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
Franklin Electric Co., Inc. Pension Plan
Corporate pensionFort Wayne, IN
Assets
n/a
Total assets, Dec 16, 2025 reported
Funded
89.6%
Jan 1, 2025
Private markets target
n/a
policy Dec 31, 2024
Commitments
3
1 managers on Schedule C
Plan sponsor: Franklin Electric Co., Inc.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- U.S. Government securities 11.0%
- Common/collective trusts 0.5%
- Registered investment companies 88.5%
Consultants and advisers
5 firms
- Gallagher Fiduciary Advisors Actuarythrough Dec 16, 2025 Form 5500
- AON Consulting, Inc. Actuarythrough Dec 16, 2025 Form 5500
- Principal Spectrum Asset Management Custodianthrough Dec 16, 2025 Form 5500
- Aon Actuarythrough Dec 16, 2025 Form 5500
- Wells Fargo Bank, Na Custodianthrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on the commitment tape
From the plan’s own commitment disclosures
- Principal Spectrum Asset Management3 rows, latest Dec 31, 2024
From Schedule C (investment management, code 28)
- SEI Investment Companyplan years 2025
Commitments
3 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 Dec 31, 2024 | Principal US Propertiescollective trust | Principal Spectrum Asset Management | Pooled vehicles | $547,305 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Principal US Propertiescollective trust | Principal Spectrum Asset Management | Pooled vehicles | $710,252 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Principal US Propertiescollective trust | Principal Spectrum Asset Management | Pooled vehicles | $34,256 held | Disclosed holding | askebsa.dol.gov |
Size and funding
40 readings
Funded ratio
96.8% (2024-01) · 96.1% (2023-01) · 109.8% (2022-01)
Funding target
$100M (2024-01) · $106M (2023-01) · $108M (2022-01)
Discount rate
5.11% (2024-01) · 5.07% (2023-01) · 5.31% (2022-01)
Benefits paid
$9.3M (2024-12) · $8.4M (2023-12) · $9.2M (2022-12)
Net investment income
$-6.4M (2024-12) · $-1.7M (2023-12) · $-30.3M (2022-12)
Investment management fees
$210,616 (2024-12) · $303,020 (2023-12) · $269,363 (2022-12)
Form 5500 filings
4 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2025 to Dec 16, 2025 | 2,128 | $101M | $93.8M | 89.6% | $0 | n/a | n/a | n/a |
| 2024 to Dec 31, 2024 | 2,224 | $107M | $100M | 96.8% | $101M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 2,286 | $109M | $106M | 96.1% | $107M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 2,381 | $139M | $108M | 109.8% | $109M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Gallagher Benefit Services Inc. codes 11 50 $502,000 PY2025
- SEI Investments codes 28 51 $348,232 PY2025
- Principal Trust Company codes 19 24 50 $136,625 PY2025
- AON Consulting, Inc. codes 11 50 $62,113 PY2025
- GJC Cpa's & Advisors codes 10 50 $18,915 PY2025
- Short-Term Inv. Fund, Class S1 Sched. D C PY2025
- AON Consulting, Inc. codes 11 PY2025
- SEI Investments codes 28 51 $210,616 PY2024
- Principal Trust Company codes 19 24 50 $114,888 PY2024
- AON Consulting, Inc. codes 11 50 $79,903 PY2024
- GJC Cpa's & Advisors codes 10 50 $13,135 PY2024
- Short-Term Inv. Fund, Class S1 Sched. D C $547,305 PY2024
- AON Consulting, Inc. codes 11 PY2024
- SEI Investments codes 28 51 $303,020 PY2023
- Principal Trust Company codes 19 24 50 $118,750 PY2023
- AON Consulting, Inc. codes 11 50 $58,181 PY2023
- GJC Cpa's & Advisors codes 10 50 $14,650 PY2023
- Short-Term Inv. Fund, Class S1 Sched. D C $710,252 PY2023
- AON Consulting, Inc. codes 11 PY2023
- SEI Investments codes 28 51 $269,363 PY2022
- Principal Trust Company codes 19 24 50 $92,013 PY2022
- AON Consulting, Inc. codes 11 50 $71,622 PY2022
- Wells Fargo Bank, N.A. codes 19 24 50 $31,375 PY2022
- BDO USA, LLP codes 10 50 $15,000 PY2022
- Short-Term Inv. Fund, Class S1 Sched. D C $34,256 PY2022
- Short-Term Investment Fund N Sched. D C PY2022
- AON Consulting, Inc. codes 11 PY2022
What changed
4 events
- Dec 16, 2025Assets changedFranklin Electric Co., Inc. Pension Plan total assets $101M -> $0 (-100.0%, 2024-12-31 to 2025-12-16)
- Jan 1, 2025Funded status changedFranklin Electric Co., Inc. Pension Plan funded ratio 96.8% -> 89.6% (2024-01-01 to 2025-01-01)
- Jan 1, 2023Funded status changedFranklin Electric Co., Inc. Pension Plan funded ratio 109.8% -> 96.1% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedFranklin Electric Co., Inc. Pension Plan plan assets $139M -> $109M (-21.8%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 350827455-002
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.