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

U••••• S••••• I••• P•••••• P•••

Corporate pensionBeloit, WI
Assets
$59.7M
Total assets, Dec 31, 2024 reported
Funded
85.1%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
29
none on the tape
Plan sponsor: U••••• S•••• H•••••••• I•••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 1.7%
  • Common/collective trusts 70.1%
  • Registered investment companies 26.6%
Consultants and advisers
3 firms
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
29 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024A•••••••• C••• B••• C•• F•collective trustP••••••••Fixed income$2.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024P••••••••• S•• M• I••• C••collective trustP••••••••Pooled vehicles$6.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024P••••••••• S•• 5•• I••••collective trustP••••••••Pooled vehicles$9.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024P••••••••• T•••• R••••• B••• C••collective trustP••••••••Fixed income$2.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024P••••••••• S•••• C•• C•• N•collective trustP••••••••Public equity$3.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024P••••••••• R••• P•••• I•••••••••collective trustP••••••••Pooled vehicles$3.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024P••••••••• I••• L•• M•• C•• F•collective trustP••••••••Pooled vehicles$3.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024P••••••••• • C•• I•••••••••collective trustP••••••••Pooled vehicles$1.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024P••••••••• L•••• C•• G••••• C•• N•collective trustP••••••••Public equity$3.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024P••••••••• V•••• C•• N•collective trustP••••••••Pooled vehicles$3.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023A•••••••• C••• B••• C•• F•collective trustP••••••••Fixed income$2.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023P••••••••• S•• M• I••• C••collective trustP••••••••Pooled vehicles$6.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023P••••••••• S•• 5•• I••••collective trustP••••••••Pooled vehicles$9.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023P••••••••• T•••• R••••• B••• C••collective trustP••••••••Fixed income$2.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023P••••••••• S•••• C•• C•• N•collective trustP••••••••Public equity$3.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023P••••••••• R••• P•••• I•••••••••collective trustP••••••••Pooled vehicles$3.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023P••••••••• I••• L•• M•• C•• F•collective trustP••••••••Pooled vehicles$3.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023P••••••••• • C•• I•••••••••collective trustP••••••••Pooled vehicles$1.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023P••••••••• L•••• C•• G••••• C•• N•collective trustP••••••••Public equity$3.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023P••••••••• V•••• C•• N•collective trustP••••••••Pooled vehicles$3.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022A•••••••• C••• B••• C•• F•collective trustP••••••••Fixed income$2.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022P••••••••• S•• M• I••• C••collective trustP••••••••Pooled vehicles$5.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022P••••••••• S•• 5•• I••••collective trustP••••••••Pooled vehicles$8.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022P••••••••• T•••• R••••• B••• C••collective trustP••••••••Fixed income$2.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022P••••••••• V•••• C•• F•collective trustP••••••••Pooled vehicles$3.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022P••••••••• S•••• C•• C•• N•collective trustP••••••••Public equity$3.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022P••••••••• R••• P•••• I•••••••••collective trustP••••••••Pooled vehicles$3.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022P••••••••• I••• L•• M•• C•• F•collective trustP••••••••Pooled vehicles$3.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022V••• L•••• C•• G••••• C•• N•collective trustP••••••••Public equity$3.3M heldDisclosed holdingaskebsa.dol.gov
Size and funding
32 readings
Total assets
$59.7M Dec 31, 2024 reported Form 5500
$53.5M (2023-12) · $53.0M (2022-12)
Plan assets
$55.0M Jan 1, 2024 reported Form 5500
$53.0M (2023-01) · $70.1M (2022-01)
Net assets
$59.7M Dec 31, 2024 reported Form 5500
$53.5M (2023-12) · $53.0M (2022-12)
Funded ratio
85.1% Jan 1, 2024 reported Form 5500
83.7% (2023-01) · 108.0% (2022-01)
Funding target
$66.2M Jan 1, 2024 reported Form 5500
$69.7M (2023-01) · $68.5M (2022-01)
Discount rate
5.18% Jan 1, 2024 reported Form 5500
5.24% (2023-01) · 5.41% (2022-01)
Participants
513 Jan 1, 2024 reported Form 5500
650 (2023-01) · 677 (2022-01)
