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AllocatorsPlancorporate pension<100m

ESG Holdings, LLC Pension Plan

Allocators

Milwaukee, WI

This is the graph view. The full profile, with its team, deals and sources, is on Allocators.Open the full profile →

Search this name across graphsid dfx:al:2206f026-40c5-4bc6-9070-9e5deb0646f4

Data as of Sep 15, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 20, 2026, 8:42 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Sep 15, 2026 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Total assets: $8,135latest reading; see basis
Assets as of: Nov 30, 2023
Assets basis: REPORTED
Funded ratio: 98%
Participants: 1,238
Commitments: 0with an amount; holdings are counted apart
Managers: 0
Funds: 0
Re-ups: 0
First-time managers: 0
Consultants: 0
Private markets target, %: 0latest policy, percent of assets
Private equity target, %: 0latest policy, percent of assets
Latest policy: Nov 30, 2023
People: 0

Policy targets, latest period

the latest period this plan published, every item quoted from its own report; a target is never an actual

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Interest-bearing cash	n/a	n/a	n/a	25	$2,000	Nov 30, 2023	Derived
Non-interest-bearing cash	n/a	n/a	n/a	0	$3	Nov 30, 2023	Derived

Consultants

Form 5500 Schedule C, Form ADV and the plan's own reports; a Schedule C relationship is current for 24 months after the plan year end

Consultant	Role	From	To	Current	Evidence	Source
Milliman, Inc.	actuary	Dec 1, 2022	Nov 30, 2023	no	fact	Dol form 5500 pension
Deloitte Consulting LLP	Pension consultant	Dec 1, 2022	Nov 30, 2023	no	fact	Dol form 5500 pension
Income Research & Mgmt. Inc.	Investment adviser	Dec 1, 2022	Nov 30, 2023	no	fact	Dol form 5500 pension
Asset Consulting Group	Pension consultant	Dec 1, 2022	Nov 30, 2023	no	fact	Dol form 5500 pension

Relationships

Sponsors (1)

← ESG Holdings, LLCPlan sponsorPlan sponsor
Dec 1, 2022 to presentfactForm 5500

Advised by (4)

→ Milliman, Inc.Investment consultantactuary
Dec 1, 2022 to Nov 30, 2023factForm 5500
→ Deloitte Consulting LLPInvestment consultantPension consultant
Dec 1, 2022 to Nov 30, 2023factForm 5500
→ Income Research & Mgmt. Inc.Manager with allocator capitalInvestment adviser
Dec 1, 2022 to Nov 30, 2023factForm 5500
→ Asset Consulting GroupInvestment consultantPension consultant
Dec 1, 2022 to Nov 30, 2023factForm 5500

Dated events

No dated event names this entity yet.

Provenance

Graph: Allocators
Canonical id: dfx:al:2206f026-40c5-4bc6-9070-9e5deb0646f4
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 4 days ago
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

ESG Holdings, LLC Pension Plan

Allocators

Milwaukee, WI

This is the graph view. The full profile, with its team, deals and sources, is on Allocators.Open the full profile →

Search this name across graphsid dfx:al:2206f026-40c5-4bc6-9070-9e5deb0646f4

Bucket

Target %

Range low

Range high

Actual %

Actual

Period end

Basis

Interest-bearing cash

n/a

$2,000

Nov 30, 2023

Derived

Non-interest-bearing cash

n/a

Nov 30, 2023

Derived

Consultant

Role

From

Current

Evidence

Source

Milliman, Inc.

actuary

Dec 1, 2022

Nov 30, 2023

fact

Dol form 5500 pension

Deloitte Consulting LLP

Pension consultant

Dec 1, 2022

Nov 30, 2023

fact

Dol form 5500 pension

Income Research & Mgmt. Inc.

Investment adviser

Dec 1, 2022

Nov 30, 2023

fact

Dol form 5500 pension

Asset Consulting Group

Pension consultant

Dec 1, 2022

Nov 30, 2023

fact

Dol form 5500 pension