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· Milwaukee, Wisconsin

Corporate pension, based in Milwaukee, Wisconsin, reporting $1.2M in assets, for 4,227 participants.

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

Assets
$1.2M
Funded ratio
89.6%
Fund commitments
4
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Commitments (4)Allocation policy
As of · 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: 30 Dec 2024, Total assets changed.

Capital path

who backs this record, through what, into what; each name opens its own path
Corporate pension in Wisconsin
Funds committed to
All 4
Managers
Size, funding, policy and commitments, with their basesCorporate pensionShow
Corporate pension
Assets
$1.2M
Total assets, Dec 30, 2024 reported
Funded
89.6%
Dec 31, 2022
Private markets target
no policy read
policy Dec 30, 2024
Commitments
4
none on the tape
Plan sponsor: this allocator
Allocation policy
Form 5500, as of Dec 30, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 98.1%
  • Non-interest-bearing cash 1.9%
Consultants and advisers
4 firms

+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
What changed
1 event
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
4 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Dec 30, 2023Long Credit Bond Fundcollective trustAON Hewitt Investment Consulting, IPrivate credit$70.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 30, 202320+ Year US Treasury Strips Indexcollective trustAON Hewitt Investment Consulting, IFixed income$254,936 heldDisclosed holdingaskebsa.dol.gov
as of Dec 30, 2023AON Intermediate Credit Bond Fundcollective trustAON Trust Company LLCPrivate credit$21.0M heldDisclosed holdingaskebsa.dol.gov

+1 more commitment

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
18 readings
Total assets
$1.2M Dec 30, 2024 reported Form 5500
$130M (2023-12)
Plan assets
$130M Dec 31, 2022 reported Form 5500
Net assets
$1.1M Dec 30, 2024 reported Form 5500
$130M (2023-12)
Funded ratio
89.6% Dec 31, 2022 reported Form 5500
Funding target
$145M Dec 31, 2022 reported Form 5500
Discount rate
5.54% Dec 31, 2022 reported Form 5500
Participants
4,227 Dec 31, 2023 reported Form 5500
4,302 (2022-12)
Contributions
$18.9M Dec 30, 2024 reported Form 5500
$5.7M (2023-12)
Benefits paid
$152M Dec 30, 2024 reported Form 5500
$11.6M (2023-12)
Net investment income
-$129M Dec 30, 2024 reported Form 5500
$301,214 (2023-12)
Investment management fees
$50,625 Dec 30, 2024 reported Form 5500
$67,500 (2023-12)
Form 5500 filings
2 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2023 to Dec 30, 20244,227Not disclosedNot disclosedn/a$1.2MNot disclosedNot disclosedNot disclosed
2022 to Dec 30, 20234,302$130M$145M89.6%$130MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)

+22 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.

Not yet on record: managers.

Capital chain

This record sits on 4 traced paths of capital across the graphs.

Consultant to allocator to manager

DFX traced 4 paths of capital through this record

Every record on each path, what it committed or lent, and as of when.

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Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.

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Record history

1 dated event on the change ledger, latest first
  • Total assets changed
    2024-12-30source

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

+5 connections on the graph

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