DFX Intelligence

This allocator's name, 7 more advisers, 5 more commitments and 5 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.

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Corporate pension in Wisconsin

Corporate pension· Madison, Wisconsin

Corporate pension, based in Madison, Wisconsin, reporting $192M in assets, for 2,657 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: $192M
Funded ratio: 105.4%
Fund commitments: 4

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

Commitments (4)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, Changed investment consultant to Reliance Trust Company of Delaware.

Capital path

who backs this record, through what, into what; each name opens its own path

Corporate pension in Wisconsin

Funds committed to

L&g Long Liability Treasury Cit3 commitments
Long Liability Corporate Cit Fund3 commitments
L&g Liability Treasury 3x Cit Fund1 commitment

All 4

Managers

Legal and General8 commitments

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

Corporate pension

Assets

$192M

Total assets, Dec 31, 2024 reported

Funded

105.4%

Jan 1, 2024

Private markets target

no policy read

policy Dec 31, 2024

Commitments

none on the tape

Plan sponsor: this allocator

Allocation policy

Form 5500, as of Dec 31, 2024

Actual allocation lines without a target (as filed)

Interest-bearing cash 11.7%
Common/collective trusts 78.2%
Registered investment companies 8.9%
Common stock 1.2%

Consultants and advisers

10 firms

Legal & General Inv Mgmt America Investment adviser (plan)through Dec 31, 2024 Form 5500
Leeward Investments LLC Investment adviser (plan)Pension consultantthrough Dec 31, 2023 Form 5500
Reliance Trust Company of Delaware Investment adviser (plan)through Dec 31, 2023 Form 5500

+7 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

1 manager on the commitment tape

From the plan’s own commitment disclosures

Legal and General8 rows, latest Dec 31, 2024

What changed

10 events

Dec 31, 2024Consultant changedinference
with Reliance Trust Company of Delawareaskebsa.dol.gov
Dec 31, 2024Consultant changedinference
with Legal & General Inv Mgmt Americaaskebsa.dol.gov
Dec 31, 2023Holding endedinference
with Legal and General$70.1Maskebsa.dol.gov
Dec 31, 2023Holding endedinference
with Legal and General$5.7Maskebsa.dol.gov
Dec 31, 2023Consultant changedinference
with Reliance Trust Company of Delawareaskebsa.dol.gov

+5 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

8 rows, 0 dated closings

Date	Fund	Manager	Bucket	Amount	Status	Source
as of Dec 31, 2024	L&g Long Liability Treasury Citcollective trust	Legal and General	Fixed income	$20.6M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Long Liability Corporate Cit Fundcollective trust	Legal and General	Pooled vehicles	$130M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	L&g Long Liability Treasury Citcollective trust	Legal and General	Fixed income	$22.8M held	Disclosed holding	askebsa.dol.gov

+5 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

$192M Dec 31, 2024 reported Form 5500

$205M (2023-12) · $205M (2022-12)

Plan assets

$205M Jan 1, 2024 reported Form 5500

$205M (2023-01) · $267M (2022-01)

Net assets

$192M Dec 31, 2024 reported Form 5500

$204M (2023-12) · $205M (2022-12)

Funded ratio

105.4% Jan 1, 2024 reported Form 5500

107.0% (2023-01) · 116.8% (2022-01)

Funding target

$180M Jan 1, 2024 reported Form 5500

$186M (2023-01) · $191M (2022-01)

Discount rate

5.11% Jan 1, 2024 reported Form 5500

5.23% (2023-01) · 5.40% (2022-01)

Participants

2,657 Jan 1, 2024 reported Form 5500

2,770 (2023-01) · 2,902 (2022-01)

Contributions

$0 Dec 31, 2024 reported Form 5500

$0 (2023-12) · $8.0M (2022-12)

Benefits paid

$16.0M Dec 31, 2024 reported Form 5500

$16.8M (2023-12) · $19.8M (2022-12)

Net investment income

-$11.9M Dec 31, 2024 reported Form 5500

-$853,600 (2023-12) · -$62.1M (2022-12)

Investment management fees

$433,999 Dec 31, 2024 reported Form 5500

$578,294 (2023-12) · $577,812 (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	2,657	$205M	$180M	105.4%	$192M	Not disclosed	Not disclosed	Not disclosed
2023 to Dec 31, 2023	2,770	$205M	$186M	107.0%	$205M	$0	Not disclosed	Not disclosed
2022 to Dec 31, 2022	2,902	$267M	$191M	116.8%	$205M	$23.1M	Not disclosed	Not disclosed

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

LG Invest Mgmt America Inc codes 27 51 $961,523 PY2024
FID Mgmt Trust Co codes 17 50 $343,698 PY2024
Mercer codes 27 51 $166,407 PY2024

+34 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 7 traced paths of capital across the graphs.

Consultant 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

10 dated events on the change ledger, latest first

Holding in a pooled vehicle ended
2023-12-31source
Holding in a pooled vehicle ended
2023-12-31source
Funded status changed
2023-01-01source

+7 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

+13 connections on the graph

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