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Original filing (PDF)20250701141132NAL0018577264001
KENNAMETAL INC.
Form 5500
FILING_RECEIVED
KENNAMETAL MASTER TRUST
Employee benefit plan
Active participants
0
Accounts w/ balance
—
Plan assets (EOY)
$595.7M
Net assets (EOY)
$595.7M
How this plan invests
This plan
18 pooled trusts
Schedule D
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
75
Vendor stack
100
Participation health
90
Knocking points off
- No active participants reported but plan still holds assets.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KENNAMETAL INC..
Plan sponsor
Name
KENNAMETAL INC.
EIN
04-3831396
Address
1061 RED VENTURES DRIVE · SUITE 175 · FT. MILL, SC · 29707
Phone
(866) 783-4688
Plan administrator
Name
KENNAMETAL INC.
EIN
04-3831396
City
FT. MILL, SC
Phone
(866) 783-4688
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-01
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INV. INST. OPS. CO. | 04-2647786 | — | RECORDKEEPER | $0 | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| INVESCO | 58-1707262 | — | INVESTMENT MANAGEMENT | $0 | — |
Investments
23 direct securities · 18 pooled funds· $622.7M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$357.4M
23 holdings
Common Collective Trust
$265.3M
18 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. Rowe Price T. Rowe Price Institutional Large Cap Growth Fund N/A | — | — | — | $79.4M | 13.3% | |
| INVESCO Stable Value Fund N/A | — | — | — | $56.8M | 9.5% | |
| Vanguard Mid Capitalization Index Institutional N/A | — | — | — | $50.0M | 8.4% | |
| Vanguard Institutional Index Fund N/A | — | — | — | $45.3M | 7.6% | |
| JP MORGAN SMARTRETIREMENT 2030 FUND JP MORGAN CHASE BANK, N.A. · EIN 20-3063387 / PN 001 | Common Collective Trust | — | — | $45.3M | 7.6% | |
| JP MORGAN SMARTRETIREMENT 2035 FUND JP MORGAN CHASE BANK, N.A. · EIN 20-5819181 / PN 001 | Common Collective Trust | — | — | $44.6M | 7.5% | |
| JP MORGAN SMARTRETIREMENT 2040 FUND JP MORGAN CHASE BANK, N.A. · EIN 20-3063440 / PN 001 | Common Collective Trust | — | — | $37.3M | 6.3% | |
| Vanguard Equity Income Fund Admiral Shares N/A | — | — | — | $33.1M | 5.6% | |
| JP MORGAN SMARTRETIREMENT 2025 FUND JP MORGAN CHASE BANK, N.A. · EIN 20-5819098 / PN 001 | Common Collective Trust | — | — | $32.1M | 5.4% | |
| JP MORGAN SMARTRETIREMENT 2045 FUND JP MORGAN CHASE BANK, N.A. · EIN 20-5819388 / PN 001 | Common Collective Trust | — | — | $20.9M | 3.5% | |
| JP MORGAN SMARTRETIREMENT 2050 FUND JP MORGAN CHASE BANK, N.A. · EIN 20-5819476 / PN 001 | Common Collective Trust | — | — | $17.7M | 3.0% | |
| Issuer Description Cost Fair Value Mutual Funds American Funds American Funds EuroPacific Growth Fund N/A | — | — | — | $14.9M | 2.5% | |
| JP MORGAN SMARTRETIREMENT INCOME FU JP MORGAN CHASE BANK, N.A. · EIN 20-3063490 / PN 001 | Common Collective Trust | — | — | $14.2M | 2.4% | |
| Kennametal Inc. Capital Stock * Kennametal Inc. Kennametal Inc. Capital Stock N/A | — | — | — | $12.4M | 2.1% | |
| JP MORGAN SMARTRETIREMENT 2020 FUND JP MORGAN CHASE BANK, N.A. · EIN 20-3063359 / PN 001 | Common Collective Trust | — | — | $12.1M | 2.0% | |
| JP Morgan JP Morgan Core Bond Fund N/A | — | — | — | $12.0M | 2.0% | |
| Vanguard Total International Stock N/A | — | — | — | $10.1M | 1.7% | |
| T. Rowe Price T. Rowe Price Institutional Small Cap Value Fund N/A | — | — | — | $9.5M | 1.6% | |
| Meridian Hood River Small Cap Growth R N/A | — | — | — | $9.4M | 1.6% | |
| JP MORGAN SMARTRETIREMENT 2055 FUND JP MORGAN CHASE BANK, N.A. · EIN 45-5595944 / PN 001 | Common Collective Trust | — | — | $7.5M | 1.3% | |
| JP MORGANSMARTRETIREMENT 2060 FUND JP MORGAN CHASE BANK, N.A. · EIN 81-3221155 / PN 001 | Common Collective Trust | — | — | $6.5M | 1.1% | |
| Vanguard Total Bond Markel Index Institutional N/A | — | — | — | $5.8M | 1.0% | |
| INVESCO GROUP TRUST FOR RET SAVINGS INVESCO TRUST COMPANY · EIN 61-1246990 / PN 220 | Common Collective Trust | — | — | $5.4M | 0.9% | |
| INVESCO GROUP TRUST FOR RET SAVINGS INVESCO TRUST COMPANY · EIN 61-1246990 / PN 213 | Common Collective Trust | — | — | $5.4M | 0.9% | |
| Vanguard Treasury Money Market N/A | — | — | — | $4.6M | 0.8% | |
| Various Common and Preferred Stock N/A | — | — | — | $4.3M | 0.7% | |
| Fidelity Cash and Cash Equivalents N/A | — | — | — | $3.0M | 0.5% | |
| INVESCO GROUP TRUST FOR RET SAVINGS INVESCO TRUST COMPANY · EIN 61-1246990 / PN 228 | Common Collective Trust | — | — | $2.7M | 0.5% | |
| INVESCO GROUP TRUST FOR RET SAVINGS INVESCO TRUST COMPANY · EIN 61-1246990 / PN 227 | Common Collective Trust | — | — | $2.7M | 0.5% | |
| INVESCO GROUP TRUST FOR RET SAVINGS INVESCO TRUST COMPANY · EIN 61-1246990 / PN 206 | Common Collective Trust | — | — | $2.7M | 0.5% | |
| INVESCO GROUP TRUST FOR RET SAVINGS INVESCO TRUST COMPANY · EIN 61-1246990 / PN 221 | Common Collective Trust | — | — | $2.7M | 0.5% | |
| INVESCO GROUP TRUST FOR RET SAVINGS INVESCO TRUST COMPANY · EIN 61-1246990 / PN 229 | Common Collective Trust | — | — | $2.7M | 0.5% | |
| INVESCO GROUP TRUST FOR RET SAVINGS INVESCO TRUST COMPANY · EIN 61-1246990 / PN 230 | Common Collective Trust | — | — | $2.7M | 0.5% | |
| Fidelity Small Cap Index N/A | — | — | — | $2.3M | 0.4% | |
| Various Units in Trust N/A | — | — | — | $1.8M | 0.3% | |
| Fidelity Infl Pr Bd Index N/A | — | — | — | $800K | 0.1% | |
| Self-Directed Brokerage Account Various Mutual Funds N/A | — | — | — | $655K | 0.1% | |
| DFA Global Real Estate N/A | — | — | — | $604K | 0.1% | |
| Vanguard Total International Bond Index AD N/A | — | — | — | $268K | <0.1% | |
| Various Corporate Bonds N/A | — | — | — | $165K | <0.1% | |
| Various Government Bonds N/A | — | — | — | $112K | <0.1% |
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