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
Granges Americas Inc. Pension Plan for Hourly Employees of the Newport Rolling Mill
Corporate pensionFranklin, TN
Assets
$8.1M
Total assets, Dec 31, 2024 reported
Funded
94.5%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
9
none on the tape
Plan sponsor: Granges Americas Inc.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 4.3%
- Common/collective trusts 95.7%
Consultants and advisers
3 firms
- Aon Actuarythrough Dec 31, 2022 Form 5500
- Milliman, Inc. Actuarythrough Dec 31, 2022 Form 5500
- Truist Bank Trusteethrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on the commitment tape
From the plan’s own commitment disclosures
- Fidelity Institutional Asset Mgmt6 rows, latest Dec 31, 2024
From Schedule C (investment management, code 28)
- Capfinancial Partners, LLCplan years 2022
- Fidelity Institutional Asset Mgmtplan years 2022
Commitments
9 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | DB Growth Portfoliocollective trust | Great Gray Collective Invt Tr | Pooled vehicles | $3.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Fiam Long Corporate a Or Bettercollective trust | Fidelity Institutional Asset Mgmt | Pooled vehicles | $2.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Fiam Intermediate Duration Comm Plcollective trust | Fidelity Institutional Asset Mgmt | Pooled vehicles | $1.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | DB Growth Portfoliocollective trust | Wilmington Tr Collective Invt Tr | Pooled vehicles | $3.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Fiam Long Corporate a Or Bettercollective trust | Fidelity Institutional Asset Mgmt | Pooled vehicles | $2.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Fiam Intermediate Duration Comm Plcollective trust | Fidelity Institutional Asset Mgmt | Pooled vehicles | $2.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | DB Growth Portfoliocollective trust | Wilmington Tr Collective Invt Tr | Pooled vehicles | $4.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Fiam Long Corporate a Or Bettercollective trust | Fidelity Institutional Asset Mgmt | Pooled vehicles | $3.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Fiam Intermediate Duration Comm Plcollective trust | Fidelity Institutional Asset Mgmt | Pooled vehicles | $2.8M held | Disclosed holding | askebsa.dol.gov |
Size and funding
33 readings
Investment management fees
$23,945 (2023-12) · $63,172 (2022-12)
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 | 101 | $8.5M | $9.6M | 94.5% | $8.1M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 166 | $10.7M | $12.3M | 95.9% | $8.3M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 171 | $14.3M | $12.7M | 109.0% | $10.7M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Merrill Lynch Retirement Group codes 64 $37,341 PY2024
- Milliman, Inc. codes 11 17 $19,014 PY2024
- Fiam codes 28 $10,384 PY2024
- Truist codes 21 $8,388 PY2024
- Capfinancial Partners LLC codes 28 $5,356 PY2024
- Intermediate Duration Cit Fd #5473 Sched. D C $1.9M PY2024
- DB Growth Portfolio Instl Cl Sched. D C $3.5M PY2024
- Long Corp a Or Better Pool Cl a Sched. D C $2.3M PY2024
- Milliman, Inc. codes 11 PY2024
- Milliman, Inc. codes 11 17 $35,300 PY2023
- Fiam codes 28 $13,545 PY2023
- Truist codes 21 $12,561 PY2023
- Capfinancial Partners LLC codes 28 $10,400 PY2023
- Merrill Lynch Retirement Group codes 64 $6,490 PY2023
- DB Growth Portfolio Instl Cl Sched. D C $3.6M PY2023
- Long Corp a Or Better Pool Cl a Sched. D C $2.3M PY2023
- Intermediate Duration Cit Fd #5473 Sched. D C $2.1M PY2023
- Milliman, Inc. codes 11 PY2023
- AON Consulting, Inc. codes 11 16 $22,223 PY2022
- Merrill Lynch Retirement Group codes 64 $22,178 PY2022
- Capfinancial Partners LLC codes 28 $20,800 PY2022
- Fiam codes 28 $19,080 PY2022
- Milliman codes 11 17 $17,300 PY2022
- Truist codes 21 $13,714 PY2022
- Lbmc, PC codes 10 $8,125 PY2022
- DB Growth Portfolio Instl Cl Sched. D C $4.6M PY2022
- Long Corp a Or Better Pool Cl a Sched. D C $3.1M PY2022
- Intermediate Duration Cit Fd #5473 Sched. D C $2.8M PY2022
- Milliman, Inc. codes 11 PY2022
What changed
5 events
- Jan 1, 2024Assets changedGranges Americas Inc. Pension Plan for Hourly Employees of the Newport Rolling Mill plan assets $11M -> $8M (-20.8%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Consultant changedinferenceAON Consulting, Inc. no longer appears on Granges Americas Inc. Pension Plan for Hourly Employees of the Newport Rolling Mill's Schedule C as general consultant (plan year 2023 vs 2022)with Aonaskebsa.dol.gov
- Dec 31, 2023Assets changedGranges Americas Inc. Pension Plan for Hourly Employees of the Newport Rolling Mill total assets $11M -> $8M (-22.9%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedGranges Americas Inc. Pension Plan for Hourly Employees of the Newport Rolling Mill funded ratio 109.0% -> 95.9% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedGranges Americas Inc. Pension Plan for Hourly Employees of the Newport Rolling Mill plan assets $14M -> $11M (-25.0%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 371830395-002
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.