Contributions
$4.4M Dec 31, 2024 reported Form 5500
$1.2M (2023-12) · $0 (2022-12)
Benefits paid
$4.2M Dec 31, 2024 reported Form 5500
$8.4M (2023-12) · $4.5M (2022-12)
Net investment income
$6.3M Dec 31, 2024 reported Form 5500
$465,648 (2023-12) · $-17.1M (2022-12)
Investment management fees
$181,973 Dec 31, 2024 reported Form 5500
$136,263 (2023-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 2024513$55.0M$66.2M85.1%$59.7Mn/an/an/a
2023 to Dec 31, 2023650$53.0M$69.7M83.7%$53.5Mn/an/an/a
2022 to Dec 31, 2022677$70.1M$68.5M108.0%$53.0Mn/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • P•••••••• Bank codes 21 50 $181,973 PY2024
  • W••••• T••••• W••••• U• L•• codes 11 50 $179,081 PY2024
  • Seyfarth Shaw LLP codes 29 50 $16,740 PY2024
  • P•••••••• Life Insurance Company codes 13 50 $15,600 PY2024
  • Benning Group LLC codes 10 50 $13,500 PY2024
  • P••••••••/multi-Manager S•••• Cap C Sched. D C $3.7M PY2024
  • P•••••••• I••• Equit Inc Mgd Cit Sched. D C $3.8M PY2024
  • P••••••••/trowe P•••• I••• Lcg Mgd Sched. D C $3.7M PY2024
  • P••••••••/dodge & Cox Int B••• Cit Sched. D C $1.3M PY2024
  • Pricipal/alliance Bernstein L•••• C Sched. D C $3.7M PY2024
  • P••••••••• V•••• C•• N• Sched. D C $3.8M PY2024
  • A•••••••• C••• B••• Cit N Sched. D C $2.7M PY2024
  • P••••••••/blackrock S&p Mid I•••• Sched. D C $6.5M PY2024
  • P••••••••• S•• 5•• I•••• C Sched. D C $9.8M PY2024
  • P••••••••/federated Ttl Rtrn B••• Sched. D C $2.7M PY2024
  • W••••• T••••• W••••• U• L•• codes 11 PY2024
  • W••••• T••••• W••••• U• L•• codes 11 50 $343,903 PY2023
  • P•••••••• C•••••• S•••••••• codes 21 50 $136,262 PY2023
  • Seyfarth Shaw codes 29 50 $37,690 PY2023
  • P••••••••/blackrock S&p Mid I•••• Sched. D C $6.0M PY2023
  • P••••••••• S•• 5•• I•••• C Sched. D C $9.0M PY2023
  • P••••••••/federated Ttl Rtrn B••• Sched. D C $2.4M PY2023
  • P••••••••• V•••• C•• N• Sched. D C PY2023
  • P••••••••/multi-Manager S•••• Cap C Sched. D C $3.4M PY2023
  • P•••••••• I••• Equit Inc Mgd Cit Sched. D C $3.5M PY2023
  • P••••••••/trowe P•••• I••• Lcg Mgd Sched. D C $3.4M PY2023
  • P••••••••/dodge & Cox Int B••• Cit Sched. D C $1.2M PY2023
  • Pricipal/alliance Bernstein L•••• C Sched. D C $3.4M PY2023
  • P••••••••• V•••• C•• N• Sched. D C $3.4M PY2023
  • P••••••••/blackrock S/t Invest Sched. D C PY2023
  • P••••••••/voya Lg Cap Grwth Cit F Sched. D C PY2023
  • A•••••••• C••• B••• Cit N Sched. D C $2.4M PY2023
  • W••••• T••••• W••••• U• L•• codes 11 PY2023
  • W••••• T••••• W••••• U• L•• codes 11 50 $225,553 PY2022
  • P•••••••• C•••••• S•••••••• codes 21 50 $114,914 PY2022
  • P••••••••/blackrock S&p Mid I•••• Sched. D C $5.9M PY2022
  • P••••••••• S•• 5•• I•••• C Sched. D C $8.9M PY2022
  • P••••••••/federated Ttl Rtrn B••• Sched. D C $2.5M PY2022
  • P••••••••• V•••• C•• N• Sched. D C $3.5M PY2022
  • P••••••••/multi-Manager S•••• Cap C Sched. D C $3.3M PY2022
  • P•••••••• I••• Equit Inc Mgd Cit Sched. D C $3.5M PY2022
  • P••••••••/trowe P•••• I••• Lcg Mgd Sched. D C $3.3M PY2022
  • P••••••••/voya Lg Cap Grwth Cit F Sched. D C $3.3M PY2022
  • A•••••••• C••• B••• Cit N Sched. D C $2.5M PY2022
  • W••••• T••••• W••••• U• L•• codes 11 PY2022
What changed
8 events
  • Dec 31, 2024Assets changed
    U••••• S••••• I••• P•••••• P••• total assets $53M -> $60M (+11.8%, 2023-12-31 to 2024-12-31)
    askebsa.dol.gov
  • Dec 31, 2023Holding endedinference
    U••••• S••••• I••• P•••••• P••• no longer reports V••• L•••• C•• G••••• C•• N• (last held $3M at 2022-12-31; absent from the 2023-12-31 filing)
    with V••• L•••• C•• G••••• C•• N•askebsa.dol.gov
  • Dec 31, 2023Holding endedinference
    U••••• S••••• I••• P•••••• P••• no longer reports P••••••••• V•••• C•• F• (last held $4M at 2022-12-31; absent from the 2023-12-31 filing)
    with P••••••••• V•••• C•• F•askebsa.dol.gov
  • Dec 31, 2023Holding started
    U••••• S••••• I••• P•••••• P••• first reports an interest in P••••••••• • C•• I•••••••••: $1M at 2023-12-31
    with P••••••••• • C•• I•••••••••askebsa.dol.gov
  • Dec 31, 2023Holding started
    U••••• S••••• I••• P•••••• P••• first reports an interest in P••••••••• L•••• C•• G••••• C•• N•: $3M at 2023-12-31
    with P••••••••• L•••• C•• G••••• C•• N•askebsa.dol.gov
  • Dec 31, 2023Holding started
    U••••• S••••• I••• P•••••• P••• first reports an interest in P••••••••• V•••• C•• N•: $3M at 2023-12-31
    with P••••••••• V•••• C•• N•askebsa.dol.gov
  • Jan 1, 2023Funded status changed
    U••••• S••••• I••• P•••••• P••• funded ratio 108.0% -> 83.7% (2022-01-01 to 2023-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    U••••• S••••• I••• P•••••• P••• plan assets $70M -> $53M (-24.4%, 2022-01-01 to 2023-01-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 301150438-002
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.