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

Gardner Denver, Inc Pension Plan

Corporate pensionDavidson, NC
Assets
$30.8M
Total assets, Dec 31, 2024 reported
Funded
112.0%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
15
none on the tape
Plan sponsor: Gardner Denver, Inc.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Common/collective trusts 100.0%
Consultants and advisers
4 firms
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
Commitments
15 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Fiam Short Duration Poolcollective trustFidelity Institutional Asset MgmtPooled vehicles$1.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Fiam Intermediate Duration Comm Plcollective trustFidelity Institutional Asset MgmtPooled vehicles$16.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Fiam Long Corporate a Or Bettercollective trustFidelity Institutional Asset MgmtPooled vehicles$1.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Fiam Long U.S. Treasury Strips Indecollective trustFidelity Institutional Asset MgmtFixed income$2.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Fiam 8-10 Year Corporate Bondcollective trustFidelity Institutional Asset MgmtFixed income$8.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Fiam Short Duration Poolcollective trustFidelity Institutional Asset MgmtPooled vehicles$1.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Fiam Intermediate Duration Comm Plcollective trustFidelity Institutional Asset MgmtPooled vehicles$18.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Fiam Long Corporate a Or Bettercollective trustFidelity Institutional Asset MgmtPooled vehicles$1.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Fiam Long U.S. Treasury Strips Indecollective trustFidelity Institutional Asset MgmtFixed income$3.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Fiam 8-10 Year Corporate Bondcollective trustFidelity Institutional Asset MgmtFixed income$10.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Fiam Long Corporate a Or Bettercollective trustFidelity Institutional Asset MgmtPooled vehicles$2.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Fiam Long U.S. Treasury Strips Indecollective trustFidelity Institutional Asset MgmtFixed income$3.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Fiam 8-10 Year Corporate Bondcollective trustFidelity Institutional Asset MgmtFixed income$12.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Fiam Short Duration Poolcollective trustFidelity Institutional Asset MgmtPooled vehicles$1.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Fiam Intermediate Duration Comm Plcollective trustFidelity Institutional Asset MgmtPooled vehicles$23.8M heldDisclosed holdingaskebsa.dol.gov
Size and funding
33 readings
Total assets
$30.8M Dec 31, 2024 reported Form 5500
$35.2M (2023-12) · $44.2M (2022-12)
Plan assets
$34.8M Jan 1, 2024 reported Form 5500
$43.7M (2023-01) · $58.0M (2022-01)
Net assets
$30.8M Dec 31, 2024 reported Form 5500
$35.2M (2023-12) · $44.2M (2022-12)
Funded ratio
112.0% Jan 1, 2024 reported Form 5500
108.1% (2023-01) · 123.7% (2022-01)
Funding target
$33.6M Jan 1, 2024 reported Form 5500
$44.1M (2023-01) · $46.3M (2022-01)
Discount rate
5.00% Jan 1, 2024 reported Form 5500
5.11% (2023-01) · 5.26% (2022-01)
Participants
945 Jan 1, 2024 reported Form 5500
1,439 (2023-01) · 1,519 (2022-01)
Contributions
$0 Dec 31, 2024 reported Form 5500
$0 (2023-12) · $0 (2022-12)
Benefits paid
$4.3M Dec 31, 2024 reported Form 5500
$11.1M (2023-12) · $4.6M (2022-12)
Net investment income
$-4.4M Dec 31, 2024 reported Form 5500
$-9.0M (2023-12) · $-14.0M (2022-12)
Investment management fees
$91,340 Dec 31, 2024 reported Form 5500
$118,171 (2023-12) · $143,905 (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 2024945$34.8M$33.6M112.0%$30.8Mn/an/an/a
2023 to Dec 31, 20231,439$43.7M$44.1M108.1%$35.2Mn/an/an/a
2022 to Dec 31, 20221,519$58.0M$46.3M123.7%$44.2Mn/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Fidelity Management Trust Co codes 11 15 16 17 27 28 50 $320,212 PY2024
  • Fidelity Inv Asset Mgmt codes 27 50 $91,340 PY2024
  • Foley & Lardner LLP codes 29 50 $51,780 PY2024
  • Rubinbrown LLP codes 10 50 $18,000 PY2024
  • Fiam 8-10 Yr Crp Bd Cp -a Sched. D C $8.7M PY2024
  • Fiam Long U.S. Treasury Strips Sched. D C $2.1M PY2024
  • Fiam Short Duration Pool Sched. D C $1.8M PY2024
  • Fiam Intermediate Duration Pool Sched. D C $16.8M PY2024
  • Fiam Long Corporate a Or Better - P Sched. D C $1.4M PY2024
  • Fidelity Investments codes 11 PY2024
  • Fidelity Management Trust Co codes 11 15 16 17 27 28 50 $151,121 PY2023
  • Fidelity Inv Asset Mgmt codes 27 50 $118,171 PY2023
  • Rubinbrown LLP codes 10 50 $33,600 PY2023
  • Foley & Lardner LLP codes 29 50 $19,316 PY2023
  • Fiam Short Duration Pool Sched. D C $1.3M PY2023
  • Fiam Intermediate Duration Pool Sched. D C $18.6M PY2023
  • Fiam Long Corporate a Or Better - P Sched. D C $1.5M PY2023
  • Fiam Long U.S. Treasury Strips Sched. D C $3.4M PY2023
  • Fiam 8-10 Yr Crp Bd Cp -a Sched. D C $10.1M PY2023
  • Fidelity Investments codes 11 PY2023
  • Fidelity Inv Inst Ops Co codes 15 16 17 27 28 50 $370,022 PY2022
  • Rubinbrown LLP codes 10 50 $16,400 PY2022
  • Fiam 8-10 Yr Crp Bd Cp -a Sched. D C $12.4M PY2022
  • Fiam Short Duration Pool Sched. D C $1.8M PY2022
  • Fiam Intermediate Duration Pool Sched. D C $23.8M PY2022
  • Fiam Long Corporate a Or Better - P Sched. D C $2.8M PY2022
  • Fiam Long U.S. Treasury Strips Sched. D C $3.4M PY2022
  • Fidelity Investments codes 11 PY2022
What changed
7 events
  • Dec 31, 2024Assets changed
    Gardner Denver, Inc Pension Plan total assets $35M -> $31M (-12.4%, 2023-12-31 to 2024-12-31)
    askebsa.dol.gov
  • Jan 1, 2024Funded status changed
    Gardner Denver, Inc Pension Plan funded ratio 108.1% -> 112.0% (2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Jan 1, 2024Assets changed
    Gardner Denver, Inc Pension Plan plan assets $44M -> $35M (-20.3%, 2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Dec 31, 2023Manager relationship started
    Fidelity Management Trust Co appears on Gardner Denver, Inc Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with Fidelity Management Trust Companyaskebsa.dol.gov
  • Dec 31, 2023Assets changed
    Gardner Denver, Inc Pension Plan total assets $44M -> $35M (-20.5%, 2022-12-31 to 2023-12-31)
    askebsa.dol.gov
  • Jan 1, 2023Funded status changed
    Gardner Denver, Inc Pension Plan funded ratio 123.7% -> 108.1% (2022-01-01 to 2023-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    Gardner Denver, Inc Pension Plan plan assets $58M -> $44M (-24.7%, 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 760419383-001
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.