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
Neenah Consolidated Pension Plan
Corporate pensionNeenah, WI
Assets
$42.6M
Total assets, Sep 30, 2025 reported
Funded
102.6%
Oct 1, 2024
Private markets target
n/a
policy Sep 30, 2025
Commitments
6
none on the tape
Plan sponsor: Neenah Foundry Company
Allocation policy
Form 5500, as of Sep 30, 2025
Actual allocation lines without a target (as filed)
- Common/collective trusts 79.5%
- Registered investment companies 20.5%
Consultants and advisers
5 firms
- RV Kuhns & Associates Investment adviser (plan)General consultantthrough Sep 30, 2025 Form 5500
- Fidelity Institutional Asset Mgmt Investment adviser (plan)through Sep 30, 2025 Form 5500
- Fidelity Investments Actuarythrough Sep 30, 2025 Form 5500
- Fidelity Investments Actuarythrough Sep 30, 2023 Form 5500
- FID Mgmt Trust Co Trusteethrough Sep 30, 2023 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
3 managers on the commitment tape
From the plan’s own commitment disclosures
- Fidelity Institutional Asset Mgmt4 rows, latest Sep 30, 2025
- Prudential Trust Co.1 rows, latest Sep 30, 2024
- Prudential Retirement & Annuity Ins1 rows, latest Sep 30, 2023
From Schedule C (investment management, code 28)
- Prudential Retirement & Annuity Insplan years 2023
Commitments
6 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Sep 30, 2025 | Fiam 8-10 Year Corporate Bondcollective trust | Fidelity Institutional Asset Mgmt | Fixed income | $10.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Sep 30, 2025 | Fiam Long Corporate a Or Bettercollective trust | Fidelity Institutional Asset Mgmt | Pooled vehicles | $6.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Sep 30, 2025 | Fiam Short Duration Poolcollective trust | Fidelity Institutional Asset Mgmt | Pooled vehicles | $1.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Sep 30, 2025 | Fiam Intermediate Credit Commingledcollective trust | Fidelity Institutional Asset Mgmt | Private credit | $15.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Sep 30, 2024 | Prudential Long Duration Governmentcollective trust | Prudential Trust Co. | Fixed income | $13.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Sep 30, 2023 | PRU Long Corporate Bondseparate account | Prudential Retirement & Annuity Ins | Fixed income | $12.5M held | Disclosed holding | askebsa.dol.gov |
Size and funding
33 readings
Investment management fees
$94,311 (2024-09) · $36,821 (2023-09)
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 Sep 30, 2025 | 699 | $45.8M | $44.6M | 102.6% | $42.6M | n/a | n/a | n/a |
| 2023 to Sep 30, 2024 | 876 | $48.2M | $54.1M | 95.5% | $45.4M | n/a | n/a | n/a |
| 2022 to Sep 30, 2023 | 1,293 | $55.8M | $65.4M | 93.8% | $47.9M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- FID Mgt Trust Co codes 21 50 $249,917 PY2024
- FID Inv Inst Ops Co codes 11 50 $113,153 PY2024
- R.V. Kuhn and Associates, Inc. codes 27 50 $65,600 PY2024
- Clifton Larson Allen codes 10 50 $24,990 PY2024
- FID Inv Asset Management codes 27 50 $17,616 PY2024
- Prudential Retire Ins and Ann Co codes 28 50 $17,323 PY2024
- Fiam 8-10 Year Corp Bond Commingled Sched. D C $10.1M PY2024
- Fiam Long Corp a Or Better Pool Sched. D C $6.8M PY2024
- Fiam Short Duration Pool Sched. D C $1.5M PY2024
- Fiam Intermediate Credit Commingled Sched. D C $15.5M PY2024
- Fidelity Investments codes 11 PY2024
- FID Mgmt Trust Company codes 21 25 50 $464,937 PY2023
- R.V. Kuhn and Associates, Inc. codes 16 50 $63,485 PY2023
- Prudential Retire Ins and Ann Co codes 28 51 $30,826 PY2023
- Clifton Larson Allen codes 10 50 $6,300 PY2023
- Prudential Long Duration Gov/crd Bd Sched. D C $13.9M PY2023
- Fidelity Investments codes 11 PY2023
- FID Mgmt Trust Company codes 21 25 50 $248,787 PY2022
- R.V. Kuhn and Associates, Inc. codes 16 50 $60,670 PY2022
- Prudential Retire Ins and Ann Co codes 28 51 $36,821 PY2022
- Clifton Larson Allen codes 10 50 $25,200 PY2022
- Prudential Long Duration Corporate Sched. D P $12.5M PY2022
- Fidelity Investments codes 11 PY2022
What changed
10 events
- Sep 30, 2025Holding startedNeenah Consolidated Pension Plan first reports an interest in Fiam 8-10 Year Corporate Bond (Fidelity Institutional Asset Mgmt): $10M at 2025-09-30with Fidelity Institutional Asset Mgmtaskebsa.dol.gov
- Sep 30, 2025Holding startedNeenah Consolidated Pension Plan first reports an interest in Fiam Short Duration Pool (Fidelity Institutional Asset Mgmt): $1M at 2025-09-30with Fidelity Institutional Asset Mgmtaskebsa.dol.gov
- Sep 30, 2025Holding startedNeenah Consolidated Pension Plan first reports an interest in Fiam Intermediate Credit Commingled (Fidelity Institutional Asset Mgmt): $16M at 2025-09-30with Fidelity Institutional Asset Mgmtaskebsa.dol.gov
- Sep 30, 2025Holding endedinferenceNeenah Consolidated Pension Plan no longer reports Prudential Long Duration Government (Prudential Trust Co.) (last held $14M at 2024-09-30; absent from the 2025-09-30 filing)with Prudential Trust Co.askebsa.dol.gov
- Sep 30, 2025Holding startedNeenah Consolidated Pension Plan first reports an interest in Fiam Long Corporate a Or Better (Fidelity Institutional Asset Mgmt): $7M at 2025-09-30with Fidelity Institutional Asset Mgmtaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceFID Inv Asset Management appears on Neenah Consolidated Pension Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with Fidelity Institutional Asset Mgmtaskebsa.dol.gov
- Oct 1, 2024Funded status changedNeenah Consolidated Pension Plan funded ratio 95.5% -> 102.6% (2023-10-01 to 2024-10-01)
- Sep 30, 2024Holding startedNeenah Consolidated Pension Plan first reports an interest in Prudential Long Duration Government (Prudential Trust Co.): $14M at 2024-09-30with Prudential Trust Co.askebsa.dol.gov
- Sep 30, 2024Holding endedinferenceNeenah Consolidated Pension Plan no longer reports PRU Long Corporate Bond (Prudential Retirement & Annuity Ins) (last held $12M at 2023-09-30; absent from the 2024-09-30 filing)with Prudential Retirement & Annuity Insaskebsa.dol.gov
- Oct 1, 2023Assets changedNeenah Consolidated Pension Plan plan assets $56M -> $48M (-13.7%, 2022-10-01 to 2023-10-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 391580331-002
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.