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.
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Corporate pension
L••••••• M••••••••• I••• E••••••••• P•••••• P•••
Corporate pensionWest Milwaukee, WI
Assets
$106,511
Total assets, Dec 31, 2024 reported
Funded
117.1%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
3
none on the tape
Plan sponsor: L••••••• M••••••••• I••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Pooled separate accounts 100.0%
Consultants and advisers
1 firms
- M•••••••• I••• 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
- A••••••• U••••• L••• I•••••••• C••3 rows, latest Dec 31, 2024
From Schedule C (investment management, code 28)
- A•••• I••••••••• C••••••••• G••••plan years 2022
Commitments
3 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 | S••••••• A•••••• I•separate account | A••••••• U••••• L••• I•••••••• C•• | Pooled vehicles | $106,511 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | S••••••• A•••••• I•separate account | A••••••• U••••• L••• I•••••••• C•• | Pooled vehicles | $3.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | S••••••• A•••••• I•separate account | A••••••• U••••• L••• I•••••••• C•• | Pooled vehicles | $2.3M held | Disclosed holding | askebsa.dol.gov |
Size and funding
33 readings
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 | 115 | $3.3M | $2.9M | 117.1% | $106,511 | $0 | $0 | $0 |
| 2023 to Dec 31, 2023 | 120 | $3.3M | $3.1M | 116.5% | $3.3M | $0 | $0 | $0 |
| 2022 to Dec 31, 2022 | 123 | $3.9M | $3.0M | 118.9% | $3.3M | $0 | $0 | $0 |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- M•••••••• I••• codes 11 $83,856 PY2024
- Michael Best & Freidrich, LLP codes 29 $33,396 PY2024
- American United L••• I•••••••• Co codes 15 38 64 66 67 PY2024
- S••••••• A•••••• I• Sched. D P $106,511 PY2024
- M•••••••• I••• codes 11 PY2024
- A•••• Investment Consulting Group codes 51 $6,000 PY2023
- American United L••• I•••••••• Co codes 15 38 64 66 67 PY2023
- S••••••• A•••••• I• Sched. D P $3.3M PY2023
- M•••••••• I••• codes 11 PY2023
- A•••• Investment Consulting Group codes 51 $6,000 PY2022
- American United L••• I•••••••• Co codes 15 38 64 66 67 PY2022
- S••••••• A•••••• I• Sched. D P $2.3M PY2022
- M•••••••• I••• codes 11 PY2022
What changed
3 events
- Dec 31, 2024Assets changedL••••••• M••••••••• I••• E••••••••• P•••••• P••• total assets $3M -> $106,511 (-96.8%, 2023-12-31 to 2024-12-31)
- Jan 1, 2023Funded status changedL••••••• M••••••••• I••• E••••••••• P•••••• P••• funded ratio 118.9% -> 116.5% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedL••••••• M••••••••• I••• E••••••••• P•••••• P••• plan assets $4M -> $3M (-16.9%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 390861074-002
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.