The Timken Co Collective Invmt Tr for Ret Trusts

The trust operates under the oversight of The Timken Company's employee benefits committee. Investment decisions, manager selection, and plan administration are handled internally rather than delegated to an outsourced chief investment officer. Specific committee membership is not publicly disclosed.

The trust maintains a dedicated Timken Company Common Stock Fund as a plan investment option. The concentration risk this creates is a known feature of legacy manufacturing defined-contribution plans, though the trust also offers diversified real estate and multi-asset funds to provide participants with alternatives.

When Timken split into two companies in 2014, TimkenSteel Corporation (renamed Metallus Inc. in 2023) assumed a portion of the legacy pension and retirement liabilities associated with the steel business. The collective investment trust retained the obligations tied to the remaining Timken bearings and industrial-motion operations.

There is no public evidence that the trust participates in direct private equity transactions, co-investments, or venture capital. Its known allocations include company stock, real estate funds, and commingled multi-asset vehicles. The trust does not appear in limited-partner disclosures alongside the family offices and endowments that dominate direct-deal co-investing.

The Timken Foundation is a separate charitable entity funded by the Timken family and company. It does not share staff, governance, or investment pools with the retirement trust. No public source documents co-investment or fiduciary overlap between the two.