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AllocatorsPlancorporate pension<100m

Waukesha Gas Engines Pension Plan

Allocators

Waukesha, WI

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Search this name across graphsid dfx:al:852cf7e4-3b9e-4068-8bb7-c37668e91931

Data as of Sep 15, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 21, 2026, 8:43 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 11
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: $3.7Mlatest reading; see basis
Assets as of: Dec 31, 2023
Assets basis: REPORTED
Funded ratio: 87%
Participants: 185
Commitments: 12with an amount; holdings are counted apart
Managers: 2
Funds: 10
Re-ups: 0
First-time managers: 0
Latest commitment: Dec 31, 2023
Consultants: 0
Private markets target, %: 0latest policy, percent of assets
Private equity target, %: 0latest policy, percent of assets
Latest policy: Dec 31, 2023
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
Mercer Active Long Corporate Fixed	Mercer Investments LLC	Fixed income	$2.8M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Mercer Long Strips Fixed Income	Mercer Investments LLC	Fixed income	$2.0M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Mercer Long Strips Fixed Income	Mercer Investments LLC	Fixed income	$1.7M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Long US Credit Indx Nl Fund	State Street Global Advisors Trust Company	Private credit	$1.6M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Mercer US Large Cap Core Passive Eq	Mercer Investments LLC	Public equity	$619,031	Dec 31, 2022	Collective trust	Dol form 5500 pension
Mercer Ultra Long Duration Portfoli	Mercer Investments LLC	Fixed income	$402,324	Dec 31, 2023	Collective trust	Dol form 5500 pension
Mercer Non-Us Core Equity Portfolio	Mercer Investments LLC	Public equity	$367,171	Dec 31, 2022	Collective trust	Dol form 5500 pension
Mercer Ultra Long Duration Portfoli	Mercer Investments LLC	Fixed income	$343,954	Dec 31, 2022	Collective trust	Dol form 5500 pension
Mercer Emerging Markets Equity Port	Mercer Investments LLC	Public equity	$220,360	Dec 31, 2022	Collective trust	Dol form 5500 pension
Mercer Global Low Volatility Equity	Mercer Investments LLC	Public equity	$194,361	Dec 31, 2022	Collective trust	Dol form 5500 pension
Mercer Opportunistic Fixed Income	Mercer Investments LLC	Hedge diversifiers	$174,477	Dec 31, 2022	Collective trust	Dol form 5500 pension
Mercer US Small/mid Cap Equity Port	Mercer Investments LLC	Public equity	$156,023	Dec 31, 2022	Collective trust	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; 4 rows folded into 2

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Interest-bearing cash	n/a	n/a	n/a	0	$5,000	Dec 31, 2023	Derived
Common/collective trusts	n/a	n/a	n/a	100	$3.7M	Dec 31, 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
Willis Towers Watson US LLC	actuary	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension

Managers

managers this plan names on Schedule C or in its reports; a manager here is a reference node keyed to the private equity, venture and real estate fund graphs, never a new identity

Manager	Mandate	From	To	Current	Evidence
Mercer Investments LLC	n/a	Dec 31, 2022	n/a	yes	fact
Mercer Investments LLC	Investment management	Jan 1, 2022	Dec 31, 2022	no	fact

Relationships

Manages for (2)

← Mercer Investments LLCManager with allocator capital
Dec 31, 2022 to presentfactForm 5500
← Mercer Investments LLCInvestment consultantInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500

Sponsors (1)

← Innio Waukesha Gas Engines, Inc.Plan sponsorPlan sponsor
Jan 1, 2022 to presentfactForm 5500

Advised by (1)

→ Willis Towers Watson US LLCInvestment consultantactuary
Jan 1, 2022 to Dec 31, 2022factForm 5500

Dated events

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

Occurred
Dec 31, 2023
Holding in a pooled vehicle ended
Waukesha Gas Engines Pension Plan no longer reports Mercer Non-Us Core Equity Portfolio (last held $367,171 at 2022-12-31; absent from the 2023-12-31 filing)
Mercer Non-Us Core Equity Portfolio Form 5500observed 5 days ago
$367,171
Occurred
Dec 31, 2023
Holding in a pooled vehicle started
Waukesha Gas Engines Pension Plan first reports an interest in Long US Credit Indx Nl Fund (State Street - Russell 2000): $2M at 2023-12-31
State Street Global Advisors Trust Company Form 5500observed 5 days ago
$1.6M
Occurred
Dec 31, 2023
Holding in a pooled vehicle ended
Waukesha Gas Engines Pension Plan no longer reports Mercer Active Long Corporate Fixed (last held $3M at 2022-12-31; absent from the 2023-12-31 filing)
Mercer Active Long Corporate Fixed Form 5500observed 5 days ago
$2.8M
Occurred
Dec 31, 2023
Holding in a pooled vehicle ended
Waukesha Gas Engines Pension Plan no longer reports Mercer Global Low Volatility Equity (last held $194,361 at 2022-12-31; absent from the 2023-12-31 filing)
Mercer Global Low Volatility Equity Form 5500observed 5 days ago
$194,361
Occurred
Dec 31, 2023
Holding in a pooled vehicle ended
Waukesha Gas Engines Pension Plan no longer reports Mercer US Small/mid Cap Equity Port (last held $156,023 at 2022-12-31; absent from the 2023-12-31 filing)
Mercer US Small/mid Cap Equity Port Form 5500observed 5 days ago
$156,023
Occurred
Dec 31, 2023
Holding in a pooled vehicle ended
Waukesha Gas Engines Pension Plan no longer reports Mercer US Large Cap Core Passive Eq (last held $619,031 at 2022-12-31; absent from the 2023-12-31 filing)
Mercer US Large Cap Core Passive Eq Form 5500observed 5 days ago
$619,031
Occurred
Dec 31, 2023
Holding in a pooled vehicle ended
Waukesha Gas Engines Pension Plan no longer reports Mercer Emerging Markets Equity Port (last held $220,360 at 2022-12-31; absent from the 2023-12-31 filing)
Mercer Emerging Markets Equity Port Form 5500observed 5 days ago
$220,360
Occurred
Dec 31, 2023
Holding in a pooled vehicle ended
Waukesha Gas Engines Pension Plan no longer reports Mercer Opportunistic Fixed Income (last held $174,477 at 2022-12-31; absent from the 2023-12-31 filing)
Mercer Opportunistic Fixed Income Form 5500observed 5 days ago
$174,477

Show 3 bookkeeping events

Occurred
Dec 31, 2023
Waukesha Gas Engines Pension Plan total assets $8M -> $4M (-52.5%, 2022-12-31 to 2023-12-31)
Occurred
Jan 1, 2023
Waukesha Gas Engines Pension Plan plan assets $61M -> $8M (-87.3%, 2022-01-01 to 2023-01-01)
Occurred
Jan 1, 2023
Waukesha Gas Engines Pension Plan funded ratio 118.3% -> 87.0% (2022-01-01 to 2023-01-01)

Provenance

Graph: Allocators
Canonical id: dfx:al:852cf7e4-3b9e-4068-8bb7-c37668e91931
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 5 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.