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Original filing (PDF)20251014163259NAL0004544080001
OSHKOSH CORPORATION
Form 5500
FILING_RECEIVED
OSHKOSH CORPORATION AND AFFILIATES TAX-DEFERRED INVESTMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
13,938
Accounts w/ balance
16,745
Plan assets (EOY)
$2.0B
Net assets (EOY)
$2.0B
How this plan invests
This plan
17 pooled trusts
Schedule D
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
80
Vendor stack
80
Participation health
100
Knocking points off
- 7 bps in Schedule C fees — modestly 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 OSHKOSH CORPORATION.
Plan sponsor
Name
OSHKOSH CORPORATION
EIN
39-0520270
Address
1917 FOUR WHEEL DRIVE · OSHKOSH, WI · 54902
Phone
(920) 502-3009
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3F · Sponsor used leased employees
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BAKER TILLY US LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | NONE | $776K | — |
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | NONE | $682K | — |
| QDRO CONSULTANTS COMPANY, LLC | — | MEDINA, OH | NONE | $5K | — |
Investments
13 direct securities · 17 pooled funds· $2.0B(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.
Common Collective Trust
$1.1B
17 holdings
Uncategorized
$891.5M
13 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID GROWTH CO POOL FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 135 | Common Collective Trust | — | — | $243.2M | 12.0% | |
| Vanguard Institutional Index Fund Institutional Shares | — | — | — | $239.7M | 11.8% | |
| STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $130.3M | 6.4% | |
| FIDELITY FREEDOM 2050 CMGLD POOL F FIDELITY MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 205 | Common Collective Trust | — | — | $127.6M | 6.3% | |
| FIDELITY FREEDOM 2040 CMGLD POOL F FIDELITY MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 203 | Common Collective Trust | — | — | $125.4M | 6.2% | |
| FIDELITY FREEDOM 2030 CMGLD POOL F FIDELITY MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 201 | Common Collective Trust | — | — | $117.1M | 5.8% | |
| Fidelity Balanced Fund – Class K6 | — | — | — | $114.0M | 5.6% | |
| T. Rowe Price Dividend Growth Fund – Class I | — | — | — | $104.2M | 5.1% | |
| Fidelity Total Bond Fund – Class K6 | — | — | — | $90.9M | 4.5% | |
| American Funds® Capital World Growth & Income Fund – Class R6 | — | — | — | $89.9M | 4.4% | |
| FIDELITY FREEDOM 2045 CMGLD POOL F FIDELITY MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 204 | Common Collective Trust | — | — | $75.4M | 3.7% | |
| FIDELITY FREEDOM 2035 CMGLD POOL F FIDELITY MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 202 | Common Collective Trust | — | — | $65.7M | 3.2% | |
| Janus Henderson Enterprise Fund – Class N | — | — | — | $54.5M | 2.7% | |
| FID LOW PR STK POOL FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 132 | Common Collective Trust | — | — | $53.9M | 2.6% | |
| FIDELITY FREEDOM 2060 CMGLD POOL F FIDELITY MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 207 | Common Collective Trust | — | — | $48.1M | 2.4% | |
| JP Morgan U.S. Value Fund – Class R6 | — | — | — | $47.7M | 2.3% | |
| FIDELITY FREEDOM 2055 CMGLD POOL F FIDELITY MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 206 | Common Collective Trust | — | — | $47.5M | 2.3% | |
| Hartford International Opportunities R6 | — | — | — | $43.7M | 2.1% | |
| FIDELITY FREEDOM 2025 CMGLD POOL F FIDELITY MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 200 | Common Collective Trust | — | — | $33.1M | 1.6% | |
| CLEARBRIDGE SMALL CAP GROWTH CIT CL CLEARBRIDGE INVESTMENTS · EIN 38-4065336 / PN 434 | Common Collective Trust | — | — | $29.9M | 1.5% | |
| T. Rowe Price International Value Equity Fund – Class I | — | — | — | $28.2M | 1.4% | |
| Columbia Trust Small Cap Value II – Class 1 | — | — | — | $28.0M | 1.4% | |
| FIDELITY FREEDOM 2020 CMGLD POOL F FIDELITY MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 199 | Common Collective Trust | — | — | $25.1M | 1.2% | |
| Participant Loans Interest rates varying from 3.25% to 8.50% $0 | — | — | — | $25.0M | 1.2% | |
| Vanguard Extended Market Index Fund Admiral Shares | — | — | — | $24.6M | 1.2% | |
| FIDELITY FREEDOM 2065 CMGLD POOL F FIDELITY MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 208 | Common Collective Trust | — | — | $12.6M | 0.6% | |
| FIDELITY FREEDOM INC CMGLD POOL F FIDELITY MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 195 | Common Collective Trust | — | — | $3.4M | 0.2% | |
| FIDELITY FREEDOM 2010 CMGLD POOL F FIDELITY MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 197 | Common Collective Trust | — | — | $3.1M | 0.2% | |
| FIDELITY FREEDOM 2015 CMGLD POOL F FIDELITY MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 198 | Common Collective Trust | — | — | $2.0M | <0.1% | |
| Vanguard Federal Money Market | — | — | — | $1.2M | <0.1% |