DFX Intelligence

This allocator's name, 2 more advisers, 3 more commitments and 5 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· Neenah, Wisconsin

Corporate pension, based in Neenah, Wisconsin, reporting $42.6M in assets, for 699 participants.

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

As of 2025-09-30 · the latest dated event for this allocator; each figure carries its own filing or report date

Assets: $42.6M
Funded ratio: 102.6%
Fund commitments: 6

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

Commitments (6)Allocation policy Consultants

As of 2025-09-30 · 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: 30 Sep 2025, 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

Fiam 8-10 Year Corporate Bond1 commitment
Fiam Long Corporate a Or Better1 commitment
Fiam Short Duration Pool1 commitment

All 6

Managers

Fidelity Institutional Asset Mgmt4 commitments
Prudential Trust Co.1 commitment

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

Corporate pension

Assets

$42.6M

Total assets, Sep 30, 2025 reported

Funded

102.6%

Oct 1, 2024

Private markets target

no policy read

policy Sep 30, 2025

Commitments

none on the tape

Plan sponsor: this allocator

Allocation policy

Form 5500, as of Sep 30, 2025

Actual allocation lines without a target (as filed)

Common/collective trusts 79.5%
Registered investment companies 20.5%

Consultants and advisers

5 firms

RV Kuhns & Associates Investment adviser (plan)General consultantthrough Sep 30, 2025 Form 5500
Fidelity Institutional Asset Mgmt Investment adviser (plan)through Sep 30, 2025 Form 5500
Fidelity Investments Actuarythrough Sep 30, 2025 Form 5500

+2 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

Fidelity Institutional Asset Mgmt4 rows, latest Sep 30, 2025
Prudential Trust Co.1 row, latest Sep 30, 2024

From Schedule C (investment management, code 28)

Prudential Retirement & Annuity Insplan years 2023

What changed

10 events

Sep 30, 2025Holding started
with Fidelity Institutional Asset Mgmt$10.1Maskebsa.dol.gov
Sep 30, 2025Holding started
with Fidelity Institutional Asset Mgmt$1.5Maskebsa.dol.gov
Sep 30, 2025Holding started
with Fidelity Institutional Asset Mgmt$15.5Maskebsa.dol.gov
Sep 30, 2025Holding endedinference
with Prudential Trust Co.$13.9Maskebsa.dol.gov
Sep 30, 2025Holding started
with Fidelity Institutional Asset Mgmt$6.8Maskebsa.dol.gov

+5 more dated events

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

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

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

Commitments

6 rows, 0 dated closings

Date	Fund	Manager	Bucket	Amount	Status	Source
as of Sep 30, 2025	Fiam 8-10 Year Corporate Bondcollective trust	Fidelity Institutional Asset Mgmt	Fixed income	$10.1M held	Disclosed holding	askebsa.dol.gov
as of Sep 30, 2025	Fiam Long Corporate a Or Bettercollective trust	Fidelity Institutional Asset Mgmt	Pooled vehicles	$6.8M held	Disclosed holding	askebsa.dol.gov
as of Sep 30, 2025	Fiam Short Duration Poolcollective trust	Fidelity Institutional Asset Mgmt	Pooled vehicles	$1.5M held	Disclosed holding	askebsa.dol.gov

+3 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

$42.6M Sep 30, 2025 reported Form 5500

$45.4M (2024-09) · $47.9M (2023-09)

Plan assets

$45.8M Oct 1, 2024 reported Form 5500

$48.2M (2023-10) · $55.8M (2022-10)

Net assets

$42.6M Sep 30, 2025 reported Form 5500

$45.4M (2024-09) · $47.7M (2023-09)

Funded ratio

102.6% Oct 1, 2024 reported Form 5500

95.5% (2023-10) · 93.8% (2022-10)

Funding target

$44.6M Oct 1, 2024 reported Form 5500

$54.1M (2023-10) · $65.4M (2022-10)

Discount rate

5.33% Oct 1, 2024 reported Form 5500

5.20% (2023-10) · 5.35% (2022-10)

Participants

699 Oct 1, 2024 reported Form 5500

876 (2023-10) · 1,293 (2022-10)

Contributions

$0 Sep 30, 2025 reported Form 5500

$445,739 (2024-09) · $2.0M (2023-09)

Benefits paid

$3.4M Sep 30, 2025 reported Form 5500

$10.0M (2024-09) · $14.9M (2023-09)

Net investment income

-$2.8M Sep 30, 2025 reported Form 5500

-$2.2M (2024-09) · -$7.8M (2023-09)

Investment management fees

$100,539 Sep 30, 2025 reported Form 5500

$94,311 (2024-09) · $36,821 (2023-09)

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 Sep 30, 2025	699	$45.8M	$44.6M	102.6%	$42.6M	Not disclosed	Not disclosed	Not disclosed
2023 to Sep 30, 2024	876	$48.2M	$54.1M	95.5%	$45.4M	Not disclosed	Not disclosed	Not disclosed
2022 to Sep 30, 2023	1,293	$55.8M	$65.4M	93.8%	$47.9M	Not disclosed	Not disclosed	Not disclosed

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

FID Mgt Trust Co codes 21 50 $249,917 PY2024
FID Inv Inst Ops Co codes 11 50 $113,153 PY2024
R.V. Kuhn and Associates, Inc. codes 27 50 $65,600 PY2024

+20 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.

Not yet on record: managers.

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

10 dated events on the change ledger, latest first

Holding in a pooled vehicle started
2025-09-30source
Holding in a pooled vehicle started
2025-09-30source
Holding in a pooled vehicle started
2025-09-30source

+7 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

+8 connections on the graph

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