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

W•••• G••••• I••• P•••••• P•••

Corporate pensionGlendale, WI
Assets
$40.3M
Total assets, Dec 31, 2025 reported
Funded
93.1%
Jan 1, 2025
Private markets target
n/a
policy Dec 31, 2025
Commitments
0
4 managers on Schedule C
Plan sponsor: W•••• G••••• I•••
Allocation policy
Form 5500, as of Dec 31, 2025
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 6.6%
  • Non-interest-bearing cash 0.2%
  • Corporate debt instruments (other) 8.7%
  • U.S. Government securities 1.5%
  • Common stock 82.4%
  • Preferred stock 0.5%
Consultants and advisers
4 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
4 managers on Schedule C
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
40 readings
Total assets
$40.3M Dec 31, 2025 reported Form 5500
$39.0M (2024-12) · $38.0M (2023-12) · $35.9M (2022-12)
Plan assets
$39.0M Jan 1, 2025 reported Form 5500
$38.0M (2024-01) · $35.9M (2023-01) · $44.6M (2022-01)
Net assets
$40.3M Dec 31, 2025 reported Form 5500
$39.0M (2024-12) · $38.0M (2023-12) · $35.9M (2022-12)
Funded ratio
93.1% Jan 1, 2025 reported Form 5500
89.2% (2024-01) · 90.7% (2023-01) · 95.7% (2022-01)
Funding target
$36.7M Jan 1, 2025 reported Form 5500
$39.8M (2024-01) · $39.8M (2023-01) · $39.1M (2022-01)
Discount rate
5.35% Jan 1, 2025 reported Form 5500
5.10% (2024-01) · 5.22% (2023-01) · 5.39% (2022-01)
Participants
379 Jan 1, 2025 reported Form 5500
379 (2024-01) · 402 (2023-01) · 420 (2022-01)
Benefits paid
$2.7M Dec 31, 2025 reported Form 5500
$2.7M (2024-12) · $2.6M (2023-12) · $2.6M (2022-12)
Net investment income
$1.2M Dec 31, 2025 reported Form 5500
$975,782 (2024-12) · $2.1M (2023-12) · $-8.7M (2022-12)
Investment management fees
$177,631 Dec 31, 2025 reported Form 5500
$180,071 (2024-12) · $194,470 (2023-12) · $224,878 (2022-12)
Form 5500 filings
4 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2025 to Dec 31, 2025379$39.0M$36.7M93.1%$40.3Mn/an/an/a
2024 to Dec 31, 2024379$38.0M$39.8M89.2%$39.0Mn/an/an/a
2023 to Dec 31, 2023402$35.9M$39.8M90.7%$38.0Mn/an/an/a
2022 to Dec 31, 2022420$44.6M$39.1M95.7%$35.9Mn/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
3 events
  • Jan 1, 2025Funded status changed
    W•••• G••••• I••• P•••••• P••• funded ratio 89.2% -> 93.1% (2024-01-01 to 2025-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Funded status changed
    W•••• G••••• I••• P•••••• P••• funded ratio 95.7% -> 90.7% (2022-01-01 to 2023-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    W•••• G••••• I••• P•••••• P••• plan assets $45M -> $36M (-19.4%, 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 390702200-002
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.