Neenah Consolidated Pension Plan

Corporate pension· Neenah, Wisconsin

Corporate pension, based in Neenah, Wisconsin, reporting $42.6M in assets, for 699 participants.

Composed from this allocator's classification, location and filed figures.

Assets
$42.6M
Funded ratio
102.6%
Fund commitments
6
Managers
2
As of · the latest dated event for this allocator; each figure carries its own filing or report date

Nothing material in the last 90 days. Last change: 30 Sep 2025, Neenah Consolidated Pension Plan first reports an interest in Fiam 8-10 Year Corporate Bond (Fidelity Institutional Asset Mgmt): $10M at 2025-09-30.

2 more advisers, 3 more commitments and 5 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.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

Capital path

who backs this record, through what, into what; each name opens its own path
Neenah Consolidated Pension Plan
Funds committed to
All 6
Managers

Relationship network

21 connected entities6 observed commitments1 repeat counterparty5 dated commitments shown here, 2024 to 2025

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.

What stands out
Reading the network
  • 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 pensionShow
Corporate pension
Assets
$42.6M
Total assets, Sep 30, 2025 reported
Funded
102.6%
Oct 1, 2024
Private markets target
no policy read
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

+2 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

No investment staff or executives have been read for this allocator yet.

Manager roster

2 managers on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)

What changed

10 events
  • Sep 30, 2025Holding started
    Neenah Consolidated Pension Plan first reports an interest in Fiam 8-10 Year Corporate Bond (Fidelity Institutional Asset Mgmt): $10M at 2025-09-30
    with Fidelity Institutional Asset Mgmtaskebsa.dol.gov
  • Sep 30, 2025Holding started
    Neenah Consolidated Pension Plan first reports an interest in Fiam Short Duration Pool (Fidelity Institutional Asset Mgmt): $1M at 2025-09-30
    with Fidelity Institutional Asset Mgmtaskebsa.dol.gov
  • Sep 30, 2025Holding started
    Neenah Consolidated Pension Plan first reports an interest in Fiam Intermediate Credit Commingled (Fidelity Institutional Asset Mgmt): $16M at 2025-09-30
    with Fidelity Institutional Asset Mgmtaskebsa.dol.gov
  • Sep 30, 2025Holding endedinference
    Neenah 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 started
    Neenah Consolidated Pension Plan first reports an interest in Fiam Long Corporate a Or Better (Fidelity Institutional Asset Mgmt): $7M at 2025-09-30
    with Fidelity Institutional Asset Mgmtaskebsa.dol.gov

+5 more dated events

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.

Commitments

6 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Sep 30, 2025Fiam 8-10 Year Corporate Bondcollective trustFidelity Institutional Asset MgmtFixed income$10.1M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2025Fiam Long Corporate a Or Bettercollective trustFidelity Institutional Asset MgmtPooled vehicles$6.8M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2025Fiam Short Duration Poolcollective trustFidelity Institutional Asset MgmtPooled vehicles$1.5M heldDisclosed holdingaskebsa.dol.gov

+3 more commitments

Every fund and manager this allocator committed to, with the amount, date and source on each.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

Size and funding

33 readings
Total assets
$42.6M Sep 30, 2025 reported Form 5500
$45.4M (2024-09) · $47.9M (2023-09)
Plan assets
$45.8M Oct 1, 2024 reported Form 5500
$48.2M (2023-10) · $55.8M (2022-10)
Net assets
$42.6M Sep 30, 2025 reported Form 5500
$45.4M (2024-09) · $47.7M (2023-09)
Funded ratio
102.6% Oct 1, 2024 reported Form 5500
95.5% (2023-10) · 93.8% (2022-10)
Funding target
$44.6M Oct 1, 2024 reported Form 5500
$54.1M (2023-10) · $65.4M (2022-10)
Discount rate
5.33% Oct 1, 2024 reported Form 5500
5.20% (2023-10) · 5.35% (2022-10)
Participants
699 Oct 1, 2024 reported Form 5500
876 (2023-10) · 1,293 (2022-10)
Contributions
$0 Sep 30, 2025 reported Form 5500
$445,739 (2024-09) · $2.0M (2023-09)
Benefits paid
$3.4M Sep 30, 2025 reported Form 5500
$10.0M (2024-09) · $14.9M (2023-09)
Net investment income
-$2.8M Sep 30, 2025 reported Form 5500
-$2.2M (2024-09) · -$7.8M (2023-09)
Investment management fees
$100,539 Sep 30, 2025 reported Form 5500
$94,311 (2024-09) · $36,821 (2023-09)

Form 5500 filings

3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Sep 30, 2025699$45.8M$44.6M102.6%$42.6MNot disclosedNot disclosedNot disclosed
2023 to Sep 30, 2024876$48.2M$54.1M95.5%$45.4MNot disclosedNot disclosedNot disclosed
2022 to Sep 30, 20231,293$55.8M$65.4M93.8%$47.9MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)

+20 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

Identifiers: EIN-PN 391580331-002
Cross-graph: no entry on another DFX graph
First observed Sep 15, 2026, last observed Sep 29, 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.
Capital chain

Neenah Consolidated Pension Plan sits on 4 traced paths of capital across the graphs.

Consultant to allocator to manager

DFX traced 4 paths of capital through this record

Every record on each path, what it committed or lent, and as of when.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.

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Record history

10 dated events on the change ledger, latest event first
  • Holding in a pooled vehicle started
    2025-09-30source on record
  • Holding in a pooled vehicle started
    2025-09-30source on record
  • Holding in a pooled vehicle started
    2025-09-30source on record

+7 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

+8 connections on the graph

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