Wilshire Advisors LLC
Wilshire estimates U.S. corporate pension funded ratio rose in May 2026
Summary: Wilshire estimated that the aggregate funded ratio for U.S. corporate pension plans increased by 1.7 percentage points in May 2026, ending the month at 108.9%. The item should be framed as Wilshire's aggregate funded-status estimate, not a plan-specific filing conclusion.
Why it matters: The update may matter to diligence readers monitoring corporate pension funded status, asset/liability sensitivity, contribution pressure, and Wilshire's public research posture.
Summary
Wilshire published an estimate that the aggregate funded ratio for U.S. corporate pension plans increased by 1.7 percentage points in May 2026, ending the month at 108.9%. Wilshire attributed the movement primarily to a 2.0 percentage-point increase in asset value, partly offset by a 0.3 percentage-point increase in liability value.
This should be treated as Wilshire’s aggregate funded-status estimate, not as a complete view of any specific corporate plan or a Form 5500-derived conclusion. It is a current-period update in the same monthly series as the site’s April 2026 Wilshire corporate-pension funded-status item.
Why it matters
For due-diligence readers, corporate pension funded-status updates can help frame questions about rate movements, asset/liability sensitivity, contribution pressure, pension-risk-transfer timing, and sponsor conversations with advisers and consultants. The useful signal is the direction and attribution of Wilshire’s public estimate, not an endorsement of any plan strategy.
The appropriate posture is monitoring and context. This item should not be read as advice about a plan sponsor’s investment, funding, risk-transfer, or manager-selection decisions.
Source notes
- Primary Wilshire source: https://www.wilshire.com/press-releases/u-s-corporate-pension-plans-funding-status-may-2026
- Public adviser profile: https://adviserinfo.sec.gov/firm/summary/6210
- Source posture: Wilshire-hosted research/press release is the controlling source for the 1.7 percentage-point increase, 108.9% funded-ratio estimate, and asset/liability attribution. The public adviser profile is identity/platform context only.
- Series context: this is a current-period Wilshire pension-research update in an existing monthly series.
9AT filing context
Public ADV/profile context maps Wilshire / Wilshire Advisors LLC to CIK 1616628, CRD 6210 / SEC file 801-36233, with about $149.1 billion in reported regulatory AUM/profile scale, 107 private funds, 307 employees, and separately managed account activity. That supports Wilshire as an institutional/advisory platform, but it does not validate the funded-ratio estimate or any pension-market conclusion.
No plan-specific Form 5500 or 13F conclusion is attached here. The source concerns an aggregate Wilshire funded-status estimate, not a specific plan filing, public-equity holdings issue, sponsor action, or relationship-specific item.
What to watch
Watch for Wilshire’s next monthly corporate-pension funded-status update, public sponsor disclosures, pension-risk-transfer announcements, and material changes in rates or asset returns that may affect the aggregate funded-status picture.