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Original filing (PDF)20250911151028NAL0000907440001
PARKER HANNIFIN CORPORATION
Form 5500
FILING_RECEIVED
PARKER RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 1
1 failed disclosure
Active participants
28,729
Accounts w/ balance
40,771
Plan assets (EOY)
$9.0B
Net assets (EOY)
$9.0B
How this plan invests
This plan
22 pooled trusts
Schedule D
106 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 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
85
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
Helping the score
- Below-peer total fees (3 bps vs 5 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PARKER HANNIFIN CORPORATION.
Plan sponsor
Name
PARKER HANNIFIN CORPORATION
EIN
34-0451060
Address
6035 PARKLAND BLVD · CLEVELAND, OH · 441244186
Phone
(216) 896-3000
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
075
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-11
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2H · Partial participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2P · Leveraged ESOP
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2X · Other multiple-employer DC plan
Audit & trust (Schedule H)
Auditor
BOBER, MARKEY, FEDOROVICH & COMPANY
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $2.2M | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CALLAN LLC | 94-2192581 | — | INVESTMENT ADVISOR | $650K | — |
| ALIGHT SOLUTIONS LLC | 82-1061233 | — | CONSULTANT | $71K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | 41-0746749 | — | PLAN SPONSOR | $34K | — |
| AON CONSULTING, INC. | 22-2232264 | — | PLAN SPONSOR | $11K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
90 direct securities · 22 pooled funds· $10.3B(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
$5.5B
90 holdings
Common Collective Trust
$4.7B
21 holdings
Pooled Separate Account
$34.4M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Parker-Hannifin Corporation Parker Stock Match Fund (3,222,738 Shares) | — | — | — | $2.1B | 22.8% | |
| VANG INST 500 IDX TR VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6327546 / PN 001 | Common Collective Trust | — | — | $848.8M | 9.4% | |
| and REITs directed by participants Vanguard Group, Inc. Vanguard Institutional 500 Index Fund | — | — | — | $848.8M | 9.4% | |
| Parker-Hannifin Corporation Parker Stock Fund (1,008,241 Shares) | — | — | — | $646.4M | 7.2% | |
| CALLAN GP 2030 R11 GREAT GRAY TRUST COMPANY · EIN 26-0257940 / PN 104 | Common Collective Trust | — | — | $566.0M | 6.3% | |
| CALLAN GP 2035 R11 GREAT GRAY TRUST COMPANY · EIN 26-0257981 / PN 105 | Common Collective Trust | — | — | $477.1M | 5.3% | |
| Mellon Investments Corporation Contract Income Fund | — | — | — | $465.2M | 5.2% | |
| CALLAN GP 2025 R11 GREAT GRAY TRUST COMPANY · EIN 26-0257911 / PN 103 | Common Collective Trust | — | — | $427.4M | 4.7% | |
| CALLAN GP 2040 R11 GREAT GRAY TRUST COMPANY · EIN 26-0258007 / PN 106 | Common Collective Trust | — | — | $393.5M | 4.4% | |
| CALLAN SM CP EQ F GREAT GRAY TRUST COMPANY · EIN 38-4065323 / PN 420 | Common Collective Trust | — | — | $279.6M | 3.1% | |
| similar party rate of interest, collateral, par or maturity value * Fidelity Investments Money Market Funds ** 394 * Participant Investments BrokerageLink Account: various stocks, mutual funds | — | — | — | $269.8M | 3.0% | |
