Crown Equipment Corporation Retirement Plan
Corporate pension, based in NEW Bremen, Ohio, reporting $503M in assets, for 3,402 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Mar 2025, Crown Equipment Corporation Retirement Plan first reports an interest in MFB Nt Collective S&p 500 Indx Fund (The Northwest Trust Company): $67M at 2025-03-31.
2 more commitments and 7 more dated events
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
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Capital path
who backs this record, through what, into what; each name opens its own path- Travelport Victory Capital Sep Acc2 commitments
- T. Rowe Price Structured Common Tr2 commitments
- MFB Nt Collective S&p 500 Indx Fund1 commitment
- Victory Capital Management2 commitments
- T Rowe Price2 commitments
- The Northwest Trust Company1 commitment
Relationship network
19 connected entities5 observed commitments4 repeat counterpartiescommitments 2023 to 2025
From board minutes, annual reports, Form 5500 filings and public records of commitments, consultants and staff in the allocator graph. Commitment amounts are those the allocator disclosed; many are not printed, and none is estimated.
Some relationships on this record are counted rather than named here. They open with the full profile.
Click any name or line for the commitments and sources behind it. Line weight is commitments together; dashed lines are inferred.
- Sponsor
- Fund or vehicle
- Service provider
- Organization
›How strength and recency are read
Managers, funds and consultants are read from the commitments: three or more is a strong observed relationship, two a repeat counterparty. No consultant link is marked current on the source, so none is labelled current or former here. Related plans, people and plan service providers are ordered by what the filing shows.
Darker lines were active in the last 24 months or are current; lighter lines are older or undated.
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
Allocation policy
- Interest-bearing cash 4.2%
- Corporate debt instruments (other) 28.7%
- U.S. Government securities 17.6%
- Other investments 7.6%
- Partnership/joint venture interests 2.4%
- Common/collective trusts 14.8%
- Registered investment companies 22.7%
- Common stock 1.5%
Consultants and advisers
- Fifth Third Bank Trusteethrough Mar 31, 2023 Form 5500
- Deloitte Consulting LLP Actuarythrough Mar 31, 2023 Form 5500
- Deloitte Actuarythrough Mar 31, 2023 Form 5500
People
Manager roster
- Victory Capital Management2 rows, latest Mar 31, 2025
- T Rowe Price2 rows, latest Mar 31, 2024
- The Northwest Trust Company1 row, latest Mar 31, 2025
- Deloitteplan years 2025
- PNC Bankplan years 2025
- Legal & General Inv Mgmt Americaplan years 2025
+6 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
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What changed
- Mar 31, 2025Holding startedCrown Equipment Corporation Retirement Plan first reports an interest in MFB Nt Collective S&p 500 Indx Fund (The Northwest Trust Company): $67M at 2025-03-31with The Northwest Trust Companyaskebsa.dol.gov
- Mar 31, 2025Holding endedinferenceCrown Equipment Corporation Retirement Plan no longer reports T. Rowe Price Structured Common Tr (T Rowe Price) (last held $47M at 2024-03-31; absent from the 2025-03-31 filing)with T Rowe Priceaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceWestfield Capital Management Co. no longer appears on Crown Equipment Corporation Retirement Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Westfield Capital Management Co.askebsa.dol.gov
- Dec 31, 2024Manager relationship startedPnc appears on Crown Equipment Corporation Retirement Plan's Schedule C as investment manager (plan year 2024 vs 2023)with PNC Bankaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceThe Northwest Trust Company no longer appears on Crown Equipment Corporation Retirement Plan's Schedule C as investment manager (plan year 2024 vs 2023)with The Northwest Trust Companyaskebsa.dol.gov
+7 more dated events
Every name, record and relationship behind this count, with the source on each.
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Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Mar 31, 2025 | MFB Nt Collective S&p 500 Indx Fundcollective trust | The Northwest Trust Company | Pooled vehicles | $67.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Mar 31, 2025 | Travelport Victory Capital Sep Acccollective trust | Victory Capital Management | Pooled vehicles | $7.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Mar 31, 2024 | Travelport Victory Capital Sep Acccollective trust | Victory Capital Management | Pooled vehicles | $9.9M held | Disclosed holding | askebsa.dol.gov |
+2 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
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Size and funding
Form 5500 filings
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Mar 31, 2025 | 3,402 | $492M | $461M | 106.8% | $503M | $12.1M | $0 | $0 |
| 2023 to Mar 31, 2024 | 3,460 | $448M | $451M | 109.3% | $487M | $20.9M | Not disclosed | Not disclosed |
| 2022 to Mar 31, 2023 | 3,449 | $496M | $421M | 111.7% | $447M | $25.9M | Not disclosed | Not disclosed |
- Lgmi America codes 28 $242,902 PY2024
- Deloitte codes 28 $238,667 PY2024
- Clearstead codes 28 $152,785 PY2024
+28 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Record history
- Holding in a pooled vehicle started2025-03-31source on record
- Holding in a pooled vehicle ended2025-03-31source on record
- Manager relationship started2024-12-31source on record
+9 more changes on this record's ledger
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The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.
›Connections
every published relationship on the graph
+13 connections on the graph
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