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
Columbus Mckinnon Corporation Monthly Retirement P
Corporate pensionGetzville, NY
Assets
$2.1M
Total assets, Mar 31, 2025 reported
Funded
100.4%
Apr 1, 2023
Private markets target
n/a
policy Mar 31, 2025
Commitments
13
none on the tape
Plan sponsor: Columbus Mckinnon Corporation
Allocation policy
Form 5500, as of Mar 31, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 100.0%
Consultants and advisers
4 firms
- Aon Investment adviser (plan)through Mar 31, 2025 Form 5500
- Cbiz Ris Actuarythrough Mar 31, 2025 Form 5500
- Wilmington Trust Trusteethrough Mar 31, 2025 Form 5500
- Willis Towers Watson US LLC Actuarythrough Mar 31, 2023 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
- AON Trust Company LLC13 rows, latest Mar 31, 2024
Commitments
13 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Mar 31, 2024 | AON Long Credit Bond Fundcollective trust | AON Trust Company LLC | Private credit | $49.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Mar 31, 2024 | AON US Intermediate Governmentcollective trust | AON Trust Company LLC | Pooled vehicles | $26.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Mar 31, 2024 | AON Intermediate Credit Bond Fundcollective trust | AON Trust Company LLC | Private credit | $18.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Mar 31, 2024 | 20+ Yr U S Treas Stripscollective trust | AON Trust Company LLC | Pooled vehicles | $3.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Mar 31, 2023 | 20+ Yr U S Treas Stripscollective trust | AON Trust Company LLC | Pooled vehicles | $7.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Mar 31, 2023 | AON Non-Us Equity Index Fundcollective trust | AON Trust Company LLC | Public equity | $5.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Mar 31, 2023 | AON Large Cap Equity Index Fundcollective trust | AON Trust Company LLC | Public equity | $8.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Mar 31, 2023 | AON Core Real Estate Fundcollective trust | AON Trust Company LLC | Real estate | $8.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Mar 31, 2023 | AON Intermediate Credit Bond Fundcollective trust | AON Trust Company LLC | Private credit | $18.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Mar 31, 2023 | AON Small Cap Equity Index Fundcollective trust | AON Trust Company LLC | Public equity | $749,774 held | Disclosed holding | askebsa.dol.gov | |
| as of Mar 31, 2023 | AON Global Real Estate Fundcollective trust | AON Trust Company LLC | Real estate | $49,587 held | Disclosed holding | askebsa.dol.gov | |
| as of Mar 31, 2023 | AON Long Credit Bond Fundcollective trust | AON Trust Company LLC | Private credit | $69.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Mar 31, 2023 | AON US Intermediate Governmentcollective trust | AON Trust Company LLC | Pooled vehicles | $7.6M held | Disclosed holding | askebsa.dol.gov |
Size and funding
27 readings
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 Mar 31, 2025 | 1,424 | n/a | n/a | n/a | $2.1M | n/a | n/a | n/a |
| 2023 to Mar 31, 2024 | 1,755 | $128M | $121M | 100.4% | $102M | n/a | n/a | n/a |
| 2022 to Mar 31, 2023 | 1,804 | $148M | $122M | 111.7% | $128M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Cbiz Benefits and Insurance Service codes 10 11 15 $235,055 PY2024
- AON Consulting, Inc. codes 27 28 49 50 $221,914 PY2024
- Wilmington Trust, N.A. codes 15 21 24 25 27 28 33 49 $52,213 PY2024
- Bonadio & Co., LLP codes 10 50 $18,950 PY2024
- Willis Towers Watson US LLC codes 11 50 $18,000 PY2024
- Long Cedit Bond Fund Cl I Sched. D C PY2024
- Intermediate Government Bond I Sched. D C PY2024
- Intermediate Credit Bond Fund Sched. D C PY2024
- 20+ Year U.S. Treasury Strips Index Sched. D C PY2024
- Intermediate Credit Bond Fund Sched. D C $18.5M PY2023
- Long Credit Bond Fund Cl I Sched. D C $49.6M PY2023
- U.S. Intermediate Government Bond I Sched. D C $26.9M PY2023
- 20+ Year U.S. Treasury Strips Index Sched. D C $3.2M PY2023
- Willis Towers Watson US LLC codes 11 PY2023
- 20+ Year U.S. Treasury Strips Index Sched. D C $7.1M PY2022
- Non-U.s. Equity Index Fund Sched. D C $5.5M PY2022
- Large Cap Equity Index Fund Sched. D C $8.0M PY2022
- U.S. Intermediate Government Bond I Sched. D C $7.6M PY2022
- Intermediate Credit Bond Fund Sched. D C $18.3M PY2022
- Small Cap Equity Index Fund Sched. D C $749,774 PY2022
- Global Real Estate Fund Cl I Sched. D C $49,587 PY2022
- Long Credit Bond Fund Cl I Sched. D C $69.2M PY2022
- Core Real Estate Fund Sched. D C $8.6M PY2022
- Willis Towers Watson US LLC codes 11 PY2022
What changed
9 events
- Mar 31, 2025Assets changedColumbus Mckinnon Corporation Monthly Retirement P total assets $102M -> $2M (-97.9%, 2024-03-31 to 2025-03-31)
- Mar 31, 2024Holding endedinferenceColumbus Mckinnon Corporation Monthly Retirement P no longer reports AON Large Cap Equity Index Fund (AON Trust Company LLC) (last held $8M at 2023-03-31; absent from the 2024-03-31 filing)with AON Trust Company LLCaskebsa.dol.gov
- Mar 31, 2024Holding endedinferenceColumbus Mckinnon Corporation Monthly Retirement P no longer reports AON Core Real Estate Fund (AON Trust Company LLC) (last held $9M at 2023-03-31; absent from the 2024-03-31 filing)with AON Trust Company LLCaskebsa.dol.gov
- Mar 31, 2024Holding endedinferenceColumbus Mckinnon Corporation Monthly Retirement P no longer reports AON Small Cap Equity Index Fund (AON Trust Company LLC) (last held $749,774 at 2023-03-31; absent from the 2024-03-31 filing)with AON Trust Company LLCaskebsa.dol.gov
- Mar 31, 2024Holding endedinferenceColumbus Mckinnon Corporation Monthly Retirement P no longer reports AON Global Real Estate Fund (AON Trust Company LLC) (last held $49,587 at 2023-03-31; absent from the 2024-03-31 filing)with AON Trust Company LLCaskebsa.dol.gov
- Mar 31, 2024Holding endedinferenceColumbus Mckinnon Corporation Monthly Retirement P no longer reports AON Non-Us Equity Index Fund (AON Trust Company LLC) (last held $6M at 2023-03-31; absent from the 2024-03-31 filing)with AON Trust Company LLCaskebsa.dol.gov
- Mar 31, 2024Assets changedColumbus Mckinnon Corporation Monthly Retirement P total assets $128M -> $102M (-20.0%, 2023-03-31 to 2024-03-31)
- Apr 1, 2023Funded status changedColumbus Mckinnon Corporation Monthly Retirement P funded ratio 111.7% -> 100.4% (2022-04-01 to 2023-04-01)
- Apr 1, 2023Assets changedColumbus Mckinnon Corporation Monthly Retirement P plan assets $148M -> $128M (-13.5%, 2022-04-01 to 2023-04-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 160547600-012
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.