Milwaukee County (WI) ERS — assets, returns and funding
Milwaukee County (WI) ERS (Wisconsin) reported $1.7bn of assets for fiscal year 2024, a one-year investment return of 8.7%, and was 70.4% funded — meaning the assets on hand covered that share of the benefits it has promised.
| Total assets (FY 2024) | $1.7bn |
| 1-year return | 8.7% |
| 5-year return (annualised) | 7.6% |
| 10-year return (annualised) | 7.6% |
| Funded ratio (GASB) | 70.4% |
Alternatives allocation
| Private equity | 17.4% |
| Hedge funds | 6.3% |
| Other alternatives | 0.0% |
Figures as reported for fiscal year 2024 · Data: Public Plans Database (Center for Retirement Research at Boston College / MissionSquare Research Institute / NASRA) — used with attribution under its non-commercial terms · Refresh: quarterly pull, annual figures · Limitations: public plans report with a lag — FY figures arrive months after year end; returns are as reported by the plan, net/gross basis varies by plan
Compare: all tracked plans · how the big Californian plans' private-equity funds actually performed: the LP-reported PE table.