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

The Manitowoc Company, Inc. Pension Plan

Corporate pensionMilwaukee, WI

Assets

$85.0M

Total assets, Dec 31, 2024 reported

Funded

88.6%

Jan 1, 2024

Private markets target

n/a

policy Dec 31, 2024

Commitments

none on the tape

Plan sponsor: The Manitowoc Company, Inc.

Allocation policy

Form 5500, as of Dec 31, 2024

Actual allocation lines without a target (as filed)

Interest-bearing cash 0.1%
Common/collective trusts 96.0%

Consultants and advisers

3 firms

Midwest Institutional Trust Company Trusteethrough Dec 31, 2024 Form 5500
Mercer Actuarythrough Dec 31, 2022 Form 5500
BMO Harris Bank, N.A. Trusteethrough Dec 31, 2022 Form 5500

People

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

Manager roster

1 managers on the commitment tape

From the plan’s own commitment disclosures

Fidelity Institutional Asset Mgmt47 rows, latest Dec 31, 2024

From Schedule C (investment management, code 28)

Fidelity Institutional Asset Manageplan years 2022

Commitments

51 rows, 0 dated closings

Disclosed holdings (from the plan’s performance or holdings report, as of the report date)

Date	Fund	Manager	Bucket	Amount	Status	Source
as of Dec 31, 2024	Fiam Small/mid Cap Core Poolcollective trust	Fidelity Institutional Asset Mgmt	Pooled vehicles	$2.6M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Fiam Small Cap Core Poolcollective trust	Fidelity Institutional Asset Mgmt	Public equity	$866,769 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Spartan 500 Index Poolcollective trust	Geode Capital Management Trust Company, LLC	Pooled vehicles	$15.0M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Fiam Select International Equity Cocollective trust	Fidelity Institutional Asset Mgmt	Public equity	$629,566 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Fiam International Growthcollective trust	Fidelity Institutional Asset Mgmt	Pooled vehicles	$625,929 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Fiam Intermediate Inflation-Protectcollective trust	Fidelity Institutional Asset Mgmt	Pooled vehicles	$204,198 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Fiam Select Canada Poolcollective trust	Fidelity Institutional Asset Mgmt	Pooled vehicles	$2.9M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Fiam Select Emerging Markets Equitycollective trust	Fidelity Institutional Asset Mgmt	Public equity	$2.2M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Fiam Long U.S. Treasury Strips Indecollective trust	Fidelity Institutional Asset Mgmt	Fixed income	$8.9M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Fiam Reitcollective trust	Fidelity Institutional Asset Mgmt	Real estate	$2.4M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Fiam Emerging Markets Debt Comminglcollective trust	Fidelity Institutional Asset Mgmt	Private credit	$2.2M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Fiam Long Duration Commingled Poolcollective trust	Fidelity Institutional Asset Mgmt	Fixed income	$13.7M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Fiam Long Corporate a Or Bettercollective trust	Fidelity Institutional Asset Mgmt	Pooled vehicles	$13.4M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Fiam Emerging Markets Commingled Pocollective trust	Fidelity Institutional Asset Mgmt	Public equity	$2.2M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Spartan World Minimum Volatility incollective trust	Geode Capital Management Trust Company, LLC	Pooled vehicles	$14.0M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Fiam Small/mid Cap Core Poolcollective trust	Fidelity Institutional Asset Mgmt	Pooled vehicles	$1.0M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Fiam Small Cap Core Poolcollective trust	Fidelity Institutional Asset Mgmt	Public equity	$1.0M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Spartan 500 Index Poolcollective trust	Geode Capital Management Trust Company, LLC	Pooled vehicles	$15.5M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Fiam Select International Equity Cocollective trust	Fidelity Institutional Asset Mgmt	Public equity	$1.1M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Fiam International Growthcollective trust	Fidelity Institutional Asset Mgmt	Pooled vehicles	$3.5M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Fiam Select International Small Capcollective trust	Fidelity Institutional Asset Mgmt	Public equity	$1.1M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Fiam Select Canada Poolcollective trust	Fidelity Institutional Asset Mgmt	Pooled vehicles	$2.2M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Fiam Select Emerging Markets Equitycollective trust	Fidelity Institutional Asset Mgmt	Public equity	$2.2M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Fiam Global Low Volatility Equity Ccollective trust	Fidelity Institutional Asset Mgmt	Public equity	$12.2M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Fiam Reitcollective