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•• E••••• G•••• R••••••••• P••• f•• I••••••• H••••••
Corporate pensionMilwaukee, WI
Assets
$35.6M
Total assets, Dec 31, 2025 reported
Funded
106.2%
Jan 1, 2025
Private markets target
n/a
policy Dec 31, 2025
Commitments
0
none on the tape
Plan sponsor: W•• E••••• G••••• I•••
Allocation policy
Form 5500, as of Dec 31, 2025
Actual allocation lines without a target (as filed)
- Master trust investment accounts 100.0%
Consultants and advisers
2 firms
- F••••••• I••••••••• Pension consultantthrough Dec 31, 2025 Form 5500
- W••••• T••••• W••••• U• L•• Actuarythrough Dec 31, 2025 Form 5500
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
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
$33.8M (2024-12) · $34.1M (2023-12) · $32.7M (2022-12)
Net assets
$33.8M (2024-12) · $34.1M (2023-12) · $32.7M (2022-12)
Funded ratio
115.7% (2024-01) · 116.8% (2023-01) · 129.1% (2022-01)
Funding target
$23.7M (2024-01) · $23.7M (2023-01) · $23.1M (2022-01)
Discount rate
5.12% (2024-01) · 5.19% (2023-01) · 5.37% (2022-01)
Benefits paid
$1.6M (2024-12) · $1.4M (2023-12) · $1.5M (2022-12)
Net investment income
$-306,000 (2024-12) · $1.4M (2023-12) · $-8.7M (2022-12)
Form 5500 filings
4 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2025 to Dec 31, 2025 | 214 | $33.9M | $22.8M | 106.2% | $35.6M | n/a | $35.6M | n/a |
| 2024 to Dec 31, 2024 | 217 | $34.2M | $23.7M | 115.7% | $33.8M | n/a | $33.8M | n/a |
| 2023 to Dec 31, 2023 | 223 | $32.8M | $23.7M | 116.8% | $34.1M | n/a | $34.1M | n/a |
| 2022 to Dec 31, 2022 | 229 | $41.5M | $23.1M | 129.1% | $32.7M | n/a | $32.7M | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- W••••• T••••• W••••• U• L•• codes 11 17 49 $72,617 PY2025
- F••••••• I••••••••• Institutional codes 14 15 17 38 49 $25,386 PY2025
- Cliftonlarsonallen LLP codes 10 $17,490 PY2025
- WEC Business Services LLC codes 14 35 $6,830 PY2025
- I••••••• E••••• Group Master Retire Sched. D M $35.6M PY2025
- W••••• T••••• W••••• U• L•• codes 11 PY2025
- W••••• T••••• W••••• U• L•• codes 11 17 49 $58,807 PY2024
- F••••••• I••••••••• Institutional codes 14 15 17 38 49 $24,439 PY2024
- Cliftonlarsonallen LLP codes 10 $16,861 PY2024
- I••••••• E••••• Group Master Retire Sched. D M $33.8M PY2024
- W••••• T••••• W••••• U• L•• codes 11 PY2024
- W••••• T••••• W••••• U• L•• codes 11 17 49 $52,638 PY2023
- F••••••• I••••••••• Institutional codes 17 49 $29,524 PY2023
- Cliftonlarsonallen LLP codes 10 $15,735 PY2023
- I••••••• E••••• Group Master Retire Sched. D M $34.1M PY2023
- W••••• T••••• W••••• U• L•• codes 11 PY2023
- W••••• T••••• W••••• U• L•• codes 11 17 49 $51,408 PY2022
- F••••••• I••••••••• Institutional codes 17 49 $29,663 PY2022
- Cliftonlarsonallen LLP codes 10 $14,637 PY2022
- I••••••• E••••• Group Master Retire Sched. D M $32.7M PY2022
- W••••• T••••• W••••• U• L•• codes 11 PY2022
What changed
3 events
- Jan 1, 2025Funded status changedW•• E••••• G•••• R••••••••• P••• f•• I••••••• H•••••• funded ratio 115.7% -> 106.2% (2024-01-01 to 2025-01-01)
- Jan 1, 2023Funded status changedW•• E••••• G•••• R••••••••• P••• f•• I••••••• H•••••• funded ratio 129.1% -> 116.8% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedW•• E••••• G•••• R••••••••• P••• f•• I••••••• H•••••• p••• assets $41M -> $33M (-20.9%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 391391525-056
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.