Komatsu U.S. Pension Plan
Corporate pension, based in Milwaukee, Wisconsin, reporting $741M in assets, for 10,041 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 1 Nov 2023, Komatsu U.S. Pension Plan funded ratio 87.5% -> 80.0% (2022-11-01 to 2023-11-01).
Capital path
who backs this record, through what, into what; each name opens its own path- Coltv Short Term Investment Fund3 commitments
- Northern Trust Investments, Incorporated3 commitments
Relationship network
11 connected entities3 observed commitments2 repeat counterpartiescommitments 2023 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.
- Sponsor
- Fund or vehicle
- Service provider
- Organization
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
- 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%
- Schwab Retirment Plan Services, Inc Custodianthrough Oct 31, 2024 Form 5500
- Willis Towers Watson US LLC Actuarythrough Oct 31, 2023 Form 5500
- Northern Trust Co. Trusteethrough Oct 31, 2023 Form 5500
- Northern Trust Investments, Incorporated3 rows, latest Oct 31, 2025
- Northern Trust Investments, Incorporatedplan years
- SEI Investments Management Corpplan years 2023
- Nov 1, 2023Funded status changedKomatsu U.S. Pension Plan funded ratio 87.5% -> 80.0% (2022-11-01 to 2023-11-01)
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Oct 31, 2025 | Coltv Short Term Investment Fundcollective trust | Northern Trust Investments, Incorporated | Cash | $24.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Oct 31, 2024 | Coltv Short Term Investment Fundcollective trust | Northern Trust Investments, Incorporated | Cash | $18.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Oct 31, 2023 | Coltv Short Term Investment Fundcollective trust | Northern Trust Investments, Incorporated | Cash | $19.0M held | Disclosed holding | askebsa.dol.gov |
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Oct 31, 2025 | 10,041 | $748M | $814M | 80.0% | $741M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Oct 31, 2024 | 10,857 | $748M | $822M | 80.0% | $754M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Oct 31, 2023 | 11,154 | $816M | $866M | 87.5% | $756M | Not disclosed | Not disclosed | Not disclosed |
- SEI Investments codes 28 50 $1.7M PY2024
- Willis Towers Watson US LLC codes 11 50 $859,178 PY2024
- Northern Trust Company codes 21 50 $342,446 PY2024
+18 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
Komatsu U.S. Pension Plan sits on 1 traced path of capital across the graphs.
DFX traced 1 path 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.
Checking your plan…
Record history
- Funded status changed2023-11-01source on record
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
+6 connections on the graph
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.