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
American Family Pension Plan
Corporate pensionMadison, WI
Assets
$1.3B
Total assets, Dec 31, 2024 reported
Funded
107.5%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
11
none on the tape
Plan sponsor: American Family Mutual Insurance Company, S.I.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Non-interest-bearing cash 0.1%
- Corporate debt instruments (other) 9.3%
- Corporate debt instruments (preferred) 9.0%
- U.S. Government securities 10.9%
- Other investments 16.6%
- Partnership/joint venture interests 8.4%
- 103-12 investment entities 8.9%
- Common/collective trusts 8.7%
- Registered investment companies 7.3%
- Common stock 19.6%
Consultants and advisers
2 firms
- Northern Trust Co. Trusteethrough Dec 31, 2022 Form 5500
- AON Consulting, Inc. Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
2 managers on the commitment tape
From the plan’s own commitment disclosures
- Silchester International Investor3 rows, latest Dec 31, 2024
- Northern Trust Collective Eafe Inde3 rows, latest Dec 31, 2024
From Schedule C (investment management, code 28)
- Silchester International Investorsplan years 2022
Commitments
11 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 Dec 31, 2024 | Silchester Int'l Value Equity Trust103 12 ie | Silchester International Investor | Public equity | $112M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | NT Collective Govt Short Term Invtcollective trust | Northern Trust Collective Eafe Inde | Cash | $2.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | SEI Gpa IV Cit Private Equity Fundcollective trust | SEI Trust Company | Private equity | $6.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Afig Ret - Westfield Mid Capcollective trust | Comerica Bank & Trust, National Association | Pooled vehicles | $16.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Silchester Int'l Value Equity Trust103 12 ie | Silchester International Investor | Public equity | $111M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | NT Collective Govt Short Term Invtcollective trust | Northern Trust Collective Eafe Inde | Cash | $6,468 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | SEI Gpa IV Cit Private Equity Fundcollective trust | SEI Trust Company | Private equity | $6.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Silchester Int'l Value Equity Trust103 12 ie | Silchester International Investor | Public equity | $117M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Afig Ret-Lgima Ldicollective trust | Northern Trust Global Investments | Pooled vehicles | $23.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | NT Collective Govt Short Term Invtcollective trust | Northern Trust Collective Eafe Inde | Cash | $9.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | SEI Gpa IV Cit Private Equity Fundcollective trust | SEI Trust Company | Private equity | $6.2M held | Disclosed holding | askebsa.dol.gov |
Size and funding
33 readings
Investment management fees
$743,665 (2023-12) · $799,584 (2022-12)
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 Dec 31, 2024 | 16,085 | $1.3B | $1.0B | 107.5% | $1.3B | $106M | n/a | n/a |
| 2023 to Dec 31, 2023 | 15,947 | $1.2B | $953M | 110.0% | $1.3B | $84.6M | n/a | n/a |
| 2022 to Dec 31, 2022 | 15,537 | $1.9B | $943M | 148.7% | $1.2B | $63.6M | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Silchester International Investors codes 28 50 51 52 62 99 $749,064 PY2024
- The Northern Trust Company codes 21 49 50 51 52 56 59 68 $39,704 PY2024
- Afig Ret-Cash Sched. D C $11.3M PY2024
- Silchester Intl Inv Value Equity Tr Sched. D E $112M PY2024
- Afig Ret-Robeco US Midcap Sched. D C $47.8M PY2024
- Afig Ret - Lgima Fi Trans Sched. D C $2.1M PY2024
- Afig Ret-Ares Credit Sched. D C PY2024
- Afig Ret-Wamco Alpha Sched. D C PY2024
- Afig Ret-Lgima Ldi Sched. D C $11.3M PY2024
- SEI Gpa IV Cit Private Equity Fund Sched. D C $6.1M PY2024
- Afig Ret-Ntam US Lgcap Sched. D C $174,641 PY2024
- Afig Ret-Ntam Str Smcap Fd Sched. D C $14.6M PY2024
- Afig Ret-Alternatives Sched. D C $14 PY2024
- Afig Ret-Intl Funds Sched. D C $9,044 PY2024
- Afig Ret - Westfield Mid Cap Sched. D C $16.6M PY2024
- AON Consulting, Inc. codes 11 PY2024
- Silchester International Investors codes 28 50 51 52 62 99 $689,588 PY2023
- The Northern Trust Company codes 21 49 50 51 52 56 59 68 $54,077 PY2023
- Alight Solutions LLC codes 15 PY2023
- Silchester Intl Inv Value Equity Tr Sched. D E $111M PY2023
- SEI Gpa IV Cit Private Equity Fund Sched. D C $6.2M PY2023
- Afig Ret-Ntam US Lgcap Sched. D C $288,410 PY2023
- Afig Ret-Ntam Str Smcap Fd Sched. D C $18.2M PY2023
- Afig Ret-Alternatives Sched. D C $14 PY2023
- Afig Ret-Intl Funds Sched. D C $8,594 PY2023
- Afig Ret-Ares Credit Sched. D C $6,468 PY2023
- Afig Ret-Lgima Ldi Sched. D C $17.3M PY2023
- Afig Ret-Wamco Alpha Sched. D C $3.1M PY2023
- Afig Ret-Robeco US Midcap Sched. D C $2.0M PY2023
- Afig Ret-Cash Sched. D C $4.7M PY2023
- AON Consulting, Inc. codes 11 PY2023
- Silchester International Investors codes 28 50 51 52 62 99 $752,472 PY2022
- The Northern Trust Company codes 21 49 50 51 52 56 59 68 $47,112 PY2022
- Afig Ret-Wamco Alpha Sched. D C $762,338 PY2022
- Afig Ret-Robeco US Midcap Sched. D C $1.9M PY2022
- Afig Ret-Ntam US Lgcap Sched. D C $296,827 PY2022
- Silchester Intl Inv Value Equity Tr Sched. D E $117M PY2022
- Afig Ret-Lgima Ldi Sched. D C $9.6M PY2022
- Afig Ret-Ntam Str Smcap Fd Sched. D C $23.0M PY2022
- Afig Ret-Cash Sched. D C $9.7M PY2022
- SEI Gpa IV Cit Private Equity Fund Sched. D C $6.2M PY2022
- AON Consulting, Inc. codes 11 PY2022
What changed
5 events
- Dec 31, 2024Holding startedAmerican Family Pension Plan first reports an interest in Afig Ret - Westfield Mid Cap: $17M at 2024-12-31with Afig Ret - Westfield Mid Capaskebsa.dol.gov
- Jan 1, 2024Funded status changedAmerican Family Pension Plan funded ratio 110.0% -> 107.5% (2023-01-01 to 2024-01-01)
- Dec 31, 2023Holding endedinferenceAmerican Family Pension Plan no longer reports Afig Ret-Lgima Ldi (last held $23M at 2022-12-31; absent from the 2023-12-31 filing)with Afig Ret-Ntam Str Smcap Fdaskebsa.dol.gov
- Jan 1, 2023Funded status changedAmerican Family Pension Plan funded ratio 148.7% -> 110.0% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedAmerican Family Pension Plan plan assets $1.9B -> $1.2B (-36.6%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 390273710-001
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.