DFX Intelligence

This allocator's name, 2 more managers, 15 more commitments and 7 more dated events

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Corporate pension in Wisconsin

Corporate pension· SUN Prairie, Wisconsin

Corporate pension, based in SUN Prairie, Wisconsin, reporting $138M in assets, for 2,354 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: $138M
Funded ratio: 92.9%
Fund commitments: 9
Managers: 4

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

Commitments (9)Allocation policy Consultants

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

Small Cap Value/integrity3 commitments
Small Cap Growth/timessquare3 commitments
Prudential Short-Term3 commitments

All 9

Managers

Empower Annuity Insurance Company3 commitments
Prudential Trust Co.3 commitments
Prudential2 commitments

All 5

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

Corporate pension

Assets

$138M

Total assets, Dec 31, 2024 reported

Funded

92.9%

Jan 1, 2024

Private markets target

no policy read

policy Dec 31, 2024

Commitments

4 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 64.2%
Pooled separate accounts 16.1%
Registered investment companies 19.6%

Consultants and advisers

2 firms

Sageview Advisory Consulting Group Investment adviser (plan)through Dec 31, 2024 Form 5500
Empower Actuarythrough Dec 31, 2022 Form 5500

People

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

Manager roster

5 managers on the commitment tape

From the plan’s own commitment disclosures

Empower Annuity Insurance Company3 rows, latest Dec 31, 2024
Prudential Trust Co.3 rows, latest Dec 31, 2024
Prudential2 rows, latest Dec 31, 2023

+2 more managers received commitments

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

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From Schedule C (investment management, code 28)

Empower Annuity Insurance Companyplan years
Prudentialplan years
Dryden Capital, LLCplan years

+2 more Schedule C managers

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

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

What changed

12 events

Dec 31, 2024Holding started
with Prudential Trust Co.$26.5Maskebsa.dol.gov
Dec 31, 2024Holding started
with Prudential Trust Co.$48.6Maskebsa.dol.gov
Dec 31, 2024Holding started
with Prudential Trust Co.$13.3Maskebsa.dol.gov
Dec 31, 2024Holding endedinference
with J.P. Morgan Investment Management$7.4Maskebsa.dol.gov
Dec 31, 2024Manager relationship endedinference
with J.P. Morgan Investment Managementaskebsa.dol.gov

+7 more dated events

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

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

Commitments

18 rows, 0 dated closings

Date	Fund	Manager	Bucket	Amount	Status	Source
as of Dec 31, 2024	Small Cap Value/integrityseparate account	Prudential Retirement Ins & Ann Co	Public equity	$5.0M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Small Cap Growth/timessquareseparate account	Empower Annuity Insurance Company	Public equity	$5.2M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Prudential Short-Termseparate account	Empower Annuity Insurance Company	Cash	$5.6M held	Disclosed holding	askebsa.dol.gov

+15 more commitments

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

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Size and funding

33 readings

Total assets

$138M Dec 31, 2024 reported Form 5500

$153M (2023-12) · $154M (2022-12)

Plan assets

$153M Jan 1, 2024 reported Form 5500

$154M (2023-01) · $214M (2022-01)

Net assets

$138M Dec 31, 2024 reported Form 5500

$153M (2023-12) · $154M (2022-12)

Funded ratio

92.9% Jan 1, 2024 reported Form 5500

88.9% (2023-01) · 110.0% (2022-01)

Funding target

$158M Jan 1, 2024 reported Form 5500

$169M (2023-01) · $173M (2022-01)

Discount rate

5.12% Jan 1, 2024 reported Form 5500

5.07% (2023-01) · 5.34% (2022-01)

Participants

2,354 Jan 1, 2024 reported Form 5500

2,447 (2023-01) · 2,574 (2022-01)

Contributions

$0 Dec 31, 2024 reported Form 5500

$0 (2023-12) · $0 (2022-12)

Benefits paid

$18.8M Dec 31, 2024 reported Form 5500

$15.8M (2023-12) · $19.2M (2022-12)

Net investment income

-$15.5M Dec 31, 2024 reported Form 5500

-$876,764 (2023-12) · -$59.9M (2022-12)

Investment management fees

$905,815 Dec 31, 2024 reported Form 5500

$241,254 (2023-12) · $1.1M (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	2,354	$153M	$158M	92.9%	$138M	Not disclosed	Not disclosed	Not disclosed
2023 to Dec 31, 2023	2,447	$154M	$169M	88.9%	$153M	Not disclosed	Not disclosed	Not disclosed
2022 to Dec 31, 2022	2,574	$214M	$173M	110.0%	$154M	Not disclosed	Not disclosed	Not disclosed

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

Empower Annuity Insurance Co codes 13 $377,749 PY2024
Pgim Inc codes 28 $117,266 PY2024
Sageview Advisory Group LLC codes 27 $51,635 PY2024

+32 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 7 traced paths of capital across the graphs.

Allocator commitments to a managerConsultant to allocator to manager

DFX traced 7 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

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

+9 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

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