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Original filing (PDF)20251014150532NAL0006493330001
PARKER HANNIFIN CORPORATION
Form 5500
FILING_RECEIVED
PARKER DEFINED BENEFIT PENSION PLAN
Defined-benefit pension plan
Signals · 2
No recordkeeper disclosed14 service providers
Active participants
7,621
Accounts w/ balance
—
Plan assets (EOY)
$3.5B
Net assets (EOY)
$3.4B
How this plan invests
This plan
17 pooled trusts
Schedule D
14 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
65
Vendor stack
80
Participation health
100
Knocking points off
- 22 bps in Schedule C fees — 345% above peer band of 5 bps.
- No recordkeeper disclosed on Schedule C.
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
Name
PARKER TOTAL REWARDS PLAN ADMINISTRATION COMMITTEE
EIN
34-0451060
City
CLEVELAND, OH
Phone
(216) 896-3000
Plan characteristics
Plan number
080
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
1A · Pay-related DB formula
1B · Flat-dollar DB formula
1C · Cash balance or similar hybrid DB
Audit & trust (Schedule H)
Auditor
BOBER, MARKEY, FEDOROVICH & COMPANY
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
14 rowsOther
14| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALIGHT SOLUTIONS LLC | 82-1061233 | — | NONE | $2.9M | — |
| AON INVESTMENT USA INC. | 36-3109431 | — | NONE | $2.0M | — |
| PARAMETRIC PORTFOLIO ASSOCIATE | 20-0292745 | — | NONE | $835K | — |
| PACIFIC INVESTMENT MANAGEMENT | 33-0629048 | — | NONE | $422K | — |
| AON CONSULTING INC. | 22-2232264 | — | NONE | $407K | — |
| JP MORGAN CHASE BANK N.A. | 13-4994650 | — | NONE | $322K | — |
| LEGAL & GENERAL INVESTMENT | 20-8058531 | — | NONE | $237K | — |
| BAKER & HOSTETLER LLP | 34-0082025 | — | NONE | $225K | — |
| PRISA III | 26-0483199 | — | NONE | $171K | — |
| VENTAS LIFE SCIENCE AND HEALTHCARE | 84-4213671 | — | NONE | $70K | — |
| CLIFTONLARSONALLEN LLP | 41-0746749 | — | NONE | $66K | — |
| STATE STREET BANK AND TRUST | 04-1867445 | — | NONE | $49K | — |
| PARKER HANNIFIN CORP | 34-0451060 | — | PLAN SPONSOR | $17K | — |
| STATE STREET BANK AND TRUST CO | 04-0025081 | — | NONE | $15K | — |
Investments
6 direct securities · 17 pooled funds· $1.9B(54% 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.
Common Collective Trust
$1.7B
17 holdings
Uncategorized
$233.0M
6 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AON GLOBAL EQUITY CL I AON TRUST COMPANY LLC · EIN 37-6543784 / PN 004 | Common Collective Trust | — | — | $274.3M | 7.8% | |
| PAPS LONG DURATION CREDIT BOND PIMCO · EIN 33-0629048 / PN 759 | Common Collective Trust | — | — | $269.9M | 7.7% | |
| AON US INTERMEDIATE GOVERNMENT AON TRUST COMPANY LLC · EIN 37-6543784 / PN 043 | Common Collective Trust | — | — | $262.5M | 7.5% | |
| S&P 500 (R) INDX NL SF CL A STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 04-0025081 / PN 097 | Common Collective Trust | — | — | $251.2M | 7.2% | |
| AON ENHANCED LIABILITY DR. INV. FD AON TRUST COMPANY LLC · EIN 37-6543784 / PN 048 | Common Collective Trust | — | — | $218.8M | 6.3% | |
| SSGA GLOBAL EQUITY EX USA INDEX NL STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 32-6528132 / PN 016 | Common Collective Trust | — | — | $167.8M | 4.8% | |
| AON MULTI ASSET CREDIT FUND AON TRUST COMPANY LLC · EIN 37-6543784 / PN 041 | Common Collective Trust | — | — | $167.1M | 4.8% | |
| DOUBLELINE SECURITIZED INCOME | — | — | — | $151.6M | 4.3% | |
| AON LONG CREDIT BOND FUND | — | — | — | $54.0M | 1.5% | |
| RUSSELL SMALL/MID CAP (R) INDX NL STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 04-0025081 / PN 453 | Common Collective Trust | — | — | $27.9M | 0.8% | |
| AON HIGH YIELD PLUS CL I AON TRUST COMPANY LLC · EIN 37-6543784 / PN 007 | Common Collective Trust | — | — | $14.2M | 0.4% | |
| AON INTERMEDIATE CREDIT BOND FUND | — | — | — | $13.2M | 0.4% | |
| PRUDENTIAL STRATEGIC CREDIT FUND | — | — | — | $7.8M | 0.2% | |
| EVTC/MULTI-ASSET CREDIT FUND II | — | — | — | $5.9M | 0.2% | |
| PIMCO FDS PAC INVT MGMT SER PIMCO · EIN 33-0629048 / PN 730 | Common Collective Trust | — | — | $3.8M | 0.1% | |
| US HIGH YIELD BOND INDX SL SF CL I | — | — | — | $497K | <0.1% | |
| PRISA LP PGIM REAL ESTATE FINANCE · EIN 46-1242933 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% | |
| AON GLOBAL REAL ESTATE CL I AON TRUST COMPANY LLC · EIN 37-6543784 / PN 006 | Common Collective Trust | — | — | $0 | <0.1% | |
| JP MORGAN REAL ESTATE FUND NT JP MORGAN · EIN 13-6038770 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VENTAS LIFE SCIENCE & HEALTHCARE LP VENTAS · EIN 84-4213671 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% | |
| CORTLAND GROWTH AND INCOME LP CLARION PARTNERS · EIN 83-2460550 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% | |
| CLARION LION PROPERTIES FUND CLARION PARTNERS · EIN 13-4087331 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% | |
| AON PRIVATE CREDIT OPPORTUNITIES AON INVESTMENTS USA, INC · EIN 87-3885623 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |