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

Pension Plan for Plant Employees of Green Bay Pack

Corporate pensionGreen Bay, WI
Assets
$271M
Total assets, Dec 31, 2024 reported
Funded
107.0%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
14
none on the tape
Plan sponsor: Green Bay Packaging Inc.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 9.0%
  • Partnership/joint venture interests 4.0%
  • Common/collective trusts 76.1%
  • Pooled separate accounts 10.8%
Consultants and advisers
2 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
6 managers on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)
Commitments
14 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Prisaseparate accountPrudential Insurance Company of AmePooled vehicles$29.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Ssga Russel Small/mid Cap Fundcollective trustState Street - Russell 2000Pooled vehicles$1.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Metlife Long Credit Collective Trcollective trustMetlifePrivate credit$47.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024AON Enhanced Liability Driven Invescollective trustAON Trust Company LLCPooled vehicles$36.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Nisa Ultra Mid Treasury Cifcollective trustNisaFixed income$13.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Nisa Ultra Long Treasury Cifcollective trustNisaFixed income$20.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024US Long Govt Bond Indx Sl Sf Cl Icollective trustState Street Global Advisors TrustFixed income$997,409 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Global All Cap Equity Ex-U.s. Indexcollective trustState Street Global Advisors TrustPublic equity$4.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024State St Intermed U.S. Govt Bond incollective trustState Street Global Advisors TrustFixed income$20.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024State Street 20 Year U.S. Treasurycollective trustState Street Global Advisors TrustFixed income$98,942 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024S&p 500 Index Sl Sf C Cl Icollective trustState Street Global Advisors TrustPooled vehicles$7.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024GS Ct Inter Duration Credit Fundcollective trustGoldman Sachs Trust CompanyPrivate credit$5.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024PRU Long Duration Credit Fundcollective trustPrudential Trust Co.Private credit$47.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prisaseparate accountPrudential Insurance Company of AmePooled vehicles$31.4M heldDisclosed holdingaskebsa.dol.gov
Size and funding
31 readings
Total assets
$271M Dec 31, 2024 reported Form 5500
$269M (2023-12) · $270M (2022-12)
Plan assets
$269M Jan 1, 2024 reported Form 5500
$270M (2023-01) · $315M (2022-01)
Net assets
$271M Dec 31, 2024 reported Form 5500
$269M (2023-12) · $270M (2022-12)
Funded ratio
107.0% Jan 1, 2024 reported Form 5500
107.4% (2023-01) · 116.1% (2022-01)
Funding target
$260M Jan 1, 2024 reported Form 5500
$277M (2023-01) · $258M (2022-01)
Discount rate
5.14% Jan 1, 2024 reported Form 5500
5.05% (2023-01) · 5.46% (2022-01)
Participants
3,228 Jan 1, 2024 reported Form 5500
3,899 (2023-01) · 3,926 (2022-01)
Contributions
$12.0M Dec 31, 2022 reported Form 5500
Benefits paid
$13.5M Dec 31, 2024 reported Form 5500
$33.3M (2023-12) · $13.0M (2022-12)
Net investment income
$1.9M Dec 31, 2024 reported Form 5500
$-807,751 (2023-12) · $-312M (2022-12)
Investment management fees
$58,201 Dec 31, 2024 reported Form 5500
$320,096 (2023-12) · $244,521 (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 20243,228$269M$260M107.0%$271M$10.8Mn/an/a
2023 to Dec 31, 20233,899$270M$277M107.4%$269M$7.5Mn/an/a
2022 to Dec 31, 20223,926$315M$258M116.1%$270M$7.3M$0$0
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • The Vanguard Group codes 28 51 $58,201 PY2024
  • Prisa Sa Sched. D P $29.2M PY2024
  • Russell Small/mid Cap Index Sl Sched. D C $1.3M PY2024
  • Metlife Long Credit Collective Trus Sched. D C $47.5M PY2024
  • AON Enhanced Liability Driven Inves Sched. D C $36.8M PY2024
  • Nisa Ultra Mid Treasury Sched. D C $13.9M PY2024
  • Nisa Ultra Long Treasury Sched. D C $20.8M PY2024
  • US Long Govt Bond Indx Sl Sf Cl I Sched. D C $997,409 PY2024
  • Global Equity Ex USA Index Sl Sf Cl Sched. D C $4.8M PY2024
  • Intermediate US Govt Bond Index Sl Sched. D C $20.1M PY2024
  • 20 Year U.S. Treasury Strips Index Sched. D C $98,942 PY2024
  • S&p 500 Index Sl Sf C Cl I Sched. D C $7.7M PY2024
  • Inter Duration Credit Collective Tr Sched. D C $5.0M PY2024