trust	Fidelity Institutional Asset Mgmt	Real estate	$2.8M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Fiam Floating Rate High Income Commcollective trust	Fidelity Institutional Asset Mgmt	Fixed income	$245,604 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Fiam Emerging Markets Debt Comminglcollective trust	Fidelity Institutional Asset Mgmt	Private credit	$2.5M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Fiam Intermediate Inflation-Protectcollective trust	Fidelity Institutional Asset Mgmt	Pooled vehicles	$775,866 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Fiam Institutional Cash Comm Plcollective trust	Fidelity Institutional Asset Mgmt	Cash	$162,893 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Fiam Long Duration Commingled Poolcollective trust	Fidelity Institutional Asset Mgmt	Fixed income	$17.2M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Fiam Long Corporate a Or Bettercollective trust	Fidelity Institutional Asset Mgmt	Pooled vehicles	$15.4M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Fiam Long U.S. Treasury Strips Indecollective trust	Fidelity Institutional Asset Mgmt	Fixed income	$273,837 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Fiam High Yield Bond Comm Plcollective trust	Fidelity Institutional Asset Mgmt	Fixed income	$118,058 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Fiam Emerging Markets Commingled Pocollective trust	Fidelity Institutional Asset Mgmt	Public equity	$2.2M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Fiam Small/mid Cap Core Poolcollective trust	Fidelity Institutional Asset Mgmt	Pooled vehicles	$961,865 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Fiam Small Cap Core Poolcollective trust	Fidelity Institutional Asset Mgmt	Public equity	$1.1M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Spartan 500 Index Poolcollective trust	Geode Capital Management Trust Company, LLC	Pooled vehicles	$13.1M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Fiam Select International Equity Cocollective trust	Fidelity Institutional Asset Mgmt	Public equity	$959,358 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Fiam International Growthcollective trust	Fidelity Institutional Asset Mgmt	Pooled vehicles	$3.5M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Fiam Select International Small Capcollective trust	Fidelity Institutional Asset Mgmt	Public equity	$934,704 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Fiam Select Canada Poolcollective trust	Fidelity Institutional Asset Mgmt	Pooled vehicles	$3.0M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Fiam Select Emerging Markets Equitycollective trust	Fidelity Institutional Asset Mgmt	Public equity	$4.8M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Fiam Global Low Volatility Equity Ccollective trust	Fidelity Institutional Asset Mgmt	Public equity	$13.7M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Fiam Reitcollective trust	Fidelity Institutional Asset Mgmt	Real estate	$1.8M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Fiam Floating Rate High Income Commcollective trust	Fidelity Institutional Asset Mgmt	Fixed income	$278,143 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Fiam Emerging Markets Debt Comminglcollective trust	Fidelity Institutional Asset Mgmt	Private credit	$2.3M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Fiam Intermediate Inflation-Protectcollective trust	Fidelity Institutional Asset Mgmt	Pooled vehicles	$4.0M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Fiam Institutional Cash Comm Plcollective trust	Fidelity Institutional Asset Mgmt	Cash	$20,378 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Fiam Long Duration Commingled Poolcollective trust	Fidelity Institutional Asset Mgmt	Fixed income	$16.7M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Fiam Long Corporate a Or Bettercollective trust	Fidelity Institutional Asset Mgmt	Pooled vehicles	$13.6M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Fiam Long U.S. Treasury Strips Indecollective trust	Fidelity Institutional Asset Mgmt	Fixed income	$625,667 held	Disclosed holding	askebsa.dol.gov

Size and funding

33 readings

Total assets

$85.0M Dec 31, 2024 reported Form 5500

$86.7M (2023-12) · $82.3M (2022-12)

Plan assets

$86.6M Jan 1, 2024 reported Form 5500

$82.3M (2023-01) · $115M (2022-01)

Net assets

$85.0M Dec 31, 2024 reported Form 5500

$86.7M (2023-12) · $82.3M (2022-12)

Funded ratio

88.6% Jan 1, 2024 reported Form 5500

84.7% (2023-01) · 101.5% (2022-01)

Funding target

$103M Jan 1, 2024 reported Form 5500

$106M (2023-01) · $107M (2022-01)

Discount rate

5.05% Jan 1, 2024 reported Form 5500

5.17% (2023-01) · 5.34% (2022-01)

Participants

1,592 Jan 1, 2024 reported Form 5500

1,616 (2023-01) · 1,632 (2022-01)

Contributions

$2.6M Dec 31, 2024 reported Form 5500

$4.4M (2023-12) · $0 (2022-12)

Benefits paid

$7.5M Dec 31, 2024 reported Form 5500

$7.4M (2023-12) · $7.4M (2022-12)

