DFX Intelligence

This allocator's name, 3 more advisers, 32 more commitments and 15 more dated events

Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.

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Corporate pension in Wisconsin

Corporate pension· Kohler, Wisconsin

Corporate pension, based in Kohler, Wisconsin, reporting $1.7B in assets, for 24,292 participants.

Composed from this allocator's classification, location and filed figures.

As of 2024-12-31 · the latest dated event for this allocator; each figure carries its own filing or report date

Assets: $1.7B
Funded ratio: 102.3%
Fund commitments: 17
Managers: 2

Open searches Plans backing its top manager Similar plans, same strategy

Commitments (17)Allocation policy Managers

As of 2024-12-31 · the latest dated event for this allocator; each figure carries its own filing or report date

Nothing material in the last 90 days. Last change: 31 Dec 2024, Holding started.

Capital path

who backs this record, through what, into what; each name opens its own path

Corporate pension in Wisconsin

Funds committed to

Msci Acwi Ex-Us Imi Russia Index Fd3 commitments
Mcsi World Multi-Factor Fund3 commitments
Mcsi Equity Index Fund Singapore2 commitments

All 17

Managers

Blackrock Institutional Trust Company, N.A.34 commitments
Blackrock Institutional Trust Co,na1 commitment

Size, funding, policy and commitments, with their basesCorporate pensionShow

Corporate pension

Assets

$1.7B

Total assets, Dec 31, 2024 reported

Funded

102.3%

Jan 1, 2024

Private markets target

no policy read

policy Dec 31, 2024

Commitments

2 managers on Schedule C

Allocation policy

Form 5500, as of Dec 31, 2024

Actual allocation lines without a target (as filed)

Interest-bearing cash 6.0%
Common/collective trusts 8.4%
Registered investment companies 85.6%

Consultants and advisers

6 firms

Heck Capital Advisors Investment adviser (plan)through Dec 31, 2022 Form 5500
Francis LLC Investment adviser (plan)through Dec 31, 2022 Form 5500
Midwest Institutional Trust Company Trusteethrough Dec 31, 2024 Form 5500

+3 more consultants and advisers advise this allocator

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

People

No investment staff or executives have been read for this allocator yet.

Manager roster

2 managers on the commitment tape

From the plan’s own commitment disclosures

Blackrock Institutional Trust Company, N.A.34 rows, latest Dec 31, 2024
Blackrock Institutional Trust Co,na1 row, latest Dec 31, 2024

From Schedule C (investment management, code 28)

Blackrock Insti. Trust Company, N.Aplan years
Blackrock Institutional Trust Company, N.A.plan years

What changed

20 events

Dec 31, 2024Holding started
with Blackrock Institutional Trust Co,na$145Maskebsa.dol.gov
Dec 31, 2024Holding endedinference
with Mcsi Equity Index Fund India$5.1Maskebsa.dol.gov
Dec 31, 2024Holding endedinference
with Mcsi Equity Index Fund Hong Kong$1.8Maskebsa.dol.gov
Dec 31, 2024Holding endedinference
with Mcsi Equity Index Fund Indonesia$545Kaskebsa.dol.gov
Dec 31, 2024Holding endedinference
with Mcsi Equity Index Fund China$6.7Maskebsa.dol.gov

+15 more dated events

Every name, record and relationship behind this count, with the source on each.

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Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.

Commitments

35 rows, 0 dated closings

Date	Fund	Manager	Bucket	Amount	Status	Source
as of Dec 31, 2024	Msci Acwi Ex-Us Imi Russia Index Fdcollective trust	Blackrock Institutional Trust Company, N.A.	Pooled vehicles	$710 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Russell 3000 Index Fundcollective trust	Blackrock Institutional Trust Co,na	Pooled vehicles	$145M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Mcsi World Multi-Factor Fundcollective trust	Blackrock Institutional Trust Company, N.A.	Pooled vehicles	$964,781 held	Disclosed holding	askebsa.dol.gov

+32 more commitments

Every fund and manager this allocator committed to, with the amount, date and source on each.

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

Size and funding

33 readings

Total assets

$1.7B Dec 31, 2024 reported Form 5500

$1.6B (2023-12) · $1.4B (2022-12)

Plan assets

$1.6B Jan 1, 2024 reported Form 5500

$1.4B (2023-01) · $1.7B (2022-01)

Net assets

$1.7B Dec 31, 2024 reported Form 5500

$1.6B (2023-12) · $1.4B (2022-12)

Funded ratio

102.3% Jan 1, 2024 reported Form 5500

106.8% (2023-01) · 111.9% (2022-01)

Funding target

$1.3B Jan 1, 2024 reported Form 5500

$1.3B (2023-01) · $1.2B (2022-01)

Discount rate

5.19% Jan 1, 2024 reported Form 5500

5.32% (2023-01) · 5.49% (2022-01)

Participants

24,292 Jan 1, 2024 reported Form 5500

24,315 (2023-01) · 22,201 (2022-01)

Contributions

$0 Dec 31, 2024 reported Form 5500

$0 (2023-12) · $0 (2022-12)

Benefits paid

$71.4M Dec 31, 2024 reported Form 5500

$66.8M (2023-12) · $60.8M (2022-12)

Net investment income

$151M Dec 31, 2024 reported Form 5500

$163M (2023-12) · -$294M (2022-12)

Investment management fees

$229,731 Dec 31, 2024 reported Form 5500

$296,142 (2023-12) · $408,458 (2022-12)

Form 5500 filings

3 plan years

Plan year	Participants	Assets (SB market)	Funding target	FTAP	Total assets (H)	Partnerships / JV	Master trust	Real estate
2024 to Dec 31, 2024	24,292	$1.6B	$1.3B	102.3%	$1.7B	Not disclosed	Not disclosed	Not disclosed
2023 to Dec 31, 2023	24,315	$1.4B	$1.3B	106.8%	$1.6B	Not disclosed	Not disclosed	Not disclosed
2022 to Dec 31, 2022	22,201	$1.7B	$1.2B	111.9%	$1.4B	Not disclosed	Not disclosed	Not disclosed

Service providers and investment entities as filed (Schedule C and D, latest year first)

Midwest Institutional Trust Company codes 21 $229,731 PY2024
Heck Capital Advisors codes 27 $108,750 PY2024
Blackrock codes 21 24 28 50 51 $94,116 PY2024

+47 more service providers

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

Provenance

Identifiers: none on file

Cross-graph: no entry on another DFX graph

First observed Sep 15, 2026, last observed Sep 29, 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.

Capital chain

This record sits on 4 traced paths of capital across the graphs.

Consultant to allocator to manager

DFX traced 4 paths of capital through this record

Every record on each path, what it committed or lent, and as of when.

Includes 3 days of DFX Intelligence. Then $299/month unless canceled.

Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.

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Record history

20 dated events on the change ledger, latest first

Holding in a pooled vehicle started
2024-12-31source
Holding in a pooled vehicle ended
2024-12-31source
Holding in a pooled vehicle ended
2024-12-31source

+17 more changes on this record's ledger

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The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.

›Connections

every published relationship on the graph

+9 connections on the graph

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