Snap-On Incorporated Retirement Plan
Corporate pension, based in Kenosha, Wisconsin, reporting $972M in assets, for 9,383 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Acadian Asset Management no longer appears on Snap-On Incorporated Retirement Plan's Schedule C as investment manager (plan year 2024 vs 2023).
1 more dated event
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Relationship network
14 connected entities
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
- 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
- Master trust investment accounts 100.0%
Consultants and advisers
- Mercer Investment adviser (plan)Actuarythrough Dec 31, 2022 Form 5500
- Northern Trust Co. Trusteethrough Dec 31, 2022 Form 5500
People
Manager roster
- Blackrock Institutional Trust Compaplan years 2024
- Acadianplan years 2023
- Kayne Anderson Capital Advisors, LPplan years 2022
+6 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
What changed
- 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)
+1 more dated event
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Commitments
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 | 9,383 | $986M | $915M | 100.2% | $972M | Not disclosed | $972M | Not disclosed |
| 2023 to Dec 31, 2023 | 9,251 | $927M | $903M | 97.0% | $986M | Not disclosed | $986M | Not disclosed |
| 2022 to Dec 31, 2022 | 8,991 | $1.3B | $876M | 112.9% | $927M | Not disclosed | $927M | Not disclosed |
- 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
+36 more service providers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Provenance
Provenance
Not yet on record: fund commitments.
Record history
- Manager relationship ended2024-12-31source on record
- Manager relationship ended2024-12-31source on record
- Funded status changed2024-01-01source on record
+3 more changes on this record's ledger
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
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
+14 connections on the graph
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.