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
Donaldson Company, Inc. Salaried Employees Pension Plan
Corporate pensionMinneapolis, MN
Assets
$174M
Total assets, Jul 31, 2025 reported
Funded
86.3%
Aug 1, 2024
Private markets target
n/a
policy Jul 31, 2025
Commitments
0
none on the tape
Plan sponsor: Donaldson Company, Inc.
Allocation policy
Form 5500, as of Jul 31, 2025
Actual allocation lines without a target (as filed)
- Master trust investment accounts 100.0%
Consultants and advisers
4 firms
- State Street Global Advisors Investment adviser (plan)through Jul 31, 2025 Form 5500
- Insight Investment Investment adviser (plan)through Jul 31, 2023 Form 5500
- Mercer Actuarythrough Jul 31, 2023 Form 5500
- U.S. Bank, N.A. Trusteethrough Jul 31, 2023 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
No manager relationship is on the tape for this allocator.
Commitments
No fund commitments are on the tape for this allocator. The tape holds the plans that publish their own private-markets reports; a plan that publishes one and is not here is a gap we can close.
Size and funding
32 readings
Investment management fees
$429,645 (2024-07) · $224,850 (2023-07)
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 Jul 31, 2025 | 2,306 | $179M | $166M | 86.3% | $174M | n/a | $174M | n/a |
| 2023 to Jul 31, 2024 | 2,419 | $185M | $174M | 96.7% | $178M | n/a | $178M | n/a |
| 2022 to Jul 31, 2023 | 2,572 | $206M | $182M | 105.5% | $183M | n/a | $183M | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Insight Investment codes 27 $136,122 PY2024
- Mercer Investments, LLC codes 10 $136,061 PY2024
- Definiti, LLC codes 13 $98,034 PY2024
- US Bank codes 21 $81,599 PY2024
- Mercer US Inc. codes 11 $55,640 PY2024
- BDO USA, P.C. codes 10 $33,082 PY2024
- Ssga Trust Company codes 27 $947 PY2024
- Donaldson Company Inc. Master Trust Sched. D M $174M PY2024
- Mercer codes 11 PY2024
- Insight Investment codes 27 $284,382 PY2023
- Mercer Investments, LLC codes 10 $95,446 PY2023
- Mercer codes 11 $93,132 PY2023
- US Bank codes 21 $80,662 PY2023
- Definiti, LLC codes 13 $76,286 PY2023
- BDO USA, P.C. codes 10 $32,968 PY2023
- Baker Tilly US, LLP codes 10 $400 PY2023
- Donaldson Company Inc. Master Trust Sched. D M $178M PY2023
- Mercer codes 11 PY2023
- Insight Investment codes 27 $224,850 PY2022
- Mercer Investments, LLC codes 10 $92,666 PY2022
- Definiti, LLC codes 13 $83,568 PY2022
- US Bank codes 21 $82,623 PY2022
- Mercer codes 11 $72,205 PY2022
- Baker Tilly US, LLP codes 10 $26,590 PY2022
- Pension Live, LLC codes 13 $4,250 PY2022
- Donaldson Company Inc Master Trust Sched. D M $183M PY2022
- Mercer codes 11 PY2022
What changed
4 events
- Dec 31, 2024Consultant changedinferenceSsga Trust Company appears on Donaldson Company, Inc. Salaried Employees Pension Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with State Street Global Advisorsaskebsa.dol.gov
- Aug 1, 2024Funded status changedDonaldson Company, Inc. Salaried Employees Pension Plan funded ratio 96.7% -> 86.3% (2023-08-01 to 2024-08-01)
- Aug 1, 2023Funded status changedDonaldson Company, Inc. Salaried Employees Pension Plan funded ratio 105.5% -> 96.7% (2022-08-01 to 2023-08-01)
- Aug 1, 2023Assets changedDonaldson Company, Inc. Salaried Employees Pension Plan plan assets $206M -> $185M (-10.1%, 2022-08-01 to 2023-08-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 410222640-001
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.