Net investment income

$-1.7M Dec 31, 2024 reported Form 5500

$4.4M (2023-12) · $-32.3M (2022-12)

Investment management fees

$319,034 Dec 31, 2024 reported Form 5500

$322,384 (2023-12) · $389,891 (2022-12)

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	1,592	$86.6M	$103M	88.6%	$85.0M	$0	$0	$0
2023 to Dec 31, 2023	1,616	$82.3M	$106M	84.7%	$86.7M	$0	$0	$0
2022 to Dec 31, 2022	1,632	$115M	$107M	101.5%	$82.3M	$0	$0	$0

Service providers and investment entities as filed (Schedule C and D, latest year first)

Fidelity Institutional Asset Manage codes 51 $319,034 PY2024
Mercer codes 11 $267,282 PY2024
Midwest Institutional Trust Company codes 21 $47,036 PY2024
Wipfli LLP codes 10 $16,000 PY2024
Lockton Companies, LLC codes 23 $14,500 PY2024
Fiam International Growth Commingle Sched. D C $625,929 PY2024
Fiam Interm. Infl.-Protected Pool Sched. D C $204,198 PY2024
Fiam Small/mid Cap Opportunities Co Sched. D C $2.6M PY2024
Fiam Small Cap Core Commingled Pool Sched. D C $866,769 PY2024
Spartan 500 Index Pool Sched. D C $15.0M PY2024
Fiam Select International Equity Co Sched. D C $629,566 PY2024
Fiam Long Corporate a Or Better Com Sched. D C $13.4M PY2024
Fiam Emerging Markets Commingled Po Sched. D C $2.2M PY2024
Spartan World Min Volatility Index Sched. D C $14.0M PY2024
Fiam Select Canada Equity Commingle Sched. D C $2.9M PY2024
Fiam Select Emerging Markets Equity Sched. D C $2.2M PY2024
Fiam Long U.S. Treasury Strips Inde Sched. D C $8.9M PY2024
Fiam Reit Commingled Sched. D C $2.4M PY2024
Fiam Emerging Markets Debt Commingl Sched. D C $2.2M PY2024
Fiam Long Duration Commingled Pool Sched. D C $13.7M PY2024
Mercer codes 11 PY2024
Fidelity Institutional Asset Manage codes 51 $322,385 PY2023
Mercer codes 11 $276,204 PY2023
BMO Harris Bank Na codes 21 $46,398 PY2023
Wipfli LLP codes 10 $28,500 PY2023
Lockton Companies, LLC codes 23 $8,500 PY2023
Fiam Small Cap Core Commingled Pool Sched. D C $1.0M PY2023
Spartan 500 Index Pool Sched. D C $15.5M PY2023
Fiam Select International Equity Co Sched. D C $1.1M PY2023
Fiam International Growth Commingle Sched. D C $3.5M PY2023
Fiam Select International Small Cap Sched. D C $1.1M PY2023
Fiam Select Canada Equity Commingle Sched. D C $2.2M PY2023
Fiam Select Emerging Markets Equity Sched. D C $2.2M PY2023
Fiam Global Low Volatility Equity Sched. D C $12.2M PY2023
Fiam Reit Commingled Sched. D C $2.8M PY2023
Fiam Floating Rate High Income Comm Sched. D C $245,604 PY2023
Fiam Emerging Markets Debt Commingl Sched. D C $2.5M PY2023
Fiam Intermediate Inflation-Protect Sched. D C $775,866 PY2023
Fiam Institutional Cash Commingled Sched. D C $162,893 PY2023
Fiam Long Duration Commingled Pool Sched. D C $17.2M PY2023
Fiam Long Corporate a Or Better Com Sched. D C $15.4M PY2023
Fiam Long U.S. Treasury Strips Inde Sched. D C $273,837 PY2023
Manitowoc - High Yield Bond Comming Sched. D C $118,058 PY2023
Fiam Emerging Markets Commingled Po Sched. D C $2.2M PY2023
Fiam Small/mid Cap Core Commingled Sched. D C $1.0M PY2023
Mercer codes 11 PY2023
Fidelity Institutional Asset Manage codes 51 $389,892 PY2022
Mercer codes 11 $236,820 PY2022
BMO Harris Bank Na codes 21 $46,101 PY2022
Wipfli LLP codes 10 $12,250 PY2022
Lockton Companies, LLC codes 23 $10,084 PY2022
Fiam International Growth Commingle Sched. D C $3.5M PY2022
Fiam Select International Small Cap Sched. D C $934,704 PY2022
Fiam Select Canada Equity Commingle Sched. D C $3.0M PY2022
Fiam Select Emerging Markets Equity Sched. D C $4.8M PY2022
Fiam Global Low Volatility Equity Sched. D C $13.7M PY2022
Fiam Reit Commingled Sched. D C $1.8M PY2022
Fiam Floating Rate High Income Comm Sched. D C $278,143 PY2022
Fiam Emerging Markets Debt Commingl Sched. D C $2.3M PY2022
Fiam Intermediate Inflation-Protect Sched. D C $4.0M PY2022
Fiam Institutional Cash Commingled Sched. D C $20,378 PY2022
Fiam Long Duration Commingled Pool Sched. D C $16.7M PY2022
Fiam Long Corporate a Or Better Com Sched. D C $13.6M PY2022
Fiam Long U.S. Treasury Strips Inde Sched. D C $625,667 PY2022
Fiam Small/mid Cap Core Commingled Sched. D C $961,865 PY2022
Fiam Small Cap Core Commingled Pool Sched. D C $1.1M PY2022
Spartan 500 Index Pool Sched. D C $13.1M PY2022
Fiam Select International Equity Co Sched. D C $959,358 PY2022
Mercer codes 11 PY2022

