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

Retirement Plan for Office and Salaried Employees of Green Bay Packaging Inc.

Corporate pensionGreen Bay, WI
Assets
$168M
Total assets, Dec 31, 2024 reported
Funded
103.6%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
15
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 7.1%
  • Partnership/joint venture interests 4.6%
  • Common/collective trusts 75.3%
  • Pooled separate accounts 12.9%
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
15 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$21.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Ssga Russel Small/mid Cap Fundcollective trustState Street - Russell 2000Pooled vehicles$5.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Metlife Long Credit Collective Trcollective trustMetlifePrivate credit$14.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024AON Multi-Asset Credit Fundcollective trustAON Trust Company LLCPrivate credit$7.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024AON Enhanced Liability Driven Invescollective trustAON Trust Company LLCPooled vehicles$11.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Nisa Ultra Mid Treasury Cifcollective trustNisaFixed income$2.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Nisa Ultra Long Treasury Cifcollective trustNisaFixed income$18.3M 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$17.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024State St Intermed U.S. Govt Bond incollective trustState Street Global Advisors TrustFixed income$1.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024State Street 20 Year U.S. Treasurycollective trustState Street Global Advisors TrustFixed income$494,712 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024S&p 500 Index Sl Sf C Cl Icollective trustState Street Global Advisors TrustPooled vehicles$28.1M 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$14.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prisaseparate accountPrudential Insurance Company of AmePooled vehicles$23.2M heldDisclosed holdingaskebsa.dol.gov
Size and funding
33 readings
Total assets
$168M Dec 31, 2024 reported Form 5500
$175M (2023-12) · $180M (2022-12)
Plan assets
$175M Jan 1, 2024 reported Form 5500
$179M (2023-01) · $222M (2022-01)
Net assets
$168M Dec 31, 2024 reported Form 5500
$175M (2023-12) · $180M (2022-12)
Funded ratio
103.6% Jan 1, 2024 reported Form 5500
101.1% (2023-01) · 107.8% (2022-01)
Funding target
$176M Jan 1, 2024 reported Form 5500
$195M (2023-01) · $196M (2022-01)
Discount rate
5.10% Jan 1, 2024 reported Form 5500
5.18% (2023-01) · 5.35% (2022-01)
Participants
1,114 Jan 1, 2024 reported Form 5500
1,489 (2023-01) · 1,532 (2022-01)
Contributions
$0 Dec 31, 2024 reported Form 5500
$800,000 (2023-12) · $3.0M (2022-12)
Benefits paid
$14.2M Dec 31, 2024 reported Form 5500
$25.9M (2023-12) · $14.5M (2022-12)
Net investment income
$-7.5M Dec 31, 2024 reported Form 5500
$-4.0M (2023-12) · $-240M (2022-12)
Investment management fees
$143,454 Dec 31, 2024 reported Form 5500
$235,747 (2023-12) · $206,237 (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 20241,114$175M$176M103.6%$168M$7.8Mn/an/a
2023 to Dec 31, 20231,489$179M$195M101.1%$175M$5.5Mn/an/a
2022 to Dec 31, 20221,532$222M$196M107.8%$180M$5.3M$0n/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • The Vanguard Group, Inc codes 28 51 $143,454 PY2024
  • Prisa Sa Sched. D P $21.6M PY2024
  • Russell Small/mid Cap Index Sl Sched. D C $5.0M PY2024
  • Metlife Long Credit Collective Trus Sched. D C $14.0M PY2024
  • AON Multi-Asset Credit Class I Sched. D C $7.0M PY2024
  • AON Enhanced Liability Driven Inves Sched. D C $11.9M PY2024
  • Nisa Ultra Mid Treasury Sched. D C $2.3M PY2024
  • Nisa Ultra Long Treasury Sched. D C $18.3M 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 $17.8M PY2024
  • Intermediate US Govt Bond Index Sl Sched. D C $1.5M PY2024
  • 20 Year U.S. Treasury Strips Index Sched. D C $494,712 PY2024
  • S&p 500 Index Sl Sf C Cl I Sched. D C $28.1M PY2024
  • Inter Duration Credit Collective Tr Sched. D C $5.0M PY2024
  • Long Duration Fund Sched. D C $14.0M PY2024
  • AON Consulting, Inc codes 11 PY2024
  • The Vanguard Group, Inc codes 28 51 $133,740 PY2023
  • Prudential Prisa Sa General Account codes 28 51 $132,973 PY2023
  • BMO Harris Bank Na codes 19 21 25 28 36 38 50 51 59 61 63 $27,444 PY2023
  • Prisa Sa Sched. D P $23.2M PY2023
  • AON Consulting, Inc codes 11 PY2023
  • The Vanguard Group, Inc. codes 28 51 $206,237 PY2022
  • Prudential Prisa Sa General Account codes 28 51 $157,575 PY2022
