# Crown Equipment Corporation Retirement Plan

Crown Equipment Corporation Retirement Plan is a Pension Fund based in New Bremen, United States.

## Overview

- **Organization type:** Pension Fund
- **Headquarters:** New Bremen, United States
- **Region:** North America
- **Address:** 44 S. Washington Street, New Bremen, OH, United States
- **Founded:** 1962
- **Assets under management:** 811.84 (per Altss research record, 2019)
- **LinkedIn:** https://www.linkedin.com/company/crownequipment

## Regulatory record

- **Reports private funds:** No

## About

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.

## Sectors

- Private Equity
- Real Estate

## People

- Craig Seitz — Plan Administrator
- James F. Dicke — Chairman Emeritus of plan sponsor

## 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.

### 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.

## Related profiles

- [Miami University](https://altss.com/profile/miami-university)
- [Automotive Machinists Pension Trust](https://altss.com/profile/automotive-machinists-pension-trust)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/crown-equipment-corporation-retirement-plan

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