This allocator's name
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Corporate pension in Wisconsin
Corporate pension, based in Milwaukee, Wisconsin, reporting $741M in assets, for 10,041 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $741M
- Funded ratio
- 80.0%
- Fund commitments
- 1
- Managers
- 1
Nothing material in the last 90 days. Last change: 1 Nov 2023, Funded status changed.
Capital path
who backs this record, through what, into what; each name opens its own path- Coltv Short Term Investment Fund3 commitments
- Northern Trust Investments, Incorporated3 commitments
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
- Corporate debt instruments (other) 53.9%
- Corporate debt instruments (preferred) 0.5%
- U.S. Government securities 15.4%
- Other investments 4.4%
- Common/collective trusts 3.4%
- Registered investment companies 20.1%
- this allocator Custodianthrough Oct 31, 2024 Form 5500
- Willis Towers Watson US LLC Actuarythrough Oct 31, 2023 Form 5500
- Northern Trust Co. Trusteethrough Oct 31, 2023 Form 5500
- Northern Trust Investments, Incorporated3 rows, latest Oct 31, 2025
- Northern Trust Investments, Incorporatedplan years
- SEI Investments Management Corpplan years 2023
- Nov 1, 2023Funded status changeddown 8 pointsaskebsa.dol.gov
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Oct 31, 2025 | Coltv Short Term Investment Fundcollective trust | Northern Trust Investments, Incorporated | Cash | $24.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Oct 31, 2024 | Coltv Short Term Investment Fundcollective trust | Northern Trust Investments, Incorporated | Cash | $18.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Oct 31, 2023 | Coltv Short Term Investment Fundcollective trust | Northern Trust Investments, Incorporated | Cash | $19.0M held | Disclosed holding | askebsa.dol.gov |
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Oct 31, 2025 | 10,041 | $748M | $814M | 80.0% | $741M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Oct 31, 2024 | 10,857 | $748M | $822M | 80.0% | $754M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Oct 31, 2023 | 11,154 | $816M | $866M | 87.5% | $756M | Not disclosed | Not disclosed | Not disclosed |
- SEI Investments codes 28 50 $1.7M PY2024
- Willis Towers Watson US LLC codes 11 50 $859,178 PY2024
- Northern Trust Company codes 21 50 $342,446 PY2024
+18 more service providers
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Provenance
This record sits on 1 traced path of capital across the graphs.
DFX traced 1 path of capital through this record
Every record on each path, what it committed or lent, and as of when.
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Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
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Record history
- Funded status changed2023-11-01source
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
+6 connections on the graph
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