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AllocatorsPlancorporate pension<100m

Columbus Mckinnon Corporation Monthly Retirement P

Allocators

Getzville, NY

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Search this name across graphsid dfx:al:47a7f093-a8d3-4941-a4b4-a2062ccf9b5a

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, 8:13 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 9
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: $2.1Mlatest reading; see basis
Assets as of: Mar 31, 2025
Assets basis: REPORTED
Funded ratio: 100%
Participants: 1,424
Commitments: 13with an amount; holdings are counted apart
Managers: 1
Funds: 9
Re-ups: 0
First-time managers: 0
Latest commitment: Mar 31, 2024
Consultants: 1
Private markets target, %: 0latest policy, percent of assets
Private equity target, %: 0latest policy, percent of assets
Latest policy: Mar 31, 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
AON Long Credit Bond Fund	AON Trust Company LLC	Private credit	$69.2M	Mar 31, 2023	Collective trust	Dol form 5500 pension
AON Long Credit Bond Fund	AON Trust Company LLC	Private credit	$49.6M	Mar 31, 2024	Collective trust	Dol form 5500 pension
AON US Intermediate Government	AON Trust Company LLC	Pooled vehicle	$26.9M	Mar 31, 2024	Collective trust	Dol form 5500 pension
AON Intermediate Credit Bond Fund	AON Trust Company LLC	Private credit	$18.5M	Mar 31, 2024	Collective trust	Dol form 5500 pension
AON Intermediate Credit Bond Fund	AON Trust Company LLC	Private credit	$18.3M	Mar 31, 2023	Collective trust	Dol form 5500 pension
AON Core Real Estate Fund	AON Trust Company LLC	Real estate	$8.6M	Mar 31, 2023	Collective trust	Dol form 5500 pension
AON Large Cap Equity Index Fund	AON Trust Company LLC	Public equity	$8.0M	Mar 31, 2023	Collective trust	Dol form 5500 pension
AON US Intermediate Government	AON Trust Company LLC	Pooled vehicle	$7.6M	Mar 31, 2023	Collective trust	Dol form 5500 pension
20+ Yr U S Treas Strips	AON Trust Company LLC	Pooled vehicle	$7.1M	Mar 31, 2023	Collective trust	Dol form 5500 pension
AON Non-Us Equity Index Fund	AON Trust Company LLC	Public equity	$5.5M	Mar 31, 2023	Collective trust	Dol form 5500 pension
20+ Yr U S Treas Strips	AON Trust Company LLC	Pooled vehicle	$3.2M	Mar 31, 2024	Collective trust	Dol form 5500 pension
AON Small Cap Equity Index Fund	AON Trust Company LLC	Public equity	$749,774	Mar 31, 2023	Collective trust	Dol form 5500 pension
AON Global Real Estate Fund	AON Trust Company LLC	Real estate	$49,587	Mar 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; 5 rows folded into 1

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Interest-bearing cash	n/a	n/a	n/a	100	$2.1M	Mar 31, 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
Cbiz Ris	actuary	Apr 1, 2024	Mar 31, 2025	no	fact	Dol form 5500 pension
Aon	Investment adviser	Apr 1, 2024	Mar 31, 2025	no	fact	Dol form 5500 pension
Wilmington Trust	trustee	Apr 1, 2024	Mar 31, 2025	no	fact	Dol form 5500 pension
Willis Towers Watson US LLC	actuary	Apr 1, 2022	Mar 31, 2023	no	fact	Dol form 5500 pension

Relationships

Sponsors (1)

← Columbus Mckinnon CorporationPlan sponsorPlan sponsor
Apr 1, 2022 to presentfactForm 5500

Advised by (4)

→ Willis Towers Watson US LLCInvestment consultantactuary
Apr 1, 2022 to Mar 31, 2023factForm 5500
→ Cbiz RisInvestment consultantactuary
Apr 1, 2024 to Mar 31, 2025factForm 5500
→ AonInvestment consultantInvestment adviser
Apr 1, 2024 to Mar 31, 2025factForm 5500
→ Wilmington TrustInvestment consultanttrustee
Apr 1, 2024 to Mar 31, 2025factForm 5500

Dated events

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

Occurred
Mar 31, 2024
Holding in a pooled vehicle ended
Columbus Mckinnon Corporation Monthly Retirement P no longer reports AON Non-Us Equity Index Fund (AON Trust Company LLC) (last held $6M at 2023-03-31; absent from the 2024-03-31 filing)
AON Trust Company LLC Form 5500observed 4 days ago
$5.5M
Occurred
Mar 31, 2024
Holding in a pooled vehicle ended
Columbus Mckinnon Corporation Monthly Retirement P no longer reports AON Global Real Estate Fund (AON Trust Company LLC) (last held $49,587 at 2023-03-31; absent from the 2024-03-31 filing)
AON Trust Company LLC Form 5500observed 4 days ago
$49,587
Occurred
Mar 31, 2024
Holding in a pooled vehicle ended
Columbus Mckinnon Corporation Monthly Retirement P no longer reports AON Small Cap Equity Index Fund (AON Trust Company LLC) (last held $749,774 at 2023-03-31; absent from the 2024-03-31 filing)
AON Trust Company LLC Form 5500observed 4 days ago
$749,774
Occurred
Mar 31, 2024
Holding in a pooled vehicle ended
Columbus Mckinnon Corporation Monthly Retirement P no longer reports AON Core Real Estate Fund (AON Trust Company LLC) (last held $9M at 2023-03-31; absent from the 2024-03-31 filing)
AON Trust Company LLC Form 5500observed 4 days ago
$8.6M
Occurred
Mar 31, 2024
Holding in a pooled vehicle ended
Columbus Mckinnon Corporation Monthly Retirement P no longer reports AON Large Cap Equity Index Fund (AON Trust Company LLC) (last held $8M at 2023-03-31; absent from the 2024-03-31 filing)
AON Trust Company LLC Form 5500observed 4 days ago
$8.0M

Show 4 bookkeeping events

Occurred
Mar 31, 2025
Columbus Mckinnon Corporation Monthly Retirement P total assets $102M -> $2M (-97.9%, 2024-03-31 to 2025-03-31)
Occurred
Mar 31, 2024
Columbus Mckinnon Corporation Monthly Retirement P total assets $128M -> $102M (-20.0%, 2023-03-31 to 2024-03-31)
Occurred
Apr 1, 2023
Columbus Mckinnon Corporation Monthly Retirement P plan assets $148M -> $128M (-13.5%, 2022-04-01 to 2023-04-01)
Occurred
Apr 1, 2023
Columbus Mckinnon Corporation Monthly Retirement P funded ratio 111.7% -> 100.4% (2022-04-01 to 2023-04-01)

Provenance

Graph: Allocators
Canonical id: dfx:al:47a7f093-a8d3-4941-a4b4-a2062ccf9b5a
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.