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
Briggs & Stratton, LLC Cash Balance Retirement Plan
Corporate pensionWauwatosa, WI
Assets
$9.2M
Total assets, Jun 30, 2025 reported
Funded
94.5%
Jul 1, 2024
Private markets target
n/a
policy Jun 30, 2025
Commitments
7
none on the tape
Plan sponsor: Briggs & Stratton, LLC
Allocation policy
Form 5500, as of Jun 30, 2025
Actual allocation lines without a target (as filed)
- Common/collective trusts 98.8%
Consultants and advisers
6 firms
- Fidelity Institutional Asset Mgmt Investment adviser (plan)through Jun 30, 2024 Form 5500
- FID Mgmt Trust Co Custodianthrough Jun 30, 2024 Form 5500
- Fidelity Investments Actuarythrough Jun 30, 2024 Form 5500
- Fidelity Institutional Asset Mgmt T Actuarythrough Jun 30, 2023 Form 5500
- Mercer Actuarythrough Jun 30, 2023 Form 5500
- Northern Trust Co. Custodianthrough Jun 30, 2023 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
2 managers on the commitment tape
From the plan’s own commitment disclosures
- Fidelity Institutional Asset Mgmt6 rows, latest Jun 30, 2025
- Northern Trust Collective Eafe Inde1 rows, latest Jun 30, 2023
Commitments
7 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 Jun 30, 2025 | Fiam Short Duration Poolcollective trust | Fidelity Institutional Asset Mgmt | Pooled vehicles | $455,189 held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | Fiam Institutional Cash Comm Plcollective trust | Fidelity Institutional Asset Mgmt | Cash | $4.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | Fiam Broad Market Duration Poolcollective trust | Fidelity Institutional Asset Mgmt | Pooled vehicles | $4.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2024 | Fiam Short Duration Poolcollective trust | Fidelity Institutional Asset Mgmt | Pooled vehicles | $4.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2024 | Fiam Institutional Cash Comm Plcollective trust | Fidelity Institutional Asset Mgmt | Cash | $467,040 held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2024 | Fiam Broad Market Duration Poolcollective trust | Fidelity Institutional Asset Mgmt | Pooled vehicles | $4.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2023 | NT Collective Short Term Investmentcollective trust | Northern Trust Collective Eafe Inde | Cash | $10.1M held | Disclosed holding | askebsa.dol.gov |
Size and funding
33 readings
Net investment income
$-556,330 (2024-06) · $-930,654 (2023-06)
Investment management fees
$15,783 (2024-06) · $1,989 (2023-06)
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 Jun 30, 2025 | 757 | $9.5M | $10.1M | 94.5% | $9.2M | n/a | n/a | n/a |
| 2023 to Jun 30, 2024 | 820 | $10.1M | $10.5M | 96.4% | $9.6M | n/a | n/a | n/a |
| 2022 to Jun 30, 2023 | 866 | $11.0M | $10.7M | 102.8% | $17.7M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- FID Mgmt Trust Co codes 19 21 25 33 34 50 51 52 62 65 $155,212 PY2024
- FID Inv Inst Ops Co codes 11 13 17 38 50 $36,850 PY2024
- Mercer US LLC codes 11 13 17 38 50 $26,334 PY2024
- FID Inst Asset Management Co codes 26 27 $20,139 PY2024
- Wipfli LLP codes 10 50 $17,500 PY2024
- Fiam Inst Cash Commingled Pool Sched. D C $4.2M PY2024
- Fiam Short Duration Pool Sched. D C $455,189 PY2024
- Fiam Broad Market Duration Pool Sched. D C $4.5M PY2024
- Fidelity Investments codes 11 PY2024
- FID Mgmt Trust Co codes 19 21 25 33 34 50 51 52 62 65 $144,254 PY2023
- Mercer US LLC codes 11 13 17 38 50 $52,783 PY2023
- FID Inv Inst Ops Co codes 11 13 17 38 50 $46,774 PY2023
- Wipfli LLP codes 10 50 $18,400 PY2023
- FID Inst Asset Management Co codes 26 27 $15,783 PY2023
- Coltv Short Term Invt Fd Sched. D C PY2023
- Fiam Short Duration Pool Sched. D C $4.2M PY2023
- Fiam Inst Cash Commingled Pool Sched. D C $467,040 PY2023
- Fiam Broad Market Duration Pool Sched. D C $4.6M PY2023
- Fidelity Investments codes 11 PY2023
- FID Inv Inst Ops Co codes 11 13 17 38 50 $125,400 PY2022
- Mercer US LLC codes 11 13 17 38 50 $80,566 PY2022
- Northern Trust Company codes 19 21 25 33 34 49 50 51 62 65 $25,108 PY2022
- Wipfli LLP codes 10 50 $17,500 PY2022
- State St Interm US Credit Index Sched. D C PY2022
- Coltv Short Term Invt Fd Sched. D C $10.1M PY2022
- State St Interm US Govt Bond Index Sched. D C PY2022
- Mercer codes 11 PY2022
What changed
7 events
- Jun 30, 2024Holding startedBriggs & Stratton, LLC Cash Balance Retirement Plan first reports an interest in Fiam Short Duration Pool (Fidelity Institutional Asset Mgmt): $4M at 2024-06-30with Fidelity Institutional Asset Mgmtaskebsa.dol.gov
- Jun 30, 2024Holding endedinferenceBriggs & Stratton, LLC Cash Balance Retirement Plan no longer reports NT Collective Short Term Investment (Northern Trust Collective Eafe Inde) (last held $10M at 2023-06-30; absent from the 2024-06-30 filing)with Northern Trust Collective Eafe Indeaskebsa.dol.gov
- Jun 30, 2024Holding startedBriggs & Stratton, LLC Cash Balance Retirement Plan first reports an interest in Fiam Institutional Cash Comm Pl (Fidelity Institutional Asset Mgmt): $467,040 at 2024-06-30with Fidelity Institutional Asset Mgmtaskebsa.dol.gov
- Jun 30, 2024Holding startedBriggs & Stratton, LLC Cash Balance Retirement Plan first reports an interest in Fiam Broad Market Duration Pool (Fidelity Institutional Asset Mgmt): $5M at 2024-06-30with Fidelity Institutional Asset Mgmtaskebsa.dol.gov
- Jun 30, 2024Assets changedBriggs & Stratton, LLC Cash Balance Retirement Plan total assets $18M -> $10M (-45.9%, 2023-06-30 to 2024-06-30)
- Dec 31, 2023Consultant changedinferenceFID Inst Asset Management Co appears on Briggs & Stratton, LLC Cash Balance Retirement Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with Fidelity Institutional Asset Mgmtaskebsa.dol.gov
- Jul 1, 2023Funded status changedBriggs & Stratton, LLC Cash Balance Retirement Plan funded ratio 102.8% -> 96.4% (2022-07-01 to 2023-07-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 852711260-006
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.