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

The Wicor Americas Group Pension Plan

Corporate pensionST. Johnsbury, VT
Assets
$11.4M
Total assets, Dec 31, 2025 reported
Funded
82.1%
Jan 1, 2025
Private markets target
n/a
policy Dec 31, 2025
Commitments
22
none on the tape
Plan sponsor: Wicor Americas, Inc.
Allocation policy
Form 5500, as of Dec 31, 2025
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 4.5%
  • Corporate debt instruments (preferred) 67.7%
  • Pooled separate accounts 13.2%
  • Registered investment companies 12.2%
Consultants and advisers
2 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on the commitment tape
From the plan’s own commitment disclosures
Commitments
22 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2025Prudential Short-Termseparate accountPrudential Retirement & Annuity InsCash$42,785 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2025Dryden S&p 500 Indexseparate accountPrudential Retirement & Annuity InsPooled vehicles$363,383 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2025Mid Cap Value/robeco Fundseparate accountPrudential Retirement & Annuity InsPooled vehicles$161,350 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2025Columbia Dividend Val Ispseparate accountPrudential Retirement & Annuity InsPooled vehicles$319,693 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2025Large Cap Growth/jp Morganseparate accountPrudential Retirement & Annuity InsPublic equity$320,567 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2025Prudential Total Return Bondsacollective trustPrudential Retirement & Annuity InsPooled vehicles$300,407 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Prudential Short-Termseparate accountPrudential Retirement & Annuity InsCash$107,043 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Dryden S&p 500 Indexseparate accountPrudential Retirement & Annuity InsPooled vehicles$195,302 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Mid Cap Value/robeco Fundseparate accountPrudential Retirement & Annuity InsPooled vehicles$85,190 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Columbia Dividend Val Ispseparate accountPrudential Retirement & Annuity InsPooled vehicles$174,086 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Large Cap Growth/jp Morganseparate accountPrudential Retirement & Annuity InsPublic equity$180,605 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Prudential Total Return Bondsacollective trustPrudential Retirement & Annuity InsPooled vehicles$179,651 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prudential Short-Termseparate accountPrudential Retirement & Annuity InsCash$107,199 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Large Cap Growth III Fdseparate accountPrudential Retirement & Annuity InsPublic equity$301,380 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Dryden S&p 500 Indexseparate accountPrudential Retirement & Annuity InsPooled vehicles$244,205 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Mid Cap Value/robeco Fundseparate accountPrudential Retirement & Annuity InsPooled vehicles$112,146 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Columbia Dividend Val Ispseparate accountPrudential Retirement & Annuity InsPooled vehicles$298,622 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prudential Short-Termseparate accountPrudential Retirement & Annuity InsCash$218,099 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Large Cap Growth III Fdseparate accountPrudential Retirement & Annuity InsPublic equity$380,664 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Dryden S&p 500 Indexseparate accountPrudential Retirement & Annuity InsPooled vehicles$317,005 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Mid Cap Value/robeco Fundseparate accountPrudential Retirement & Annuity InsPooled vehicles$148,962 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Columbia Dividend Val Ispseparate accountPrudential Retirement & Annuity InsPooled vehicles$397,658 heldDisclosed holdingaskebsa.dol.gov
Size and funding
42 readings
Total assets
$11.4M Dec 31, 2025 reported Form 5500
$11.5M (2024-12) · $12.3M (2023-12) · $12.0M (2022-12)
Plan assets
$11.5M Jan 1, 2025 reported Form 5500
$12.3M (2024-01) · $12.0M (2023-01) · $17.1M (2022-01)
Net assets
$11.5M Dec 31, 2025 reported Form 5500
$11.5M (2024-12) · $12.3M (2023-12) · $12.0M (2022-12)
Funded ratio
82.1% Jan 1, 2025 reported Form 5500
90.9% (2024-01) · 88.6% (2023-01) · 109.9% (2022-01)
Funding target
$14.1M Jan 1, 2025 reported Form 5500
$14.7M (2024-01) · $14.9M (2023-01) · $14.9M (2022-01)
