The Wisconsin Retirement System is financially very strong. In fact, approximately 79% of funds needed to pay WRS benefits are generated from one source: investment earnings. Investing the assets of the WRS is the responsibility of the State of Wisconsin Investment Board .

Update: SWIB Response to COVID-19, by Executive Director/Chief Investment Officer David Villa

WRS Investment Performance*

Year-To-Date (YTD) as of August 31, 2020

 

Performance

Benchmark

Core Trust Fund

6.6%

6.5%

Variable Trust Fund

5.2%

5.6%

*YTD Returns and Benchmarks are subject to final valuation and adjustments that may occur during the calendar year .  Returns are gross of fees.


Year-To-Date Value of WRS Assets Under Management

as of August 31, 2020

 

Value

Core Trust Fund

$112.1 billion

Variable Trust Fund

$8.8 billion

Total

$120.9 billion

 

The WRS is the 9th largest public pension fund in the U.S. and 25th largest public or private pension fund in the world.