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.

The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.

Corporate pension

B•••• H••••• R••••••••• P•••

Corporate pensionOshkosh, WI
Assets
$99.1M
Total assets, Dec 31, 2024 reported
Funded
80.5%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
29
none on the tape
Plan sponsor: A•••• F•••••••• N•••• A••••••• I•••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Common/collective trusts 97.4%
  • Registered investment companies 0.8%
Consultants and advisers
6 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
5 managers on the commitment tape
From Schedule C (investment management, code 28)
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, 2024T••••••• U• 1• Y• K•• R••• D•••••••collective trustB•••••••• I••••••••• T••••Fixed income$3.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024T••••••• U• 1• Y• K•• R••• D•••••••collective trustB•••••••• I••••••••• T••••Fixed income$4.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024T••••••• U••• 2• Y••• K•• R••• D•••collective trustB••••••••Fixed income$4.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024T•• U••• 2•• Y• K•• R••• D•• N• F•collective trustB••••••••Pooled vehicles$8.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024N• C••••••••• S•••• T••• I•••••••••collective trustN••••••• T•••• C••••••••• E••• I•••Cash$3.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024W•• G• R••• A•••• F•••collective trustT••••• W••••• I••••••••• S••••••••Real assets$20.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024W•• G• D••••••••• C••••• F•••collective trustT••••• W••••• I••••••••• S••••••••Private credit$22.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024W•• G• D••••••••• E••••• F•••collective trustT••••• W••••• I••••••••• S••••••••Hedge / diversifiers$27.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024S••• I••••••• U••• G••• B••• I•••collective trustS•••• S••••• • R•••••• 2•••Fixed income$911,783 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024T••••••• U••• 5• Y••• K•• R••• D••••collective trustB•••••••• I••••••••• T•••• C••••ny NaFixed income$1.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023T••••••• U• 1• Y• K•• R••• D•••••••collective trustB•••••••• I••••••••• T••••Fixed income$5.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023T••••••• U• 1• Y• K•• R••• D•••••••collective trustB•••••••• I••••••••• T••••Fixed income$5.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023T••••••• U••• 2• Y••• K•• R••• D•••collective trustB••••••••Fixed income$5.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023T•• U••• 2•• Y• K•• R••• D•• N• F•collective trustB••••••••Pooled vehicles$12.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023N• C••••••••• S•••• T••• I•••••••••collective trustN••••••• T•••• C••••••••• E••• I•••Cash$4.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023W•• G• R••• A•••• F•••collective trustT••••• W••••• I••••••••• S••••••••Real assets$20.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023W•• G• D••••••••• C••••• F•••collective trustT••••• W••••• I••••••••• S••••••••Private credit$18.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023W•• G• D••••••••• E••••• F•••collective trustT••••• W••••• I••••••••• S••••••••Hedge / diversifiers$19.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023S••• I••••••• U••• G••• B••• I•••collective trustS•••• S••••• • R•••••• 2•••Fixed income$238,720 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023T••••••• U••• 5• Y••• K•• R••• D••••collective trustB•••••••• I••••••••• T•••• C••••ny NaFixed income$1.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022T••••••• U• 1• Y• K•• R••• D•••••••collective trustB•••••••• I••••••••• T••••Fixed income$6.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022T••••••• U• 1• Y• K•• R••• D•••••••collective trustB•••••••• I••••••••• T••••Fixed income$4.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022T••••••• U••• 2• Y••• K•• R••• D•••collective trustB••••••••Fixed income$3.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022T•• U••• 2•• Y• K•• R••• D•• N• F•collective trustB••••••••Pooled vehicles$7.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022N• C••••••••• S•••• T••• I•••••••••collective trustN••••••• T•••• C••••••••• E••• I•••Cash$320,143 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022W•• G• R••• A•••• F•••collective trustT••••• W••••• I••••••••• S••••••••Real assets$28.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022W•• G• D••••••••• C••••• F•••collective trustT••••• W••••• I••••••••• S••••••••Private credit$22.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022W•• G• D••••••••• E••••• F•••collective trustT••••• W••••• I••••••••• S••••••••Hedge / diversifiers$21.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022S••• I••••••• U••• G••• B••• I•••collective trustS•••• S••••• • R•••••• 2•••Fixed income$1.3M heldDisclosed holdingaskebsa.dol.gov
Size and funding
33 readings
Total assets
$99.1M Dec 31, 2024 reported Form 5500
$101M (2023-12) · $96.6M (2022-12)
Plan assets
$101M Jan 1, 2024 reported Form 5500
$96.6M (2023-01) · $139M (2022-01)
Net assets
$99.1M Dec 31, 2024 reported Form 5500
$101M (2023-12) · $96.6M (2022-12)
Funded ratio
80.5% Jan 1, 2024 reported Form 5500
79.6% (2023-01) · 106.2% (2022-01)
Funding target
$138M Jan 1, 2024 reported Form 5500
$134M (2023-01) · $128M (2022-01)
Discount rate
5.19% Jan 1, 2024 reported Form 5500
5.32% (2023-01) · 5.50% (2022-01)
Participants
2,274 Jan 1, 2024 reported Form 5500
2,307 (2023-01) · 2,384 (2022-01)
Contributions
$6.7M Dec 31, 2024 reported Form 5500
$7.2M (2023-12) · $0 (2022-12)
Benefits paid
$6.2M Dec 31, 2024 reported Form 5500
$5.6M (2023-12) · $5.1M (2022-12)
Net investment income
$-2.4M Dec 31, 2024 reported Form 5500
$4.8M (2023-12) · $-43.6M (2022-12)
Investment management fees
$129,473 Dec 31, 2024 reported Form 5500
$114,066 (2023-12) · $270,389 (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 20242,274$101M$138M80.5%$99.1Mn/an/an/a
2023 to Dec 31, 20232,307$96.6M$134M79.6%$101Mn/an/an/a
2022 to Dec 31, 20222,384$139M$128M106.2%$96.6Mn/a$0n/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
4 events
  • Dec 31, 2023Holding started
    B•••• H••••• R••••••••• P••• first reports an interest in T••••••• U••• 5• Y••• K•• R••• D••••: $2M at 2023-12-31
    with T••••••• U••• 5• Y••• K•• R••• D••••askebsa.dol.gov
  • Dec 31, 2023Manager relationship started
    B•••••••• Inst. Trust C••••ny N.A appears on B•••• H••••• R••••••••• P•••'s Schedule C as investment manager (plan year 2023 vs 2022)
    with B••••••••askebsa.dol.gov
  • Jan 1, 2023Funded status changed
    B•••• H••••• R••••••••• P••• funded ratio 106.2% -> 79.6% (2022-01-01 to 2023-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    B•••• H••••• R••••••••• P••• plan assets $139M -> $97M (-30.4%, 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 430178130-002
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.