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

Donaldson Company, Inc. Hourly Employees Pension Plan

Corporate pensionMinneapolis, MN
Assets
$96.6M
Total assets, Jul 31, 2025 reported
Funded
84.3%
Aug 1, 2024
Private markets target
n/a
policy Jul 31, 2025
Commitments
1
1 managers on Schedule C
Plan sponsor: Donaldson Company, Inc.
Allocation policy
Form 5500, as of Jul 31, 2025
Actual allocation lines without a target (as filed)
  • Master trust investment accounts 100.0%
Consultants and advisers
3 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on Schedule C
From Schedule C (investment management, code 28)
Commitments
1 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Jul 31, 2024Donaldson Company Inc. Master Trustcollective trustDonaldson Company, Inc.Pooled vehicles$99.2M heldDisclosed holdingaskebsa.dol.gov
Size and funding
32 readings
Total assets
$96.6M Jul 31, 2025 reported Form 5500
$99.2M (2024-07) · $99.5M (2023-07)
Plan assets
$99.9M Aug 1, 2024 reported Form 5500
$100.0M (2023-08) · $109M (2022-08)
Net assets
$96.6M Jul 31, 2025 reported Form 5500
$99.2M (2024-07) · $99.5M (2023-07)
Funded ratio
84.3% Aug 1, 2024 reported Form 5500
91.0% (2023-08) · 101.5% (2022-08)
Funding target
$96.0M Aug 1, 2024 reported Form 5500
$98.1M (2023-08) · $96.9M (2022-08)
Discount rate
5.40% Aug 1, 2024 reported Form 5500
5.25% (2023-08) · 5.42% (2022-08)
Participants
1,444 Aug 1, 2024 reported Form 5500
1,481 (2023-08) · 1,508 (2022-08)
Contributions
$0 Jul 31, 2025 reported Form 5500
$0 (2023-07)
Benefits paid
$6.4M Jul 31, 2025 reported Form 5500
$6.3M (2024-07) · $6.3M (2023-07)
Net investment income
$-2.7M Jul 31, 2025 reported Form 5500
$-302,817 (2024-07) · $-9.5M (2023-07)
Investment management fees
$196,327 Jul 31, 2025 reported Form 5500
$264,260 (2024-07) · $135,051 (2023-07)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Jul 31, 20251,444$99.9M$96.0M84.3%$96.6Mn/a$96.6Mn/a
2023 to Jul 31, 20241,481$100.0M$98.1M91.0%$99.2Mn/a$99.2Mn/a
2022 to Jul 31, 20231,508$109M$96.9M101.5%$99.5Mn/a$99.5Mn/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Insight Investment codes 27 $80,382 PY2024
  • Mercer Investments, LLC codes 10 $63,735 PY2024
  • US Bank codes 21 $56,487 PY2024
  • Mercer US, Inc. codes 11 $51,935 PY2024
  • Definiti, LLC codes 13 $44,379 PY2024
  • BDO USA, P.C. codes 10 $33,082 PY2024
  • Ssga Trust Company codes 51 $276 PY2024
  • Donaldson Company Inc. Master Trust Sched. D M $96.6M PY2024
  • Mercer codes 11 PY2024
  • Insight Investment codes 27 $168,473 PY2023
  • Mercer codes 11 $75,175 PY2023
  • US Bank codes 21 $54,836 PY2023
  • Mercer Investments, LLC codes 10 $44,710 PY2023
  • Definiti, LLC codes 13 $44,410 PY2023
  • BDO USA, P.C. codes 10 $32,968 PY2023
  • Baker Tilly, LLP codes 10 $400 PY2023
  • Donaldson Company Inc. Master Trust Sched. D C $99.2M PY2023
  • Mercer codes 11 PY2023
  • Insight Investments codes 27 $135,051 PY2022
  • US Bank codes 21 $54,359 PY2022
  • Definiti, LLC codes 13 $44,962 PY2022
  • Mercer codes 11 $43,577 PY2022
  • Mercer Investments LLC codes 10 $43,408 PY2022
  • Baker Tilly, LLP codes 10 $24,769 PY2022
  • Pension Live, LLC codes 13 $4,250 PY2022
  • Donaldson Company Inc Master Trust Sched. D M $99.5M PY2022
  • Mercer codes 11 PY2022
What changed
2 events
  • Aug 1, 2024Funded status changed
    Donaldson Company, Inc. Hourly Employees Pension Plan funded ratio 91.0% -> 84.3% (2023-08-01 to 2024-08-01)
  • Aug 1, 2023Funded status changed
    Donaldson Company, Inc. Hourly Employees Pension Plan funded ratio 101.5% -> 91.0% (2022-08-01 to 2023-08-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 410222640-003
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.