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
Wisconsin Alumni Research Foundation Pension Plan
Corporate pensionMadison, WI
Assets
$48.5M
Total assets, Jun 30, 2025 reported
Funded
118.1%
Jul 1, 2024
Private markets target
n/a
policy Jun 30, 2025
Commitments
0
none on the tape
Plan sponsor: Wisconsin Alumni Research Foundation
Allocation policy
Form 5500, as of Jun 30, 2025
Actual allocation lines without a target (as filed)
- Registered investment companies 99.9%
Consultants and advisers
4 firms
- Futureplan by Ascensus Actuarythrough Jun 30, 2025 Form 5500
- Midwest Institutional Trust Company Custodianthrough Jun 30, 2024 Form 5500
- Newport Group, Inc Actuarythrough Jun 30, 2023 Form 5500
- BMO Harris Bank, N.A. Custodianthrough Jun 30, 2023 Form 5500
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.
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
33 readings
Investment management fees
$30,489 (2024-06) · $24,441 (2023-06)
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 Jun 30, 2025 | 176 | $42.2M | $35.7M | 118.1% | $48.5M | n/a | n/a | n/a |
| 2023 to Jun 30, 2024 | 174 | $36.5M | $31.9M | 114.5% | $42.2M | n/a | n/a | n/a |
| 2022 to Jun 30, 2023 | 176 | $32.4M | $29.4M | 110.0% | $36.5M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Midwest Institutional Trust Co codes 10 12 18 21 28 50 51 $34,125 PY2024
- Futureplan by Ascensus codes 11 PY2024
- Midwest Institutional Trust Co codes 10 12 18 21 28 50 51 $30,489 PY2023
- Newport codes 11 PY2023
- BMO Harris Bank N.A. codes 10 12 18 21 28 50 51 $24,441 PY2022
- Newport codes 11 PY2022
What changed
8 events
- Jun 30, 2025Assets changedWisconsin Alumni Research Foundation Pension Plan total assets $42M -> $48M (+14.9%, 2024-06-30 to 2025-06-30)
- Jul 1, 2024Funded status changedWisconsin Alumni Research Foundation Pension Plan funded ratio 114.5% -> 118.1% (2023-07-01 to 2024-07-01)
- Jul 1, 2024Assets changedWisconsin Alumni Research Foundation Pension Plan plan assets $37M -> $42M (+15.5%, 2023-07-01 to 2024-07-01)
- Jun 30, 2024Assets changedWisconsin Alumni Research Foundation Pension Plan total assets $37M -> $42M (+15.4%, 2023-06-30 to 2024-06-30)
- Dec 31, 2023Manager relationship endedinferenceBMO Harris Bank N.A. no longer appears on Wisconsin Alumni Research Foundation Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with BMO Harris Bank, N.A.askebsa.dol.gov
- Dec 31, 2023Manager relationship startedMidwest Institutional Trust Co appears on Wisconsin Alumni Research Foundation Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Midwest Institutional Trust Companyaskebsa.dol.gov
- Jul 1, 2023Funded status changedWisconsin Alumni Research Foundation Pension Plan funded ratio 110.0% -> 114.5% (2022-07-01 to 2023-07-01)
- Jul 1, 2023Assets changedWisconsin Alumni Research Foundation Pension Plan plan assets $32M -> $37M (+12.7%, 2022-07-01 to 2023-07-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 390833612-001
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.