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.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
Corporate pension
A••••••• W•••• H••••• C•••••• P•••••• P••• f•• t•• J•••••• C•••• T•••••••• M••••••••• B••••••••• U•••
Corporate pensionMilwaukee, WI
Assets
$18.6M
Total assets, Dec 31, 2024 reported
Funded
137.1%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: A••• S•••• C•••••••••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 0.8%
- Corporate debt instruments (preferred) 40.1%
- U.S. Government securities 35.2%
- Partnership/joint venture interests 4.5%
- Registered investment companies 6.4%
- Common stock 12.5%
Consultants and advisers
2 firms
- A•• Actuarythrough Dec 31, 2023 Form 5500
- A•• C••••••••• I••• Actuarythrough Dec 31, 2023 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
3 managers on Schedule C
From Schedule C (investment management, code 28)
- M•••••••• A••••••••• I•••plan years 2023
- S•• M•••••••••plan years 2023
- N••• I••••••••• A•••••••plan years 2023
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
20 readings
Form 5500 filings
2 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 734 | $20.3M | $15.8M | 137.1% | $18.6M | $835,391 | n/a | n/a |
| 2023 to Dec 31, 2023 | 784 | $19.8M | $13.8M | 157.6% | $20.3M | $2.3M | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- A•• C••••••••• I••• codes 11 16 $121,392 PY2024
- A••• S•••• C••••••••• codes 14 $82,121 PY2024
- Naviantgroup, LLC codes 13 $43,281 PY2024
- SUN Life Capital Management U.S. codes 28 $36,398 PY2024
- M•••••••• Associates codes 28 $35,000 PY2024
- Reilly, Penner & Benton LLP codes 10 $27,500 PY2024
- N••• I••••••••• A••••••• codes 28 $10,000 PY2024
- Automatic Data Processing codes 49 $9,266 PY2024
- A•• C••••••••• I••• codes 11 PY2024
- A•• C••••••••• I••• codes 11 16 $104,822 PY2023
- M•••••••• Associates codes 28 $35,000 PY2023
- A••• S•••• C••••••••• codes 49 $32,840 PY2023
- Sun Life Capital Management U.S. codes 28 $25,059 PY2023
- N••• I••••••••• A••••••• codes 28 $22,278 PY2023
- Foley & Lardner codes 29 $6,775 PY2023
- Automatic Data Processing codes 14 $5,987 PY2023
- A•• C••••••••• I••• codes 11 PY2023
What changed
1 events
- Jan 1, 2024Funded status changedA••••••• W•••• H••••• C•••••• P•••••• P••• f•• t•• J•••••• C•••• T•••••••• M••••••••• B••••••••• U••• funded ratio 157.6% -> 137.1% (2023-01-01 to 2024-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 390619790-019
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.