Real estate (other than employer real property) 4.2%
Consultants and advisers
5 firms
- Marquette Associates Inc. Investment adviser (plan)through Aug 31, 2023 Form 5500
- Proxy Vote Plus Investment adviser (plan)through Aug 31, 2023 Form 5500
- Segal Actuarythrough Aug 31, 2023 Form 5500
- Northern Trust Co. Custodianthrough Aug 31, 2023 Form 5500
- Segal Consulting Actuarythrough Aug 31, 2023 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
7 managers on the commitment tape
From the plan’s own commitment disclosures
- Northern Trust Collective Eafe Inde10 rows, latest Aug 31, 2025
- Great Gray Trust Company3 rows, latest Aug 31, 2025
- Sierra Investmetn Partners, Inc.3 rows, latest Aug 31, 2025
- Parametric Defensive Equity Fund3 rows, latest Aug 31, 2025
- Ullico Investment Advisors3 rows, latest Aug 31, 2025
- Proloan Bond Fund3 rows, latest Aug 31, 2025
- West Tower Group LLC1 rows, latest Aug 31, 2024
From Schedule C (investment management, code 28)
- National Investment Svcs of Amerplan years 2024
- Loomis Saylesplan years 2023
- Segall Bryant & Hamill LLCplan years 2023
- Sierra Investment Partners Inc.plan years 2023
- Mesirow Financial, Incplan years 2023
- Mellon Investments Corporationplan years 2023
Commitments
32 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Aug 31, 2025 | Afl-Cio Building Investment Trustcollective trust | Great Gray Trust Company | Pooled vehicles | $26.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Aug 31, 2025 | NIS Core Fixed Income Qp Fund, LLCcollective trust | National Investment Services | Fixed income | $88.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Aug 31, 2025 | NIS High Yield Qp Fund, LLCcollective trust | National Investment Services | Fixed income | $6.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Aug 31, 2025 | Ntgi Collective Labor Select Dailycollective trust | Northern Trust Collective Eafe Inde | Pooled vehicles | $271M held | Disclosed holding | askebsa.dol.gov | |
| as of Aug 31, 2025 | NT Collective All Country World Ex-collective trust | Northern Trust Collective Eafe Inde | Pooled vehicles | $127M held | Disclosed holding | askebsa.dol.gov | |
| as of Aug 31, 2025 | Ntgi Collective Bond Index Fundcollective trust | Northern Trust Collective Eafe Inde | Fixed income | $16.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Aug 31, 2025 | Sierra Franklin Eafe Plus Equity Trcollective trust | Sierra Investmetn Partners, Inc. | Public equity | $16.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Aug 31, 2025 | Parametric Defensive Equity Fund103 12 ie | Parametric Defensive Equity Fund | Public equity | $57.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Aug 31, 2025 | Ullico Infrastructure Tax Exempt Fu103 12 ie | Ullico Investment Advisors | Infrastructure | $20.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Aug 31, 2025 | Proloan Bond Fund LLC103 12 ie | Proloan Bond Fund | Fixed income | $20.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Aug 31, 2024 | Afl-Cio Building Investment Trustcollective trust | Great Gray Trust Company | Pooled vehicles | $25.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Aug 31, 2024 | NIS Core Fixed Income Qp Fund, LLCcollective trust | National Investment Services | Fixed income | $85.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Aug 31, 2024 | NIS High Yield Qp Fund, LLCcollective trust | National Investment Services | Fixed income | $5.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Aug 31, 2024 | Ntgi Collective Labor Select Dailycollective trust | Northern Trust Collective Eafe Inde | Pooled vehicles | $251M held | Disclosed holding | askebsa.dol.gov | |
| as of Aug 31, 2024 | NT Collective All Country World Ex-collective trust | Northern Trust Collective Eafe Inde | Pooled vehicles | $119M held | Disclosed holding | askebsa.dol.gov | |
| as of Aug 31, 2024 | Ntgi Collective Bond Index Fundcollective trust | Northern Trust Collective Eafe Inde | Fixed income | $20.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Aug 31, 2024 | Sierra Franklin Eafe Plus Equity Trcollective trust | Sierra Investmetn Partners, Inc. | Public equity | $17.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Aug 31, 2024 | Parametric Defensive Equity Fund103 12 ie | Parametric Defensive Equity Fund | Public equity | $52.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Aug 31, 2024 | Ullico Infrastructure Tax Exempt Fu103 12 ie | Ullico Investment Advisors | Infrastructure | $18.