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

Komatsu U.S. Pension Plan

Corporate pensionMilwaukee, WI
Assets
$741M
Total assets, Oct 31, 2025 reported
Funded
80.0%
Nov 1, 2024
Private markets target
n/a
policy Oct 31, 2025
Commitments
3
none on the tape
Plan sponsor: Komatsu Mining Corp.
Allocation policy
Form 5500, as of Oct 31, 2025
Actual allocation lines without a target (as filed)
  • Corporate debt instruments (other) 53.9%
  • Corporate debt instruments (preferred) 0.5%
  • U.S. Government securities 15.4%
  • Other investments 4.4%
  • Common/collective trusts 3.4%
  • Registered investment companies 20.1%
Consultants and advisers
3 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on Schedule C
From Schedule C (investment management, code 28)
Commitments
3 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Oct 31, 2025Coltv Short Term Investment Fundcollective trustThe Northern Trust CompanyCash$24.9M heldDisclosed holdingaskebsa.dol.gov
as of Oct 31, 2024Coltv Short Term Investment Fundcollective trustThe Northern Trust CompanyCash$18.4M heldDisclosed holdingaskebsa.dol.gov
as of Oct 31, 2023Coltv Short Term Investment Fundcollective trustThe Northern Trust CompanyCash$19.0M heldDisclosed holdingaskebsa.dol.gov
Size and funding
30 readings
Total assets
$741M Oct 31, 2025 reported Form 5500
$754M (2024-10) · $756M (2023-10)
Plan assets
$748M Nov 1, 2024 reported Form 5500
$748M (2023-11) · $816M (2022-11)
Net assets
$721M Oct 31, 2025 reported Form 5500
$748M (2024-10) · $748M (2023-10)
Funded ratio
80.0% Nov 1, 2024 reported Form 5500
80.0% (2023-11) · 87.5% (2022-11)
Funding target
$814M Nov 1, 2024 reported Form 5500
$822M (2023-11) · $866M (2022-11)
Discount rate
5.02% Nov 1, 2024 reported Form 5500
6.10% (2023-11) · 5.75% (2022-11)
Participants
10,041 Nov 1, 2024 reported Form 5500
10,857 (2023-11) · 11,154 (2022-11)
Benefits paid
$74.6M Oct 31, 2025 reported Form 5500
$115M (2024-10) · $74.4M (2023-10)
Net investment income
$-26.8M Oct 31, 2025 reported Form 5500
$-64,329 (2024-10) · $-67.9M (2023-10)
Investment management fees
$1.7M Oct 31, 2025 reported Form 5500
$2.4M (2024-10) · $2.5M (2023-10)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Oct 31, 202510,041$748M$814M80.0%$741Mn/an/an/a
2023 to Oct 31, 202410,857$748M$822M80.0%$754Mn/an/an/a
2022 to Oct 31, 202311,154$816M$866M87.5%$756Mn/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
1 events
  • Nov 1, 2023Funded status changed
    Komatsu U.S. Pension Plan funded ratio 87.5% -> 80.0% (2022-11-01 to 2023-11-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 391566457-008
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.