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Crown Equipment Corporation Retirement Plan
The Crown Equipment Corporation Retirement Plan was founded in 1962 alongside the company that sponsors it. The Dicke family established Crown Equipment as a...
Crown Equipment Corporation Retirement Plan
The Crown Equipment Corporation Retirement Plan was founded in 1962 alongside the company that sponsors it. The Dicke family established Crown Equipment as a forklift manufacturer, and the plan provides retirement benefits to its employees. The plan allocates across private equity and real estate. Confirmed positions include Oaktree Real Estate Opportunities Fund VI, TriWest Capital Partners, Active Impact Investments, Kayne Anderson Capital Advisors, and Portfolio Advisors Private Equity Fund VI. Geographic exposure centers on the United States and Canada. Assets are held in a 401(k) structure administered through external providers. The plan lists no disclosed headcount for internal investment staff. Service providers include Fifth Third Bank as trustee since 1962 and Merrill Lynch as recordkeeper since 2019. No additional offices are recorded. The plan maintains a direct corporate tie to Crown Equipment Corporation and the Dicke family as plan sponsor, with no separate family office or independent investment vehicle disclosed.
General information
Firm type
Pension Fund
Year founded
1962
Location
Region
North America
Country
United States
City
New Bremen
Corporate office
44 S. Washington Street, New Bremen, OH, United States
Principals
Craig Seitz
Plan Administrator
James F. Dicke
Chairman Emeritus of plan sponsor
Sector focus
Frequently asked questions
Who runs investment decisions at Crown Equipment Corporation Retirement Plan?
Craig Seitz acts as plan administrator. Decisions flow through external managers including Oaktree Capital Management and recordkeepers Merrill Lynch and Fifth Third Bank.
Does Crown Equipment Corporation Retirement Plan participate in fund commitments or only direct deals?
The plan makes fund commitments. Holdings include Oaktree Real Estate Opportunities Fund VI and Portfolio Advisors Private Equity Fund VI.
Where does the underlying wealth come from?
Assets derive from contributions by Crown Equipment Corporation, the forklift manufacturer founded by the Dicke family in 1962.
What asset classes does Crown Equipment Corporation Retirement Plan hold?
Holdings span private equity, real estate, and mutual funds or collective investment trusts offered to plan participants.
How is Crown Equipment Corporation Retirement Plan related to Crown Equipment Corporation?
Crown Equipment Corporation serves as plan sponsor and employer. The retirement plan exists solely to provide benefits to its employees.
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