DFX Intelligence
Allocator Intelligence
The capital-owner graph behind private markets. Who owns the capital, who decides, how much, under what policy, on whose advice, to which managers, and what changed, with a source and a date behind every row. A target is never an actual, a disclosed holding is never an approval, and an estimate says so.
Corporate pension
Oshkosh Corporation Hourly Employees' Retirement Plan
Corporate pensionOshkosh, WI
Assets
$178M
Total assets, Dec 31, 2025 reported
Funded
100.0%
Jan 1, 2025
Private markets target
n/a
policy Dec 31, 2025
Commitments
0
3 managers on Schedule C
Plan sponsor: Oshkosh Corporation
Allocation policy
Form 5500, as of Dec 31, 2025
Actual allocation lines without a target (as filed)
- Master trust investment accounts 98.2%
Consultants and advisers
4 firms
- Baird Pension consultantthrough Dec 31, 2025 Form 5500
- Hewitt Associates Actuarythrough Dec 31, 2025 Form 5500
- Principal Custody Solutions Trusteethrough Dec 31, 2025 Form 5500
- AON Consulting, Inc. Actuarythrough Dec 31, 2025 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
3 managers on Schedule C
From Schedule C (investment management, code 28)
- Systematic Financial Managementplan years 2025
- Earnest Partnersplan years 2025
- Diamond Hill Capital Management Incplan years 2025
Commitments
No fund commitments are on the tape for this allocator. The tape holds the plans that publish their own private-markets reports; a plan that publishes one and is not here is a gap we can close.
Size and funding
43 readings
Total assets
$166M (2024-12) · $155M (2023-12) · $142M (2022-12)
Funded ratio
103.2% (2024-01) · 106.0% (2023-01) · 117.0% (2022-01)
Funding target
$154M (2024-01) · $147M (2023-01) · $138M (2022-01)
Discount rate
5.25% (2024-01) · 5.35% (2023-01) · 5.52% (2022-01)
Benefits paid
$6.9M (2024-12) · $6.2M (2023-12) · $5.6M (2022-12)
Net investment income
$10.4M (2024-12) · $13.4M (2023-12) · $-34.2M (2022-12)
Investment management fees
$755,409 (2024-12) · $705,073 (2023-12) · $649,774 (2022-12)
Form 5500 filings
4 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2025 to Dec 31, 2025 | 2,386 | $166M | $156M | 100.0% | $178M | n/a | $175M | n/a |
| 2024 to Dec 31, 2024 | 2,413 | $155M | $154M | 103.2% | $166M | n/a | $166M | n/a |
| 2023 to Dec 31, 2023 | 2,436 | $142M | $147M | 106.0% | $155M | n/a | $155M | n/a |
| 2022 to Dec 31, 2022 | 2,464 | $176M | $138M | 117.0% | $142M | n/a | $142M | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- AON Hewitt Associates codes 11 15 17 50 $373,089 PY2025
- Systematic Financial Management codes 28 50 51 $166,596 PY2025
- Earnest Partners codes 28 50 51 $139,853 PY2025
- Diamond Hill Capital Management Inc codes 28 50 51 $90,440 PY2025
- Robert W. Baird codes 17 33 50 $83,399 PY2025
- Principal Bank codes 21 49 50 $66,295 PY2025
- Employees' Retirement Trust Sched. D M $175M PY2025
- AON Consulting, Inc. codes 11 PY2025
- AON Hewitt Associates codes 11 15 17 50 $286,653 PY2024
- Systematic Financial Management codes 28 50 $161,818 PY2024
- Earnest Partners codes 28 50 51 $136,457 PY2024
- Diamond Hill Capital Management Inc codes 28 50 51 $89,366 PY2024
- Robert W. Baird codes 17 33 50 $81,115 PY2024
- Principal Bank codes 21 49 50 $65,411 PY2024
- Employees' Retirement Trust Sched. D M $166M PY2024
- AON Consulting, Inc. codes 11 PY2024
- AON Hewitt Associates codes 11 15 17 50 $290,979 PY2023
- Systematic Financial Management codes 28 50 51 $147,105 PY2023
- Earnest Partners codes 28 50 51 $121,033 PY2023
- Diamond Hill Capital Management Inc codes 28 50 51 $75,595 PY2023
- Robert W. Baird codes 17 33 50 $72,611 PY2023
- Principal Bank codes 21 49 50 $69,656 PY2023
- Employees' Retirement Trust Sched. D M $155M PY2023
- AON Consulting, Inc. codes 11 PY2023
- AON Hewitt Associates codes 11 15 17 50 $315,441 PY2022
- Systematic Financial Management codes 52 68 $157,853 PY2022
- Earnest Partners codes 28 50 51 $131,306 PY2022
- Diamond Hill Capital Management Inc codes 28 50 51 $86,826 PY2022
- Robert W. Baird codes 17 33 50 $59,695 PY2022
- Principal Bank codes 21 49 50 $56,761 PY2022
- Employees' Retirement Trust Sched. D M $142M PY2022
- AON Consulting, Inc. codes 11 PY2022
What changed
5 events
- Jan 1, 2025Funded status changedOshkosh Corporation Hourly Employees' Retirement Plan funded ratio 103.2% -> 100.0% (2024-01-01 to 2025-01-01)
- Jan 1, 2024Funded status changedOshkosh Corporation Hourly Employees' Retirement Plan funded ratio 106.0% -> 103.2% (2023-01-01 to 2024-01-01)
- Dec 31, 2023Manager relationship startedSystematic Financial Management appears on Oshkosh Corporation Hourly Employees' Retirement Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Systematic Financial Managementaskebsa.dol.gov
- Jan 1, 2023Funded status changedOshkosh Corporation Hourly Employees' Retirement Plan funded ratio 117.0% -> 106.0% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedOshkosh Corporation Hourly Employees' Retirement Plan plan assets $176M -> $142M (-19.4%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 390520270-002
Cross-graph: no entry on another DFX graph
First observed Sep 15, 2026, last observed Sep 15, 2026. Classification confirmed. Every row above carries its source; a reported figure is the subject’s own, a derived one is arithmetic on reported figures, an estimated one is a model or a survey imputation and is never summed into a headline.