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
T••• D•••• I•• C••••••• R••••••••• P••• f•• R••••• H••••• a•• S••••••• E••••••••
Corporate pensionMilwaukee, WI
Assets
$51.5M
Total assets, Dec 31, 2024 reported
Funded
102.4%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
2
none on the tape
Plan sponsor: T••• D•••• I•••••••••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Employer securities 2.2%
- Partnership/joint venture interests 75.6%
- Pooled separate accounts 7.6%
- Registered investment companies 14.6%
Consultants and advisers
5 firms
- M•••••••• A••••••••• I••••••••• Investment adviser (plan)through Dec 31, 2023 Form 5500
- M•••••• I••••••••• T•••• C•••••• Custodianthrough Dec 31, 2024 Form 5500
- T••••• W••••• P••••••••• I••• Actuarythrough Dec 31, 2023 Form 5500
- B•• H••••• B•••• N••• Custodianthrough Dec 31, 2023 Form 5500
- W••••• T••••• W••••• U• L•• Actuarythrough Dec 31, 2023 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
- P••••••••2 rows, latest Dec 31, 2024
From Schedule C (investment management, code 28)
- E•••• A••••plan years 2023
- F•••••••• T•••• I•••••••••plan years 2023
- L•• A•••• M•••••••••plan years 2023
- I••••• R••••••• • M•••• I•••plan years 2023
Commitments
2 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 | P•••••••• U••• P••••••• S•••separate account | P•••••••• | Real estate | $3.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | P•••••••• U••• P••••••• S•••separate account | P•••••••• | Real estate | $5.7M held | Disclosed holding | askebsa.dol.gov |
Size and funding
22 readings
Form 5500 filings
2 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 | 870 | $58.6M | $62.3M | 102.4% | $51.5M | $38.9M | n/a | n/a |
| 2023 to Dec 31, 2023 | 907 | $61.1M | $66.8M | 99.5% | $58.6M | $36.0M | $0 | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- I••••• R••••••• and Management codes 28 51 $99,692 PY2024
- M•••••••• A••••••••• I••••••••• codes 27 50 $49,000 PY2024
- W••••• T••••• W••••• codes 11 50 $48,667 PY2024
- M•••••• I••••••••• T•••• C•••••• codes 19 21 50 $15,406 PY2024
- Wipfli LLP codes 10 50 $14,000 PY2024
- E•••• A•••• Management codes 28 50 $9,827 PY2024
- F•••••••• T•••• I••••••••• codes 28 50 $9,637 PY2024
- LSV Management codes 28 50 $4,358 PY2024
- Prin US P••••••• Sa-Rl 41 Sched. D P $3.9M PY2024
- W••••• T••••• W••••• U• L•• codes 11 PY2024
- I••••• R••••••• and Management codes 28 51 $84,921 PY2023
- M•••••••• A••••••••• I••••••••• codes 27 50 $57,166 PY2023
- W••••• T••••• W••••• codes 11 50 $51,500 PY2023
- E•••• A•••• Management codes 28 50 $23,587 PY2023
- Wipfli LLP codes 10 50 $16,600 PY2023
- BMO B••• Na codes 19 21 50 $16,148 PY2023
- F•••••••• T•••• I••••••••• codes 28 50 $15,094 PY2023
- LSV Management codes 28 50 $8,509 PY2023
- Prin US P••••••• Sa-Rl 41 Sched. D P $5.7M PY2023
- W••••• T••••• W••••• U• L•• codes 11 PY2023
What changed
2 events
- Dec 31, 2024Assets changedT••• D•••• I•• C••••••• R••••••••• P••• f•• R••••• H••••• a•• S••••••• E•••••••• total assets $59M -> $51M (-12.2%, 2023-12-31 to 2024-12-31)
- Jan 1, 2024Funded status changedT••• D•••• I•• C••••••• R••••••••• P••• f•• R••••• H••••• a•• S••••••• E•••••••• funded ratio 99.5% -> 102.4% (2023-01-01 to 2024-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 390667110-004
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.