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.

Corporate pension

Pension Plan of Wisconsin Farm Bureau Federation & Affiliates

Corporate pensionMadison, WI
Assets
$47.1M
Total assets, Dec 31, 2024 reported
Funded
83.4%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
43
none on the tape
Plan sponsor: Rural Mutual Insurance Company
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 1.0%
  • Common/collective trusts 99.0%
Consultants and advisers
1 firms
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
From Schedule C (investment management, code 28)
Commitments
43 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Nisa Ultra Long Treasury Cifcollective trustGlobal Trust CompanyFixed income$1.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Nisa Ultra Mid Treasury Cifcollective trustGlobal Trust CompanyFixed income$1.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024AON Investment Collective Trustcollective trustAON Trust Company LLCPooled vehicles$1.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Large Cap Equity Fundcollective trustAON Trust Company LLCPublic equity$1.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024AON Global Real Estate Fundcollective trustAON Trust Company LLCReal estate$142,342 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 202420+ Yr U S Treas Stripscollective trustAON Trust Company LLCPooled vehicles$1.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024AON Intermediate Credit Bond Fundcollective trustAON Trust Company LLCPrivate credit$1.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024AON Investment Collective Trustcollective trustAON Trust Company LLCPooled vehicles$31.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024AON Mid Duration Long Credit Bond Fcollective trustAON Trust Company LLCPrivate credit$80,966 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024AON US Intermediate Governmentcollective trustAON Trust Company LLCPooled vehicles$1.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024AON Long Government Bond Index Fundcollective trustAON Trust Company LLCFixed income$466,189 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024AON High Yield Plus Fundcollective trustAON Trust Company LLCFixed income$67,008 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024AON Non-U.s. Equity Fundcollective trustAON Trust Company LLCPublic equity$1.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024AON Large Cap Equity Index Fundcollective trustAON Trust Company LLCPublic equity$2.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024AON Multi-Asset Credit Fundcollective trustAON Trust Company LLCPrivate credit$1.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024AON Small & Mid Cap Equity Fundcollective trustAON Trust Company LLCPublic equity$333,458 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024AON Global Equity Fundcollective trustAON Trust Company LLCPublic equity$1.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023AON Multi-Asset Credit Fundcollective trustAON Trust Company LLCPrivate credit$1.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023AON Global Real Estate Fundcollective trustAON Trust Company LLCReal estate$135,868 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 202320+ Yr U S Treas Stripscollective trustAON Trust Company LLCPooled vehicles$8.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023AON Intermediate Credit Bond Fundcollective trustAON Trust Company LLCPrivate credit$3,800 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023AON Long Credit Bond Fundcollective trustAON Trust Company LLCPrivate credit$31.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023AON Mid Duration Long Credit Bond Fcollective trustAON Trust Company LLCPrivate credit$222,365 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023AON US Intermediate Governmentcollective trustAON Trust Company LLCPooled vehicles$901,089 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023AON Long Government Bond Index Fundcollective trustAON Trust Company LLCFixed income$1.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023AON Investment Collective Trustcollective trustAON Trust Company LLCPooled vehicles$61,369 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023AON Non-Us Equity Index Fundcollective trustAON Trust Company LLCPublic equity$1.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023AON Large Cap Equity Index Fundcollective trustAON Trust Company LLCPublic equity$2.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023AON Small Cap Equity Index Fundcollective trustAON Trust Company LLCPublic equity$354,967 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023AON Global Equity Fundcollective trustAON Trust Company LLCPublic equity$1.