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
Snap-On Incorporated Retirement Plan for Hourly Employees
Corporate pensionKenosha, WI
Assets
$155M
Total assets, Dec 31, 2024 reported
Funded
103.9%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
1 managers on Schedule C
Plan sponsor: Snap-On Incorporated
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
2 firms
- Mercer Investment adviser (plan)Actuarythrough Dec 31, 2022 Form 5500
- Northern Trust Co. Trusteethrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
9 managers on Schedule C
From Schedule C (investment management, code 28)
- Blackrock Institutional Trust Compaplan years 2024
- Blackrockplan years 2022, 2023
- Acadianplan years 2023
- Nisa Investment Advisors, LLCplan years 2022
- Boston Trust Walden Companyplan years 2022
- William Blair Fundsplan years 2022
- Mercer Investments LLCplan years 2022
- Acadian Asset Management Headquarteplan years 2022
- Kayne Anderson Capital Advisors, LPplan 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
$413,028 (2023-12) · $393,258 (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 | 3,009 | $158M | $131M | 103.9% | $155M | n/a | $155M | n/a |
| 2023 to Dec 31, 2023 | 3,028 | $149M | $134M | 101.0% | $158M | n/a | $158M | n/a |
| 2022 to Dec 31, 2022 | 2,999 | $205M | $133M | 116.5% | $149M | n/a | $149M | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Mercer codes 11 15 17 50 $364,715 PY2024
- Nisa Investment Advisors LLC codes 28 51 $108,281 PY2024
- William Blair Funds codes 28 51 $54,657 PY2024
- Northern Trust codes 21 49 50 71 $49,145 PY2024
- Mercer Investment Managment codes 28 51 $47,250 PY2024
- Boston Trust codes 28 51 $39,162 PY2024
- Kayne Anderson codes 28 51 $31,175 PY2024
- Wipfli,llp codes 10 50 $14,400 PY2024
- Blackrock codes 28 51 $11,162 PY2024
- Snap-On Tools Collective Inv Trust Sched. D M $155M PY2024
- Mercer codes 11 PY2024
- Mercer codes 11 15 17 50 $304,924 PY2023
- Mercer Investment Managment codes 28 51 $120,617 PY2023
- Nisa Investment Advisors LLC codes 28 51 $105,622 PY2023
- Northern Trust codes 21 49 50 71 $58,494 PY2023
- William Blair Funds codes 28 51 $52,627 PY2023
- Kayne Anderson codes 28 51 $41,467 PY2023
- Acadian Asset Managment codes 28 51 $40,294 PY2023
- Boston Trust codes 28 51 $35,968 PY2023
- Wipfli,llp codes 10 50 $14,000 PY2023
- Acadian Global Asset Managed Volati codes 28 51 $11,785 PY2023
- Blackrock codes 28 51 $8,876 PY2023
- Snap-On Tools Collective Inv Trust Sched. D M $158M PY2023
- Mercer codes 11 PY2023
- Mercer codes 11 15 17 50 $371,012 PY2022
- Nisa Investment Advisors LLC codes 28 51 $111,117 PY2022
- Acadian Asset Managment codes 28 51 $52,795 PY2022
- Kayne Anderson codes 28 51 $50,272 PY2022
- Boston Trust codes 28 51 $49,847 PY2022
- Northern Trust codes 21 49 50 71 $48,202 PY2022
- William Blair Funds codes 28 51 $44,913 PY2022
- Mercer Investment Managment codes 28 51 $42,000 PY2022
- Mercer Investment Consulting codes 27 50 $33,250 PY2022
- Wipfli,llp codes 10 50 $12,500 PY2022
- Blackrock codes 28 51 $8,045 PY2022
- Snap-On Tools Collective Inv Trust Sched. D M $149M PY2022
- Mercer codes 11 PY2022
What changed
6 events
- Dec 31, 2024Manager relationship endedinferenceAcadian Asset Managment no longer appears on Snap-On Incorporated Retirement Plan for Hourly Employees's Schedule C as investment manager (plan year 2024 vs 2023)with Acadian Asset Management Headquarteaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceAcadian Global Asset Managed Volati no longer appears on Snap-On Incorporated Retirement Plan for Hourly Employees's Schedule C as investment manager (plan year 2024 vs 2023)with Acadianaskebsa.dol.gov
- Jan 1, 2024Funded status changedSnap-On Incorporated Retirement Plan for Hourly Employees funded ratio 101.0% -> 103.9% (2023-01-01 to 2024-01-01)
- Dec 31, 2023Manager relationship startedAcadian Global Asset Managed Volati appears on Snap-On Incorporated Retirement Plan for Hourly Employees's Schedule C as investment manager (plan year 2023 vs 2022)with Acadianaskebsa.dol.gov
- Jan 1, 2023Funded status changedSnap-On Incorporated Retirement Plan for Hourly Employees funded ratio 116.5% -> 101.0% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedSnap-On Incorporated Retirement Plan for Hourly Employees plan assets $205M -> $149M (-27.0%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 390622040-002
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.