| CALLAN GP 2045 R11 GREAT GRAY TRUST COMPANY · EIN 26-0258032 / PN 107 | Common Collective Trust | — | — | $257.4M | 2.9% | |
| CALLAN GP 2050 R11 GREAT GRAY TRUST COMPANY · EIN 26-4835263 / PN 159 | Common Collective Trust | — | — | $231.3M | 2.6% | |
| VANG IS EXT MKT IDX VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6324211 / PN 001 | Common Collective Trust | — | — | $189.8M | 2.1% | |
| Vanguard Group, Inc. Vanguard Extended Market Index Fund | — | — | — | $189.8M | 2.1% | |
| CALLAN GP 2020 R11 GREAT GRAY TRUST COMPANY · EIN 26-0257888 / PN 102 | Common Collective Trust | — | — | $162.4M | 1.8% | |
| CALLAN GP 2055 R11 GREAT GRAY TRUST COMPANY · EIN 26-4835327 / PN 160 | Common Collective Trust | — | — | $156.0M | 1.7% | |
| CALLAN CORE BOND F GREAT GRAY TRUST COMPANY, LLC · EIN 38-4065326 / PN 423 | Common Collective Trust | — | — | $126.6M | 1.4% | |
| CALLAN INTL EQUITY F GREAT GRAY TRUST COMPANY, LLC · EIN 38-4065324 / PN 421 | Common Collective Trust | — | — | $120.0M | 1.3% | |
| similar party rate of interest, collateral, par or maturity value * Participant Loans Participant Loans -- 4.25% - 9.50%, maturing through — | — | — | — | $104.1M | 1.2% | |
| CALLAN GP 2060 R11 GREAT GRAY TRUST COMPANY · EIN 46-2086473 / PN 172 | Common Collective Trust | — | — | $96.6M | 1.1% | |
| VG IS TOT BD MKT IDX VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6321044 / PN 001 | Common Collective Trust | — | — | $86.8M | 1.0% | |
| Vanguard Group, Inc. Vanguard Total Bond Market Index Fund | — | — | — | $86.8M | 1.0% | |
| PRU CORE CONSERV INT BD FUND PRUDENTIAL TRUST COMPANY · EIN 23-6994310 / PN 156 | Common Collective Trust | — | — | $64.1M | 0.7% | |
| Vanguard Group, Inc. Vanguard Total International Stock Index Fund - | — | — | — | $62.1M | 0.7% | |
| VG IS TL INTL STK MK VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6317280 / PN 001 | Common Collective Trust | — | — | $62.1M | 0.7% | |
| J. P. Morgan Inv. Mgmt Co - J. P. MICROSOFT CORP; Common Stock; 143,828 | — | — | — | $60.6M | 0.7% | |
| Morgan Analyst Large Cap Core Fund Shares J. P. Morgan Inv. Mgmt Co - J. P. NVIDIA CORP; Common Stock; 428,284 Shares | — | — | — | $57.5M | 0.6% | |
| Institutional Shares * Callan Open Architecture Trust Callan Glidepath Retirement Income Fund | — | — | — | $57.3M | 0.6% | |
| CALLAN GP RETIRE R11 GREAT GRAY TRUST COMPANY · EIN 26-0257765 / PN 100 | Common Collective Trust | — | — | $57.3M | 0.6% | |
| CALLAN GP 2065 R11 GREAT GRAY TRUST COMPANY · EIN 38-4116834 / PN 508 | Common Collective Trust | — | — | $51.5M | 0.6% | |
| Morgan Analyst Large Cap Core Fund J. P. Morgan Inv. Mgmt Co - J. P. APPLE INC; Common Stock; 187,283 Shares | — | — | — | $46.9M | 0.5% | |
| Morgan Analyst Large Cap Core Fund Shares J. P. Morgan Inv. Mgmt Co - J. P. AMAZON.COM INC; Common Stock; 195,745 | — | — | — | $42.9M | 0.5% | |
| CALLAN GP 2015 R11 GREAT GRAY TRUST COMPANY · EIN 26-0257826 / PN 101 | Common Collective Trust | — | — | $42.4M | 0.5% | |
| STABLE VALUE ACCOUNT NEW YORK LIFE INSURANCE COMPANY · EIN 13-5582869 / PN 125 | Pooled Separate Account | — | — | $34.4M | 0.4% | |
