Wisconsin Masons Pension Fund
Taft-Hartley plan, based in Madison, Wisconsin, reporting $327M in assets, for 3,308 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 1 Jun 2024, Wisconsin Masons Pension Fund funded ratio 104.0% -> 108.2% (2023-06-01 to 2024-06-01).
3 more managers, 15 more commitments and 2 more dated events
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
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Capital path
who backs this record, through what, into what; each name opens its own path- Artisan Multiple Investment Trust3 commitments
- Boston Partners Global Equity Fund3 commitments
- Multi-Employer Property Trust3 commitments
- Artisan Partners3 commitments
- Boston Partners Global Equity Fund3 commitments
- NEW Tower Trust Company3 commitments
Relationship network
32 connected entities18 observed commitments12 repeat counterparties9 dated commitments shown here, 2023 to 2025
From board minutes, annual reports, Form 5500 filings and public records of commitments, consultants and staff in the allocator graph. Commitment amounts are those the allocator disclosed; many are not printed, and none is estimated.
Some relationships on this record are counted rather than named here. They open with the full profile.
Click any name or line for the commitments and sources behind it. Line weight is commitments together; dashed lines are inferred.
- Sponsor
- Fund or vehicle
- Service provider
- Organization
›How strength and recency are read
Managers, funds and consultants are read from the commitments: three or more is a strong observed relationship, two a repeat counterparty. No consultant link is marked current on the source, so none is labelled current or former here. Related plans, people and plan service providers are ordered by what the filing shows.
Darker lines were active in the last 24 months or are current; lighter lines are older or undated.
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
Allocation policy
- Interest-bearing cash 0.3%
- Non-interest-bearing cash 0.4%
- Other investments 43.7%
- 103-12 investment entities 0.0%
- Common/collective trusts 21.3%
- Registered investment companies 33.9%
Consultants and advisers
- Gallagher Fiduciary Advisors Investment adviser (plan)through May 31, 2023 Form 5500
- United Actuarial Services, Inc. Actuarythrough May 31, 2023 Form 5500
- US Bank Custodianthrough May 31, 2023 Form 5500
People
Manager roster
- Artisan Partners3 rows, latest May 31, 2025
- Boston Partners Global Equity Fund3 rows, latest May 31, 2025
- NEW Tower Trust Company3 rows, latest May 31, 2025
+3 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- Boston Partners Global Equity Fundplan years 2023
- Artisan Partnersplan years
- Siguler Guff & Company LPplan years 2023
+3 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
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What changed
- Jun 1, 2024Funded status changedWisconsin Masons Pension Fund funded ratio 104.0% -> 108.2% (2023-06-01 to 2024-06-01)
- Jun 1, 2024Assets changedWisconsin Masons Pension Fund plan assets $262M -> $301M (+15.0%, 2023-06-01 to 2024-06-01)
- May 31, 2024Assets changedWisconsin Masons Pension Fund total assets $262M -> $301M (+14.9%, 2023-05-31 to 2024-05-31)
- Dec 31, 2023Manager relationship endedinferenceSiguler Guff & Company, LP no longer appears on Wisconsin Masons Pension Fund's Schedule C as investment manager (plan year 2023 vs 2022)with Siguler Guff & Company LPaskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceBoston Partners no longer appears on Wisconsin Masons Pension Fund's Schedule C as investment manager (plan year 2023 vs 2022)with Boston Partners Global Equity Fundaskebsa.dol.gov
+2 more dated events
Every name, record and relationship behind this count, with the source on each.
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Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of May 31, 2025 | Artisan Multiple Investment Trustcollective trust | Artisan Partners | Pooled vehicles | $19.0M held | Disclosed holding | askebsa.dol.gov | |
| as of May 31, 2025 | Boston Partners Global Equity Fundcollective trust | Boston Partners Global Equity Fund | Public equity | $21.0M held | Disclosed holding | askebsa.dol.gov | |
| as of May 31, 2025 | Multi-Employer Property Trustcollective trust | NEW Tower Trust Company | Real estate | $9.0M held | Disclosed holding | askebsa.dol.gov |
+15 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
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Size and funding
Form 5500 filings
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to May 31, 2025 | 3,308 | Not disclosed | Not disclosed | n/a | $327M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to May 31, 2024 | 3,556 | Not disclosed | Not disclosed | n/a | $301M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to May 31, 2023 | 3,486 | Not disclosed | Not disclosed | n/a | $262M | Not disclosed | Not disclosed | Not disclosed |
- BPA of Wi a Benesys Company codes 15 50 99 $190,363 PY2024
- Gallagher Fiduciary Advisors, LLC codes 27 50 $130,126 PY2024
- US Bank codes 18 19 50 $76,391 PY2024
+51 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Record history
- Funded status changed2024-06-01source on record
- Total assets changed2024-06-01source on record
- Total assets changed2024-05-31source on record
+4 more changes on this record's ledger
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The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.
›Connections
every published relationship on the graph
+11 connections on the graph
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