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
Gehl Company Retirement Income Plan B
Corporate pensionWest Bend, WI
Assets
$1.1M
Total assets, Dec 31, 2023 reported
Funded
130.6%
Jan 1, 2022
Private markets target
n/a
policy Dec 31, 2023
Commitments
1
none on the tape
Plan sponsor: Manitou America Holding, Inc.
Allocation policy
Form 5500, as of Dec 31, 2023
Actual allocation lines without a target (as filed)
- Interest-bearing cash 99.6%
- Non-interest-bearing cash 0.4%
Consultants and advisers
5 firms
- Francis LLC Investment adviser (plan)through Dec 31, 2022 Form 5500
- Agilis Partners LLC Actuarythrough Dec 31, 2023 Form 5500
- Towers Watson Pennsylvania, Inc. Actuarythrough Dec 31, 2022 Form 5500
- BMO Harris Bank, N.A. Trusteethrough 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
1 managers on the commitment tape
From the plan’s own commitment disclosures
- State Street - Russell 20001 rows, latest Dec 31, 2022
Commitments
1 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 Dec 31, 2022 | State St Lng US Govt Bd Ind Nl Fundcollective trust | State Street - Russell 2000 | Pooled vehicles | $4.8M held | Disclosed holding | askebsa.dol.gov |
Size and funding
18 readings
Plan assets
Funded ratio
Funding target
Discount rate
Form 5500 filings
2 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2023 to Dec 31, 2023 | 863 | n/a | n/a | n/a | $1.1M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 881 | $52.5M | $40.0M | 130.6% | $39.6M | n/a | n/a | $0 |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Towers Watson Pennsylvania, Inc. codes 11 50 $304,315 PY2023
- BMO Harris Bank N.A. codes 13 15 21 50 $39,542 PY2023
- Foley & Lardner LLP codes 29 $21,437 PY2023
- Francis Investment Counsel LLC codes 27 50 51 $11,757 PY2023
- Agilis Partners codes 11 50 $11,500 PY2023
- Ssga Long US Government/credit Bond Sched. D C PY2023
- Towers Watson Pennsylvania, Inc. codes 11 50 $374,126 PY2022
- BMO Harris Bank N.A. codes 13 15 21 50 $68,571 PY2022
- Francis Investment Counsel LLC codes 27 50 51 $25,082 PY2022
- Foley & Lardner LLP codes 29 $10,471 PY2022
- Wipfli LLP codes 10 50 $5,500 PY2022
- Ssga Long US Government/credit Bond Sched. D C $4.8M PY2022
- Willis Towers Watson US LLC codes 11 PY2022
What changed
1 events
- Dec 31, 2023Assets changedGehl Company Retirement Income Plan B total assets $40M -> $1M (-97.3%, 2022-12-31 to 2023-12-31)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 822195151-002
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.