| Morgan Analyst Large Cap Core Fund Shares J. P. Morgan Inv. Mgmt Co - J. P. META PLATFORMS INC-CLASS A; Common | — | — | — | $26.6M | 0.3% | |
| Morgan Analyst Large Cap Core Fund J. P. Morgan Inv. Mgmt Co - J. P. ALPHABET INC-CL C; Common Stock; 118,887 | — | — | — | $22.6M | 0.3% | |
| J. P. Morgan Inv. Mgmt Co - J. P. MASTERCARD INC - A; Common Stock; 41,308 | — | — | — | $21.8M | 0.2% | |
| J. P. Morgan Inv. Mgmt Co - J. P. UNITEDHEALTH GROUP INC; Common Stock; | — | — | — | $14.9M | 0.2% | |
| Morgan Analyst Large Cap Core Fund J. P. Morgan Inv. Mgmt Co - J. P. EXXON MOBIL CORP; Common Stock; 124,857 | — | — | — | $13.4M | 0.1% | |
| J. P. Morgan Inv. Mgmt Co - J. P. THERMO FISHER SCIENTIFIC INC; Common | — | — | — | $12.3M | 0.1% | |
| J. P. Morgan Inv. Mgmt Co - J. P. ABBVIE INC; Common Stock; 68,443 Shares | — | — | — | $12.2M | 0.1% | |
| J. P. Morgan Inv. Mgmt Co - J. P. LOWE'S COS INC; Common Stock; 44,579 Shares | — | — | — | $11.0M | 0.1% | |
| J. P. Morgan Inv. Mgmt Co - J. P. TESLA INC; Common Stock; 26,692 Shares | — | — | — | $10.8M | 0.1% | |
| J. P. Morgan Inv. Mgmt Co - J. P. WELLS FARGO & CO; Common Stock; 147,280 | — | — | — | $10.3M | 0.1% | |
| Morgan Analyst Large Cap Core Fund Shares J. P. Morgan Inv. Mgmt Co - J. P. MCDONALD'S CORP; Common Stock; 34,475 | — | — | — | $10.0M | 0.1% | |
| J. P. Morgan Inv. Mgmt Co - J. P. TRANE TECHNOLOGIES PLC; Common Stock; | — | — | — | $9.1M | 0.1% | |
| J. P. Morgan Inv. Mgmt Co - J. P. SCHWAB (CHARLES) CORP; Common Stock; | — | — | — | $9.1M | 0.1% | |
| Morgan Analyst Large Cap Core Fund J. P. Morgan Inv. Mgmt Co - J. P. PEPSICO INC; Common Stock; 56,662 Shares | — | — | — | $8.7M | <0.1% | |
| Morgan Analyst Large Cap Core Fund J. P. Morgan Inv. Mgmt Co - J. P. ARTHUR J GALLAGHER & CO; Common Stock; | — | — | — | $8.6M | <0.1% | |
| Morgan Analyst Large Cap Core Fund Shares J. P. Morgan Inv. Mgmt Co - J. P. AON PLC-CLASS A; Common Stock; 23,273 Shares | — | — | — | $8.4M | <0.1% | |
| similar party rate of interest, collateral, par or maturity value J. P. Morgan Inv. Mgmt Co - J. P. HONEYWELL INTERNATIONAL INC; Common | — | — | — | $8.2M | <0.1% | |
| Morgan Analyst Large Cap Core Fund J. P. Morgan Inv. Mgmt Co - J. P. BURLINGTON STORES INC; Common Stock; | — | — | — | $8.0M | <0.1% | |
| J. P. Morgan Inv. Mgmt Co - J. P. AT&T INC; Common Stock; 350,717 Shares | — | — | — | $8.0M | <0.1% | |
| J. P. Morgan Inv. Mgmt Co - J. P. BROADCOM INC; Common Stock; 34,076 Shares | — | — | — | $7.9M | <0.1% | |
| J. P. Morgan Inv. Mgmt Co - J. P. SALESFORCE INC; Common Stock; 23,474 Shares | — | — | — | $7.9M | <0.1% | |
| Morgan Analyst Large Cap Core Fund Shares J. P. Morgan Inv. Mgmt Co - J. P. STRYKER CORP; Common Stock; 21,553 Shares | — | — | — | $7.8M | <0.1% | |
| Morgan Analyst Large Cap Core Fund Shares J. P. Morgan Inv. Mgmt Co - J. P. BANK OF AMERICA CORP; Common Stock; | — | — | — | $7.7M | <0.1% | |
| Morgan Analyst Large Cap Core Fund J. P. Morgan Inv. Mgmt Co - J. P. CSX CORP; Common Stock; 235,151 Shares | — | — | — | $7.6M | <0.1% | |
| Morgan Analyst Large Cap Core Fund Shares J. P. Morgan Inv. Mgmt Co - J. P. FIDELITY NATIONAL INFO SERV; Common | — | — | — | $7.6M | <0.1% | |
| J. P. Morgan Inv. Mgmt Co - J. P. INGERSOLL RAND INC COMMON STOC; | — | — | — | $7.5M | <0.1% | |
