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Original filing (PDF)20251007131051NAL0007951216001
STIHL, INCORPORATED
Form 5500
FILING_RECEIVED
EMPLOYEES' RETIREMENT PLAN OF STIHL, INCORPORATED
Defined-benefit pension plan
Signals · 2
36% in single holdingNo recordkeeper disclosed
Active participants
2,442
Accounts w/ balance
—
Plan assets (EOY)
$155.4M
Net assets (EOY)
$155.4M
How this plan invests
This plan
2 pooled trusts
Schedule D
8 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 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
82
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Common Collective Trust Funds Legal & General Collective Long Duration US Credit Investment Trust CIT Fund" is 36% of plan.
- 50 bps in Schedule C fees — 401% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for STIHL, INCORPORATED.
Plan sponsor
Name
STIHL, INCORPORATED
EIN
54-0969072
Address
PO BOX 2015 · VIRGINIA BEACH, VA · 234502015
Phone
(757) 785-1370
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-07
Pension benefit codes
1A · Pay-related DB formula
Audit & trust (Schedule H)
Auditor
WARREN AVERETT LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsTrustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| US BANK | 31-0841368 | — | TRUSTEE | $27K | — |
Other
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AON CONSULTING, INC. | — | WASHINGTON, DC | NONE | $405K | — |
| LGIM AMERICA | 20-8058531 | — | NONE | $154K | — |
| PRUDENTIAL TRUST CO. | 23-6994310 | — | NONE | $139K | — |
| CAPTRUST | — | RALEIGH, NC | NONE | $53K | — |
Investments
6 direct securities · 2 pooled funds· $150.8M(97% 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
$108.5M
2 holdings
Uncategorized
$38.4M
5 holdings
Mutual Funds
$3.9M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| LONG DURATION US CREDIT CIT FUND LEGAL & GENERAL COLLECTIVE INVESTMENT TRUST · EIN 35-7085469 / PN 020 | Common Collective Trust | — | $61.2M | $54.3M | 34.9% | |
| US LONG DURATION CORPORATE BOND DUN PRUDENTIAL · EIN 23-6994310 / PN 159 | Common Collective Trust | — | $68.2M | $54.2M | 34.9% | |
| Fidelity 500 Index Fund | — | — | $9.4M | $17.6M | 11.3% | |
| Thrivent Mid-Cap Stock Fund | — | — | $5.0M | $7.0M | 4.5% | |
| American Funds Europacific Growth Fund | — | — | $4.8M | $5.1M | 3.3% | |
| T Rowe Price Overseas Stock Fund | — | — | $3.8M | $5.1M | 3.3% | |
| Blackrock Advantage Small Cap Core Fund | Mutual Funds | — | $2.7M | $3.9M | 2.5% | |
| Money Market Fund First American Government Obligations Fund | — | — | $3.6M | $3.6M | 2.3% |