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
Nordson Corporation Hourly-Rated Employees Pension Plan
Corporate pensionWestlake, OH
Assets
n/a
Total assets, Oct 31, 2025 reported
Funded
85.8%
Nov 1, 2024
Private markets target
n/a
policy Oct 31, 2024
Commitments
0
2 managers on Schedule C
Plan sponsor: Nordson Corporation
Allocation policy
Form 5500, as of Oct 31, 2024
Actual allocation lines without a target (as filed)
- Master trust investment accounts 94.8%
Consultants and advisers
7 firms
- Fisher Asset Management LLC Investment adviser (plan)through Oct 31, 2025 Form 5500
- Fisher Investments Investment adviser (plan)through Oct 31, 2024 Form 5500
- Mercer Investments LLC Pension consultantthrough Oct 31, 2023 Form 5500
- JP Morgan General consultantthrough Oct 31, 2023 Form 5500
- Northern Trust Co. Trusteethrough Oct 31, 2023 Form 5500
- AON Consulting, Inc. Actuarythrough Oct 31, 2023 Form 5500
- Aon Actuarythrough Oct 31, 2023 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)
- Champlain Investment Partners LLCplan years 2024
- Logan Circle Partners, LPplan years 2024
- J.P. Morgan Investment Managementplan years 2023
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
30 readings
Investment management fees
$135,046 (2024-10) · $97,353 (2023-10)
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 Oct 31, 2025 | 378 | $33.4M | $28.8M | 85.8% | $0 | n/a | $0 | n/a |
| 2023 to Oct 31, 2024 | 385 | $32.0M | $30.7M | 90.5% | $34.3M | n/a | $32.5M | n/a |
| 2022 to Oct 31, 2023 | 392 | $34.9M | $30.5M | 101.1% | $31.8M | n/a | $31.5M | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Mercer codes 17 $119,442 PY2024
- Fidelity Investments codes 15 $56,749 PY2024
- JP Morgan Investment Mgmt, Inc. codes 28 $40,633 PY2024
- AON Consulting codes 11 $22,251 PY2024
- Metlife Investment Management codes 28 $17,993 PY2024
- Fisher Asset Management LLC codes 27 $14,036 PY2024
- Champlain Investment Partners LLC codes 28 $12,664 PY2024
- Northern Trust Company codes 21 $12,145 PY2024
- Nordson Corp Pension Inv. Trust Sched. D M PY2024
- AON Consulting, Inc. codes 11 PY2024
- Logan Circle Partners, LP codes 28 $73,243 PY2023
- Fidelity Investments codes 15 $63,708 PY2023
- Fisher Asset Management LLC codes 27 $40,586 PY2023
- AON Consulting codes 11 $32,042 PY2023
- Champlain Investment Partners LLC codes 28 $21,348 PY2023
- Mercer codes 17 $12,783 PY2023
- Nordson Corp Pension Inv. Trust Sched. D M $32.5M PY2023
- AON Consulting, Inc. codes 11 PY2023
- JP Morgan Investment Managment Inc. codes 28 $50,925 PY2022
- Mercer codes 17 $39,164 PY2022
- JP Morgan codes 16 $29,346 PY2022
- John Hancock codes 23 $27,369 PY2022
- AON Consulting codes 11 $23,340 PY2022
- Northern Trust Company codes 21 $10,593 PY2022
- Nordson Corp Pension Inv. Trust Sched. D M $31.5M PY2022
- AON Consulting, Inc. codes 11 PY2022
What changed
8 events
- Oct 31, 2025Assets changedNordson Corporation Hourly-Rated Employees Pension Plan total assets $34M -> $0 (-100.0%, 2024-10-31 to 2025-10-31)
- Dec 31, 2024Manager relationship startedJP Morgan Investment Mgmt, Inc. appears on Nordson Corporation Hourly-Rated Employees Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with J.P. Morgan Investment Managementaskebsa.dol.gov
- Nov 1, 2024Funded status changedNordson Corporation Hourly-Rated Employees Pension Plan funded ratio 90.5% -> 85.8% (2023-11-01 to 2024-11-01)
- Dec 31, 2023Consultant changedinferenceFisher Asset Management LLC appears on Nordson Corporation Hourly-Rated Employees Pension Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with Fisher Investmentsaskebsa.dol.gov
- Dec 31, 2023Manager relationship startedLogan Circle Partners, LP appears on Nordson Corporation Hourly-Rated Employees Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Logan Circle Partners, LPaskebsa.dol.gov
- Dec 31, 2023Consultant changedinferenceJP Morgan no longer appears on Nordson Corporation Hourly-Rated Employees Pension Plan's Schedule C as general consultant (plan year 2023 vs 2022)with JP Morganaskebsa.dol.gov
- Dec 31, 2023Manager relationship startedChamplain Investment Partners LLC appears on Nordson Corporation Hourly-Rated Employees Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Champlain Investment Partners LLCaskebsa.dol.gov
- Nov 1, 2023Funded status changedNordson Corporation Hourly-Rated Employees Pension Plan funded ratio 101.1% -> 90.5% (2022-11-01 to 2023-11-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 340590250-004
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.