| J. P. Morgan Inv. Mgmt Co - J. P. NEW LINDE PLC; Common Stock; 17,783 Shares | — | — | — | $7.4M | <0.1% | |
| J. P. Morgan Inv. Mgmt Co - J. P. COCA-COLA CO/THE; Common Stock; 113,646 | — | — | — | $7.1M | <0.1% | |
| J. P. Morgan Inv. Mgmt Co - J. P. WALT DISNEY CO/THE; Common Stock; 61,519 | — | — | — | $6.9M | <0.1% | |
| J. P. Morgan Inv. Mgmt Co - J. P. HILTON WORLDWIDE HOLDINGS IN; Common | — | — | — | $6.8M | <0.1% | |
| Morgan Analyst Large Cap Core Fund J. P. Morgan Inv. Mgmt Co - J. P. TEXAS INSTRUMENTS INC; Common Stock; | — | — | — | $6.6M | <0.1% | |
| Morgan Analyst Large Cap Core Fund J. P. Morgan Inv. Mgmt Co - J. P. BOEING CO/THE; Common Stock; 36,762 Shares | — | — | — | $6.5M | <0.1% | |
| J. P. Morgan Inv. Mgmt Co - J. P. ORACLE CORP; Common Stock; 38,892 Shares | — | — | — | $6.5M | <0.1% | |
| Morgan Analyst Large Cap Core Fund J. P. Morgan Inv. Mgmt Co - J. P. TAIWAN SEMICONDUCTOR-SP ADR; Common | — | — | — | $6.5M | <0.1% | |
| Callan Open Architecture Trust Callan Diversified Real Assets Fund | — | — | — | $6.4M | <0.1% | |
| CALLAN DVRS RL AST F GREAT GRAY TRUST COMPANY · EIN 38-4065328 / PN 425 | Common Collective Trust | — | — | $6.4M | <0.1% | |
| J. P. Morgan Inv. Mgmt Co - J. P. CONOCOPHILLIPS; Common Stock; 63,153 Shares | — | — | — | $6.3M | <0.1% | |
| Morgan Analyst Large Cap Core Fund J. P. Morgan Inv. Mgmt Co - J. P. NEXTERA ENERGY INC; Common Stock; 87,217 | — | — | — | $6.3M | <0.1% | |
| J. P. Morgan Inv. Mgmt Co - J. P. ELI LILLY & CO; Common Stock; 8,057 Shares | — | — | — | $6.2M | <0.1% | |
| Morgan Analyst Large Cap Core Fund Shares J. P. Morgan Inv. Mgmt Co - J. P. GOLDMAN SACHS GROUP INC; Common Stock; | — | — | — | $6.2M | <0.1% | |
| J. P. Morgan Inv. Mgmt Co - J. P. BRISTOL-MYERS SQUIBB CO; Common Stock; | — | — | — | $6.1M | <0.1% | |
| Morgan Analyst Large Cap Core Fund J. P. Morgan Inv. Mgmt Co - J. P. NXP SEMICONDUCTORS NV; Common Stock; | — | — | — | $6.0M | <0.1% | |
| Morgan Analyst Large Cap Core Fund J. P. Morgan Inv. Mgmt Co - J. P. OTIS WORLDWIDE CORP; Common Stock; 64,377 | — | — | — | $6.0M | <0.1% | |
| similar party rate of interest, collateral, par or maturity value J. P. Morgan Inv. Mgmt Co - J. P. BAKER HUGHES CO; Common Stock; 145,029 | — | — | — | $5.9M | <0.1% | |
| Morgan Analyst Large Cap Core Fund Shares J. P. Morgan Inv. Mgmt Co - J. P. TRUIST FINANCIAL CORP; Common Stock; | — | — | — | $5.9M | <0.1% | |
| Morgan Analyst Large Cap Core Fund Shares J. P. Morgan Inv. Mgmt Co - J. P. ANALOG DEVICES INC; Common Stock; 27,585 | — | — | — | $5.9M | <0.1% | |
| J. P. Morgan Inv. Mgmt Co - J. P. MICRON TECHNOLOGY INC; Common Stock; | — | — | — | $5.7M | <0.1% | |
| Morgan Analyst Large Cap Core Fund J. P. Morgan Inv. Mgmt Co - J. P. REGENERON PHARMACEUTICALS; Common | — | — | — | $5.5M | <0.1% | |
| J. P. Morgan Inv. Mgmt Co - J. P. ROPER TECHNOLOGIES INC; Common Stock; | — | — | — | $5.5M | <0.1% | |
| Morgan Analyst Large Cap Core Fund Shares J. P. Morgan Inv. Mgmt Co - J. P. MONDELEZ INTERNATIONAL INC-A; Common | — | — | — | $5.5M | <0.1% | |
| J. P. Morgan Inv. Mgmt Co - J. P. BLOCK INC; Common Stock; 64,112 Shares | — | — | — | $5.4M | <0.1% | |
| Morgan Analyst Large Cap Core Fund J. P. Morgan Inv. Mgmt Co - J. P. MARTIN MARIETTA MATERIALS; Common | — | — | — | $5.4M | <0.1% | |
