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
Association of Equipment Manufacturers Pension Plan
Corporate pensionMilwaukee, WI
Assets
$9.9M
Total assets, Dec 31, 2024 reported
Funded
108.4%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: Association of Equipment Manufacturers
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Registered investment companies 67.5%
- Real estate (other than employer real property) 32.5%
Consultants and advisers
5 firms
- Strategic Capital Inv Advisors Investment adviser (plan)through Dec 31, 2022 Form 5500
- Midwest Institutional Trust Company Trusteethrough Dec 31, 2024 Form 5500
- Willis Towers Watson US LLC Actuarythrough Dec 31, 2024 Form 5500
- BMO Harris Bank, N.A. Trusteethrough Dec 31, 2022 Form 5500
- Milliman, Inc. Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
No manager relationship is on the tape for this allocator.
Commitments
No fund commitments are on the tape for this allocator. The tape holds the plans that publish their own private-markets reports; a plan that publishes one and is not here is a gap we can close.
Size and funding
33 readings
Investment management fees
$21,756 (2023-12) · $21,978 (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 | 117 | $9.0M | $7.5M | 108.4% | $9.9M | n/a | n/a | $3.2M |
| 2023 to Dec 31, 2023 | 160 | $19.6M | $17.7M | 112.5% | $9.0M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 167 | $22.6M | $16.6M | 119.8% | $19.6M | $0 | $0 | $0 |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Strategic Capital Invmnt Advisor codes 27 $14,652 PY2024
- Midwest Institutional Trust codes 21 $7,716 PY2024
- Willis Towers Watson US LLC codes 11 PY2024
- Strategic Capital Invmnt Advisor codes 27 $21,756 PY2023
- BMO Harris Bank N.A codes 21 $10,199 PY2023
- Milliman, Inc. codes 11 PY2023
- Strategic Capital Invmnt Advisor codes 27 $21,978 PY2022
- BMO Harris Bank N.A codes 21 $10,701 PY2022
- Milliman, Inc. codes 11 PY2022
What changed
6 events
- Dec 31, 2024Assets changedAssociation of Equipment Manufacturers Pension Plan total assets $9M -> $10M (+10.2%, 2023-12-31 to 2024-12-31)
- Jan 1, 2024Funded status changedAssociation of Equipment Manufacturers Pension Plan funded ratio 112.5% -> 108.4% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedAssociation of Equipment Manufacturers Pension Plan plan assets $20M -> $9M (-54.2%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Assets changedAssociation of Equipment Manufacturers Pension Plan total assets $20M -> $9M (-54.2%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedAssociation of Equipment Manufacturers Pension Plan funded ratio 119.8% -> 112.5% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedAssociation of Equipment Manufacturers Pension Plan plan assets $23M -> $20M (-13.1%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 311796607-001
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.