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AllocatorsPlancorporate pension<100m

Neenah Consolidated Pension Plan

Allocators

Neenah, WI

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Search this name across graphsid dfx:al:2681b9c1-43d7-4d53-9fa4-af8a03e2170e

Data as of Sep 15, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 19, 2026, 4:12 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 10
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: $42.6Mlatest reading; see basis
Assets as of: Sep 30, 2025
Assets basis: REPORTED
Funded ratio: 103%
Participants: 699
Commitments: 6with an amount; holdings are counted apart
Managers: 3
Funds: 6
Re-ups: 0
First-time managers: 0
Latest commitment: Sep 30, 2025
Consultants: 2
Private markets target, %: 0latest policy, percent of assets
Private equity target, %: 0latest policy, percent of assets
Latest policy: Sep 30, 2025
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
Fiam Intermediate Credit Commingled	Fidelity Institutional Asset Mgmt	Private credit	$15.5M	Sep 30, 2025	Collective trust	Dol form 5500 pension
Prudential Long Duration Government	Prudential Trust Co.	Fixed income	$13.9M	Sep 30, 2024	Collective trust	Dol form 5500 pension
PRU Long Corporate Bond	Prudential Retirement & Annuity Ins	Fixed income	$12.5M	Sep 30, 2023	Separate account	Dol form 5500 pension
Fiam 8-10 Year Corporate Bond	Fidelity Institutional Asset Mgmt	Fixed income	$10.1M	Sep 30, 2025	Collective trust	Dol form 5500 pension
Fiam Long Corporate a Or Better	Fidelity Institutional Asset Mgmt	Pooled vehicle	$6.8M	Sep 30, 2025	Collective trust	Dol form 5500 pension
Fiam Short Duration Pool	Fidelity Institutional Asset Mgmt	Pooled vehicle	$1.5M	Sep 30, 2025	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; 6 rows folded into 2

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Common/collective trusts	n/a	n/a	n/a	79	$33.9M	Sep 30, 2025	Derived
Registered investment companies	n/a	n/a	n/a	21	$8.7M	Sep 30, 2025	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
Fidelity Investments	actuary	Oct 1, 2024	Sep 30, 2025	no	fact	Dol form 5500 pension
RV Kuhns & Associates	Investment adviser	Oct 1, 2024	Sep 30, 2025	no	fact	Dol form 5500 pension
Fidelity Institutional Asset Mgmt	Investment adviser	Oct 1, 2024	Sep 30, 2025	no	fact	Dol form 5500 pension
FID Mgmt Trust Co	trustee	Oct 1, 2022	Sep 30, 2023	no	fact	Dol form 5500 pension
RV Kuhns & Associates	General consultant	Oct 1, 2022	Sep 30, 2023	no	fact	Dol form 5500 pension
Fidelity Investments	actuary	Oct 1, 2022	Sep 30, 2023	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
Prudential Retirement & Annuity Ins	Investment management	Oct 1, 2022	Sep 30, 2023	no	fact

Relationships

Sponsors (1)

← Neenah Foundry CompanyPlan sponsorPlan sponsor
Oct 1, 2022 to presentfactForm 5500

Advised by (5)

→ FID Mgmt Trust CoInvestment consultanttrustee
Oct 1, 2022 to Sep 30, 2023factForm 5500
→ RV Kuhns & AssociatesInvestment consultantGeneral consultant
Oct 1, 2022 to Sep 30, 2023factForm 5500
→ Fidelity InvestmentsInvestment consultantactuary
Oct 1, 2022 to Sep 30, 2023factForm 5500
→ Fidelity InvestmentsManager with allocator capitalactuary
Oct 1, 2024 to Sep 30, 2025factForm 5500
→ Fidelity Institutional Asset MgmtInvestment consultantInvestment adviser
Oct 1, 2024 to Sep 30, 2025factForm 5500

Manages for (1)

← Prudential Retirement & Annuity InsManager with allocator capitalInvestment management
Oct 1, 2022 to Sep 30, 2023factForm 5500

Dated events

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

Occurred
Dec 31, 2024
Consultant changed
FID Inv Asset Management appears on Neenah Consolidated Pension Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)
Fidelity Institutional Asset Mgmt Form 5500observed 3 days ago
Occurred
Sep 30, 2024
Holding in a pooled vehicle ended
Neenah Consolidated Pension Plan no longer reports PRU Long Corporate Bond (Prudential Retirement & Annuity Ins) (last held $12M at 2023-09-30; absent from the 2024-09-30 filing)
Prudential Retirement & Annuity Ins Form 5500observed 3 days ago
$12.5M
Occurred
Sep 30, 2024
Holding in a pooled vehicle started
Neenah Consolidated Pension Plan first reports an interest in Prudential Long Duration Government (Prudential Trust Co.): $14M at 2024-09-30
Prudential Trust Co.Form 5500observed 3 days ago
$13.9M

