GIL RUTH signed Kennametal Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Kennametal Inc.'s EIN is 04-3831396.
Download the official 2024 Form 5500 (PDF) for Kennametal Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INV. INST. OPS. CO. | 04-2647786 | — | RECORDKEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| INVESCO | 58-1707262 | — | INVESTMENT MANAGEMENT | $0 | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| T. Rowe Price T. Rowe Price Institutional Large Cap Growth Fund N/A | Other securities | — | — | $79.4M | 13.3% | |
| INVESCO Stable Value Fund N/A | Stable Value | — | — | $56.8M | 9.5% | |
| Vanguard Mid Capitalization Index Institutional N/A | Mutual Funds | — | — | $50.0M | 8.4% | |
| Vanguard Institutional Index Fund N/A | Common Collective Trusts | — | — | $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 | Mutual Funds | — | — | $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 | Mutual Funds | — | — | $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 | Common Stocks | — | — | $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 | Other securities | — | — | $12.0M | 2.0% | |
| Vanguard Total International Stock N/A | Mutual Funds | — | — | $10.1M | 1.7% | |
| T. Rowe Price T. Rowe Price Institutional Small Cap Value Fund N/A | Other securities | — | — | $9.5M | 1.6% | |
| Meridian Hood River Small Cap Growth R N/A | Other securities | — | — | $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 | Mutual Funds | — | — | $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 | Mutual Funds | — | — | $4.6M | 0.8% | |
| Various Common and Preferred Stock N/A | Other securities | — | — | $4.3M | 0.7% | |
| Fidelity Cash and Cash Equivalents N/A | Mutual Funds | — | — | $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 | Mutual Funds | — | — | $2.3M | 0.4% | |
| Various Units in Trust N/A | Other securities | — | — | $1.8M | 0.3% | |
| Fidelity Infl Pr Bd Index N/A | Mutual Funds | — | — | $800K | 0.1% | |
| Self-Directed Brokerage Account Various Mutual Funds N/A | Self-Directed Brokerage | — | — | $655K | 0.1% | |
| DFA Global Real Estate N/A | Mutual Funds | — | — | $604K | 0.1% | |
| Vanguard Total International Bond Index AD N/A | Mutual Funds | — | — | $268K | <0.1% | |
| Various Corporate Bonds N/A | Other securities | — | — | $165K | <0.1% | |
| Various Government Bonds N/A | U.S. Treasuries | — | — | $112K | <0.1% |
