DFX Intelligence

This allocator's name, 1 more manager and 8 more commitments

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· Madison, Wisconsin

Corporate pension, based in Madison, Wisconsin, reporting $1.3B in assets, for 16,085 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: $1.3B
Funded ratio: 107.5%
Fund commitments: 5
Managers: 2

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

Commitments (5)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

SEI Gpa IV Cit Private Equity Fund3 commitments
Silchester Int'l Value Equity Trust3 commitments
NT Collective Govt Short Term Invt3 commitments

All 5

Managers

SEI Investments Management Corp3 commitments
Silchester International Investor3 commitments
Northern Trust Investments, Inc.3 commitments

All 4

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

Corporate pension

Assets

$1.3B

Total assets, Dec 31, 2024 reported

Funded

107.5%

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)

Non-interest-bearing cash 0.1%
Corporate debt instruments (other) 9.3%
Corporate debt instruments (preferred) 9.0%
U.S. Government securities 10.9%
Other investments 16.6%
Partnership/joint venture interests 8.4%
103-12 investment entities 8.9%
Common/collective trusts 8.7%
Registered investment companies 7.3%
Common stock 19.6%

Consultants and advisers

2 firms

Northern Trust Co. Trusteethrough Dec 31, 2022 Form 5500
AON Consulting, Inc. Actuarythrough Dec 31, 2022 Form 5500

People

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

Manager roster

4 managers on the commitment tape

From the plan’s own commitment disclosures

SEI Investments Management Corp3 rows, latest Dec 31, 2024
Silchester International Investor3 rows, latest Dec 31, 2024
Northern Trust Investments, Inc.3 rows, latest Dec 31, 2024

+1 more manager received commitments

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

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

From Schedule C (investment management, code 28)

Westfield Capital Management Co.plan years
SEI Investments Management Corpplan years
Silchester International Investorsplan years 2022

What changed

5 events

Dec 31, 2024Holding started
with Afig Ret - Westfield Mid Cap$16.6Maskebsa.dol.gov
Jan 1, 2024Funded status changed
down 3 pointsaskebsa.dol.gov
Dec 31, 2023Holding endedinference
with Afig Ret-Ntam Str Smcap Fd$23.0Maskebsa.dol.gov
Jan 1, 2023Funded status changed
down 39 pointsaskebsa.dol.gov
Jan 1, 2023Assets changed
down $695Maskebsa.dol.gov

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

Commitments

11 rows, 0 dated closings

Date	Fund	Manager	Bucket	Amount	Status	Source
as of Dec 31, 2024	SEI Gpa IV Cit Private Equity Fundcollective trust	SEI Investments Management Corp	Private equity	$6.1M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Afig Ret - Westfield Mid Capcollective trust	Westfield Capital Management Co.	Pooled vehicles	$16.6M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Silchester Int'l Value Equity Trust103 12 ie	Silchester International Investor	Public equity	$112M held	Disclosed holding	askebsa.dol.gov

+8 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

$1.3B Dec 31, 2024 reported Form 5500

$1.3B (2023-12) · $1.2B (2022-12)

Plan assets

$1.3B Jan 1, 2024 reported Form 5500

$1.2B (2023-01) · $1.9B (2022-01)

Net assets

$1.3B Dec 31, 2024 reported Form 5500

$1.3B (2023-12) · $1.2B (2022-12)

Funded ratio

107.5% Jan 1, 2024 reported Form 5500

110.0% (2023-01) · 148.7% (2022-01)

Funding target

$1.0B Jan 1, 2024 reported Form 5500

$953M (2023-01) · $943M (2022-01)

Discount rate

5.29% Jan 1, 2024 reported Form 5500

5.38% (2023-01) · 5.55% (2022-01)

Participants

16,085 Jan 1, 2024 reported Form 5500

15,947 (2023-01) · 15,537 (2022-01)

Contributions

$0 Dec 31, 2024 reported Form 5500

$0 (2023-12) · $0 (2022-12)

Benefits paid

$82.4M Dec 31, 2024 reported Form 5500

$58.2M (2023-12) · $212M (2022-12)

Net investment income

-$45.7M Dec 31, 2024 reported Form 5500

$95.0M (2023-12) · -$695M (2022-12)

Investment management fees

$749,064 Dec 31, 2024 reported Form 5500

$743,665 (2023-12) · $799,584 (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	16,085	$1.3B	$1.0B	107.5%	$1.3B	$106M	Not disclosed	Not disclosed
2023 to Dec 31, 2023	15,947	$1.2B	$953M	110.0%	$1.3B	$84.6M	Not disclosed	Not disclosed
2022 to Dec 31, 2022	15,537	$1.9B	$943M	148.7%	$1.2B	$63.6M	Not disclosed	Not disclosed

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

Silchester International Investors codes 28 50 51 52 62 99 $749,064 PY2024
The Northern Trust Company codes 21 49 50 51 52 56 59 68 $39,704 PY2024
Afig Ret-Cash Sched. D C $11.3M PY2024

+39 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 2 traced paths of capital across the graphs.

Allocator commitments to a manager

DFX traced 2 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

5 dated events on the change ledger, latest first

Holding in a pooled vehicle started
2024-12-31source
Holding in a pooled vehicle ended
2023-12-31source
Funded status changed
2023-01-01source

+2 more changes on this record's ledger

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

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

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