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
Michael Best & Friedrich Employees' Pension Plan
Corporate pensionMilwaukee, WI
Assets
$62.8M
Total assets, Dec 31, 2024 reported
Funded
80.3%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
8
1 managers on Schedule C
Plan sponsor: Michael Best & Friedrich, LLP
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Common/collective trusts 59.1%
- Registered investment companies 40.9%
Consultants and advisers
2 firms
- Transamerica Retirement Solutions Actuarythrough Dec 31, 2022 Form 5500
- Transamerica Actuarythrough Dec 31, 2022 Form 5500
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
- Wellington Fd8 rows, latest Dec 31, 2024
From Schedule C (investment management, code 28)
- Wellington Managementplan years 2024
Commitments
8 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 | CIF II Tipscollective trust | Wellington Fd | Fixed income | $9.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Wtc-Cif II US Inv Grade Corp Long Bcollective trust | Wellington Fd | Pooled vehicles | $22.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Wtc-Cif II US Investment Grade Intecollective trust | Wellington Fd | Pooled vehicles | $1.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | WTC Cif II US Long Treasurycollective trust | Wellington Fd | Fixed income | $3.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | CIF II Tipscollective trust | Wellington Fd | Fixed income | $8.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Wtc-Cif II US Inv Grade Corp Long Bcollective trust | Wellington Fd | Pooled vehicles | $20.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Wtc-Cif II US Investment Grade Intecollective trust | Wellington Fd | Pooled vehicles | $1.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | WTC Cif II US Long Treasurycollective trust | Wellington Fd | Fixed income | $3.4M held | Disclosed holding | askebsa.dol.gov |
Size and funding
28 readings
Investment management fees
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 | 340 | $64.7M | $72.6M | 80.3% | $62.8M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 407 | $69.3M | $79.5M | 81.7% | $64.7M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 414 | $93.4M | $76.2M | 94.5% | $69.3M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Wellington Management codes 28 50 $62,875 PY2024
- Transamerica Retirement Solutions codes 11 12 15 28 38 50 59 61 62 63 64 PY2024
- CIF II US Inv Grade Corp Long Bond Sched. D C $22.3M PY2024
- WTC Cif II US Long Treasury Port Sched. D C $3.6M PY2024
- WTC Cif II US Investment Grade Sched. D C $1.9M PY2024
- CIF II Tips Sched. D C $9.3M PY2024
- Transamerica codes 11 PY2024
- Transamerica Retirement Solutions codes 11 12 15 28 38 50 59 61 62 63 64 PY2023
- CIF II US Inv Grade Corp Long Bond Sched. D C $20.3M PY2023
- CIF II Tips Sched. D C $8.1M PY2023
- WTC Cif II US Investment Grade Sched. D C $1.6M PY2023
- WTC Cif II US Long Treasury Port Sched. D C $3.4M PY2023
- Transamerica codes 11 PY2023
- Transamerica Retirement Solutions codes 11 12 15 28 38 50 59 61 62 63 64 PY2022
- National Financial Services codes 33 71 PY2022
- Wilmingtonblackrock Mid Cap Equity Sched. D C PY2022
- Wilmingtonblackrock Russell 1000 I Sched. D C PY2022
- Wilmingtonblackrock Russell 2000 I Sched. D C PY2022
- Wilmingtonblackrock 20 Year Treas Sched. D C PY2022
- Transamerica codes 11 PY2022
What changed
3 events
- Dec 31, 2024Manager relationship startedWellington Management appears on Michael Best & Friedrich Employees' Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Wellington Managementaskebsa.dol.gov
- Jan 1, 2023Funded status changedMichael Best & Friedrich Employees' Pension Plan funded ratio 94.5% -> 81.7% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedMichael Best & Friedrich Employees' Pension Plan plan assets $93M -> $69M (-25.8%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 390934985-003
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.