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
Bemis Manufacturing Company Employees Pension Plan
Corporate pensionSheboygan Falls, WI
Assets
$60.0M
Total assets, Dec 31, 2024 reported
Funded
108.0%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
3
none on the tape
Plan sponsor: Bemis Manufacturing Company
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 0.4%
- Non-interest-bearing cash 0.4%
- Corporate debt instruments (other) 49.3%
- U.S. Government securities 11.7%
- Other investments 9.6%
- Partnership/joint venture interests 2.6%
- Common/collective trusts 3.4%
- Registered investment companies 21.1%
Consultants and advisers
6 firms
- Allspring Global Investments LLC Investment adviser (plan)through Dec 31, 2023 Form 5500
- MFS Heritage Trust Company Investment adviser (plan)through Dec 31, 2022 Form 5500
- Willis Towers Watson Actuarythrough Dec 31, 2024 Form 5500
- Wells Fargo Bank Custodianthrough Dec 31, 2022 Form 5500
- Willis Towers Watson US LLC Actuarythrough Dec 31, 2022 Form 5500
- Principal Custodianthrough 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
- Principal3 rows, latest Dec 31, 2024
From Schedule C (investment management, code 28)
- Brookfield Premier Real Estate Partplan 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 | U.S. Property Separate Accountcollective trust | Principal | Real estate | $772,779 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | U.S. Property Separate Accountcollective trust | Principal | Real estate | $1.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | U.S. Property Separate Accountcollective trust | Principal | Real estate | $1.3M held | Disclosed holding | askebsa.dol.gov |
Size and funding
33 readings
Investment management fees
$139,184 (2023-12) · $178,589 (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 | 1,441 | $84.0M | $77.8M | 108.0% | $60.0M | $1.6M | n/a | n/a |
| 2023 to Dec 31, 2023 | 1,419 | $78.1M | $74.2M | 105.3% | $84.0M | $1.7M | n/a | n/a |
| 2022 to Dec 31, 2022 | 1,394 | $100M | $69.1M | 145.0% | $78.2M | $2.0M | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Allspring Global Investments LLC codes 27 $176,381 PY2024
- Principal Trust Company codes 15 18 $166,553 PY2024
- Willis Towers Watson codes 11 $103,631 PY2024
- Brookfield Premier Real Estate Part codes 51 $15,912 PY2024
- MFS Heritage Trust Company codes 27 $12,707 PY2024
- Foley and Lardner LLP codes 29 $7,275 PY2024
- MFS International Growth Fund Sched. D C $1.3M PY2024
- Blackrock St Investment Fund Sched. D C $772,779 PY2024
- Willis Towers Watson US LLC codes 11 PY2024
- Principal Trust Company codes 15 18 $119,670 PY2023
- Allspring Global Investments LLC codes 27 $104,046 PY2023
- Brookfield Premier Real Estate Part codes 51 $18,717 PY2023
- MFS Heritage Trust Company codes 27 $16,421 PY2023
- MFS International Growth Fund Sched. D C $2.7M PY2023
- Blackrock St Investment Fund Sched. D C $1.1M PY2023
- Willis Towers Watson US LLC codes 11 PY2023
- Brookfield Premier Real Estate Part codes 51 $135,795 PY2022
- Principal Trust Company codes 15 18 $74,141 PY2022
- MFS Heritage Trust Company codes 27 $43,762 PY2022
- Wells Fargo Bank, N.A. codes 15 18 $19,648 PY2022
- MFS International Growth Fund Sched. D C $2.5M PY2022
- Blackrock St Investment Fund Sched. D C $1.3M PY2022
- Willis Towers Watson US LLC codes 11 PY2022
What changed
5 events
- Dec 31, 2024Assets changedBemis Manufacturing Company Employees Pension Plan total assets $84M -> $60M (-28.5%, 2023-12-31 to 2024-12-31)
- Jan 1, 2024Funded status changedBemis Manufacturing Company Employees Pension Plan funded ratio 105.3% -> 108.0% (2023-01-01 to 2024-01-01)
- Dec 31, 2023Consultant changedinferenceAllspring Global Investments LLC appears on Bemis Manufacturing Company Employees Pension Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with Allspring Global Investments LLCaskebsa.dol.gov
- Jan 1, 2023Funded status changedBemis Manufacturing Company Employees Pension Plan funded ratio 145.0% -> 105.3% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedBemis Manufacturing Company Employees Pension Plan plan assets $100M -> $78M (-22.0%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 390159363-001
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.