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

MTD Products Inc Pension Plan

Corporate pensionCleveland, OH
Assets
$101M
Total assets, Dec 31, 2024 reported
Funded
90.1%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
26
1 managers on Schedule C
Plan sponsor: MTD Products Inc
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Common/collective trusts 99.2%
Consultants and advisers
4 firms
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
From Schedule C (investment management, code 28)
Commitments
26 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Jpmcb Long Credit Fundcollective trustJpmcb Long Credit FundPrivate credit$41.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024NT Collective Short Term Investmentcollective trustNorthern Trust Collective Eafe IndeCash$1.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024NT Collective All Country World Excollective trustNorthern Trust Collective Eafe IndePooled vehicles$4.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024U.S. Long Duration Corporate Bd Fndcollective trustPrudentialFixed income$28.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024NT Collective Russell 3000 Index Fdcollective trustNorthern Trust Collective Eafe IndePooled vehicles$4.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Short-Term Investment Fundcollective trustBlackrock Institutional Trust Company, N.A.Cash$567 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024CF Blackrock Msci Acwi Minimumcollective trustBlackrock Institutional Trsut Company, N.A.Pooled vehicles$3.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024CF Prudential U.S. Long Duration Cocollective trustPrudentialFixed income$15.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Jpmcb Long Credit Fundcollective trustJpmcb Long Credit FundPrivate credit$23.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023NT Collective Short Term Investmentcollective trustNorthern Trust Collective Eafe IndeCash$1.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023West Asset Long Dur Credit R1collective trustHand Benefits & Trust CompanyPrivate credit$31.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023NT Collective All Country World Excollective trustNorthern Trust Collective Eafe IndePooled vehicles$4.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023U.S. Long Duration Corporate Bd Fndcollective trustPrudentialFixed income$33.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023NT Collective Russell 3000 Index Fdcollective trustNorthern Trust Collective Eafe IndePooled vehicles$4.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023State Street Real Asset Non-Lendingcollective trustState Street Global Advisors TrustReal assets$70,664 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Short-Term Investment Fundcollective trustBlackrock Institutional Trust Company, N.A.Cash$534 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023CF Blackrock Msci Acwi Minimumcollective trustBlackrock Institutional Trsut Company, N.A.Pooled vehicles$2.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Jpmcb Long Credit Fundcollective trustJpmcb Long Credit FundPrivate credit$21.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022NT Collective Short Term Investmentcollective trustNorthern Trust Collective Eafe IndeCash$4.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022West Asset Long Dur Credit R1collective trustHand Benefits & Trust CompanyPrivate credit$32.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022NT Collective All Country World Excollective trustNorthern Trust Collective Eafe IndePooled vehicles$4.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022U.S. Long Duration Corporate Bd Fndcollective trustPrudentialFixed income$31.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022NT Collective Russell 3000 Index Fdcollective trustNorthern Trust Collective Eafe IndePooled vehicles$5.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022CF Blackrock Msci Acwi Minimumcollective trustBlackrock Institutional Trust Company, N.A.Pooled vehicles$5.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022State Street Real Asset Non-Lendingcollective trustState Street Global Advisors TrustReal assets$90,373 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Short-Term Investment Fundcollective trustBlackrock Institutional Trust Company, N.A.Cash$507 heldDisclosed holdingaskebsa.dol.gov
Size and funding
33 readings
Total assets
$101M Dec 31, 2024 reported Form 5500
$104M (2023-12) · $105M (2022-12)
Plan assets
$104M Jan 1, 2024 reported Form 5500
$106M (2023-01) · $156M (2022-01)
Net assets
$101M Dec 31, 2024 reported Form 5500
$104M (2023-12) · $105M (2022-12)
Funded ratio
90.1% Jan 1, 2024 reported Form 5500
85.7% (2023-01) · 115.4% (2022-01)
Funding target
$103M Jan 1, 2024 reported Form 5500
$107M (2023-01) · $109M (2022-01)
Discount rate
5.18% Jan 1, 2024 reported Form 5500
5.32% (2023-01) · 5.51% (2022-01)
Participants
1,737 Jan 1, 2024 reported Form 5500
1,823 (2023-01) · 1,926 (2022-01)
Contributions
$800,000 Dec 31, 2024 reported Form 5500
$1.6M (2023-12) · $600,000 (2022-12)
Benefits paid
$8.0M Dec 31, 2024 reported Form 5500
$10.1M (2023-12) · $15.7M (2022-12)
Net investment income
$-3.4M Dec 31, 2024 reported Form 5500
$-1.0M (2023-12) · $-50.9M (2022-12)
Investment management fees
$111,761 Dec 31, 2024 reported Form 5500
$553,888 (2023-12) · $203,059 (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 20241,737$104M$103M90.1%$101Mn/an/an/a
2023 to Dec 31, 20231,823$106M$107M85.7%$104M$0n/an/a
2022 to Dec 31, 20221,926$156M$109M115.4%$105M$1n/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
11 events
  • Dec 31, 2024Holding started
    MTD Products Inc Pension Plan first reports an interest in CF Prudential U.S. Long Duration Co: $16M at 2024-12-31
    with CF Prudential U.S. Long Duration Coaskebsa.dol.gov
  • Dec 31, 2024Holding endedinference
    MTD Products Inc Pension Plan no longer reports State Street Real Asset Non-Lending (State Street Global Advisors Trust) (last held $70,664 at 2023-12-31; absent from the 2024-12-31 filing)
    with State Street Global Advisors Trustaskebsa.dol.gov
  • Dec 31, 2024Holding endedinference
    MTD Products Inc Pension Plan no longer reports West Asset Long Dur Credit R1 (last held $32M at 2023-12-31; absent from the 2024-12-31 filing)
    with West Asset Long Dur Credit R1askebsa.dol.gov
  • Dec 31, 2024Consultant changedinference
    Thornhill Financial Inc no longer appears on MTD Products Inc Pension Plan's Schedule C as general consultant (plan year 2024 vs 2023)
    with Thornhill Financial Incaskebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    UBS Global Asset Management no longer appears on MTD Products Inc Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with UBS Global Asset Managementaskebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    Prudential Bank & Trust Company appears on MTD Products Inc Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with Prudential Bank & Trust Companyaskebsa.dol.gov
  • Jan 1, 2024Funded status changed
    MTD Products Inc Pension Plan funded ratio 85.7% -> 90.1% (2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    Blackrock no longer appears on MTD Products Inc Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with Blackrock Institutional Trust Co,naaskebsa.dol.gov
  • Dec 31, 2023Consultant changedinference
    Thornhill Financial Inc appears on MTD Products Inc Pension Plan's Schedule C as general consultant (plan year 2023 vs 2022)
    with Thornhill Financial Incaskebsa.dol.gov
  • Jan 1, 2023Funded status changed
    MTD Products Inc Pension Plan funded ratio 115.4% -> 85.7% (2022-01-01 to 2023-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    MTD Products Inc Pension Plan plan assets $156M -> $106M (-32.0%, 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 061650267-302
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.