  • Long Duration Fund Sched. D C $47.4M PY2024
  • AON Consulting, Inc. codes 11 PY2024
  • The Vanguard Group codes 28 51 $186,228 PY2023
  • Prudential Prisa Sa General Account codes 28 51 $175,760 PY2023
  • BMO Harris Bank N.A. codes 19 21 28 36 38 50 51 59 62 63 $42,444 PY2023
  • Prisa Sa Sched. D P $31.4M PY2023
  • AON Consulting, Inc. codes 11 PY2023
  • The Vanguard Group, Inc codes 28 51 $244,521 PY2022
  • Prudential Prisa Sa General Account codes 28 51 $210,097 PY2022
  • BMO Harris Bank N.A. codes 19 21 28 36 38 50 51 59 62 63 $41,545 PY2022
  • Green Bay Packaging Master Trust Sched. D M PY2022
  • AON Consulting, Inc. codes 11 PY2022
What changed
16 events
  • Dec 31, 2024Holding started
    Pension Plan for Plant Employees of Green Bay Pack first reports an interest in S&p 500 Index Sl Sf C Cl I (State Street Global Advisors Trust): $8M at 2024-12-31
    with State Street Global Advisors Trustaskebsa.dol.gov
  • Dec 31, 2024Holding started
    Pension Plan for Plant Employees of Green Bay Pack first reports an interest in State Street 20 Year U.S. Treasury (State Street Global Advisors Trust): $98,942 at 2024-12-31
    with State Street Global Advisors Trustaskebsa.dol.gov
  • Dec 31, 2024Holding started
    Pension Plan for Plant Employees of Green Bay Pack first reports an interest in US Long Govt Bond Indx Sl Sf Cl I (State Street Global Advisors Trust): $997,409 at 2024-12-31
    with State Street Global Advisors Trustaskebsa.dol.gov
  • Dec 31, 2024Holding started
    Pension Plan for Plant Employees of Green Bay Pack first reports an interest in Ssga Russel Small/mid Cap Fund (State Street - Russell 2000): $1M at 2024-12-31
    with State Street - Russell 2000askebsa.dol.gov
  • Dec 31, 2024Holding started
    Pension Plan for Plant Employees of Green Bay Pack first reports an interest in Nisa Ultra Mid Treasury Cif: $14M at 2024-12-31
    with Nisa Ultra Mid Treasury Cifaskebsa.dol.gov
  • Dec 31, 2024Holding started
    Pension Plan for Plant Employees of Green Bay Pack first reports an interest in Metlife Long Credit Collective Tr: $48M at 2024-12-31
    with Metlife Long Credit Collective Traskebsa.dol.gov
  • Dec 31, 2024Holding started
    Pension Plan for Plant Employees of Green Bay Pack first reports an interest in AON Enhanced Liability Driven Inves (AON Trust Company LLC): $37M at 2024-12-31
    with AON Trust Company LLCaskebsa.dol.gov
  • Dec 31, 2024Holding started
    Pension Plan for Plant Employees of Green Bay Pack first reports an interest in Global All Cap Equity Ex-U.s. Index (State Street Global Advisors Trust): $5M at 2024-12-31
    with State Street Global Advisors Trustaskebsa.dol.gov
  • Dec 31, 2024Holding started
    Pension Plan for Plant Employees of Green Bay Pack first reports an interest in GS Ct Inter Duration Credit Fund (Goldman Sachs Trust Company): $5M at 2024-12-31
    with Goldman Sachs Trust Companyaskebsa.dol.gov
  • Dec 31, 2024Holding started
    Pension Plan for Plant Employees of Green Bay Pack first reports an interest in PRU Long Duration Credit Fund (Prudential Trust Co.): $47M at 2024-12-31
    with Prudential Trust Co.askebsa.dol.gov
  • Dec 31, 2024Holding started
    Pension Plan for Plant Employees of Green Bay Pack first reports an interest in State St Intermed U.S. Govt Bond in (State Street Global Advisors Trust): $20M at 2024-12-31
    with State Street Global Advisors Trustaskebsa.dol.gov
  • Dec 31, 2024Holding started
    Pension Plan for Plant Employees of Green Bay Pack first reports an interest in Nisa Ultra Long Treasury Cif: $21M at 2024-12-31
    with Nisa Ultra Long Treasury Cifaskebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    BMO Harris Bank N.A. no longer appears on Pension Plan for Plant Employees of Green Bay Pack's Schedule C as investment manager (plan year 2024 vs 2023)
    with BMO Harris Bank, N.A.askebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    Prudential Prisa Sa General Account no longer appears on Pension Plan for Plant Employees of Green Bay Pack's Schedule C as investment manager (plan year 2024 vs 2023)
    with Prudential Prisa Sa General Accountaskebsa.dol.gov
  • Jan 1, 2023Funded status changed
    Pension Plan for Plant Employees of Green Bay Pack funded ratio 116.1% -> 107.4% (2022-01-01 to 2023-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    Pension Plan for Plant Employees of Green Bay Pack plan assets $315M -> $270M (-14.2%, 2022-01-01 to 2023-01-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 390783183-002
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.