  • BMO Harris Bank N.A. codes 19 21 25 28 36 38 50 51 59 62 63 $27,682 PY2022
  • Green Bay Packaging Master Trust Sched. D M PY2022
  • AON Consulting, Inc. codes 11 PY2022
What changed
18 events
  • Dec 31, 2024Holding started
    Retirement Plan for Office and Salaried Employees of Green Bay Packaging Inc. first reports an interest in Ssga Russel Small/mid Cap Fund (State Street - Russell 2000): $5M at 2024-12-31
    with State Street - Russell 2000askebsa.dol.gov
  • Dec 31, 2024Holding started
    Retirement Plan for Office and Salaried Employees of Green Bay Packaging Inc. first reports an interest in PRU Long Duration Credit Fund (Prudential Trust Co.): $14M at 2024-12-31
    with Prudential Trust Co.askebsa.dol.gov
  • Dec 31, 2024Holding started
    Retirement Plan for Office and Salaried Employees of Green Bay Packaging Inc. first reports an interest in AON Enhanced Liability Driven Inves (AON Trust Company LLC): $12M at 2024-12-31
    with AON Trust Company LLCaskebsa.dol.gov
  • Dec 31, 2024Holding started
    Retirement Plan for Office and Salaried Employees of Green Bay Packaging Inc. first reports an interest in State Street 20 Year U.S. Treasury (State Street Global Advisors Trust): $494,712 at 2024-12-31
    with State Street Global Advisors Trustaskebsa.dol.gov
  • Dec 31, 2024Holding started
    Retirement Plan for Office and Salaried Employees of Green Bay Packaging Inc. first reports an interest in State St Intermed U.S. Govt Bond in (State Street Global Advisors Trust): $2M at 2024-12-31
    with State Street Global Advisors Trustaskebsa.dol.gov
  • Dec 31, 2024Holding started
    Retirement Plan for Office and Salaried Employees of Green Bay Packaging Inc. first reports an interest in Nisa Ultra Long Treasury Cif: $18M at 2024-12-31
    with Nisa Ultra Long Treasury Cifaskebsa.dol.gov
  • Dec 31, 2024Holding started
    Retirement Plan for Office and Salaried Employees of Green Bay Packaging Inc. 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
    Retirement Plan for Office and Salaried Employees of Green Bay Packaging Inc. first reports an interest in S&p 500 Index Sl Sf C Cl I (State Street Global Advisors Trust): $28M at 2024-12-31
    with State Street Global Advisors Trustaskebsa.dol.gov
  • Dec 31, 2024Holding started
    Retirement Plan for Office and Salaried Employees of Green Bay Packaging Inc. 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
    Retirement Plan for Office and Salaried Employees of Green Bay Packaging Inc. first reports an interest in Global All Cap Equity Ex-U.s. Index (State Street Global Advisors Trust): $18M at 2024-12-31
    with State Street Global Advisors Trustaskebsa.dol.gov
  • Dec 31, 2024Holding started
    Retirement Plan for Office and Salaried Employees of Green Bay Packaging Inc. first reports an interest in AON Multi-Asset Credit Fund (AON Trust Company LLC): $7M at 2024-12-31
    with AON Trust Company LLCaskebsa.dol.gov
  • Dec 31, 2024Holding started
    Retirement Plan for Office and Salaried Employees of Green Bay Packaging Inc. first reports an interest in Metlife Long Credit Collective Tr: $14M at 2024-12-31
    with Metlife Long Credit Collective Traskebsa.dol.gov
  • Dec 31, 2024Holding started
    Retirement Plan for Office and Salaried Employees of Green Bay Packaging Inc. first reports an interest in Nisa Ultra Mid Treasury Cif: $2M at 2024-12-31
    with Nisa Ultra Mid Treasury Cifaskebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    Prudential Prisa Sa General Account no longer appears on Retirement Plan for Office and Salaried Employees of Green Bay Packaging Inc.'s Schedule C as investment manager (plan year 2024 vs 2023)
    with Prudential Prisa Sa General Accountaskebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    BMO Harris Bank Na no longer appears on Retirement Plan for Office and Salaried Employees of Green Bay Packaging Inc.'s Schedule C as investment manager (plan year 2024 vs 2023)
    with BMO Harris Bank, N.A.askebsa.dol.gov
  • Jan 1, 2024Funded status changed
    Retirement Plan for Office and Salaried Employees of Green Bay Packaging Inc. funded ratio 101.1% -> 103.6% (2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Funded status changed
    Retirement Plan for Office and Salaried Employees of Green Bay Packaging Inc. funded ratio 107.8% -> 101.1% (2022-01-01 to 2023-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    Retirement Plan for Office and Salaried Employees of Green Bay Packaging Inc. plan assets $222M -> $179M (-19.3%, 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 390783183-001
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.