DFX Intelligence

This allocator's name, 1 more adviser and 1 more commitment

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· Monona, Wisconsin

Corporate pension, based in Monona, Wisconsin, reporting $326M in assets, for 2,965 participants.

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

As of 2025-12-31 · the latest dated event for this allocator; each figure carries its own filing or report date

Assets: $326M
Funded ratio: 84.3%
Fund commitments: 1
Managers: 3

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

Commitments (1)Allocation policy Consultants

As of 2025-12-31 · 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 2025, Changed investment consultant to Mariner (andco).

Capital path

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

Corporate pension in Wisconsin

Funds committed to

Martingle Inv Trust Series I4 commitments

Managers

Martingale4 commitments

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

Corporate pension

Assets

$326M

Total assets, Dec 31, 2025 reported

Funded

84.3%

Jan 1, 2025

Private markets target

no policy read

policy Dec 31, 2025

Commitments

3 managers on Schedule C

Plan sponsor: this allocator

Allocation policy

Form 5500, as of Dec 31, 2025

Actual allocation lines without a target (as filed)

Interest-bearing cash 1.8%
Corporate debt instruments (other) 42.8%
U.S. Government securities 23.6%
Other investments 0.6%
Common/collective trusts 6.3%
Registered investment companies 24.1%

Consultants and advisers

4 firms

Cardinal Investment Advisors Investment adviser (plan)through Dec 31, 2025 Form 5500
Mariner (andco) Investment adviser (plan)through Dec 31, 2025 Form 5500
Alliance Pension Consultants, LLC Actuarythrough Dec 31, 2025 Form 5500

+1 more consultant or adviser 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

1 manager on the commitment tape

From the plan’s own commitment disclosures

Martingale4 rows, latest Dec 31, 2025

From Schedule C (investment management, code 28)

Martingaleplan years
Martingale Asset Management, L.P.plan years 2025
Bairdplan years 2025

What changed

5 events

Dec 31, 2025Consultant changedinference
with Mariner (andco)askebsa.dol.gov
Jan 1, 2025Funded status changed
down 9 pointsaskebsa.dol.gov
Jan 1, 2024Funded status changed
4 pointsaskebsa.dol.gov
Jan 1, 2023Funded status changed
down 16 pointsaskebsa.dol.gov
Jan 1, 2023Assets changed
down $117Maskebsa.dol.gov

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

Commitments

4 rows, 0 dated closings

Date	Fund	Manager	Bucket	Amount	Status	Source
as of Dec 31, 2025	Martingle Inv Trust Series Icollective trust	Martingale	Pooled vehicles	$20.4M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Martingle Inv Trust Series Icollective trust	Martingale	Pooled vehicles	$34.2M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Martingle Inv Trust Series Icollective trust	Martingale	Pooled vehicles	$29.3M held	Disclosed holding	askebsa.dol.gov

+1 more commitment

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

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Size and funding

44 readings

Total assets

$326M Dec 31, 2025 reported Form 5500

$317M (2024-12) · $334M (2023-12) · $321M (2022-12)

Plan assets

$317M Jan 1, 2025 reported Form 5500

$332M (2024-01) · $320M (2023-01) · $437M (2022-01)

Net assets

$325M Dec 31, 2025 reported Form 5500

$317M (2024-12) · $332M (2023-12) · $320M (2022-12)

Funded ratio

84.3% Jan 1, 2025 reported Form 5500

93.6% (2024-01) · 89.8% (2023-01) · 106.3% (2022-01)

Funding target

$308M Jan 1, 2025 reported Form 5500

$321M (2024-01) · $325M (2023-01) · $321M (2022-01)

Discount rate

5.35% Jan 1, 2025 reported Form 5500

5.11% (2024-01) · 5.24% (2023-01) · 5.41% (2022-01)

Participants

2,965 Jan 1, 2025 reported Form 5500

3,014 (2024-01) · 3,062 (2023-01) · 3,097 (2022-01)

Contributions

$0 Dec 31, 2025 reported Form 5500

$0 (2024-12) · $0 (2023-12) · $0 (2022-12)

Benefits paid

$20.8M Dec 31, 2025 reported Form 5500

$19.9M (2024-12) · $19.8M (2023-12) · $19.4M (2022-12)

Net investment income

$8.2M Dec 31, 2025 reported Form 5500

-$15.6M (2024-12) · $12.3M (2023-12) · -$117M (2022-12)

Investment management fees

$579,202 Dec 31, 2025 reported Form 5500

$680,826 (2024-12) · $641,732 (2023-12) · $566,406 (2022-12)

Form 5500 filings

4 plan years

Plan year	Participants	Assets (SB market)	Funding target	FTAP	Total assets (H)	Partnerships / JV	Master trust	Real estate
2025 to Dec 31, 2025	2,965	$317M	$308M	84.3%	$326M	Not disclosed	Not disclosed	Not disclosed
2024 to Dec 31, 2024	3,014	$332M	$321M	93.6%	$317M	Not disclosed	Not disclosed	Not disclosed
2023 to Dec 31, 2023	3,062	$320M	$325M	89.8%	$334M	Not disclosed	Not disclosed	Not disclosed
2022 to Dec 31, 2022	3,097	$437M	$321M	106.3%	$321M	Not disclosed	Not disclosed	Not disclosed

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

R.W. Baird & Company codes 28 51 $376,590 PY2025
Alliance Pension Consultants, LLC codes 11 13 50 $205,187 PY2025
Martingale Asset Management, L.P. codes 28 51 $78,791 PY2025

+26 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 1 traced path of capital across the graphs.

Consultant to allocator to manager

DFX traced 1 path 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

Funded status changed
2023-01-01source
Funded status changed
2024-01-01source
Funded status changed
2025-01-01source

+2 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

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