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Kohler Co. Pension Plan

Allocators

Kohler, WI

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Search this name across graphsid dfx:al:143268e2-90d3-4894-87bf-15cd14e52b7f

Data as of Sep 15, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 20, 2026, 12:36 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 20
On other graphs: 0
Observed: Sep 15, 2026 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Total assets: $1.7Blatest reading; see basis
Assets as of: Dec 31, 2024
Assets basis: REPORTED
Funded ratio: 102%
Participants: 24,292
Commitments: 35with an amount; holdings are counted apart
Managers: 2
Funds: 17
Re-ups: 0
First-time managers: 0
Latest commitment: Dec 31, 2024
Consultants: 0
Private markets target, %: 0latest policy, percent of assets
Private equity target, %: 0latest policy, percent of assets
Latest policy: Dec 31, 2024
People: 0

Holdings (a value, never a commitment)

a Schedule D plan interest or a 990-PF other investment: a value on a date, never an approval; showing 25 of 35

Vehicle	Manager	Bucket	Value	As of	Kind	Source
Blackrock S&p 500 Equal Weight Fund	Blackrock Insti. Trust Company, N.A	Pooled vehicle	$205M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Blackrock S&p 500 Equal Weight Fund	Blackrock Insti. Trust Company, N.A	Pooled vehicle	$185M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Russell 3000 Index Fund	Blackrock Institutional Trust Co,na	Pooled vehicle	$145M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Mcsi World Multi-Factor Fund	Blackrock Insti. Trust Company, N.A	Pooled vehicle	$69.0M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Msci Emerging Markets Free Fund	Blackrock Insti. Trust Company, N.A	Public equity	$64.5M	Dec 31, 2023	Collective trust	Dol form 5500 pension
BLK Msci Eafe Eq Idx Non-Lend	Blackrock Insti. Trust Company, N.A	Pooled vehicle	$64.4M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Msci Emerging Markets Free Fund	Blackrock Insti. Trust Company, N.A	Public equity	$60.7M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Mcsi World Multi-Factor Fund	Blackrock Insti. Trust Company, N.A	Pooled vehicle	$58.5M	Dec 31, 2022	Collective trust	Dol form 5500 pension
BLK Msci Eafe Eq Idx Non-Lend	Blackrock Insti. Trust Company, N.A	Pooled vehicle	$55.8M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Blackrock Msci US Min Volatility	Blackrock Insti. Trust Company, N.A	Pooled vehicle	$21.6M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Blackrock Msci US Min Volatility	Blackrock Insti. Trust Company, N.A	Pooled vehicle	$18.7M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Msci Eq Index Fd - Japan	Blackrock Insti. Trust Company, N.A	Pooled vehicle	$15.0M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Mcsi Equity Index Fund China	Blackrock Insti. Trust Company, N.A	Public equity	$13.6M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Msci Eq Index Fd - Japan	Blackrock Insti. Trust Company, N.A	Pooled vehicle	$13.3M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Mcsi Equity Index Fund China	Blackrock Insti. Trust Company, N.A	Public equity	$6.7M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Mcsi Equity Index Fund India	Blackrock Insti. Trust Company, N.A	Public equity	$6.1M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Mcsi Equity Index Fund Taiwan	Blackrock Insti. Trust Company, N.A	Public equity	$5.8M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Mcsi Equity Index Fund India	Blackrock Insti. Trust Company, N.A	Public equity	$5.1M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Mcsi Equity Index Fund S Korea	Blackrock Insti. Trust Company, N.A	Public equity	$4.9M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Mcsi Equity Index Fund Taiwan	Blackrock Insti. Trust Company, N.A	Public equity	$4.6M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Mcsi Equity Index Fund S Korea	Blackrock Insti. Trust Company, N.A	Public equity	$3.8M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Mcsi Equity Index Fund Hong Kong	Blackrock Insti. Trust Company, N.A	Public equity	$2.9M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Mcsi Equity Index Fund Hong Kong	Blackrock Insti. Trust Company, N.A	Public equity	$1.8M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Mcsi Equity Index Fund Singapore	Blackrock Insti. Trust Company, N.A	Public equity	$1.4M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Mcsi Equity Index Fund Singapore	Blackrock Insti. Trust Company, N.A	Public equity	$1.0M	Dec 31, 2023	Collective trust	Dol form 5500 pension