Discount rate
5.34% Jan 1, 2025 reported Form 5500
5.05% (2024-01) · 5.19% (2023-01) · 5.37% (2022-01)
Participants
197 Jan 1, 2025 reported Form 5500
201 (2024-01) · 206 (2023-01) · 210 (2022-01)
Contributions
$199,500 Dec 31, 2025 reported Form 5500
$199,600 (2024-12) · $165,000 (2023-12)
Benefits paid
$1.2M Dec 31, 2025 reported Form 5500
$1.1M (2024-12) · $1.1M (2023-12) · $1.6M (2022-12)
Net investment income
$-65,862 Dec 31, 2025 reported Form 5500
$-757,030 (2024-12) · $277,674 (2023-12) · $-5.1M (2022-12)
Investment management fees
$18,000 Dec 31, 2025 reported Form 5500
$18,475 (2024-12) · $66,021 (2022-12)
Form 5500 filings
4 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2025 to Dec 31, 2025197$11.5M$14.1M82.1%$11.4Mn/an/an/a
2024 to Dec 31, 2024201$12.3M$14.7M90.9%$11.5Mn/an/an/a
2023 to Dec 31, 2023206$12.0M$14.9M88.6%$12.3Mn/an/an/a
2022 to Dec 31, 2022210$17.1M$14.9M109.9%$12.0Mn/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Empower Annuity Insurance Company codes 13 15 $26,284 PY2025
  • Pgim Short Term Sched. D P $42,785 PY2025
  • Dryden S&p 500 Index Sched. D P $363,383 PY2025
  • Mid Cap Value/mng Boston Partners Sched. D P $161,350 PY2025
  • Columbia Dividend Val Isp Sched. D P $319,693 PY2025
  • Large Cap Growth/jp Morgan Sched. D P $320,567 PY2025
  • Pgim Total Return Bond Sched. D C $300,407 PY2025
  • HUB International codes 11 PY2025
  • Empower Annuity Insurance Company codes 13 15 $20,711 PY2024
  • Global Retirement Partners LLC codes 27 $2,088 PY2024
  • Prudential Total Return Bond Sched. D C $179,651 PY2024
  • Prudential Short-Term Sched. D P $107,043 PY2024
  • T. Rowe Price Growth Stock Stgy Sched. D P PY2024
  • Dryden S&p 500 Index Sched. D P $195,302 PY2024
  • MID Cap Value/robeco Sched. D P $85,190 PY2024
  • Columbia Dividend Val Isp Sched. D P $174,086 PY2024
  • Large Cap Growth/jp Morgan Sched. D P $180,605 PY2024
  • HUB International codes 11 PY2024
  • Prudential Retirement Insurance codes 13 15 $26,293 PY2023
  • Global Retirement Partners LLC codes 27 $10,862 PY2023
  • Dryden S&p 500 Index Sched. D P $244,205 PY2023
  • Mid Cap Value/robeco Sched. D P $112,146 PY2023
  • Columbia Dividend Val Isp Sched. D P $298,622 PY2023
  • Prudential Short-Term Sched. D P $107,199 PY2023
  • T. Rowe Price Growth Stock Stgy Sched. D P $301,380 PY2023
  • HUB International codes 11 PY2023
  • Prudential Retirement Insurance codes 13 15 $42,329 PY2022
  • Global Retirement Partners LLC codes 27 $16,903 PY2022
  • Dryden S&p 500 Index Sched. D P $317,005 PY2022
  • Mid Cap Value/robeco Sched. D P $148,962 PY2022
  • Columbia Dividend Val Isp Sched. D P $397,658 PY2022
  • Prudential Short-Term Sched. D P $218,099 PY2022
  • T. Rowe Price Growth Stock Stgy Sched. D P $380,664 PY2022
  • HUB International codes 11 PY2022
What changed
8 events
  • Dec 31, 2025Consultant changedinference
    Global Retirement Partners LLC no longer appears on The Wicor Americas Group Pension Plan's Schedule C as investment adviser (plan) (plan year 2025 vs 2024)
    with Global Retirement Partnersaskebsa.dol.gov
  • Jan 1, 2025Funded status changed
    The Wicor Americas Group Pension Plan funded ratio 90.9% -> 82.1% (2024-01-01 to 2025-01-01)
    askebsa.dol.gov
  • Dec 31, 2024Holding started
    The Wicor Americas Group Pension Plan first reports an interest in Large Cap Growth/jp Morgan (Prudential Retirement & Annuity Ins): $180,605 at 2024-12-31
    with Prudential Retirement & Annuity Insaskebsa.dol.gov
  • Dec 31, 2024Holding endedinference
    The Wicor Americas Group Pension Plan no longer reports Large Cap Growth III Fd (Prudential Retirement & Annuity Ins) (last held $301,380 at 2023-12-31; absent from the 2024-12-31 filing)
    with Prudential Retirement & Annuity Insaskebsa.dol.gov
  • Dec 31, 2024Holding started
    The Wicor Americas Group Pension Plan first reports an interest in Prudential Total Return Bondsa (Prudential Retirement & Annuity Ins): $179,651 at 2024-12-31
    with Prudential Retirement & Annuity Insaskebsa.dol.gov
  • Jan 1, 2024Funded status changed
    The Wicor Americas Group Pension Plan funded ratio 88.6% -> 90.9% (2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Funded status changed
    The Wicor Americas Group Pension Plan funded ratio 109.9% -> 88.6% (2022-01-01 to 2023-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    The Wicor Americas Group Pension Plan plan assets $17M -> $12M (-29.6%, 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 061095018-001
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.