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022AON Mid Duration Long Credit Bond Fcollective trustAON Trust Company LLCPrivate credit$28,502 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022AON Global Real Estate Fundcollective trustAON Trust Company LLCReal estate$24,638 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 202220+ Yr U S Treas Stripscollective trustAON Trust Company LLCPooled vehicles$9.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022AON Intermediate Credit Bond Fundcollective trustAON Trust Company LLCPrivate credit$3,558 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022AON Long Credit Bond Fundcollective trustAON Trust Company LLCPrivate credit$28.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022AON US Intermediate Governmentcollective trustAON Trust Company LLCPooled vehicles$20,413 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022AON Long Government Bond Index Fundcollective trustAON Trust Company LLCFixed income$473,111 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022AON High Yield Plus Fundcollective trustAON Trust Company LLCFixed income$54,638 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022AON Non-Us Equity Index Fundcollective trustAON Trust Company LLCPublic equity$1.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022AON Large Cap Equity Index Fundcollective trustAON Trust Company LLCPublic equity$1.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022AON Multi-Asset Credit Fundcollective trustAON Trust Company LLCPrivate credit$1.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022AON Small Cap Equity Index Fundcollective trustAON Trust Company LLCPublic equity$284,080 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022AON Global Equity Fundcollective trustAON Trust Company LLCPublic equity$1.1M heldDisclosed holdingaskebsa.dol.gov
Size and funding
32 readings
Total assets
$47.1M Dec 31, 2024 reported Form 5500
$50.5M (2023-12) · $48.6M (2022-12)
Plan assets
$50.5M Jan 1, 2024 reported Form 5500
$48.5M (2023-01) · $81.8M (2022-01)
Net assets
$47.1M Dec 31, 2024 reported Form 5500
$50.5M (2023-12) · $48.6M (2022-12)
Funded ratio
83.4% Jan 1, 2024 reported Form 5500
80.0% (2023-01) · 105.8% (2022-01)
Funding target
$49.4M Jan 1, 2024 reported Form 5500
$47.5M (2023-01) · $58.2M (2022-01)
Discount rate
5.10% Jan 1, 2024 reported Form 5500
5.24% (2023-01) · 5.38% (2022-01)
Participants
201 Jan 1, 2024 reported Form 5500
210 (2023-01) · 397 (2022-01)
Contributions
$0 Dec 31, 2024 reported Form 5500
$600,000 (2023-12) · $1.8M (2022-12)
Benefits paid
$2.6M Dec 31, 2024 reported Form 5500
$2.2M (2023-12) · $14.8M (2022-12)
Net investment income
$-3.4M Dec 31, 2024 reported Form 5500
$1.9M (2023-12) · $-33.2M (2022-12)
Investment management fees
$118,555 Dec 31, 2023 reported Form 5500
$158,268 (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 2024201$50.5M$49.4M83.4%$47.1Mn/an/an/a
2023 to Dec 31, 2023210$48.5M$47.5M80.0%$50.5Mn/an/an/a
2022 to Dec 31, 2022397$81.8M$58.2M105.8%$48.6Mn/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • AON Consulting codes 11 $184,454 PY2024
  • AON Investments USA Inc codes 51 $34,841 PY2024
  • Cliftonlarsonanderson LLP codes 10 $16,800 PY2024
  • BMO Harris Bank codes 26 $11,979 PY2024
  • American Ag Insurance Company codes 22 $2,346 PY2024
  • AON Investment Collective Trust Sched. D C $142,342 PY2024
  • Nisa Collective Investment Trust Sched. D C $1.2M PY2024
  • Nisa Collective Investment Trust Sched. D C $1.7M PY2024
  • AON Investment Collective Trust Sched. D C $1.2M PY2024
  • AON Investment Collective Trust Sched. D C $1.7M PY2024
  • AON Investment Collective Trust Sched. D C $1.7M PY2024
  • AON Investment Collective Trust Sched. D C $1.0M PY2024
  • AON Investment Collective Trust Sched. D C $31.9M PY2024
  • AON Investment Collective Trust Sched. D C $80,966 PY2024
  • AON Investment Collective Trust Sched. D C $1.8M PY2024
  • AON Investment Collective Trust Sched. D C $466,189 PY2024
  • AON Investment Collective Trust Sched. D C $67,008 PY2024
  • AON Investment Collective Trust Sched. D C $1.3M PY2024
  • AON Investment Collective Trust Sched. D C $2.0M PY2024
  • AON Investment Collective Trust Sched. D C $1.4M PY2024
  • AON Investment Collective Trust Sched. D C $333,458 PY2024
  • AON Investment Collective Trust Sched. D C $1.2M PY2024
  • AON Consulting, Inc. codes 11 PY2024
  • AON Investment Consulting LLC codes 51 $118,555 PY2023
  • Clifton Larsen Allen LLP codes 10 $15,750 PY2023
  • BMO Harris Bank codes 26 $12,008 PY2023
  • American Ag Insurance Company codes 22 $1,778 PY2023
  • AON Consulting codes 11 PY2023
  • AON Investment Collective Trust Sched. D C $354,967 PY2023
  • AON Investment Collective Trust Sched. D C $135,868 PY2023
  • AON Investment Collective Trust Sched. D C $1.3M PY2023
  • AON Investment Collective Trust Sched. D C $8.9M PY2023