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Aug 31, 2024 | Private Advisors Secondary Fund V L103 12 ie | West Tower Group LLC | Private equity | $14.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Aug 31, 2024 | Proloan Bond Fund LLC103 12 ie | Proloan Bond Fund | Fixed income | $19.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Aug 31, 2023 | Afl-Cio Building Investment Trustcollective trust | Great Gray Trust Company | Pooled vehicles | $27.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Aug 31, 2023 | NT Coll Dev Int'l Small Cap Index Fcollective trust | Northern Trust Collective Eafe Inde | Public equity | $13.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Aug 31, 2023 | NIS Core Fixed Income Qp Fund, LLCcollective trust | National Investment Services | Fixed income | $45.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Aug 31, 2023 | NT Collective All Country World Ex-collective trust | Northern Trust Collective Eafe Inde | Pooled vehicles | $93.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Aug 31, 2023 | Ntgi Collective Bond Index Fundcollective trust | Northern Trust Collective Eafe Inde | Fixed income | $24.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Aug 31, 2023 | Sierra Franklin Eafe Plus Equity Trcollective trust | Sierra Investmetn Partners, Inc. | Public equity | $15.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Aug 31, 2023 | Parametric Defensive Equity Fund103 12 ie | Parametric Defensive Equity Fund | Public equity | $52.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Aug 31, 2023 | Ullico Infrastructure Tax Exempt Fu103 12 ie | Ullico Investment Advisors | Infrastructure | $17.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Aug 31, 2023 | Collective Intermed Govt Credit Bndcollective trust | Northern Trust Collective Eafe Inde | Private credit | $220M held | Disclosed holding | askebsa.dol.gov | |
| as of Aug 31, 2023 | NIS High Yield Qp Fund, LLCcollective trust | National Investment Services | Fixed income | $3.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Aug 31, 2023 | Proloan Bond Fund LLC103 12 ie | Proloan Bond Fund | Fixed income | $17.9M held | Disclosed holding | askebsa.dol.gov |
Size and funding
30 readings
Form 5500 filings
3 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Aug 31, 2025 | 11,145 | n/a | n/a | n/a | $1.1B | $234M | n/a | $47.7M |
| 2023 to Aug 31, 2024 | 10,991 | n/a | n/a | n/a | $1.1B | $192M | n/a | $46.7M |
| 2022 to Aug 31, 2023 | 10,836 | n/a | n/a | n/a | $950M | $195M | n/a | $48.6M |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- BPA of Wisconsin codes 13 $443,818 PY2024
- Loomis, Sayles & Co codes 28 68 $421,871 PY2024
- The Segal Company codes 11 $251,783 PY2024
- National Investment Services codes 28 51 $193,956 PY2024
- Segall, Bryant & Hamill codes 28 51 $185,556 PY2024
- Mellon Investments Corp codes 28 $151,938 PY2024
- Marquette Associates Inc codes 27 $131,746 PY2024
- Sierra Investment Partners codes 28 51 $119,554 PY2024
- Mesirow Financial codes 28 51 $102,762 PY2024
- The Previant Law Firm, S.C. codes 29 $96,637 PY2024
- Northern Trust codes 19 $57,583 PY2024
- Ccsap codes 10 $40,350 PY2024
- Reinhart Boerner van Deuren S.C codes 29 $35,258 PY2024
- Calibre CPA Group, PLLC codes 10 $30,500 PY2024
- Segal Select Insurance codes 53 PY2024
- Afl-Cio Building Investment Trust Sched. D C $26.9M PY2024
- NIS Core Fixed Income Qp Fund Sched. D C $88.2M PY2024
- NIS High Yield Qp Fund Sched. D C $6.3M PY2024
- NT Labor Sel Coll Russell 3000 Ind Sched. D C $271M PY2024
- NT Collective All Country World Sched. D C $127M PY2024
- NT Collective Aggregate Bond Index Sched. D C $16.8M PY2024
- Sierra Franklin Non-Us Equity Trust Sched. D C $16.8M PY2024
- Parametric Defensive Equity Fund Ll Sched. D E $57.2M PY2024
- Ullico Infrastructure Tax Exempt Fu Sched. D E $20.1M PY2024
- Proloan Bond Fund Sched. D E $20.1M PY2024
- Private Advisors Secondary Fund V L Sched. D E PY2024
- Segal Consulting codes 11 PY2024
- BPA of Wisconsin codes 13 $423,976 PY2023
- Loomis, Sayles & Co codes 28 68 $268,615 PY2023
- Segall, Bryant & Hamill codes 28 51 $190,385 PY2023
- The Segal Company codes 11 $188,953 PY2023
- Mellon Investments Corp codes 28 $168,277 PY2023
- National Investment Services codes 28 51 $155,552 PY2023
- Mesirow Financial codes 28 51 $129,041 PY2023
- Marquette Associates Inc codes 27 $128,265 PY2023
- Northern Trust codes 19 $120,295 PY2023
- Sierra Investment Partners codes 28 51 $103,623 PY2023
- The Previant Law Firm, S.C. codes 29 $55,369 PY2023
