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
Kennametal Inc. Retirement Income Plan
Corporate pensionFT. Mill, SC
Assets
$511M
Total assets, Dec 31, 2024 reported
Funded
82.6%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: Kennametal Inc.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Master trust investment accounts 100.0%
Consultants and advisers
6 firms
- Cook Street Consulting, Inc Pension consultantthrough Dec 31, 2022 Form 5500
- Cbiz Ris Pension consultantthrough Dec 31, 2022 Form 5500
- Blackrock Institutional Trust Co,na Trusteethrough Dec 31, 2023 Form 5500
- US Bank Trusteethrough Dec 31, 2022 Form 5500
- Towers Watson Pennsylvania, Inc. Actuarythrough Dec 31, 2022 Form 5500
- Willis Towers Watson US LLC Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
3 managers on Schedule C
From Schedule C (investment management, code 28)
- Blackrock Institutional Trust Co,naplan years 2022
- Nisa Investment Advisors, LLCplan years 2022
- T Rowe Price Associates Incplan years 2022
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
33 readings
Investment management fees
$812,267 (2023-12) · $941,172 (2022-12)
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 Dec 31, 2024 | 5,096 | $541M | $499M | 82.6% | $511M | n/a | $511M | n/a |
| 2023 to Dec 31, 2023 | 5,242 | $535M | $521M | 80.0% | $541M | n/a | $541M | n/a |
| 2022 to Dec 31, 2022 | 5,270 | $714M | $522M | 108.4% | $535M | n/a | $535M | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Nisa Investment Advisors codes 28 51 $760,001 PY2024
- Cbiz, Inc. codes 13 14 15 17 50 $256,756 PY2024
- T. Rowe Price Associates, Inc. codes 28 51 $69,659 PY2024
- US Bank National Association codes 21 50 $64,898 PY2024
- Cook Street Consulting codes 17 50 $57,635 PY2024
- Willis Towers Watson US, LLC codes 11 50 $30,000 PY2024
- BDO USA, P.C. codes 10 50 $27,208 PY2024
- Blackrock Institutional Trust Co. codes 21 24 28 50 51 $8,799 PY2024
- Schneider Downs & Co., Inc. codes 10 50 $8,200 PY2024
- Kennametal Inc. Master Trust Sched. D M $511M PY2024
- Willis Towers Watson US LLC codes 11 PY2024
- Nisa Investment Advisors codes 28 51 $759,089 PY2023
- Cbiz, Inc. codes 13 14 15 17 50 $244,694 PY2023
- Cook Street Consulting codes 17 50 $74,608 PY2023
- US Bank National Association codes 21 50 $63,295 PY2023
- T. Rowe Price Associates, Inc. codes 28 51 $42,099 PY2023
- Willis Towers Watson US, LLC codes 11 50 $30,000 PY2023
- Baker Tilly US, LLP codes 10 50 $14,100 PY2023
- Blackrock Institutional Trust Co. codes 21 24 28 50 51 $11,078 PY2023
- Schneider Downs & Co., Inc. codes 10 50 $7,901 PY2023
- Kennametal Inc. Master Trust Sched. D M $541M PY2023
- Willis Towers Watson US LLC codes 11 PY2023
- Nisa Investment Advisors codes 28 51 $858,599 PY2022
- Cbiz, Inc. codes 14 15 17 50 $217,656 PY2022
- T. Rowe Price Associates, Inc. codes 28 51 $73,535 PY2022
- Cook Street Consulting codes 17 50 $72,435 PY2022
- US Bank National Association codes 21 50 $61,378 PY2022
- Willis Towers Watson US, LLC codes 11 50 $30,000 PY2022
- Baker Tilly US, LLP codes 10 50 $13,900 PY2022
- Blackrock Institutional Trust Co. codes 28 51 $9,037 PY2022
- Schneider Downs & Co., Inc. codes 10 50 $7,527 PY2022
- Kennametal Inc. Master Trust Sched. D M $535M PY2022
- Willis Towers Watson US LLC codes 11 PY2022
What changed
3 events
- Jan 1, 2024Funded status changedKennametal Inc. Retirement Income Plan funded ratio 80.0% -> 82.6% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedKennametal Inc. Retirement Income Plan funded ratio 108.4% -> 80.0% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedKennametal Inc. Retirement Income Plan plan assets $714M -> $535M (-25.1%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 250900168-001
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.