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. - Ct -Ret. Plan for Hourly Ees. --- Tennessee
Corporate pensionColumbia, MD
Assets
$9.5M
Total assets, Dec 31, 2024 reported
Funded
98.8%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
1 managers on Schedule C
Plan sponsor: W. R. Grace & Co. -Ct
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Master trust investment accounts 95.6%
Consultants and advisers
2 firms
- Aon Actuarythrough Dec 31, 2023 Form 5500
- AON Consulting, Inc. Actuarythrough 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 2023, 2024
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
27 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 | 133 | $9.6M | $10.3M | 98.8% | $9.5M | n/a | $9.1M | n/a |
| 2023 to Dec 31, 2023 | 127 | $9.0M | $10.5M | 94.8% | $9.6M | n/a | $9.0M | n/a |
| 2022 to Dec 31, 2022 | 120 | $12.4M | $11.5M | 105.3% | n/a | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- AON Consulting codes 11 17 50 $20,578 PY2024
- AON Investments USA, Inc. codes 28 50 51 $16,256 PY2024
- Alight Solutions LLC codes 15 50 99 $10,024 PY2024
- W. R. Grace & Co. Master Ret. Trust Sched. D M $9.1M PY2024
- AON Consulting, Inc. codes 11 PY2024
- AON Consulting codes 11 17 50 $26,850 PY2023
- AON Investments USA, Inc. codes 28 50 51 $13,396 PY2023
- W. R. Grace & Co. Master Ret. Trust Sched. D M $9.0M PY2023
- AON Consulting, Inc. codes 11 PY2023
- W. R. Grace & Co. Master Ret. Trust Sched. D M $9.0M PY2022
- AON Consulting, Inc. codes 11 PY2022
What changed
3 events
- Jan 1, 2024Funded status changedW.R. Grace & Co. - Ct -Ret. Plan for Hourly Ees. --- Tennessee funded ratio 94.8% -> 98.8% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedW.R. Grace & Co. - Ct -Ret. Plan for Hourly Ees. --- Tennessee funded ratio 105.3% -> 94.8% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedW.R. Grace & Co. - Ct -Ret. Plan for Hourly Ees. --- Tennessee plan assets $12M -> $9M (-27.3%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 135114230-134
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.