American Family Pension Plan
Corporate pension, based in Madison, Wisconsin, reporting $1.3B in assets, for 16,085 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, American Family Pension Plan first reports an interest in Afig Ret - Westfield Mid Cap: $17M at 2024-12-31.
1 more manager and 8 more commitments
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Capital path
who backs this record, through what, into what; each name opens its own path- SEI Gpa IV Cit Private Equity Fund3 commitments
- Silchester Int'l Value Equity Trust3 commitments
- NT Collective Govt Short Term Invt3 commitments
- SEI Investments Management Corp3 commitments
- Silchester International Investor3 commitments
- Northern Trust Investments, Inc.3 commitments
Relationship network
27 connected entities11 observed commitments6 repeat counterparties9 dated commitments shown here, 2022 to 2024
From board minutes, annual reports, Form 5500 filings and public records of commitments, consultants and staff in the allocator graph. Commitment amounts are those the allocator disclosed; many are not printed, and none is estimated.
Some relationships on this record are counted rather than named here. They open with the full profile.
Click any name or line for the commitments and sources behind it. Line weight is commitments together; dashed lines are inferred.
- Sponsor
- Fund or vehicle
- Service provider
- Organization
›How strength and recency are read
Managers, funds and consultants are read from the commitments: three or more is a strong observed relationship, two a repeat counterparty. No consultant link is marked current on the source, so none is labelled current or former here. Related plans, people and plan service providers are ordered by what the filing shows.
Darker lines were active in the last 24 months or are current; lighter lines are older or undated.
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
Allocation policy
- 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
- Northern Trust Co. Trusteethrough Dec 31, 2022 Form 5500
- AON Consulting, Inc. Actuarythrough Dec 31, 2022 Form 5500
People
Manager roster
- SEI Investments Management Corp3 rows, latest Dec 31, 2024
- Silchester International Investor3 rows, latest Dec 31, 2024
- Northern Trust Investments, Inc.3 rows, latest Dec 31, 2024
+1 more manager received commitments
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
- Westfield Capital Management Co.plan years
- SEI Investments Management Corpplan years
- Silchester International Investorsplan years 2022
What changed
- 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)
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | SEI Gpa IV Cit Private Equity Fundcollective trust | SEI Investments Management Corp | Private equity | $6.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Afig Ret - Westfield Mid Capcollective trust | Westfield Capital Management Co. | Pooled vehicles | $16.6M held | Disclosed holding | askebsa.dol.gov | |
| 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 |
+8 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Size and funding
Form 5500 filings
| 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 | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 15,947 | $1.2B | $953M | 110.0% | $1.3B | $84.6M | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 15,537 | $1.9B | $943M | 148.7% | $1.2B | $63.6M | Not disclosed | Not disclosed |
- 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
+39 more service providers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Provenance
Provenance
American Family Pension Plan sits on 2 traced paths of capital across the graphs.
DFX traced 2 paths of capital through this record
Every record on each path, what it committed or lent, and as of when.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
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Record history
- Holding in a pooled vehicle started2024-12-31source on record
- Funded status changed2024-01-01source on record
- Holding in a pooled vehicle ended2023-12-31source on record
+2 more changes on this record's ledger
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The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.
›Connections
every published relationship on the graph
+6 connections on the graph
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.