Wisconsin RS — assets, returns and funding
Pensions: all tracked plans · Australian super in numbers · Private market performance · the PE statistics · what plans disclose · where they diverge
Wisconsin RS (Wisconsin) reported $134.5bn of assets for fiscal year 2024, a one-year investment return of 8.5%, and was 98.1% funded — around the ~80% mark the industry reads as sound.
| Total assets (FY 2024) | $134.5bn |
| 1-year return | 8.5% |
| 5-year return (annualised) | 7.2% |
| 10-year return (annualised) | 7.4% |
| Funded ratio (GASB) | 98.1% |
How the money is invested (asset allocation)
Wisconsin RS held 39.6% of its assets in fixed income (bonds) and 33.3% in public equities for fiscal year 2024 — the largest of 5 sleeves it reports, with the rest below:
| Fixed income (bonds) | 39.6% |
| Public equities | 33.3% |
| Private equity | 18.9% |
| Real estate | 8.1% |
| Hedge funds | 0.0% |
Compare Wisconsin RS with similar plans
The plans most worth reading Wisconsin RS against — similar in size, or invested in the same managers — side by side, each with its own page for the detail:
| Plan | Assets | 1-yr return | Funded ratio | Why comparable |
|---|---|---|---|---|
| Milwaukee (WI) City ERS | $6.0bn | 6.8% | 76.0% | Same state — Wisconsin |
| Milwaukee County (WI) ERS | $1.7bn | 8.7% | 70.4% | Same state — Wisconsin |
| Georgia Teachers | $116.8bn | 12.2% | 77.9% | Similar size |
| Ohio PERS | $116.7bn | 14.9% | 82.8% | Similar size |
| New York State Teachers | $154.2bn | 10.6% | 99.1% | Similar size |
| Virginia RS | $114.4bn | 9.9% | 85.1% | Similar size |
Questions this page answers
How much does Wisconsin RS have in assets?
Wisconsin RS reported $134.5bn in total assets for fiscal year 2024, as compiled by the Public Plans Database.
What return did Wisconsin RS make on its investments?
Wisconsin RS reported a 8.5% one-year investment return for fiscal year 2024, and 7.4% a year over the past ten years, per the Public Plans Database.
Is Wisconsin RS fully funded?
Wisconsin RS was 98.1% funded for fiscal year 2024 — above the ~80% mark many treat as reasonably sound. US public plans face no federal funding minimum, and actuaries add that the trend matters more than any single line (Public Plans Database).
How is Wisconsin RS's money invested?
Wisconsin RS held 39.6% of its assets in fixed income (bonds) and 33.3% in public equities, its largest sleeves for fiscal year 2024 (Public Plans Database).
See also: all tracked plans · how the private-equity funds these plans invest in have actually performed, from the plans' own disclosures: private market performance, and where plans' numbers diverge on the same fund.