  • AON Investment Collective Trust Sched. D C $3,800 PY2023
  • AON Investment Collective Trust Sched. D C $31.5M PY2023
  • AON Investment Collective Trust Sched. D C $222,365 PY2023
  • AON Investment Collective Trust Sched. D C $901,089 PY2023
  • AON Investment Collective Trust Sched. D C $1.5M PY2023
  • AON Investment Collective Trust Sched. D C $61,369 PY2023
  • AON Investment Collective Trust Sched. D C $1.4M PY2023
  • AON Investment Collective Trust Sched. D C $2.1M PY2023
  • AON Investment Collective Trust Sched. D C $1.2M PY2023
  • AON Consulting, Inc. codes 11 PY2023
  • AON Consulting codes 11 $195,336 PY2022
  • AON Investment Consulting LLC codes 51 $158,268 PY2022
  • BMO Harris Bank codes 26 $16,774 PY2022
  • Strohm Ballweg LLP codes 10 $9,000 PY2022
  • American Ag Insurance Co codes 22 $1,739 PY2022
  • AON Investment Collective Trust Sched. D C $28.5M PY2022
  • AON Investment Collective Trust Sched. D C $20,413 PY2022
  • AON Investment Collective Trust Sched. D C $473,111 PY2022
  • AON Investment Collective Trust Sched. D C $54,638 PY2022
  • AON Investment Collective Trust Sched. D C $1.4M PY2022
  • AON Investment Collective Trust Sched. D C $1.7M PY2022
  • AON Investment Collective Trust Sched. D C $1.1M PY2022
  • AON Investment Collective Trust Sched. D C $284,080 PY2022
  • AON Investment Collective Trust Sched. D C $1.1M PY2022
  • AON Investment Collective Trust Sched. D C $28,502 PY2022
  • AON Investment Collective Trust Sched. D C $24,638 PY2022
  • AON Investment Collective Trust Sched. D C $9.3M PY2022
  • AON Investment Collective Trust Sched. D C $3,558 PY2022
  • AON Consulting, Inc. codes 11 PY2022
What changed
13 events
  • Dec 31, 2024Holding started
    Pension Plan of Wisconsin Farm Bureau Federation & Affiliates first reports an interest in Nisa Ultra Mid Treasury Cif: $2M at 2024-12-31
    with Nisa Ultra Mid Treasury Cifaskebsa.dol.gov
  • Dec 31, 2024Holding started
    Pension Plan of Wisconsin Farm Bureau Federation & Affiliates first reports an interest in Large Cap Equity Fund (AON Trust Company LLC): $2M at 2024-12-31
    with AON Trust Company LLCaskebsa.dol.gov
  • Dec 31, 2024Holding started
    Pension Plan of Wisconsin Farm Bureau Federation & Affiliates first reports an interest in Nisa Ultra Long Treasury Cif: $1M at 2024-12-31
    with Nisa Ultra Long Treasury Cifaskebsa.dol.gov
  • Dec 31, 2024Holding started
    Pension Plan of Wisconsin Farm Bureau Federation & Affiliates first reports an interest in AON Non-U.s. Equity Fund (AON Trust Company LLC): $1M at 2024-12-31
    with AON Trust Company LLCaskebsa.dol.gov
  • Dec 31, 2024Holding started
    Pension Plan of Wisconsin Farm Bureau Federation & Affiliates first reports an interest in AON Investment Collective Trust: $32M at 2024-12-31
    with AON Investment Collective Trustaskebsa.dol.gov
  • Dec 31, 2024Holding endedinference
    Pension Plan of Wisconsin Farm Bureau Federation & Affiliates no longer reports AON Small Cap Equity Index Fund (AON Trust Company LLC) (last held $354,967 at 2023-12-31; absent from the 2024-12-31 filing)
    with AON Trust Company LLCaskebsa.dol.gov
  • Dec 31, 2024Holding started
    Pension Plan of Wisconsin Farm Bureau Federation & Affiliates first reports an interest in AON Small & Mid Cap Equity Fund (AON Trust Company LLC): $333,458 at 2024-12-31
    with AON Trust Company LLCaskebsa.dol.gov
  • Dec 31, 2024Holding endedinference
    Pension Plan of Wisconsin Farm Bureau Federation & Affiliates no longer reports AON Non-Us Equity Index Fund (AON Trust Company LLC) (last held $1M at 2023-12-31; absent from the 2024-12-31 filing)
    with AON Trust Company LLCaskebsa.dol.gov
  • Dec 31, 2024Holding endedinference
    Pension Plan of Wisconsin Farm Bureau Federation & Affiliates no longer reports AON Long Credit Bond Fund (AON Trust Company LLC) (last held $32M at 2023-12-31; absent from the 2024-12-31 filing)
    with AON Trust Company LLCaskebsa.dol.gov
  • Jan 1, 2024Funded status changed
    Pension Plan of Wisconsin Farm Bureau Federation & Affiliates funded ratio 80.0% -> 83.4% (2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Dec 31, 2023Holding started
    Pension Plan of Wisconsin Farm Bureau Federation & Affiliates first reports an interest in AON Investment Collective Trust: $61,369 at 2023-12-31
    with AON Investment Collective Trustaskebsa.dol.gov
  • Jan 1, 2023Funded status changed
    Pension Plan of Wisconsin Farm Bureau Federation & Affiliates funded ratio 105.8% -> 80.0% (2022-01-01 to 2023-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    Pension Plan of Wisconsin Farm Bureau Federation & Affiliates plan assets $82M -> $49M (-40.6%, 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 390271985-333
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.