3 more managers, 15 more commitments and 2 more dated events
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Wisconsin Masons Pension Fund
Taft-Hartley plan, based in Madison, Wisconsin, reporting $327M in assets, for 3,308 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $327M
- Funded ratio
- 108.2%
- Fund commitments
- 6
- Managers
- 2
Nothing material in the last 90 days. Last change: 1 Jun 2024, Wisconsin Masons Pension Fund funded ratio 104.0% -> 108.2% (2023-06-01 to 2024-06-01).
Capital path
who backs this record, through what, into what; each name opens its own path- Artisan Multiple Investment Trust3 commitments
- Boston Partners Global Equity Fund3 commitments
- Multi-Employer Property Trust3 commitments
- Artisan Partners3 commitments
- Boston Partners Global Equity Fund3 commitments
- NEW Tower Trust Company3 commitments
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
- Interest-bearing cash 0.3%
- Non-interest-bearing cash 0.4%
- Other investments 43.7%
- 103-12 investment entities 0.0%
- Common/collective trusts 21.3%
- Registered investment companies 33.9%
- Gallagher Fiduciary Advisors Investment adviser (plan)through May 31, 2023 Form 5500
- United Actuarial Services, Inc. Actuarythrough May 31, 2023 Form 5500
- US Bank Custodianthrough May 31, 2023 Form 5500
- Artisan Partners3 rows, latest May 31, 2025
- Boston Partners Global Equity Fund3 rows, latest May 31, 2025
- NEW Tower Trust Company3 rows, latest May 31, 2025
+3 more managers received commitments
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- Boston Partners Global Equity Fundplan years 2023
- Artisan Partnersplan years
- Siguler Guff & Company LPplan years 2023
+3 more Schedule C managers
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- Jun 1, 2024Funded status changedWisconsin Masons Pension Fund funded ratio 104.0% -> 108.2% (2023-06-01 to 2024-06-01)
- Jun 1, 2024Assets changedWisconsin Masons Pension Fund plan assets $262M -> $301M (+15.0%, 2023-06-01 to 2024-06-01)
- May 31, 2024Assets changedWisconsin Masons Pension Fund total assets $262M -> $301M (+14.9%, 2023-05-31 to 2024-05-31)
- Dec 31, 2023Manager relationship endedinferenceSiguler Guff & Company, LP no longer appears on Wisconsin Masons Pension Fund's Schedule C as investment manager (plan year 2023 vs 2022)with Siguler Guff & Company LPaskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceBoston Partners no longer appears on Wisconsin Masons Pension Fund's Schedule C as investment manager (plan year 2023 vs 2022)with Boston Partners Global Equity Fundaskebsa.dol.gov
+2 more dated events
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| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of May 31, 2025 | Artisan Multiple Investment Trustcollective trust | Artisan Partners | Pooled vehicles | $19.0M held | Disclosed holding | askebsa.dol.gov | |
| as of May 31, 2025 | Boston Partners Global Equity Fundcollective trust | Boston Partners Global Equity Fund | Public equity | $21.0M held | Disclosed holding | askebsa.dol.gov | |
| as of May 31, 2025 | Multi-Employer Property Trustcollective trust | NEW Tower Trust Company | Real estate | $9.0M 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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| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to May 31, 2025 | 3,308 | Not disclosed | Not disclosed | n/a | $327M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to May 31, 2024 | 3,556 | Not disclosed | Not disclosed | n/a | $301M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to May 31, 2023 | 3,486 | Not disclosed | Not disclosed | n/a | $262M | Not disclosed | Not disclosed | Not disclosed |
- BPA of Wi a Benesys Company codes 15 50 99 $190,363 PY2024
- Gallagher Fiduciary Advisors, LLC codes 27 50 $130,126 PY2024
- US Bank codes 18 19 50 $76,391 PY2024
+51 more service providers
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Provenance
Record history
- Funded status changed2023-06-01source
- Funded status changed2024-06-01source
- Manager relationship ended2023-12-31source
+4 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
+11 connections on the graph
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