Kohler Co. Pension Plan
Corporate pension, based in Kohler, Wisconsin, reporting $1.7B in assets, for 24,292 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Kohler Co. Pension Plan first reports an interest in Russell 3000 Index Fund (Blackrock Institutional Trust Co,na): $145M at 2024-12-31.
3 more advisers, 32 more commitments and 15 more dated events
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
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Capital path
who backs this record, through what, into what; each name opens its own path- Msci Acwi Ex-Us Imi Russia Index Fd3 commitments
- Mcsi World Multi-Factor Fund3 commitments
- Mcsi Equity Index Fund Singapore2 commitments
- Blackrock Institutional Trust Company, N.A.34 commitments
- Blackrock Institutional Trust Co,na1 commitment
Relationship network
43 connected entities35 observed commitments18 repeat counterpartiescommitments 2022 to 2024
From board minutes, annual reports, Form 5500 filings and public records of commitments, consultants and staff in the allocator graph. Commitment amounts are those the allocator disclosed; many are not printed, and none is estimated.
Some relationships on this record are counted rather than named here. They open with the full profile.
Click any name or line for the commitments and sources behind it. Line weight is commitments together; dashed lines are inferred.
- Sponsor
- Fund or vehicle
- Service provider
- Organization
›How strength and recency are read
Managers, funds and consultants are read from the commitments: three or more is a strong observed relationship, two a repeat counterparty. No consultant link is marked current on the source, so none is labelled current or former here. Related plans, people and plan service providers are ordered by what the filing shows.
Darker lines were active in the last 24 months or are current; lighter lines are older or undated.
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
Allocation policy
- Interest-bearing cash 6.0%
- Common/collective trusts 8.4%
- Registered investment companies 85.6%
Consultants and advisers
- Heck Capital Advisors Investment adviser (plan)through Dec 31, 2022 Form 5500
- Francis LLC Investment adviser (plan)through Dec 31, 2022 Form 5500
- Midwest Institutional Trust Company Trusteethrough Dec 31, 2024 Form 5500
+3 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
People
Manager roster
- Blackrock Institutional Trust Company, N.A.34 rows, latest Dec 31, 2024
- Blackrock Institutional Trust Co,na1 row, latest Dec 31, 2024
- Blackrock Insti. Trust Company, N.Aplan years
- Blackrock Institutional Trust Company, N.A.plan years
What changed
- Dec 31, 2024Holding startedKohler Co. Pension Plan first reports an interest in Russell 3000 Index Fund (Blackrock Institutional Trust Co,na): $145M at 2024-12-31with Blackrock Institutional Trust Co,naaskebsa.dol.gov
- Dec 31, 2024Holding endedinferenceKohler Co. Pension Plan no longer reports Mcsi Equity Index Fund India (last held $5M at 2023-12-31; absent from the 2024-12-31 filing)with Mcsi Equity Index Fund Indiaaskebsa.dol.gov
- Dec 31, 2024Holding endedinferenceKohler Co. Pension Plan no longer reports Mcsi Equity Index Fund Hong Kong (last held $2M at 2023-12-31; absent from the 2024-12-31 filing)with Mcsi Equity Index Fund Hong Kongaskebsa.dol.gov
- Dec 31, 2024Holding endedinferenceKohler Co. Pension Plan no longer reports Mcsi Equity Index Fund Indonesia (last held $545,181 at 2023-12-31; absent from the 2024-12-31 filing)with Mcsi Equity Index Fund Indonesiaaskebsa.dol.gov
- Dec 31, 2024Holding endedinferenceKohler Co. Pension Plan no longer reports Mcsi Equity Index Fund China (last held $7M at 2023-12-31; absent from the 2024-12-31 filing)with Mcsi Equity Index Fund Chinaaskebsa.dol.gov
+15 more dated events
Every name, record and relationship behind this count, with the source on each.
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Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Msci Acwi Ex-Us Imi Russia Index Fdcollective trust | Blackrock Institutional Trust Company, N.A. | Pooled vehicles | $710 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Russell 3000 Index Fundcollective trust | Blackrock Institutional Trust Co,na | Pooled vehicles | $145M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Mcsi World Multi-Factor Fundcollective trust | Blackrock Institutional Trust Company, N.A. | Pooled vehicles | $964,781 held | Disclosed holding | askebsa.dol.gov |
+32 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
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Size and funding
Form 5500 filings
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 24,292 | $1.6B | $1.3B | 102.3% | $1.7B | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 24,315 | $1.4B | $1.3B | 106.8% | $1.6B | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 22,201 | $1.7B | $1.2B | 111.9% | $1.4B | Not disclosed | Not disclosed | Not disclosed |
- Midwest Institutional Trust Company codes 21 $229,731 PY2024
- Heck Capital Advisors codes 27 $108,750 PY2024
- Blackrock codes 21 24 28 50 51 $94,116 PY2024
+47 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Kohler Co. Pension Plan sits on 4 traced paths of capital across the graphs.
DFX traced 4 paths of capital through this record
Every record on each path, what it committed or lent, and as of when.
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Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
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Record history
- Holding in a pooled vehicle started2024-12-31source on record
- Holding in a pooled vehicle ended2024-12-31source on record
- Holding in a pooled vehicle ended2024-12-31source on record
+17 more changes on this record's ledger
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The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.
›Connections
every published relationship on the graph
+9 connections on the graph
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