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

Kennametal Inc. and Uaw Incl. Loc 1059 Pension Plan for Hourly Rated Production & Maintenance Employees

Corporate pensionFT. Mill, SC
Assets
$17.2M
Total assets, Dec 31, 2024 reported
Funded
156.8%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: Kennametal Inc.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Master trust investment accounts 100.0%
Consultants and advisers
7 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
No fund commitments are on the tape for this allocator. The tape holds the plans that publish their own private-markets reports; a plan that publishes one and is not here is a gap we can close.
Size and funding
33 readings
Total assets
$17.2M Dec 31, 2024 reported Form 5500
$18.1M (2023-12) · $17.8M (2022-12)
Plan assets
$18.1M Jan 1, 2024 reported Form 5500
$17.8M (2023-01) · $23.8M (2022-01)
Net assets
$17.2M Dec 31, 2024 reported Form 5500
$18.1M (2023-12) · $17.8M (2022-12)
Funded ratio
156.8% Jan 1, 2024 reported Form 5500
144.9% (2023-01) · 186.3% (2022-01)
Funding target
$11.3M Jan 1, 2024 reported Form 5500
$12.1M (2023-01) · $12.6M (2022-01)
Discount rate
5.10% Jan 1, 2024 reported Form 5500
5.17% (2023-01) · 5.33% (2022-01)
Participants
264 Jan 1, 2024 reported Form 5500
278 (2023-01) · 298 (2022-01)
Contributions
$0 Dec 31, 2024 reported Form 5500
$0 (2023-12) · $0 (2022-12)
Benefits paid
$1.2M Dec 31, 2024 reported Form 5500
$1.2M (2023-12) · $1.3M (2022-12)
Net investment income
$-864,226 Dec 31, 2024 reported Form 5500
$275,578 (2023-12) · $-6.0M (2022-12)
Investment management fees
$25,932 Dec 31, 2024 reported Form 5500
$25,122 (2023-12) · $29,108 (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 2024264$18.1M$11.3M156.8%$17.2Mn/a$17.2Mn/a
2023 to Dec 31, 2023278$17.8M$12.1M144.9%$18.1Mn/a$18.1Mn/a
2022 to Dec 31, 2022298$23.8M$12.6M186.3%$17.8Mn/a$17.8Mn/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
3 events
  • Jan 1, 2024Funded status changed
    Kennametal Inc. and Uaw Incl. Loc 1059 Pension Plan for Hourly Rated Production & Maintenance Employees funded ratio 144.9% -> 156.8% (2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Funded status changed
    Kennametal Inc. and Uaw Incl. Loc 1059 Pension Plan for Hourly Rated Production & Maintenance Employees funded ratio 186.3% -> 144.9% (2022-01-01 to 2023-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    Kennametal Inc. and Uaw Incl. Loc 1059 Pension Plan for Hourly Rated Production & Maintenance Employees plan assets $24M -> $18M (-25.2%, 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 250900168-005
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.