DFX Intelligence

This allocator's name, 3 more advisers, 3 more managers and 26 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· Oshkosh, Wisconsin

Corporate pension, based in Oshkosh, Wisconsin, reporting $99.1M in assets, for 2,274 participants.

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

As of 2023-12-31 · the latest dated event for this allocator; each figure carries its own filing or report date

Assets: $99.1M
Funded ratio: 80.5%
Fund commitments: 10
Managers: 2

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

Commitments (10)Allocation policy Managers

As of 2023-12-31 · 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 2023, 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

Treasury US 10 Yr Key Rate Duration3 commitments
Treasury US 15 Yr Key Rate Duration3 commitments
Treasury U.S. 20 Year Key Rate Dura3 commitments

All 10

Managers

Towers Watson Investment Services,9 commitments
Blackrock Institutional Trust6 commitments
Blackrock6 commitments

All 6

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

Corporate pension

Assets

$99.1M

Total assets, Dec 31, 2024 reported

Funded

80.5%

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)

Common/collective trusts 97.4%
Registered investment companies 0.8%

Consultants and advisers

6 firms

Towers Watson Investment Services, Pension consultantthrough Dec 31, 2022 Form 5500
Blackrock Institutional Trust Compa Trusteethrough Dec 31, 2024 Form 5500
Blackrock Trusteethrough Dec 31, 2023 Form 5500

+3 more consultants and advisers 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

6 managers on the commitment tape

From the plan’s own commitment disclosures

Towers Watson Investment Services,9 rows, latest Dec 31, 2024
Blackrock Institutional Trust6 rows, latest Dec 31, 2024
Blackrock6 rows, latest Dec 31, 2024

+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.

From Schedule C (investment management, code 28)

Blackrock Insti. Trust Company, N.Aplan years
Blackrock Institutional Trust Company, N.A.plan years
Northern Trust Co.plan years 2023

What changed

4 events

Dec 31, 2023Holding started
with Treasury U.S. 5 Year Key Rate Durat$1.6Maskebsa.dol.gov
Dec 31, 2023Manager relationship started
with Blackrockaskebsa.dol.gov
Jan 1, 2023Funded status changed
down 27 pointsaskebsa.dol.gov
Jan 1, 2023Assets changed
down $42.2Maskebsa.dol.gov

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

Commitments

29 rows, 0 dated closings

Date	Fund	Manager	Bucket	Amount	Status	Source
as of Dec 31, 2024	Treasury U.S. 5 Year Key Rate Duratcollective trust	Blackrock Institutional Trust Company, N.A.	Fixed income	$1.4M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Treasury US 10 Yr Key Rate Durationcollective trust	Blackrock Institutional Trust	Fixed income	$3.6M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Treasury US 15 Yr Key Rate Durationcollective trust	Blackrock Institutional Trust	Fixed income	$4.0M held	Disclosed holding	askebsa.dol.gov

+26 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

$99.1M Dec 31, 2024 reported Form 5500

$101M (2023-12) · $96.6M (2022-12)

Plan assets

$101M Jan 1, 2024 reported Form 5500

$96.6M (2023-01) · $139M (2022-01)

Net assets

$99.1M Dec 31, 2024 reported Form 5500

$101M (2023-12) · $96.6M (2022-12)

Funded ratio

80.5% Jan 1, 2024 reported Form 5500

79.6% (2023-01) · 106.2% (2022-01)

Funding target

$138M Jan 1, 2024 reported Form 5500

$134M (2023-01) · $128M (2022-01)

Discount rate

5.19% Jan 1, 2024 reported Form 5500

5.32% (2023-01) · 5.50% (2022-01)

Participants

2,274 Jan 1, 2024 reported Form 5500

2,307 (2023-01) · 2,384 (2022-01)

Contributions

$6.7M Dec 31, 2024 reported Form 5500

$7.2M (2023-12) · $0 (2022-12)

Benefits paid

$6.2M Dec 31, 2024 reported Form 5500

$5.6M (2023-12) · $5.1M (2022-12)

Net investment income

-$2.4M Dec 31, 2024 reported Form 5500

$4.8M (2023-12) · -$43.6M (2022-12)

Investment management fees

$129,473 Dec 31, 2024 reported Form 5500

$114,066 (2023-12) · $270,389 (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	2,274	$101M	$138M	80.5%	$99.1M	Not disclosed	Not disclosed	Not disclosed
2023 to Dec 31, 2023	2,307	$96.6M	$134M	79.6%	$101M	Not disclosed	Not disclosed	Not disclosed
2022 to Dec 31, 2022	2,384	$139M	$128M	106.2%	$96.6M	Not disclosed	$0	Not disclosed

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

Transamerica Retirement Solutions codes 11 12 15 28 38 50 59 61 62 63 64 $161,718 PY2024
Towers Watson Investment Svc Inc. codes 17 50 $119,372 PY2024
Willis Towers Watson US LLC codes 11 17 50 $44,763 PY2024

+48 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 5 traced paths of capital across the graphs.

Consultant to allocator to manager

DFX traced 5 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

4 dated events on the change ledger, latest first

Holding in a pooled vehicle started
2023-12-31source
Funded status changed
2023-01-01source
Manager relationship started
2023-12-31source

+1 more change 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

+10 connections on the graph

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