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

Grange Holdings, Inc. Retirement Income Plan

Corporate pensionColumbus, OH
Assets
$112M
Total assets, Mar 31, 2025 reported
Funded
86.7%
Apr 1, 2024
Private markets target
n/a
policy Mar 31, 2025
Commitments
16
none on the tape
Plan sponsor: Grange Holdings, Inc.
Allocation policy
Form 5500, as of Mar 31, 2025
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 1.6%
  • Common/collective trusts 81.4%
  • Registered investment companies 11.4%
  • Common stock 5.7%
Consultants and advisers
2 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
3 managers on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)
Commitments
16 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Mar 31, 2025Eaton Vance Institutional Sr Ln Fdcollective trustEaton VancePooled vehicles$5.0M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2025Legal & General Long Duration U.S.collective trustLegal and GeneralFixed income$57.4M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2025Legal & General Treasury 15+ Stripscollective trustLegal and GeneralFixed income$14.4M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2025PRU Emerg Mkts Blend Debt Fundcollective trustPrudential Trust Co.Private credit$5.9M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2025Martingle Inv Trust Series Icollective trustMartingale Asset Management, L.P.Pooled vehicles$8.5M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2024Eaton Vance Institutional Sr Ln Fdcollective trustEaton VancePooled vehicles$5.1M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2024Legal & General Long Duration U.S.collective trustLegal and GeneralFixed income$54.9M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2024Legal & General Treasury 15+ Stripscollective trustLegal and GeneralFixed income$13.5M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2024PRU Emerg Mkts Blend Debt Fundcollective trustPrudential Trust Co.Private credit$6.1M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2024Martingle Inv Trust Series Icollective trustMartingale Asset Management, L.P.Pooled vehicles$8.8M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2023Axiom Invt Trust II - Emerg Marketscollective trustAxiom International Investors, LLCPooled vehicles$1.5M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2023Eaton Vance Institutional Sr Ln Fdcollective trustEaton VancePooled vehicles$5.4M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2023Legal & General Long Duration U.S.collective trustLegal and GeneralFixed income$48.5M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2023Legal & General Treasury 15+ Stripscollective trustLegal and GeneralFixed income$12.8M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2023PRU Emerg Mkts Blend Debt Fundcollective trustPrudential Trust Co.Private credit$5.5M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2023Martingle Inv Trust Series Icollective trustMartingale Asset Management, L.P.Pooled vehicles$11.8M heldDisclosed holdingaskebsa.dol.gov
Size and funding
32 readings
Total assets
$112M Mar 31, 2025 reported Form 5500
$111M (2024-03) · $112M (2023-03)
Plan assets
$111M Apr 1, 2024 reported Form 5500
$113M (2023-04) · $180M (2022-04)
Net assets
$112M Mar 31, 2025 reported Form 5500
$111M (2024-03) · $112M (2023-03)
Funded ratio
86.7% Apr 1, 2024 reported Form 5500
90.6% (2023-04) · 101.9% (2022-04)
Funding target
$81.3M Apr 1, 2024 reported Form 5500
$82.5M (2023-04) · $116M (2022-04)
Discount rate
5.40% Apr 1, 2024 reported Form 5500
5.41% (2023-04) · 5.53% (2022-04)
Participants
467 Apr 1, 2024 reported Form 5500
489 (2023-04) · 944 (2022-04)
Contributions
$0 Mar 31, 2025 reported Form 5500
$0 (2024-03) · $0 (2023-03)
Benefits paid
$2.6M Mar 31, 2025 reported Form 5500
$9.2M (2024-03) · $49.6M (2023-03)
Net investment income
$1.3M Mar 31, 2025 reported Form 5500
$-1.5M (2024-03) · $-67.5M (2023-03)
Investment management fees
$301,359 Mar 31, 2025 reported Form 5500
$173,492 (2024-03)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Mar 31, 2025467$111M$81.3M86.7%$112Mn/an/an/a
2023 to Mar 31, 2024489$113M$82.5M90.6%$111M$0n/an/a
2022 to Mar 31, 2023944$180M$116M101.9%$112M$45,271n/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
8 events
  • Dec 31, 2024Manager relationship endedinference
    Northern Trust Company no longer appears on Grange Holdings, Inc. Retirement Income Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with Northern Trust Co.askebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    Axiom International Investors no longer appears on Grange Holdings, Inc. Retirement Income Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with Axiom International Investorsaskebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    UBS Global Asset Management no longer appears on Grange Holdings, Inc. Retirement Income Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with UBS Global Asset Managementaskebsa.dol.gov
  • Apr 1, 2024Funded status changed
    Grange Holdings, Inc. Retirement Income Plan funded ratio 90.6% -> 86.7% (2023-04-01 to 2024-04-01)
    askebsa.dol.gov
  • Mar 31, 2024Holding endedinference
    Grange Holdings, Inc. Retirement Income Plan no longer reports Axiom Invt Trust II - Emerg Markets (last held $2M at 2023-03-31; absent from the 2024-03-31 filing)
    with Axiom Invt Trust II - Emerg Marketsaskebsa.dol.gov
  • Dec 31, 2023Manager relationship started
    Northern Trust Company appears on Grange Holdings, Inc. Retirement Income Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with Northern Trust Co.askebsa.dol.gov
  • Apr 1, 2023Funded status changed
    Grange Holdings, Inc. Retirement Income Plan funded ratio 101.9% -> 90.6% (2022-04-01 to 2023-04-01)
    askebsa.dol.gov
  • Apr 1, 2023Assets changed
    Grange Holdings, Inc. Retirement Income Plan plan assets $180M -> $113M (-37.5%, 2022-04-01 to 2023-04-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 832949300-001
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.