Policy targets, latest period

the latest period this plan published, every item quoted from its own report; a target is never an actual; 9 rows folded into 3

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Interest-bearing cash	n/a	n/a	n/a	6	$106M	Dec 31, 2024	Derived
Common/collective trusts	n/a	n/a	n/a	8	$146M	Dec 31, 2024	Derived
Registered investment companies	n/a	n/a	n/a	86	$1.5B	Dec 31, 2024	Derived

Consultants

Form 5500 Schedule C, Form ADV and the plan's own reports; a Schedule C relationship is current for 24 months after the plan year end

Consultant	Role	From	To	Current	Evidence	Source
Midwest Institutional Trust Company	trustee	Jan 1, 2024	Dec 31, 2024	no	fact	Dol form 5500 pension
Blackrock Institutional Trust Co,na	trustee	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
BMO Harris Bank, N.A.	trustee	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
Heck Capital Advisors	Investment adviser	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
Mercer	actuary	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
Francis LLC	Investment adviser	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension

Managers

managers this plan names on Schedule C or in its reports; a manager here is a reference node keyed to the private equity, venture and real estate fund graphs, never a new identity

Manager	Mandate	From	To	Current	Evidence
Blackrock Insti. Trust Company, N.A	n/a	Dec 31, 2023	n/a	yes	fact

Relationships

Manages for (1)

← Blackrock Insti. Trust Company, N.AManager with allocator capital
Dec 31, 2023 to presentfactForm 5500

Sponsors (1)

← Kohler Co. & SubsidiariesPlan sponsorPlan sponsor
Jan 1, 2022 to presentfactForm 5500

Advised by (6)

→ Blackrock Institutional Trust Co,naInvestment consultanttrustee
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ BMO Harris Bank, N.A.Investment consultanttrustee
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Heck Capital AdvisorsInvestment consultantInvestment adviser
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ MercerInvestment consultantactuary
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Francis LLCInvestment consultantInvestment adviser
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Midwest Institutional Trust CompanyInvestment consultanttrustee
Jan 1, 2024 to Dec 31, 2024factForm 5500