What changed

11 events

Dec 31, 2024Holding endedinference
The Manitowoc Company, Inc. Pension Plan no longer reports Fiam Select International Small Cap (Fidelity Institutional Asset Mgmt) (last held $1M at 2023-12-31; absent from the 2024-12-31 filing)
with Fidelity Institutional Asset Mgmtaskebsa.dol.gov
Dec 31, 2024Holding endedinference
The Manitowoc Company, Inc. Pension Plan no longer reports Fiam Institutional Cash Comm Pl (Fidelity Institutional Asset Mgmt) (last held $162,893 at 2023-12-31; absent from the 2024-12-31 filing)
with Fidelity Institutional Asset Mgmtaskebsa.dol.gov
Dec 31, 2024Holding endedinference
The Manitowoc Company, Inc. Pension Plan no longer reports Fiam High Yield Bond Comm Pl (Fidelity Institutional Asset Mgmt) (last held $118,058 at 2023-12-31; absent from the 2024-12-31 filing)
with Fidelity Institutional Asset Mgmtaskebsa.dol.gov
Dec 31, 2024Holding endedinference
The Manitowoc Company, Inc. Pension Plan no longer reports Fiam Floating Rate High Income Comm (Fidelity Institutional Asset Mgmt) (last held $245,604 at 2023-12-31; absent from the 2024-12-31 filing)
with Fidelity Institutional Asset Mgmtaskebsa.dol.gov
Dec 31, 2024Holding started
The Manitowoc Company, Inc. Pension Plan first reports an interest in Spartan World Minimum Volatility in: $14M at 2024-12-31
with Spartan World Minimum Volatility inaskebsa.dol.gov
Dec 31, 2024Holding endedinference
The Manitowoc Company, Inc. Pension Plan no longer reports Fiam Global Low Volatility Equity C (Fidelity Institutional Asset Mgmt) (last held $12M at 2023-12-31; absent from the 2024-12-31 filing)
with Fidelity Institutional Asset Mgmtaskebsa.dol.gov
Jan 1, 2024Funded status changed
The Manitowoc Company, Inc. Pension Plan funded ratio 84.7% -> 88.6% (2023-01-01 to 2024-01-01)
askebsa.dol.gov
Dec 31, 2023Holding started
The Manitowoc Company, Inc. Pension Plan first reports an interest in Fiam High Yield Bond Comm Pl (Fidelity Institutional Asset Mgmt): $118,058 at 2023-12-31
with Fidelity Institutional Asset Mgmtaskebsa.dol.gov
Dec 31, 2023Holding started
The Manitowoc Company, Inc. Pension Plan first reports an interest in Fiam Emerging Markets Commingled Po (Fidelity Institutional Asset Mgmt): $2M at 2023-12-31
with Fidelity Institutional Asset Mgmtaskebsa.dol.gov
Jan 1, 2023Funded status changed
The Manitowoc Company, Inc. Pension Plan funded ratio 101.5% -> 84.7% (2022-01-01 to 2023-01-01)
askebsa.dol.gov
Jan 1, 2023Assets changed
The Manitowoc Company, Inc. Pension Plan plan assets $115M -> $82M (-28.2%, 2022-01-01 to 2023-01-01)
askebsa.dol.gov

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

Provenance

Identifiers: EIN-PN 390448110-022

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.