- Reinhart Boerner van Deuren S.C codes 29 $49,577 PY2023
- Ccsap codes 10 $40,350 PY2023
- Calibre CPA Group, PLLC codes 10 $30,000 PY2023
- Medical Review Institute of America codes 49 $6,802 PY2023
- Ullico Infrastructure Tax Exempt Fu Sched. D E $18.6M PY2023
- Private Advisors Secondary Fund V L Sched. D E $14.0M PY2023
- Proloan Bond Fund Sched. D E $19.4M PY2023
- NT Coll Intm Govt/credit Bond Index Sched. D C PY2023
- Afl-Cio Building Investment Trust Sched. D C $25.9M PY2023
- NIS Core Fixed Income Qp Fund Sched. D C $85.1M PY2023
- NIS High Yield Qp Fund Sched. D C $5.9M PY2023
- NT Coll Dev Int'l Small Cap Index F Sched. D C PY2023
- NT Labor Sel Coll Russell 3000 Ind Sched. D C $251M PY2023
- NT Collective All Country World Sched. D C $119M PY2023
- NT Collective Aggregate Bond Index Sched. D C $20.2M PY2023
- Sierra Franklin Non-Us Equity Trust Sched. D C $17.5M PY2023
- Parametric Defensive Equity Fund Ll Sched. D E $52.7M PY2023
- Segal Consulting codes 11 PY2023
- BPA of Wisconsin codes 13 $399,900 PY2022
- Loomis, Sayles & Co codes 28 68 $323,576 PY2022
- Mellon Investments Corp codes 28 $245,369 PY2022
- Segall, Bryant & Hamill codes 28 51 $225,892 PY2022
- The Segal Company codes 11 $170,115 PY2022
- Sierra Investment Partners codes 28 51 $158,212 PY2022
- Mesirow Financial codes 28 51 $128,360 PY2022
- Marquette Associates Inc codes 27 $121,333 PY2022
- Northern Trust codes 19 $110,829 PY2022
- The Previant Law Firm, S.C. codes 29 $43,003 PY2022
- Ccsap codes 10 $40,350 PY2022
- Reinhart Boerner van Deuren S.C codes 29 $34,350 PY2022
- Calibre CPA Group, PLLC codes 10 $30,000 PY2022
- Proxy Vote Plus codes 27 $6,000 PY2022
- Segal Select Insurance codes 53 PY2022
- Afl-Cio Building Investment Trust Sched. D C $27.8M PY2022
- NT Coll Dev Int'l Small Cap Index F Sched. D C $13.8M PY2022
- NT Coll S&p 400 Index Fund Sched. D C PY2022
- NIS Core Fixed Income Qp Fund Sched. D C $45.9M PY2022
- NT Collective All Country World Sched. D C $93.7M PY2022
- NT Collective Aggregate Bond Index Sched. D C $24.1M PY2022
- Sierra Franklin Non-Us Equity Trust Sched. D C $15.4M PY2022
- Parametric Defensive Equity Fund Ll Sched. D E $52.6M PY2022
- Ullico Infrastructure Tax Exempt Fu Sched. D E $17.3M PY2022
What changed
11 events
- Aug 31, 2025Holding endedinferenceWisconsin Laborers' Pension Fund no longer reports Private Advisors Secondary Fund V L (West Tower Group LLC) (last held $14M at 2024-08-31; absent from the 2025-08-31 filing)with West Tower Group LLCaskebsa.dol.gov
- Sep 1, 2024Funded status changedWisconsin Laborers' Pension Fund funded ratio 96.7% -> 101.2% (2023-09-01 to 2024-09-01)
- Sep 1, 2024Assets changedWisconsin Laborers' Pension Fund plan assets $949M -> $1.1B (+11.4%, 2023-09-01 to 2024-09-01)
- Aug 31, 2024Holding endedinferenceWisconsin Laborers' Pension Fund no longer reports Collective Intermed Govt Credit Bnd (Northern Trust Collective Eafe Inde) (last held $220M at 2023-08-31; absent from the 2024-08-31 filing)with Northern Trust Collective Eafe Indeaskebsa.dol.gov
- Aug 31, 2024Holding startedWisconsin Laborers' Pension Fund first reports an interest in Private Advisors Secondary Fund V L (West Tower Group LLC): $14M at 2024-08-31with West Tower Group LLCaskebsa.dol.gov
- Aug 31, 2024Holding startedWisconsin Laborers' Pension Fund first reports an interest in Ntgi Collective Labor Select Daily (Northern Trust Collective Eafe Inde): $251M at 2024-08-31with Northern Trust Collective Eafe Indeaskebsa.dol.gov
- Aug 31, 2024Holding endedinferenceWisconsin Laborers' Pension Fund no longer reports NT Coll Dev Int'l Small Cap Index F (Northern Trust Collective Eafe Inde) (last held $14M at 2023-08-31; absent from the 2024-08-31 filing)with Northern Trust Collective Eafe Indeaskebsa.dol.gov
- Aug 31, 2024Assets changedWisconsin Laborers' Pension Fund total assets $950M -> $1.1B (+11.4%, 2023-08-31 to 2024-08-31)
- Dec 31, 2023Consultant changedinferenceProxy Vote Plus no longer appears on Wisconsin Laborers' Pension Fund's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with Proxy Vote Plusaskebsa.dol.gov
- Dec 31, 2023Manager relationship startedNational Investment Services appears on Wisconsin Laborers' Pension Fund's Schedule C as investment manager (plan year 2023 vs 2022)with National Investment Svcs of Ameraskebsa.dol.gov
- Sep 1, 2023Funded status changedWisconsin Laborers' Pension Fund funded ratio 93.8% -> 96.7% (2022-09-01 to 2023-09-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 396198530-001
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.