Greif Pension Plan
Corporate pension, based in Delaware, Ohio, reporting $522M in assets, for 6,090 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Colchester Global Investors Limited no longer appears on Greif Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023).
9 more commitments and 3 more dated events
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Capital path
who backs this record, through what, into what; each name opens its own path- NT Collective Russell 1000 Index3 commitments
- Collective Russell 2000 Index Fund3 commitments
- Ntcc Small Cap Nl Fd Debt3 commitments
- Northern Trust Investments, Inc.8 commitments
- Northern Trust Investments, Incorporated3 commitments
Relationship network
21 connected entities12 observed commitments5 repeat counterparties11 dated commitments shown here, 2022 to 2024
From board minutes, annual reports, Form 5500 filings and public records of commitments, consultants and staff in the allocator graph. Commitment amounts are those the allocator disclosed; many are not printed, and none is estimated.
Some relationships on this record are counted rather than named here. They open with the full profile.
Click any name or line for the commitments and sources behind it. Line weight is commitments together; dashed lines are inferred.
- Sponsor
- Fund or vehicle
- Service provider
- Organization
›How strength and recency are read
Managers, funds and consultants are read from the commitments: three or more is a strong observed relationship, two a repeat counterparty. No consultant link is marked current on the source, so none is labelled current or former here. Related plans, people and plan service providers are ordered by what the filing shows.
Darker lines were active in the last 24 months or are current; lighter lines are older or undated.
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
Allocation policy
- Corporate debt instruments (other) 29.2%
- Corporate debt instruments (preferred) 1.5%
- U.S. Government securities 13.3%
- Other investments 2.4%
- Common/collective trusts 20.1%
- Registered investment companies 28.8%
Consultants and advisers
- Highland Consulting Pension consultantthrough Dec 31, 2022 Form 5500
- Willis Towers Watson US LLC Actuarythrough Dec 31, 2022 Form 5500
- Northern Trust Co. Trusteethrough Dec 31, 2022 Form 5500
People
Manager roster
- Northern Trust Investments, Inc.8 rows, latest Dec 31, 2024
- Northern Trust Investments, Incorporated3 rows, latest Dec 31, 2024
- Northern Trust Investments, Incorporatedplan years
- Mackay Shieldsplan years 2023
- Colchester Global Investors Limitedplan years 2022
+2 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
What changed
- Dec 31, 2024Manager relationship endedinferenceColchester Global Investors Limited no longer appears on Greif Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Colchester Global Investors Limitedaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceNew York Life Insurance Company no longer appears on Greif Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Mackay Shieldsaskebsa.dol.gov
- Jan 1, 2024Funded status changedGreif Pension Plan funded ratio 81.2% -> 87.2% (2023-01-01 to 2024-01-01)
- Dec 31, 2023Holding endedinferenceGreif Pension Plan no longer reports Colchester Local Markets Debt Fund (last held $11M at 2022-12-31; absent from the 2023-12-31 filing)with Colchester Local Markets Debt Fundaskebsa.dol.gov
- Dec 31, 2023Holding startedGreif Pension Plan first reports an interest in NT Collective Short Term Investment (Northern Trust Collective Eafe Inde): $6M at 2023-12-31with Northern Trust Investments, Inc.askebsa.dol.gov
+3 more dated events
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | NT Collective Russell 1000 Indexcollective trust | Northern Trust Investments, Inc. | Pooled vehicles | $68.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Collective Russell 2000 Index Fundcollective trust | Northern Trust Investments, Inc. | Pooled vehicles | $12.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | NT Collective Short Term Investmentcollective trust | Northern Trust Investments, Inc. | Cash | $12.3M held | Disclosed holding | askebsa.dol.gov |
+9 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Size and funding
Form 5500 filings
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 6,090 | $495M | $449M | 87.2% | $522M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 6,207 | $474M | $463M | 81.2% | $520M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 6,366 | $668M | $464M | 103.1% | $474M | Not disclosed | Not disclosed | Not disclosed |
- Willis Towers Watson US LLC codes 11 15 50 $912,578 PY2024
- Pimco codes 28 51 $560,398 PY2024
- Metlife Investment Management codes 28 50 $535,898 PY2024
+33 more service providers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Provenance
Provenance
Greif Pension Plan sits on 2 traced paths of capital across the graphs.
DFX traced 2 paths of capital through this record
Every record on each path, what it committed or lent, and as of when.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
Checking your plan…
Record history
- Manager relationship ended2024-12-31source on record
- Manager relationship ended2024-12-31source on record
- Funded status changed2024-01-01source on record
+5 more changes on this record's ledger
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.
›Connections
every published relationship on the graph
+9 connections on the graph
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.