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AllocatorsPlancorporate pension100m-1b

Madison Gas and Electric Company Retirement Plan for Bargaining Employees

Allocators

Madison, WI

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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, 3:34 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
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: $182Mlatest reading; see basis
Assets as of: Dec 31, 2024
Assets basis: REPORTED
Funded ratio: 109%
Participants: 452
Commitments: 49with an amount; holdings are counted apart
Managers: 1
Funds: 17
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; showing 25 of 49

Vehicle	Manager	Bucket	Value	As of	Kind	Source
PRU Long Corporate Bond	Prudential Retirement & Annuity Ins	Fixed income	$27.6M	Dec 31, 2024	Separate account	Dol form 5500 pension
Long Duration Bond/ir&m Fund	Prudential Retirement & Annuity Ins	Fixed income	$27.2M	Dec 31, 2024	Separate account	Dol form 5500 pension
PRU Long Corporate Bond	Prudential Retirement & Annuity Ins	Fixed income	$20.1M	Dec 31, 2023	Separate account	Dol form 5500 pension
Long Duration Bond/ir&m Fund	Prudential Retirement & Annuity Ins	Fixed income	$19.5M	Dec 31, 2023	Separate account	Dol form 5500 pension
PRU Long Corporate Bond	Prudential Retirement & Annuity Ins	Fixed income	$17.1M	Dec 31, 2022	Separate account	Dol form 5500 pension
Dryden S&p 500 Index	Prudential Retirement & Annuity Ins	Pooled vehicle	$16.7M	Dec 31, 2024	Separate account	Dol form 5500 pension
Long Duration Bond/ir&m Fund	Prudential Retirement & Annuity Ins	Fixed income	$16.7M	Dec 31, 2022	Separate account	Dol form 5500 pension
Dryden S&p 500 Index	Prudential Retirement & Annuity Ins	Pooled vehicle	$16.7M	Dec 31, 2023	Separate account	Dol form 5500 pension
Dryden S&p 500 Index	Prudential Retirement & Annuity Ins	Pooled vehicle	$15.3M	Dec 31, 2022	Separate account	Dol form 5500 pension
Intl Blend/aqr	Prudential Retirement & Annuity Ins	Pooled vehicle	$10.3M	Dec 31, 2023	Separate account	Dol form 5500 pension
Intl Bld II Fd (mngd by Mfs)	Prudential Retirement & Annuity Ins	Pooled vehicle	$10.3M	Dec 31, 2023	Separate account	Dol form 5500 pension
Intl Blend/aqr	Prudential Retirement & Annuity Ins	Pooled vehicle	$10.1M	Dec 31, 2022	Separate account	Dol form 5500 pension
International Growth/artisan	Prudential Retirement & Annuity Ins	Pooled vehicle	$10.1M	Dec 31, 2023	Separate account	Dol form 5500 pension
International Growth/artisan	Prudential Retirement & Annuity Ins	Pooled vehicle	$9.8M	Dec 31, 2022	Separate account	Dol form 5500 pension
High Yield Bond / Pgim Fund	Prudential Retirement & Annuity Ins	Fixed income	$9.5M	Dec 31, 2024	Separate account	Dol form 5500 pension
Intl Bld II Fd (mngd by Mfs)	Prudential Retirement & Annuity Ins	Pooled vehicle	$9.5M	Dec 31, 2022	Separate account	Dol form 5500 pension
International Growth/artisan	Prudential Retirement & Annuity Ins	Pooled vehicle	$9.5M	Dec 31, 2024	Separate account	Dol form 5500 pension
Intl Blend/aqr	Prudential Retirement & Annuity Ins	Pooled vehicle	$9.4M	Dec 31, 2024	Separate account	Dol form 5500 pension
Intl Bld II Fd (mngd by Mfs)	Prudential Retirement & Annuity Ins	Pooled vehicle	$9.2M	Dec 31, 2024	Separate account	Dol form 5500 pension
Large Cap Value/barrow Hanley	Prudential Retirement & Annuity Ins	Public equity	$9.2M	Dec 31, 2022	Separate account	Dol form 5500 pension
Large Cap Growth/jennison	Prudential Retirement & Annuity Ins	Public equity	$9.1M	Dec 31, 2023	Separate account	Dol form 5500 pension
Large Cap Value/lsv Asset Mgmt	Prudential Retirement & Annuity Ins	Public equity	$9.0M	Dec 31, 2022	Separate account	Dol form 5500 pension
High Yield Bond / Pgim Fund	Prudential Retirement & Annuity Ins	Fixed income	$8.8M	Dec 31, 2023	Separate account	Dol form 5500 pension
Largecapgrowth / Mfs Fund	Prudential Retirement & Annuity Ins	Pooled vehicle	$8.8M	Dec 31, 2023	Separate account	Dol form 5500 pension
Large Cap Value/lsv Asset Mgmt	Prudential Retirement & Annuity Ins	Public equity	$8.7M	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; 6 rows folded into 2

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Other investments	n/a	n/a	n/a	6	$10.3M	Dec 31, 2024	Derived
Pooled separate accounts	n/a	n/a	n/a	94	$172M	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
Prudential Retirement & Annuity Ins	actuary	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
Empower	actuary	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension

Relationships

Sponsors (1)

← Madison Gas and Electric CompanyPlan sponsorPlan sponsor
Jan 1, 2022 to presentfactForm 5500

Advised by (2)

→ Prudential Retirement & Annuity InsManager with allocator capitalactuary
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ EmpowerInvestment consultantactuary
Jan 1, 2022 to Dec 31, 2022factForm 5500

Dated events

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

Occurred
Dec 31, 2024
Holding in a pooled vehicle ended
Madison Gas and Electric Company Retirement Plan for Bargaining Employees no longer reports Mcv/pgim Quant Solutions Fd (Prudential Retirement & Annuity Ins) (last held $26,678 at 2023-12-31; absent from the 2024-12-31 filing)
Prudential Retirement & Annuity Ins Form 5500observed 5 days ago
$26,678
Occurred
Dec 31, 2023
Holding in a pooled vehicle started
Madison Gas and Electric Company Retirement Plan for Bargaining Employees first reports an interest in Mid Cap Value/integrity (Prudential Retirement & Annuity Ins): $6M at 2023-12-31
Prudential Retirement & Annuity Ins Form 5500observed 5 days ago
$6.3M

Show 2 bookkeeping events

Occurred
Jan 1, 2023
Madison Gas and Electric Company Retirement Plan for Bargaining Employees plan assets $185M -> $145M (-21.6%, 2022-01-01 to 2023-01-01)
Occurred
Jan 1, 2023
Madison Gas and Electric Company Retirement Plan for Bargaining Employees funded ratio 114.5% -> 109.1% (2022-01-01 to 2023-01-01)

Provenance

Graph: Allocators
Canonical id: dfx:al:b8dfaaf0-506e-4f5b-959b-af588a0227e5
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.

Madison Gas and Electric Company Retirement Plan for Bargaining Employees

Allocators

Madison, 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:b8dfaaf0-506e-4f5b-959b-af588a0227e5

Vehicle

Manager

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Value

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Source