DFX Intelligence

This allocator's name, 1 more adviser, 42 more commitments and 4 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.

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

Corporate pension in Wisconsin

Corporate pension· Glendale, Wisconsin

Corporate pension, based in Glendale, Wisconsin, reporting $248M in assets, for 3,390 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: $248M
Funded ratio: 87.4%
Fund commitments: 18
Managers: 2

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

Commitments (18)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

AON Global Equity Fund3 commitments
AON Small Cap Equity Index Fund3 commitments
AON Large Cap Equity Index Fund3 commitments

All 18

Managers

AON Trust Company LLC36 commitments
Aon9 commitments

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

Corporate pension

Assets

$248M

Total assets, Dec 31, 2024 reported

Funded

87.4%

Jan 1, 2024

Private markets target

no policy read

policy Dec 31, 2024

Commitments

2 managers on Schedule C

Plan sponsor: this allocator

Allocation policy

Form 5500, as of Dec 31, 2024

Actual allocation lines without a target (as filed)

Interest-bearing cash 6.4%
103-12 investment entities 5.6%
Common/collective trusts 85.9%

Consultants and advisers

4 firms

AON Consulting, Inc. Actuarythrough Dec 31, 2022 Form 5500
Aon Actuarythrough Dec 31, 2022 Form 5500
BMO Harris Bank, N.A. Trusteethrough Dec 31, 2022 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

2 managers on the commitment tape

From the plan’s own commitment disclosures

AON Trust Company LLC36 rows, latest Dec 31, 2024
Aon9 rows, latest Dec 31, 2024

From Schedule C (investment management, code 28)

Aonplan years
Parametric Portfolio Associatesplan years 2024

What changed

9 events

Dec 31, 2024Holding started
with Townsend Real Estate Fund Alpha I-A$11.2Maskebsa.dol.gov
Dec 31, 2024Holding endedinference
with Townsend Real Estate Investment$14.9Maskebsa.dol.gov
Dec 31, 2024Manager relationship started
with Parametric Portfolio Associatesaskebsa.dol.gov
Jan 1, 2024Funded status changed
5 pointsaskebsa.dol.gov
Dec 31, 2023Holding started
with Opportunistic Credit Portfolio$8.9Maskebsa.dol.gov

+4 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

45 rows, 0 dated closings

Date	Fund	Manager	Bucket	Amount	Status	Source
as of Dec 31, 2024	AON Global Equity Fundcollective trust	AON Trust Company LLC	Public equity	$24.2M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	AON Small Cap Equity Index Fundcollective trust	AON Trust Company LLC	Public equity	$6.9M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	AON Large Cap Equity Index Fundcollective trust	AON Trust Company LLC	Public equity	$40.5M held	Disclosed holding	askebsa.dol.gov

+42 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

32 readings

Total assets

$248M Dec 31, 2024 reported Form 5500

$251M (2023-12) · $255M (2022-12)

Plan assets

$251M Jan 1, 2024 reported Form 5500

$255M (2023-01) · $369M (2022-01)

Net assets

$248M Dec 31, 2024 reported Form 5500

$251M (2023-12) · $255M (2022-12)

Funded ratio

87.4% Jan 1, 2024 reported Form 5500

82.0% (2023-01) · 100.0% (2022-01)

Funding target

$283M Jan 1, 2024 reported Form 5500

$285M (2023-01) · $294M (2022-01)

Discount rate

5.16% Jan 1, 2024 reported Form 5500

5.28% (2023-01) · 5.46% (2022-01)

Participants

3,390 Jan 1, 2024 reported Form 5500

3,487 (2023-01) · 3,673 (2022-01)

Contributions

$14.2M Dec 31, 2024 reported Form 5500

$0 (2023-12) · $0 (2022-12)

Benefits paid

$26.7M Dec 31, 2024 reported Form 5500

$28.1M (2023-12) · $47.6M (2022-12)

Net investment income

-$3.5M Dec 31, 2024 reported Form 5500

-$3.8M (2023-12) · -$114M (2022-12)

Investment management fees

$394,492 Dec 31, 2024 reported Form 5500

$262,242 (2023-12)

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	3,390	$251M	$283M	87.4%	$248M	Not disclosed	Not disclosed	Not disclosed
2023 to Dec 31, 2023	3,487	$255M	$285M	82.0%	$251M	Not disclosed	Not disclosed	Not disclosed
2022 to Dec 31, 2022	3,673	$369M	$294M	100.0%	$255M	Not disclosed	Not disclosed	Not disclosed

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

AON Consulting codes 11 $811,014 PY2024
Parametric Portfolio Associates codes 28 $136,012 PY2024
US Bank codes 21 $32,762 PY2024

+58 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.

Record history

11 dated events on the change ledger, latest first

Holding in a pooled vehicle started
2024-12-31source
Holding in a pooled vehicle started
2023-12-31source
Holding in a pooled vehicle started
2023-12-31source

+8 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

+7 connections on the graph

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