Dated events

5 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Dec 31, 2024
Holding in a pooled vehicle ended
Kohler Co. Pension Plan no longer reports Msci Eq Index Fd - Japan (last held $15M at 2023-12-31; absent from the 2024-12-31 filing)
Msci Eq Index Fd - Japan Form 5500observed 4 days ago
$15.0M
Occurred
Dec 31, 2024
Holding in a pooled vehicle ended
Kohler Co. Pension Plan no longer reports Mcsi Equity Index Fund Singapore (last held $1M at 2023-12-31; absent from the 2024-12-31 filing)
Mcsi Equity Index Fund Singapore Form 5500observed 4 days ago
$1.0M
Occurred
Dec 31, 2024
Holding in a pooled vehicle ended
Kohler Co. Pension Plan no longer reports Blackrock Msci US Min Volatility (last held $19M at 2023-12-31; absent from the 2024-12-31 filing)
Mcsi Min Volatility USA Index Fund Form 5500observed 4 days ago
$18.7M
Occurred
Dec 31, 2024
Holding in a pooled vehicle ended
Kohler Co. Pension Plan no longer reports Mcsi Equity Index Fund Taiwan (last held $5M at 2023-12-31; absent from the 2024-12-31 filing)
Mcsi Equity Index Fund Taiwan Form 5500observed 4 days ago
$4.6M
Occurred
Dec 31, 2024
Holding in a pooled vehicle ended
Kohler Co. Pension Plan no longer reports BLK Msci Eafe Eq Idx Non-Lend (last held $64M at 2023-12-31; absent from the 2024-12-31 filing)
CF Blackrock Msci Eafe Eq Idx Non-L Form 5500observed 4 days ago
$64.4M
Occurred
Dec 31, 2024
Holding in a pooled vehicle ended
Kohler Co. Pension Plan no longer reports Msci Emerging Markets Free Fund (last held $64M at 2023-12-31; absent from the 2024-12-31 filing)
Msci Emerging Markets Free Fund Form 5500observed 4 days ago
$64.5M
Occurred
Dec 31, 2024
Holding in a pooled vehicle ended
Kohler Co. Pension Plan no longer reports Blackrock S&p 500 Equal Weight Fund (last held $205M at 2023-12-31; absent from the 2024-12-31 filing)
Blackrock S&p 500 Equal Weight Fund Form 5500observed 4 days ago
$205M
Occurred
Dec 31, 2024
Holding in a pooled vehicle ended
Kohler Co. Pension Plan no longer reports Mcsi Equity Index Fund Thailand (last held $522,319 at 2023-12-31; absent from the 2024-12-31 filing)
Mcsi Equity Index Fund Thailand Form 5500observed 4 days ago
$522,319
Occurred
Dec 31, 2024
Holding in a pooled vehicle ended
Kohler Co. Pension Plan no longer reports Mcsi Equity Index Fund Philippines (last held $180,126 at 2023-12-31; absent from the 2024-12-31 filing)
Mcsi Equity Index Fund Philippines Form 5500observed 4 days ago
$180,126
Occurred
Dec 31, 2024
Holding in a pooled vehicle ended
Kohler Co. Pension Plan no longer reports Mcsi Equity Index Fund S Korea (last held $4M at 2023-12-31; absent from the 2024-12-31 filing)
Mcsi Equity Index Fund S Korea Form 5500observed 4 days ago
$3.8M
Occurred
Dec 31, 2024
Holding in a pooled vehicle ended
Kohler Co. Pension Plan no longer reports Mcsi Equity Index Fund China (last held $7M at 2023-12-31; absent from the 2024-12-31 filing)
Mcsi Equity Index Fund China Form 5500observed 4 days ago
$6.7M
Occurred
Dec 31, 2024
Holding in a pooled vehicle ended
Kohler Co. Pension Plan no longer reports Mcsi Equity Index Fund Indonesia (last held $545,181 at 2023-12-31; absent from the 2024-12-31 filing)
Mcsi Equity Index Fund Indonesia Form 5500observed 4 days ago
$545,181
Occurred
Dec 31, 2024
Holding in a pooled vehicle ended
Kohler Co. Pension Plan no longer reports Mcsi Equity Index Fund Hong Kong (last held $2M at 2023-12-31; absent from the 2024-12-31 filing)
Mcsi Equity Index Fund Hong Kong Form 5500observed 4 days ago
$1.8M
Occurred
Dec 31, 2024
Holding in a pooled vehicle ended
Kohler Co. Pension Plan no longer reports Mcsi Equity Index Fund India (last held $5M at 2023-12-31; absent from the 2024-12-31 filing)
Mcsi Equity Index Fund India Form 5500observed 4 days ago
$5.1M
Occurred
Dec 31, 2024
Holding in a pooled vehicle started
Kohler Co. Pension Plan first reports an interest in Russell 3000 Index Fund (Blackrock Institutional Trust Co,na): $145M at 2024-12-31
Blackrock Institutional Trust Co,na Form 5500observed 4 days ago
$145M

Show 5 bookkeeping events

Occurred
Jan 1, 2024
Kohler Co. Pension Plan funded ratio 106.8% -> 102.3% (2023-01-01 to 2024-01-01)
Occurred
Jan 1, 2024
Kohler Co. Pension Plan plan assets $1.4B -> $1.6B (+11.4%, 2023-01-01 to 2024-01-01)
Occurred
Dec 31, 2023
Kohler Co. Pension Plan total assets $1.4B -> $1.6B (+11.4%, 2022-12-31 to 2023-12-31)
Occurred
Jan 1, 2023
Kohler Co. Pension Plan funded ratio 111.9% -> 106.8% (2022-01-01 to 2023-01-01)
Occurred
Jan 1, 2023
Kohler Co. Pension Plan plan assets $1.7B -> $1.4B (-17.1%, 2022-01-01 to 2023-01-01)

Provenance

Graph: Allocators
Canonical id: dfx:al:143268e2-90d3-4894-87bf-15cd14e52b7f
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 4 days ago
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

Kohler Co. Pension Plan

Allocators

Kohler, WI

This is the graph view. The full profile, with its team, deals and sources, is on Allocators.Open the full profile →

Search this name across graphsid dfx:al:143268e2-90d3-4894-87bf-15cd14e52b7f

Vehicle

Manager

Bucket

Value

As of

Kind

Source