Franklin Electric Co., Inc. Pension Plan

Corporate pension· Fort Wayne, Indiana

Corporate pension, based in Fort Wayne, Indiana, for 2,128 participants.

Composed from this allocator's classification, location and filed figures.

Funded ratio
89.6%
Fund commitments
1
Managers
1
As of · the latest dated event for this allocator; each figure carries its own filing or report date

Nothing material in the last 90 days. Last change: 16 Dec 2025, Franklin Electric Co., Inc. Pension Plan total assets $101M -> $0 (-100.0%, 2024-12-31 to 2025-12-16).

3 more advisers

Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

Capital path

who backs this record, through what, into what; each name opens its own path
Franklin Electric Co., Inc. Pension Plan
Funds committed to

Relationship network

13 connected entities3 observed commitments2 repeat counterpartiescommitments 2022 to 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.

What stands out
Reading the network
  • 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 pensionShow
Corporate pension
Assets
not established
Total assets, Dec 16, 2025 reported
Funded
89.6%
Jan 1, 2025
Private markets target
no policy read
policy Dec 31, 2024
Commitments
1
1 manager 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

6 firms

+3 more consultants and advisers advise this allocator

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

People

No investment staff or executives have been read for this allocator yet.

Manager roster

1 manager on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)

What changed

4 events
  • Dec 16, 2025Assets changed
    Franklin Electric Co., Inc. Pension Plan total assets $101M -> $0 (-100.0%, 2024-12-31 to 2025-12-16)
  • Jan 1, 2025Funded status changed
    Franklin Electric Co., Inc. Pension Plan funded ratio 96.8% -> 89.6% (2024-01-01 to 2025-01-01)
  • Jan 1, 2023Funded status changed
    Franklin Electric Co., Inc. Pension Plan funded ratio 109.8% -> 96.1% (2022-01-01 to 2023-01-01)
  • Jan 1, 2023Assets changed
    Franklin 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.

Commitments

3 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Principal US Propertiescollective trustPrincipal Spectrum Asset ManagementPooled vehicles$547,305 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Principal US Propertiescollective trustPrincipal Spectrum Asset ManagementPooled vehicles$710,252 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Principal US Propertiescollective trustPrincipal Spectrum Asset ManagementPooled vehicles$34,256 heldDisclosed holdingaskebsa.dol.gov

Size and funding

40 readings
Total assets
$0 Dec 16, 2025 reported Form 5500
$101M (2024-12) · $107M (2023-12) · $109M (2022-12)
Plan assets
$101M Jan 1, 2025 reported Form 5500
$107M (2024-01) · $109M (2023-01) · $139M (2022-01)
Net assets
$0 Dec 16, 2025 reported Form 5500
$101M (2024-12) · $107M (2023-12) · $109M (2022-12)
Funded ratio
89.6% Jan 1, 2025 reported Form 5500
96.8% (2024-01) · 96.1% (2023-01) · 109.8% (2022-01)
Funding target
$93.8M Jan 1, 2025 reported Form 5500
$100M (2024-01) · $106M (2023-01) · $108M (2022-01)
Discount rate
5.25% Jan 1, 2025 reported Form 5500
5.11% (2024-01) · 5.07% (2023-01) · 5.31% (2022-01)
Participants
2,128 Jan 1, 2025 reported Form 5500
2,224 (2024-01) · 2,286 (2023-01) · 2,381 (2022-01)
Benefits paid
$93.8M Dec 16, 2025 reported Form 5500
$9.3M (2024-12) · $8.4M (2023-12) · $9.2M (2022-12)
Net investment income
-$91.2M Dec 16, 2025 reported Form 5500
-$6.4M (2024-12) · -$1.7M (2023-12) · -$30.3M (2022-12)
Investment management fees
$348,232 Dec 16, 2025 reported Form 5500
$210,616 (2024-12) · $303,020 (2023-12) · $269,363 (2022-12)

Form 5500 filings

4 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2025 to Dec 16, 20252,128$101M$93.8M89.6%$0Not disclosedNot disclosedNot disclosed
2024 to Dec 31, 20242,224$107M$100M96.8%$101MNot disclosedNot disclosedNot disclosed
2023 to Dec 31, 20232,286$109M$106M96.1%$107MNot disclosedNot disclosedNot disclosed
2022 to Dec 31, 20222,381$139M$108M109.8%$109MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)

+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

Identifiers: EIN-PN 350827455-002
Cross-graph: no entry on another DFX graph
First observed Sep 15, 2026, last observed Sep 29, 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.

Not yet on record: assets.

Record history

4 dated events on the change ledger, latest event first
  • Total assets changed
    2025-12-16source on record
  • Funded status changed
    2025-01-01source on record
  • Funded status changed
    2023-01-01source on record

+1 more change on this record's ledger

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

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

+8 connections on the graph

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.