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AllocatorsPlancorporate pension<100m

Badger Foundry Company Pension Plan

Allocators

Winona, MN

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Search this name across graphsid dfx:al:69071978-ab44-4865-b077-c1bedffeddba

Data as of Sep 15, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 19, 2026, 6:33 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 4
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: $6.3Mlatest reading; see basis
Assets as of: Dec 31, 2024
Assets basis: REPORTED
Funded ratio: 89%
Participants: 193
Commitments: 9with an amount; holdings are counted apart
Managers: 1
Funds: 3
Re-ups: 0
First-time managers: 0
Latest commitment: Dec 31, 2024
Consultants: 0
Private markets target, %: 0latest policy, percent of assets
Private equity target, %: 0latest policy, percent of assets
Latest policy: Dec 31, 2024
People: 0

Holdings (a value, never a commitment)

a Schedule D plan interest or a 990-PF other investment: a value on a date, never an approval

Vehicle	Manager	Bucket	Value	As of	Kind	Source
Principal U.S. Property Sa-Z	Principal	Real estate	$7.4M	Dec 31, 2022	Separate account	Dol form 5500 pension
Principal U.S. Property Sa-Z	Principal	Real estate	$6.6M	Dec 31, 2023	Separate account	Dol form 5500 pension
Principal U.S. Property Sa-Z	Principal	Real estate	$5.0M	Dec 31, 2024	Separate account	Dol form 5500 pension
Prin Liquid Assets Sep Acct-Z	Principal	Pooled vehicle	$1.3M	Dec 31, 2024	Separate account	Dol form 5500 pension
Prin Midcap Value I Sa-Z	Principal	Pooled vehicle	$431,349	Dec 31, 2022	Separate account	Dol form 5500 pension
Prin Liquid Assets Sep Acct-Z	Principal	Pooled vehicle	$99,446	Dec 31, 2022	Separate account	Dol form 5500 pension
Prin Midcap Value I Sa-Z	Principal	Pooled vehicle	$70,563	Dec 31, 2023	Separate account	Dol form 5500 pension
Prin Midcap Value I Sa-Z	Principal	Pooled vehicle	$55,879	Dec 31, 2024	Separate account	Dol form 5500 pension
Prin Liquid Assets Sep Acct-Z	Principal	Pooled vehicle	$38,261	Dec 31, 2023	Separate account	Dol form 5500 pension

Policy targets, latest period

the latest period this plan published, every item quoted from its own report; a target is never an actual; 3 rows folded into 1

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Pooled separate accounts	n/a	n/a	n/a	100	$6.3M	Dec 31, 2024	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
Newport Group, Inc	actuary	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension

Relationships

Sponsors (1)

← Badger Foundry CompanyPlan sponsorPlan sponsor
Jan 1, 2022 to presentfactForm 5500

Advised by (1)

→ Newport Group, IncInvestment consultantactuary
Jan 1, 2022 to Dec 31, 2022factForm 5500

Dated events

4 bookkeeping events (roster, classification and holdings changes) folded below

Show 4 bookkeeping events

Occurred
Jan 1, 2024
Badger Foundry Company Pension Plan plan assets $8M -> $7M (-12.6%, 2023-01-01 to 2024-01-01)
Occurred
Jan 1, 2024
Badger Foundry Company Pension Plan funded ratio 106.0% -> 89.1% (2023-01-01 to 2024-01-01)
Occurred
Dec 31, 2023
Badger Foundry Company Pension Plan total assets $8M -> $7M (-12.6%, 2022-12-31 to 2023-12-31)
Occurred
Jan 1, 2023
Badger Foundry Company Pension Plan funded ratio 110.4% -> 106.0% (2022-01-01 to 2023-01-01)

Provenance

Graph: Allocators
Canonical id: dfx:al:69071978-ab44-4865-b077-c1bedffeddba
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 3 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.