| Morgan Analyst Large Cap Core Fund J. P. Morgan Inv. Mgmt Co - J. P. BOSTON SCIENTIFIC CORP; Common Stock; | — | — | — | $5.4M | <0.1% | |
| J. P. Morgan Inv. Mgmt Co - J. P. DIGITAL REALTY TRUST INC; REIT; 30,022 | — | — | — | $5.4M | <0.1% | |
| Morgan Analyst Large Cap Core Fund Shares J. P. Morgan Inv. Mgmt Co - J. P. VENTAS INC; REIT; 89,461 Shares | — | — | — | $5.3M | <0.1% | |
| J. P. Morgan Inv. Mgmt Co - J. P. METLIFE INC; Common Stock; 64,587 Shares | — | — | — | $5.3M | <0.1% | |
| J. P. Morgan Inv. Mgmt Co - J. P. HOWMET AEROSPACE INC; Common Stock; | — | — | — | $5.3M | <0.1% | |
| J. P. Morgan Inv. Mgmt Co - J. P. SOUTHERN CO/THE; Common Stock; 63,916 | — | — | — | $5.3M | <0.1% | |
| J. P. Morgan Inv. Mgmt Co - J. P. FIFTH THIRD BANCORP; Common Stock; 121,862 | — | — | — | $5.2M | <0.1% | |
| J. P. Morgan Inv. Mgmt Co - J. P. ASML HOLDING NV-NY REG SHS; Common | — | — | — | $5.1M | <0.1% | |
| Morgan Analyst Large Cap Core Fund J. P. Morgan Inv. Mgmt Co - J. P. CORPAY INC; Common Stock; 14,989 Shares | — | — | — | $5.1M | <0.1% | |
| Morgan Analyst Large Cap Core Fund J. P. Morgan Inv. Mgmt Co - J. P. MICROCHIP TECHNOLOGY INC; Common Stock; | — | — | — | $5.0M | <0.1% | |
| J. P. Morgan Inv. Mgmt Co - J. P. CHIPOTLE MEXICAN GRILL INC; Common | — | — | — | $5.0M | <0.1% | |
| Morgan Analyst Large Cap Core Fund Shares J. P. Morgan Inv. Mgmt Co - J. P. WESTERN DIGITAL CORP; Common Stock; | — | — | — | $4.9M | <0.1% | |
| J. P. Morgan Inv. Mgmt Co - J. P. MARVELL TECHNOLOGY INC; Common Stock; | — | — | — | $4.8M | <0.1% | |
| Morgan Analyst Large Cap Core Fund Shares J. P. Morgan Inv. Mgmt Co - J. P. COGNIZANT TECH SOLUTIONS-A; Common | — | — | — | $4.6M | <0.1% | |
| Morgan Analyst Large Cap Core Fund Shares J. P. Morgan Inv. Mgmt Co - J. P. ALEXANDRIA REAL ESTATE EQUIT; REIT; | — | — | — | $4.4M | <0.1% | |
| J. P. Morgan Inv. Mgmt Co - J. P. CHARTER COMMUNICATIONS INC-A; Common | — | — | — | $4.3M | <0.1% | |
| J. P. Morgan Inv. Mgmt Co - J. P. VERTEX PHARMACEUTICALS INC; Common | — | — | — | $4.2M | <0.1% | |
| Morgan Analyst Large Cap Core Fund J. P. Morgan Inv. Mgmt Co - J. P. DOMINION ENERGY INC; Common Stock; 66,514 | — | — | — | $3.6M | <0.1% | |
| Morgan Analyst Large Cap Core Fund Shares J. P. Morgan Inv. Mgmt Co - J. P. P G & E CORP; Common Stock; 170,894 Shares | — | — | — | $3.5M | <0.1% | |
| Morgan Analyst Large Cap Core Fund J. P. Morgan Inv. Mgmt Co - J. P. ENTERGY CORP; Common Stock; 41,703 Shares | — | — | — | $3.2M | <0.1% | |
| Morgan Analyst Large Cap Core Fund Shares J. P. Morgan Inv. Mgmt Co - J. P. EDWARDS LIFESCIENCES CORP; Common | — | — | — | $2.8M | <0.1% | |
| J. P. Morgan Inv. Mgmt Co - J. P. WEX INC; Common Stock; 15,124 Shares | — | — | — | $2.7M | <0.1% | |
| similar party rate of interest, collateral, par or maturity value J. P. Morgan Inv. Mgmt Co - J. P. SAREPTA THERAPEUTICS INC; Common Stock; | — | — | — | $2.5M | <0.1% | |
| J. P. Morgan Inv. Mgmt Co - J. P. ELANCO ANIMAL HEALTH INC; Common Stock; | — | — | — | $1.8M | <0.1% | |
| J. P. Morgan Inv. Mgmt Co - J. P. SEAGATE TECHNOLOGY HOLDINGS; Common ** 29 Morgan Analyst Large Cap Core Fund Stock; 0 Shares J. P. Morgan Inv. Mgmt Co - J. P. SIRIUS XM HOLDINGS INC; Common Stock; | — | — | — | $1.4M | <0.1% |