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
Snap-On Incorporated Retirement Plan
Corporate pensionKenosha, WI
Assets
$972M
Total assets, Dec 31, 2024 reported
Funded
100.2%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
1 managers on Schedule C
Plan sponsor: Snap-On Incorporated
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Master trust investment accounts 100.0%
Consultants and advisers
2 firms
- Mercer Investment adviser (plan)Actuarythrough Dec 31, 2022 Form 5500
- Northern Trust Co. Trusteethrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
9 managers on Schedule C
From Schedule C (investment management, code 28)
- Blackrock Institutional Trust Compaplan years 2024
- Acadianplan years 2023
- Kayne Anderson Capital Advisors, LPplan years 2022
- Mercer Investments LLCplan years 2022
- Nisa Investment Advisors, LLCplan years 2022
- Boston Trust Walden Companyplan years 2022
- Blackrockplan years 2022
- William Blair Fundsplan years 2022
- Acadian Asset Management Headquarteplan years 2022
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
33 readings
Form 5500 filings
3 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 9,383 | $986M | $915M | 100.2% | $972M | n/a | $972M | n/a |
| 2023 to Dec 31, 2023 | 9,251 | $927M | $903M | 97.0% | $986M | n/a | $986M | n/a |
| 2022 to Dec 31, 2022 | 8,991 | $1.3B | $876M | 112.9% | $927M | n/a | $927M | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Nisa Investment Advisors LLC codes 28 51 $678,506 PY2024
- Mercer codes 11 15 17 50 $396,525 PY2024
- William Blair Funds codes 28 51 $342,491 PY2024
- Northern Trust codes 21 49 50 71 $302,239 PY2024
- Mercer Investment Consulting codes 27 50 $290,250 PY2024
- Boston Trust codes 28 51 $245,394 PY2024
- Kayne Anderson codes 28 51 $195,347 PY2024
- Blackrock codes 28 51 $69,942 PY2024
- Wipfli LLP codes 10 50 $14,900 PY2024
- Snap-On Tools Collective Inv Trust Sched. D M $972M PY2024
- Mercer codes 11 PY2024
- Nisa Investment Advisors LLC codes 28 51 $648,820 PY2023
- Mercer Investment Management codes 28 51 $379,597 PY2023
- Northern Trust codes 21 49 50 71 $359,322 PY2023
- Mercer codes 11 15 17 50 $329,047 PY2023
- William Blair Funds codes 28 51 $323,281 PY2023
- Kayne Anderson codes 28 51 $254,723 PY2023
- Acadian Asset Management codes 28 51 $247,519 PY2023
- Boston Trust codes 28 51 $220,944 PY2023
- Acadian Global Managed Volatility codes 28 51 $72,397 PY2023
- Blackrock codes 28 51 $54,522 PY2023
- Mercer Investment Consulting codes 27 50 $34,284 PY2023
- Wipfli LLP codes 10 50 $14,500 PY2023
- Snap-On Tools Collective Inv Trust Sched. D M $986M PY2023
- Mercer codes 11 PY2023
- Nisa Investment Advisors LLC codes 28 51 $682,575 PY2022
- Mercer codes 11 15 17 50 $393,797 PY2022
- Mercer Investment Management codes 28 51 $344,000 PY2022
- Acadian Asset Management codes 28 51 $324,309 PY2022
- Kayne Anderson codes 28 51 $308,813 PY2022
- Boston Trust codes 28 51 $306,204 PY2022
- Northern Trust codes 21 49 50 71 $296,096 PY2022
- William Blair Funds codes 28 51 $275,896 PY2022
- Mercer Investment Consulting codes 27 50 $118,250 PY2022
- Blackrock codes 28 51 $49,417 PY2022
- Wipfli LLP codes 10 50 $12,900 PY2022
- Blackrock codes 28 51 $5,326 PY2022
- Snap-On Tools Collective Inv Trust Sched. D M $927M PY2022
- Mercer codes 11 PY2022
What changed
6 events
- Dec 31, 2024Manager relationship endedinferenceAcadian Asset Management no longer appears on Snap-On Incorporated Retirement Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Acadian Asset Management Headquarteaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceAcadian Global Managed Volatility no longer appears on Snap-On Incorporated Retirement Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Acadianaskebsa.dol.gov
- Jan 1, 2024Funded status changedSnap-On Incorporated Retirement Plan funded ratio 97.0% -> 100.2% (2023-01-01 to 2024-01-01)
- Dec 31, 2023Manager relationship startedAcadian Global Managed Volatility appears on Snap-On Incorporated Retirement Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Acadianaskebsa.dol.gov
- Jan 1, 2023Funded status changedSnap-On Incorporated Retirement Plan funded ratio 112.9% -> 97.0% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedSnap-On Incorporated Retirement Plan plan assets $1.3B -> $927M (-26.5%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 390622040-001
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.