# Madison Gas & Electric Company Retirement Plan

Madison Gas & Electric Company Retirement Plan is a Pension Fund based in Madison, United States.

## Overview

- **Organization type:** Pension Fund
- **Headquarters:** Madison, United States
- **Region:** North America
- **Address:** 623 Railroad Street, Madison, WI, United States
- **Founded:** 1896
- **Assets under management:** 2.7B (Altss estimate)
- **Website:** www.mge.com
- **LinkedIn:** https://www.linkedin.com/company/madison-gas-and-electric

## Regulatory record

- **CRD number:** 305824
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-05-21T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/305824

## About

Madison Gas & Electric Company was established in 1896. The retirement plan operates as a defined contribution vehicle sponsored by the utility and its parent MGE Energy. The plan maintains exposure to energy infrastructure. Confirmed holdings include minority stakes in the Koshkonong Solar Energy Center and Red Barn Wind Farm. Additional positions cover the Darien Solar Project, Paris Battery Energy Storage System, and American Transmission Company LLC. All assets sit in Wisconsin. The plan reports 2,749 million USD in assets. MGE Energy employs 731 people. The Madison Gas and Electric Foundation, established in 1966, handles separate philanthropic activity with annual giving near 2.2 million USD. The plan sits inside a regulated utility holding structure. Investment decisions flow through the corporate parent rather than an independent investment office.

## Sectors

- Utilities
- Clean Technology

## Questions

### Who sponsors the Madison Gas & Electric Company Retirement Plan?

MGE Energy, Inc. serves as the plan sponsor and parent of the operating utility.

### What asset classes appear in the plan portfolio?

The plan holds utility equities, renewable energy projects, battery storage, and transmission assets.

### Does the plan make direct investments in energy infrastructure?

Yes. Positions include minority ownership in solar and wind projects located in Wisconsin counties.

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/madison-gas-electric-company-retirement-plan

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