This allocator's name, 3 more managers and 33 more commitments
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Corporate pension in Wisconsin
Corporate pension, based in Kenosha, Wisconsin, reporting $7.3M in assets, for 515 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $7.3M
- Funded ratio
- 96.6%
- Fund commitments
- 12
- Managers
- 7
Nothing material in the last 90 days. Last change: 1 Sep 2024, Funded status changed.
Capital path
who backs this record, through what, into what; each name opens its own path- Pfg/multi-Manager Small Cap Cit N3 commitments
- Allspring Growth Cit N3 commitments
- Principal/causeway International Va3 commitments
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
- Interest-bearing cash 2.9%
- Common/collective trusts 74.9%
- Registered investment companies 19.3%
- Milliman, Inc. Actuarythrough Aug 31, 2023 Form 5500
- Blackrock9 rows, latest Aug 31, 2025
- Allspring6 rows, latest Aug 31, 2025
- T Rowe Price6 rows, latest Aug 31, 2025
+3 more managers 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.
- Causewayplan years
- T Rowe Priceplan years
- Allspringplan years
+4 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
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- Sep 1, 2024Funded status changeddown 3 pointsaskebsa.dol.gov
- Sep 1, 2024Assets changed$907Kaskebsa.dol.gov
- Aug 31, 2024Assets changed$905Kaskebsa.dol.gov
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Aug 31, 2025 | Pfg/multi-Manager Small Cap Cit Ncollective trust | SEI Trust Company | Public equity | $228,227 held | Disclosed holding | askebsa.dol.gov | |
| as of Aug 31, 2025 | Allspring Growth Cit Ncollective trust | Allspring | Pooled vehicles | $225,816 held | Disclosed holding | askebsa.dol.gov | |
| as of Aug 31, 2025 | Principal/causeway International Vacollective trust | Causeway | Pooled vehicles | $167,127 held | Disclosed holding | askebsa.dol.gov |
+33 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.
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Aug 31, 2025 | 515 | $7.2M | $6.6M | 96.6% | $7.3M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Aug 31, 2024 | 492 | $6.2M | $6.3M | 100.0% | $7.2M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Aug 31, 2023 | 537 | $6.1M | $6.1M | 100.0% | $6.3M | Not disclosed | Not disclosed | Not disclosed |
- International Equity Index Cit Fund Sched. D C $225,825 PY2024
- Allspring Core Bond Cit N Sched. D C $1.0M PY2024
- Growth Cit Class F Sched. D C $225,816 PY2024
+36 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
Record history
- Funded status changed2024-09-01source
- Total assets changed2024-09-01source
- Total assets changed2024-08-31source
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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