DFX Intelligence
Allocator Intelligence
The capital-owner graph behind private markets. Who owns the capital, who decides, how much, under what policy, on whose advice, to which managers, and what changed, with a source and a date behind every row. A target is never an actual, a disclosed holding is never an approval, and an estimate says so.
Corporate pension
W.R. Grace & Co. Retirement Plan for Salaried Employees
Corporate pensionColumbia, MD
Assets
$477M
Total assets, Dec 31, 2024 reported
Funded
88.2%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: W.R. Grace & Co.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Master trust investment accounts 100.0%
Consultants and advisers
3 firms
- Aon Actuarythrough Dec 31, 2022 Form 5500
- AON Consulting, Inc. Actuarythrough Dec 31, 2022 Form 5500
- Northern Trust Co. Trusteethrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on Schedule C
From Schedule C (investment management, code 28)
- AON Investments USA Incplan years 2022
Commitments
No fund commitments are on the tape for this allocator. The tape holds the plans that publish their own private-markets reports; a plan that publishes one and is not here is a gap we can close.
Size and funding
32 readings
Form 5500 filings
3 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 4,590 | $522M | $563M | 88.2% | $477M | n/a | $477M | n/a |
| 2023 to Dec 31, 2023 | 4,813 | $530M | $581M | 84.7% | $521M | n/a | $521M | n/a |
| 2022 to Dec 31, 2022 | 5,008 | $756M | $592M | 104.8% | $529M | n/a | $529M | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- AON Consulting codes 11 17 50 $488,445 PY2024
- AON Investments USA, Inc. codes 28 50 51 $384,131 PY2024
- Alight Solutions LLC codes 15 50 99 $217,622 PY2024
- Northern Trust Corporation codes 21 50 $90,947 PY2024
- Stout, Causey & Horning,p.a codes 10 50 $51,761 PY2024
- Aetna Life Insurance Company codes 22 50 $19,931 PY2024
- W.R. Grace & Co. Master Ret. Trust Sched. D M $477M PY2024
- AON Consulting, Inc. codes 11 PY2024
- AON Consulting codes 11 17 50 $716,979 PY2023
- AON Investments USA, Inc. codes 28 50 51 $278,446 PY2023
- Northern Trust Corporation codes 21 50 $98,457 PY2023
- Alight Solutions LLC codes 15 50 99 $81,712 PY2023
- Stout, Causey & Horning,p.a codes 10 50 $51,923 PY2023
- Aetna Life Insurance Company codes 22 50 $19,415 PY2023
- W.R. Grace & Co. Master Ret. Trust Sched. D M $521M PY2023
- AON Consulting, Inc. codes 11 PY2023
- AON Consulting codes 11 17 50 $695,503 PY2022
- AON Investments USA, Inc. codes 28 50 51 $484,672 PY2022
- Northern Trust Corporation codes 21 50 $143,462 PY2022
- Alight Solutions codes 15 50 $90,988 PY2022
- Stout, Causey & Horning,p.a codes 10 50 $55,407 PY2022
- Aetna Life Insurance Company codes 22 50 $20,923 PY2022
- John Hancock Life Insurance Company codes 22 50 $19,314 PY2022
- W.R. Grace & Co. Master Ret. Trust Sched. D M $529M PY2022
- AON Consulting, Inc. codes 11 PY2022
What changed
3 events
- Jan 1, 2024Funded status changedW.R. Grace & Co. Retirement Plan for Salaried Employees funded ratio 84.7% -> 88.2% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedW.R. Grace & Co. Retirement Plan for Salaried Employees funded ratio 104.8% -> 84.7% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedW.R. Grace & Co. Retirement Plan for Salaried Employees plan assets $756M -> $530M (-29.9%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 650773649-001
Cross-graph: no entry on another DFX graph
First observed Sep 15, 2026, last observed Sep 15, 2026. Classification confirmed. Every row above carries its source; a reported figure is the subject’s own, a derived one is arithmetic on reported figures, an estimated one is a model or a survey imputation and is never summed into a headline.