Donaldson Company, Inc. Hourly Employees Pension Plan
Corporate pension, based in Minneapolis, Minnesota, reporting $96.6M in assets, for 1,444 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 1 Aug 2024, Donaldson Company, Inc. Hourly Employees Pension Plan funded ratio 91.0% -> 84.3% (2023-08-01 to 2024-08-01).
Capital path
who backs this record, through what, into what; each name opens its own path- Donaldson Company Inc. Master Trust1 commitment
- Wellington Trust Company, Na1 commitment
Relationship network
13 connected entities1 observed commitmentcommitments 2024
From board minutes, annual reports, Form 5500 filings and public records of commitments, consultants and staff in the allocator graph. Commitment amounts are those the allocator disclosed; many are not printed, and none is estimated.
Some relationships on this record are counted rather than named here. They open with the full profile.
Click any name or line for the commitments and sources behind it. Line weight is commitments together; dashed lines are inferred.
- Sponsor
- Fund or vehicle
- Service provider
- Organization
›How strength and recency are read
Managers, funds and consultants are read from the commitments: three or more is a strong observed relationship, two a repeat counterparty. No consultant link is marked current on the source, so none is labelled current or former here. Related plans, people and plan service providers are ordered by what the filing shows.
Darker lines were active in the last 24 months or are current; lighter lines are older or undated.
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
Allocation policy
- Master trust investment accounts 100.0%
Consultants and advisers
- Insight Investment Investment adviser (plan)through Jul 31, 2023 Form 5500
- Mercer Actuarythrough Jul 31, 2023 Form 5500
- U.S. Bank, N.A. Trusteethrough Jul 31, 2023 Form 5500
People
Manager roster
- Wellington Trust Company, Na1 row, latest Jul 31, 2024
- Wellington Trust Company, Naplan years
- State Street Global Advisorsplan years 2025
What changed
- Aug 1, 2024Funded status changedDonaldson Company, Inc. Hourly Employees Pension Plan funded ratio 91.0% -> 84.3% (2023-08-01 to 2024-08-01)
- Aug 1, 2023Funded status changedDonaldson Company, Inc. Hourly Employees Pension Plan funded ratio 101.5% -> 91.0% (2022-08-01 to 2023-08-01)
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Jul 31, 2024 | Donaldson Company Inc. Master Trustcollective trust | Wellington Trust Company, Na | Pooled vehicles | $99.2M held | Disclosed holding | askebsa.dol.gov |
Size and funding
Form 5500 filings
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Jul 31, 2025 | 1,444 | $99.9M | $96.0M | 84.3% | $96.6M | Not disclosed | $96.6M | Not disclosed |
| 2023 to Jul 31, 2024 | 1,481 | $100.0M | $98.1M | 91.0% | $99.2M | Not disclosed | $99.2M | Not disclosed |
| 2022 to Jul 31, 2023 | 1,508 | $109M | $96.9M | 101.5% | $99.5M | Not disclosed | $99.5M | Not disclosed |
- Insight Investment codes 27 $80,382 PY2024
- Mercer Investments, LLC codes 10 $63,735 PY2024
- US Bank codes 21 $56,487 PY2024
+24 more service providers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Provenance
Provenance
Donaldson Company, Inc. Hourly Employees Pension Plan sits on 1 traced path of capital across the graphs.
DFX traced 1 path of capital through this record
Every record on each path, what it committed or lent, and as of when.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
Checking your plan…
Record history
- Funded status changed2024-08-01source on record
- Funded status changed2023-08-01source on record
The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.
›Connections
every published relationship on the graph
+6 connections on the graph
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.