WPS Pension Plan
Corporate pension, based in Monona, Wisconsin, reporting $326M in assets, for 2,965 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2025, Mariner Institutional LLC appears on WPS Pension Plan's Schedule C as investment adviser (plan) (plan year 2025 vs 2024).
1 more adviser and 1 more commitment
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
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Capital path
who backs this record, through what, into what; each name opens its own path- Martingle Inv Trust Series I4 commitments
- Martingale4 commitments
Relationship network
10 connected entities4 observed commitments2 repeat counterpartiescommitments 2022 to 2025
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
- Interest-bearing cash 1.8%
- Corporate debt instruments (other) 42.8%
- U.S. Government securities 23.6%
- Other investments 0.6%
- Common/collective trusts 6.3%
- Registered investment companies 24.1%
Consultants and advisers
- Cardinal Investment Advisors Investment adviser (plan)through Dec 31, 2025 Form 5500
- Mariner (andco) Investment adviser (plan)through Dec 31, 2025 Form 5500
- Alliance Pension Consultants, LLC Actuarythrough Dec 31, 2025 Form 5500
+1 more consultant or adviser advise this allocator
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
People
Manager roster
- Martingale4 rows, latest Dec 31, 2025
- Martingaleplan years
- Martingale Asset Management, L.P.plan years 2025
- Bairdplan years 2025
What changed
- Dec 31, 2025Consultant changedinferenceMariner Institutional LLC appears on WPS Pension Plan's Schedule C as investment adviser (plan) (plan year 2025 vs 2024)with Mariner (andco)askebsa.dol.gov
- Jan 1, 2025Funded status changedWPS Pension Plan funded ratio 93.6% -> 84.3% (2024-01-01 to 2025-01-01)
- Jan 1, 2024Funded status changedWPS Pension Plan funded ratio 89.8% -> 93.6% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedWPS Pension Plan funded ratio 106.3% -> 89.8% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedWPS Pension Plan plan assets $437M -> $320M (-26.7%, 2022-01-01 to 2023-01-01)
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2025 | Martingle Inv Trust Series Icollective trust | Martingale | Pooled vehicles | $20.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Martingle Inv Trust Series Icollective trust | Martingale | Pooled vehicles | $34.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Martingle Inv Trust Series Icollective trust | Martingale | Pooled vehicles | $29.3M held | Disclosed holding | askebsa.dol.gov |
+1 more commitment
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 |
|---|---|---|---|---|---|---|---|---|
| 2025 to Dec 31, 2025 | 2,965 | $317M | $308M | 84.3% | $326M | Not disclosed | Not disclosed | Not disclosed |
| 2024 to Dec 31, 2024 | 3,014 | $332M | $321M | 93.6% | $317M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 3,062 | $320M | $325M | 89.8% | $334M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 3,097 | $437M | $321M | 106.3% | $321M | Not disclosed | Not disclosed | Not disclosed |
- R.W. Baird & Company codes 28 51 $376,590 PY2025
- Alliance Pension Consultants, LLC codes 11 13 50 $205,187 PY2025
- Martingale Asset Management, L.P. codes 28 51 $78,791 PY2025
+26 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
WPS Pension Plan sits on 1 traced path of capital across the graphs.
DFX traced 1 path 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
- Consultant changed2025-12-31source on record
- Funded status changed2025-01-01source on record
- Funded status changed2024-01-01source 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
+8 connections on the graph
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