This allocator's name, 1 more adviser and 4 more dated events

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Corporate pension in Wisconsin

Corporate pension· Appleton, Wisconsin

Corporate pension, based in Appleton, Wisconsin, reporting $166M in assets, for 1,860 participants.

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

Assets
$166M
Funded ratio
106.3%
Managers
4
Open searchesAllocation policyConsultants
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Managers
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: 31 Dec 2025, Manager relationship started.

Size, funding, policy and commitments, with their basesCorporate pensionShow
Corporate pension
Assets
$166M
Total assets, Dec 31, 2025 reported
Funded
106.3%
Jan 1, 2025
Private markets target
no policy read
policy Dec 31, 2025
Commitments
0
4 managers on Schedule C
Plan sponsor: this allocator
Allocation policy
Form 5500, as of Dec 31, 2025
Actual allocation lines without a target (as filed)
  • Master trust investment accounts 100.0%
Consultants and advisers
4 firms

+1 more consultant or adviser advise this allocator

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People
No investment staff or executives have been read for this allocator yet.
Manager roster
4 managers on Schedule C
From Schedule C (investment management, code 28)

+1 more Schedule C manager

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What changed
9 events
  • Dec 31, 2025Manager relationship started
    with Diamond Hill Capital Management Incaskebsa.dol.gov
  • Dec 31, 2025Manager relationship endedinference
    with Huntington Bancshares Incorporatedaskebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    with Huntington Bancshares Incorporatedaskebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    with Diamond Hill Capital Management Incaskebsa.dol.gov
  • Jan 1, 2024Assets changed
    $13.4Maskebsa.dol.gov

+4 more dated events

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Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
No fund commitments are on the tape for this allocator. The tape holds the plans that publish their own private-markets reports; a plan that publishes one and is not here is a gap we can close.
Size and funding
42 readings
Total assets
$166M Dec 31, 2025 reported Form 5500
$157M (2024-12) · $147M (2023-12) · $133M (2022-12)
Plan assets
$157M Jan 1, 2025 reported Form 5500
$147M (2024-01) · $133M (2023-01) · $165M (2022-01)
Net assets
$166M Dec 31, 2025 reported Form 5500
$157M (2024-12) · $147M (2023-12) · $133M (2022-12)
Funded ratio
106.3% Jan 1, 2025 reported Form 5500
108.2% (2024-01) · 109.3% (2023-01) · 119.2% (2022-01)
Funding target
$139M Jan 1, 2025 reported Form 5500
$139M (2024-01) · $134M (2023-01) · $126M (2022-01)
Discount rate
5.36% Jan 1, 2025 reported Form 5500
5.23% (2024-01) · 5.32% (2023-01) · 5.50% (2022-01)
Participants
1,860 Jan 1, 2025 reported Form 5500
1,877 (2024-01) · 1,880 (2023-01) · 1,892 (2022-01)
Contributions
$0 Dec 31, 2023 reported Form 5500
$0 (2022-12)
Benefits paid
$6.6M Dec 31, 2025 reported Form 5500
$6.0M (2024-12) · $5.4M (2023-12) · $4.7M (2022-12)
Net investment income
$9.2M Dec 31, 2025 reported Form 5500
$10.4M (2024-12) · $13.4M (2023-12) · -$31.2M (2022-12)
Investment management fees
$744,287 Dec 31, 2025 reported Form 5500
$672,493 (2024-12) · $612,677 (2023-12) · $571,365 (2022-12)
Form 5500 filings
4 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2025 to Dec 31, 20251,860$157M$139M106.3%$166MNot disclosed$166MNot disclosed
2024 to Dec 31, 20241,877$147M$139M108.2%$157MNot disclosed$157MNot disclosed
2023 to Dec 31, 20231,880$133M$134M109.3%$147MNot disclosed$147MNot disclosed
2022 to Dec 31, 20221,892$165M$126M119.2%$133MNot disclosed$133MNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)

+29 more service providers

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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: fund commitments.

Record history

9 dated events on the change ledger, latest first
  • Funded status changed
    2023-01-01source
  • Manager relationship ended
    2025-12-31source
  • Manager relationship started
    2025-12-31source

+6 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

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+9 connections on the graph

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