Show 7 bookkeeping events

Occurred
Sep 30, 2025
Neenah Consolidated Pension Plan first reports an interest in Fiam Long Corporate a Or Better (Fidelity Institutional Asset Mgmt): $7M at 2025-09-30
Occurred
Sep 30, 2025
Neenah Consolidated Pension Plan first reports an interest in Fiam Intermediate Credit Commingled (Fidelity Institutional Asset Mgmt): $16M at 2025-09-30
Occurred
Sep 30, 2025
Neenah Consolidated Pension Plan no longer reports Prudential Long Duration Government (Prudential Trust Co.) (last held $14M at 2024-09-30; absent from the 2025-09-30 filing)
Occurred
Sep 30, 2025
Neenah Consolidated Pension Plan first reports an interest in Fiam 8-10 Year Corporate Bond (Fidelity Institutional Asset Mgmt): $10M at 2025-09-30
Occurred
Sep 30, 2025
Neenah Consolidated Pension Plan first reports an interest in Fiam Short Duration Pool (Fidelity Institutional Asset Mgmt): $1M at 2025-09-30
Occurred
Oct 1, 2024
Neenah Consolidated Pension Plan funded ratio 95.5% -> 102.6% (2023-10-01 to 2024-10-01)
Occurred
Oct 1, 2023
Neenah Consolidated Pension Plan plan assets $56M -> $48M (-13.7%, 2022-10-01 to 2023-10-01)

Provenance

Graph: Allocators
Canonical id: dfx:al:2681b9c1-43d7-4d53-9fa4-af8a03e2170e
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 3 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.

Neenah Consolidated Pension Plan

Allocators

Neenah, 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:2681b9c1-43d7-4d53-9fa4-af8a03e2170e

Vehicle

Manager

Bucket

Value

As of

Kind

Source

Fiam Intermediate Credit Commingled

Fidelity Institutional Asset Mgmt

Private credit

$15.5M

Sep 30, 2025

Collective trust

Dol form 5500 pension

Prudential Long Duration Government

Prudential Trust Co.

Fixed income

$13.9M

Sep 30, 2024

Collective trust

Dol form 5500 pension

PRU Long Corporate Bond

Prudential Retirement & Annuity Ins

Fixed income

$12.5M

Sep 30, 2023

Separate account

Dol form 5500 pension

Fiam 8-10 Year Corporate Bond

Fidelity Institutional Asset Mgmt

Fixed income

$10.1M

Sep 30, 2025

Collective trust

Dol form 5500 pension

Fiam Long Corporate a Or Better

Fidelity Institutional Asset Mgmt

Pooled vehicle

$6.8M

Sep 30, 2025

Collective trust

Dol form 5500 pension

Fiam Short Duration Pool

Fidelity Institutional Asset Mgmt

Pooled vehicle

$1.5M

Sep 30, 2025

Collective trust

Dol form 5500 pension

Bucket

Target %

Range low

Range high

Actual %

Actual

Period end

Basis

Common/collective trusts

n/a

$33.9M

Sep 30, 2025

Derived

Registered investment companies

n/a

$8.7M

Sep 30, 2025

Derived

Consultant

Role

From

Current

Evidence

Source

Fidelity Investments

actuary

Oct 1, 2024

Sep 30, 2025

fact

Dol form 5500 pension

RV Kuhns & Associates

Investment adviser

Oct 1, 2024

Sep 30, 2025

fact

Dol form 5500 pension

Fidelity Institutional Asset Mgmt

Investment adviser

Oct 1, 2024

Sep 30, 2025

fact

Dol form 5500 pension

FID Mgmt Trust Co

trustee

Oct 1, 2022

Sep 30, 2023

fact

Dol form 5500 pension

RV Kuhns & Associates

General consultant

Oct 1, 2022

Sep 30, 2023

fact

Dol form 5500 pension

Fidelity Investments

actuary

Oct 1, 2022

Sep 30, 2023

fact

Dol form 5500 pension

Manager

Mandate

From

Current

Evidence

Prudential Retirement & Annuity Ins

Investment management

Oct 1, 2022

Sep 30, 2023

fact