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AllocatorsPlancorporate pension100m-1b

Modine Manufacturing Company Frozen Pension Plan

Allocators

Racine, MS

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:216b2fdd-0d8b-4b12-b949-ce1449851bef

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, 8:25 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 5
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: $150Mlatest reading; see basis
Assets as of: Dec 31, 2024
Assets basis: REPORTED
Funded ratio: 95%
Participants: 4,907
Commitments: 3with an amount; holdings are counted apart
Managers: 2
Funds: 2
Re-ups: 0
First-time managers: 0
Latest commitment: Dec 31, 2023
Consultants: 1
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

Vehicle	Manager	Bucket	Value	As of	Kind	Source
Legal General Russell 3000 Cit Fd	Legal and General	Pooled vehicle	$73.5M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Legal General Russell 3000 Cit Fd	Legal and General	Pooled vehicle	$18.4M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Wtc-Cit Emerging Markets Portfolio	Wellington Trust Company, Na	Public equity	$3.1M	Dec 31, 2022	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; 14 rows folded into 4

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Interest-bearing cash	n/a	n/a	n/a	23	$34.2M	Dec 31, 2024	Derived
U.S. Government securities	n/a	n/a	n/a	38	$56.7M	Dec 31, 2024	Derived
Corporate debt instruments (other)	n/a	n/a	n/a	37	$56.0M	Dec 31, 2024	Derived
Other investments	n/a	n/a	n/a	1	$1.9M	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
Melting Point Solutions	Investment adviser	Jan 1, 2024	Dec 31, 2024	no	fact	Dol form 5500 pension
Marquette Associates Inc.	Investment adviser	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
Towers Watson Pennsylvania, Inc.	actuary	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
Pension Benefit Information, LLC	Pension consultant	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
Willis Towers Watson US LLC	actuary	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension

Relationships

Sponsors (1)

← Modine Manufacturing CompanyPlan sponsorPlan sponsor
Jan 1, 2022 to presentfactForm 5500

Advised by (6)

→ Marquette Associates Inc.Investment consultantInvestment adviser
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ BMO Harris Bank, N.A.Investment consultanttrustee
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Towers Watson Pennsylvania, Inc.Investment consultantactuary
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Pension Benefit Information, LLCInvestment consultantPension consultant
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Willis Towers Watson US LLCInvestment consultantactuary
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Melting Point SolutionsInvestment consultantInvestment adviser
Jan 1, 2024 to Dec 31, 2024factForm 5500

Dated events

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

Occurred
Dec 31, 2024
Consultant changed
Melting Point Solutions appears on Modine Manufacturing Company Frozen Pension Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)
Melting Point Solutions Form 5500observed 5 days ago
Occurred
Dec 31, 2023
Holding in a pooled vehicle ended
Modine Manufacturing Company Frozen Pension Plan no longer reports Wtc-Cit Emerging Markets Portfolio (Wellington Trust Company, Na) (last held $3M at 2022-12-31; absent from the 2023-12-31 filing)
Wellington Trust Company, Na Form 5500observed 5 days ago
$3.1M

Show 3 bookkeeping events

Occurred
Jan 1, 2024
Modine Manufacturing Company Frozen Pension Plan funded ratio 89.0% -> 94.8% (2023-01-01 to 2024-01-01)
Occurred
Jan 1, 2023
Modine Manufacturing Company Frozen Pension Plan funded ratio 94.9% -> 89.0% (2022-01-01 to 2023-01-01)
Occurred
Jan 1, 2023
Modine Manufacturing Company Frozen Pension Plan plan assets $193M -> $149M (-22.9%, 2022-01-01 to 2023-01-01)

Provenance

Graph: Allocators
Canonical id: dfx:al:216b2fdd-0d8b-4b12-b949-ce1449851bef
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 5 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.

Modine Manufacturing Company Frozen Pension Plan

Allocators

Racine, MS

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:216b2fdd-0d8b-4b12-b949-ce1449851bef

Vehicle

Manager

Bucket

Value

As of

Kind

Source

Legal General Russell 3000 Cit Fd

Legal and General

Pooled vehicle

$73.5M

Dec 31, 2022

Collective trust

Dol form 5500 pension

Legal General Russell 3000 Cit Fd

Legal and General

Pooled vehicle

$18.4M

Dec 31, 2023

Collective trust

Dol form 5500 pension

Wtc-Cit Emerging Markets Portfolio

Wellington Trust Company, Na

Public equity

$3.1M

Dec 31, 2022

Collective trust

Dol form 5500 pension

Bucket

Target %

Range low

Range high

Actual %

Actual

Period end

Basis

Interest-bearing cash

n/a

$34.2M

Dec 31, 2024

Derived

U.S. Government securities

n/a

$56.7M

Dec 31, 2024

Derived

Corporate debt instruments (other)

n/a

$56.0M

Dec 31, 2024

Derived

Other investments

n/a

$1.9M

Dec 31, 2024

Derived

Consultant

Role

From

Current

Evidence

Source

Melting Point Solutions

Investment adviser

Jan 1, 2024

Dec 31, 2024

fact

Dol form 5500 pension

Marquette Associates Inc.

Investment adviser

Jan 1, 2022

Dec 31, 2022

fact

Dol form 5500 pension

BMO Harris Bank, N.A.

trustee

Jan 1, 2022

Dec 31, 2022

fact

Dol form 5500 pension

Towers Watson Pennsylvania, Inc.

actuary

Jan 1, 2022

Dec 31, 2022

fact

Dol form 5500 pension

Pension Benefit Information, LLC

Pension consultant

Jan 1, 2022

Dec 31, 2022

fact

Dol form 5500 pension

Willis Towers Watson US LLC

actuary

Jan 1, 2022

Dec 31, 2022

fact

Dol form 5500 pension