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
J•••••• C••••••• P•••••• P•••
Corporate pensionMilwaukee, WI
Assets
$1.4B
Total assets, Dec 31, 2024 reported
Funded
90.3%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: J•••••• C•••••••• I•••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Master trust investment accounts 100.0%
Consultants and advisers
2 firms
- A•• C••••••••• I••• Actuarythrough Dec 31, 2022 Form 5500
- A•• Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
2 managers on Schedule C
From Schedule C (investment management, code 28)
- A••••• S•••••••• L••plan years 2022
- A••plan years 2022
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
30 readings
Form 5500 filings
4 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 | 23,782 | $1.6B | $1.5B | 90.3% | $1.4B | n/a | $1.4B | n/a |
| 2023 to Dec 31, 2023 | 25,136 | $1.7B | $1.6B | 87.6% | $1.6B | n/a | $1.6B | n/a |
| 2022 to Dec 31, 2022 | 26,505 | $2.4B | $1.8B | 119.7% | $0 | n/a | $0 | n/a |
| 2022 to Dec 31, 2022 | 485 | $87.1M | $34.1M | 126.0% | $1.7B | n/a | $1.7B | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- AON C••••••••• codes 11 $1.7M PY2024
- A••••• S•••••••• L•• codes 15 $1.3M PY2024
- Wipfli LLP codes 10 $51,300 PY2024
- Foley & Lardner codes 29 $17,855 PY2024
- J•••••• C••••••• Master Pension Tru Sched. D M $1.4B PY2024
- A•• C••••••••• I••• codes 11 PY2024
- AON C••••••••• codes 11 $1.9M PY2023
- A••••• S•••••••• L•• codes 15 $1.8M PY2023
- Wipfli LLP codes 10 $104,525 PY2023
- Foley & Lardner codes 29 $79,333 PY2023
- J•••••• C••••••• Master Pension Tru Sched. D M $1.6B PY2023
- A•• C••••••••• I••• codes 11 PY2023
- AON C••••••••• codes 28 $1.6M PY2022
- A••••• S•••••••• L•• codes 28 $1.3M PY2022
- AON C••••••••• codes 11 $78,491 PY2022
- Wipfli LLP codes 10 $45,500 PY2022
- A••••• S•••••••• L•• codes 28 $30,917 PY2022
- Foley & Lardner codes 29 $30,761 PY2022
- J•••••• C••••••• Master Pension Tru Sched. D M PY2022
- J•••••• C••••••• Master Pension Tru Sched. D M $1.7B PY2022
- A•• C••••••••• I••• codes 11 PY2022
- A•• C••••••••• I••• codes 11 PY2022
What changed
6 events
- Dec 31, 2024Assets changedJ•••••• C••••••• P•••••• P••• total assets $1.6B -> $1.4B (-10.3%, 2023-12-31 to 2024-12-31)
- Jan 1, 2024Funded status changedJ•••••• C••••••• P•••••• P••• funded ratio 87.6% -> 90.3% (2023-01-01 to 2024-01-01)
- Dec 31, 2023Manager relationship endedinferenceAON C••••••••• no longer appears on J•••••• C••••••• P•••••• P•••'s Schedule C as investment manager (plan year 2023 vs 2022)with A••askebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceA••••• S•••••••• L•• no longer appears on J•••••• C••••••• P•••••• P•••'s Schedule C as investment manager (plan year 2023 vs 2022)with A••••• S•••••••• L••askebsa.dol.gov
- Jan 1, 2023Funded status changedJ•••••• C••••••• P•••••• P••• funded ratio 126.0% -> 87.6% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedJ•••••• C••••••• P•••••• P••• plan assets $87M -> $1.7B (+1796.3%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 390380010-028
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.