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

Zurn Pension Plan

Corporate pensionMilwaukee, WI
Assets
$200M
Total assets, Dec 31, 2024 reported
Funded
88.4%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
19
none on the tape
Plan sponsor: Zurn LLC
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 2.1%
  • Common/collective trusts 96.4%
  • Registered investment companies 1.4%
Consultants and advisers
5 firms
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
Commitments
19 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Liability Driven Solution Cit Icollective trustWells FargoPooled vehicles$178M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Principal/blackrock Intl Eqty Indexcollective trustPrincipalPooled vehicles$5.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Russell 2000 Index Cit Ncollective trustPrincipalPooled vehicles$1.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Principal/blackrock S&p 500 Indexcollective trustPrincipalPooled vehicles$5.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Principal/blackrock S&p Mc Indx Citcollective trustPrincipalPooled vehicles$2.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Liability Driven Solution Cit III Ncollective trustPrincipalPooled vehicles$1.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Liability Driven Solution Cit IIcollective trustPrincipalPooled vehicles$23.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Liability Driven Solution Cit Icollective trustWells FargoPooled vehicles$98.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Principal/blackrock Intl Eqty Indexcollective trustPrincipalPooled vehicles$16.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Russell 2000 Index Cit Ncollective trustPrincipalPooled vehicles$3.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Principal/blackrock S&p 500 Indexcollective trustPrincipalPooled vehicles$18.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Principal/blackrock S&p Mc Indx Citcollective trustPrincipalPooled vehicles$7.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Liability Driven Solution Cit III Ncollective trustPrincipalPooled vehicles$1.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Liability Driven Solution Cit IIcollective trustPrincipalPooled vehicles$21.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Liability Driven Solution Cit Icollective trustWells FargoPooled vehicles$83.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Principal/blackrock Intl Eqty Indexcollective trustPrincipalPooled vehicles$22.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Russell 2000 Index Cit Ncollective trustPrincipalPooled vehicles$5.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Principal/blackrock S&p 500 Indexcollective trustPrincipalPooled vehicles$27.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Principal/blackrock S&p Mc Indx Citcollective trustPrincipalPooled vehicles$9.3M heldDisclosed holdingaskebsa.dol.gov
Size and funding
30 readings
Total assets
$200M Dec 31, 2024 reported Form 5500
$192M (2023-12) · $183M (2022-12)
Plan assets
$192M Jan 1, 2024 reported Form 5500
$183M (2023-01) · $247M (2022-01)
Net assets
$200M Dec 31, 2024 reported Form 5500
$192M (2023-12) · $183M (2022-12)
Funded ratio
88.4% Jan 1, 2024 reported Form 5500
87.7% (2023-01) · 101.7% (2022-01)
Funding target
$221M Jan 1, 2024 reported Form 5500
$229M (2023-01) · $234M (2022-01)
Discount rate
5.04% Jan 1, 2024 reported Form 5500
5.16% (2023-01) · 5.32% (2022-01)
Participants
5,255 Jan 1, 2024 reported Form 5500
5,386 (2023-01) · 5,611 (2022-01)
Contributions
$20.0M Dec 31, 2024 reported Form 5500
$11.0M (2023-12) · $0 (2022-12)
Benefits paid
$18.7M Dec 31, 2024 reported Form 5500
$18.9M (2023-12) · $19.6M (2022-12)
Net investment income
$7.6M Dec 31, 2024 reported Form 5500
$9.0M (2023-12) · $-64.1M (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 20245,255$192M$221M88.4%$200M$0n/a$0
2023 to Dec 31, 20235,386$183M$229M87.7%$192M$5,125n/a$26,722
2022 to Dec 31, 20225,611$247M$234M101.7%$183M$8,882n/a$26,884
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
5 events
  • Dec 31, 2024Holding endedinference
    Zurn Pension Plan no longer reports Liability Driven Solution Cit III N (last held $2M at 2023-12-31; absent from the 2024-12-31 filing)
    with Liability Driven Solution Cit III Naskebsa.dol.gov
  • Dec 31, 2024Holding endedinference
    Zurn Pension Plan no longer reports Liability Driven Solution Cit II (last held $23M at 2023-12-31; absent from the 2024-12-31 filing)
    with Liability Driven Solution Cit IIaskebsa.dol.gov
  • Dec 31, 2023Consultant changedinference
    USI Consulting Group no longer appears on Zurn Pension Plan's Schedule C as general consultant (plan year 2023 vs 2022)
    with USI Consulting Groupaskebsa.dol.gov
  • Jan 1, 2023Funded status changed
    Zurn Pension Plan funded ratio 101.7% -> 87.7% (2022-01-01 to 2023-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    Zurn Pension Plan plan assets $247M -> $183M (-25.9%, 2022-01-01 to 2023-01-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 043722228-007
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.