The Gradall Company Employees' Retirement Plan
Corporate pension, based in Seguin, Texas, reporting $17.7M in assets, for 287 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: Dec 31, 2024, The Gradall Company Employees' Retirement Plan no longer reports Principal/mfs Value Cit F (last held $106,421 at 2023-12-31; absent from the 2024-12-31 filing).
4 more managers, 25 more commitments and 11 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.
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Capital path
who backs this record, through what, into what; each name opens its own path- Liability Driven Solution Cit I3 commitments
- Liability Driven Solution Cit II3 commitments
- Principal/blackrock S&p Mc Indx Cit2 commitments
Relationship network
41 connected entities28 observed commitments17 repeat counterparties20 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
- Interest-bearing cash 2.0%
- Common/collective trusts 98.0%
Consultants and advisers
- Principal Trust Co. Custodianthrough Dec 31, 2022 Form 5500
- USI Consulting Group Actuarythrough Dec 31, 2022 Form 5500
People
Manager roster
- Blackrock10 rows, latest Dec 31, 2023
- T Rowe Price4 rows, latest Dec 31, 2023
- Wells Fargo3 rows, latest Dec 31, 2024
+4 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- T. Rowe Price Trust Companyplan years
- T Rowe Priceplan years
- Alliancebernstein L.P.plan years
+5 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
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What changed
- Dec 31, 2024Holding endedinferenceThe Gradall Company Employees' Retirement Plan no longer reports Principal/mfs Value Cit F (last held $106,421 at 2023-12-31; absent from the 2024-12-31 filing)with Principal/mfs Value Cit Faskebsa.dol.gov
- Dec 31, 2024Holding endedinferenceThe Gradall Company Employees' Retirement Plan no longer reports Principal/blackrock Intl Eqty Index (last held $141,782 at 2023-12-31; absent from the 2024-12-31 filing)with Principal/blackrock Intl Eqty Indexaskebsa.dol.gov
- Dec 31, 2024Holding endedinferenceThe Gradall Company Employees' Retirement Plan no longer reports Large Cap Value Index Cit N (last held $214,162 at 2023-12-31; absent from the 2024-12-31 filing)with Large Cap Value Index Cit Naskebsa.dol.gov
- Dec 31, 2024Holding endedinferenceThe Gradall Company Employees' Retirement Plan no longer reports Principal/causeway International Va (last held $134,209 at 2023-12-31; absent from the 2024-12-31 filing)with Principal/causeway International Vaaskebsa.dol.gov
- Dec 31, 2024Holding endedinferenceThe Gradall Company Employees' Retirement Plan no longer reports Principal/t. Rowe Price Institution (last held $105,901 at 2023-12-31; absent from the 2024-12-31 filing)with Principal/t. Rowe Price Institutionaskebsa.dol.gov
+11 more dated events
Every name, record and relationship behind this count, with the source on each.
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Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Liability Driven Solution Cit Icollective trust | Wells Fargo | Pooled vehicles | $10.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Liability Driven Solution Cit IIcollective trust | Principal | Pooled vehicles | $6.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Principal/blackrock S&p Mc Indx Citcollective trust | Blackrock | Pooled vehicles | $98,642 held | Disclosed holding | askebsa.dol.gov |
+25 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
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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 | 287 | $18.8M | $16.6M | 121.8% | $17.7M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 289 | $18.3M | $16.8M | 119.5% | $18.8M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 293 | $23.7M | $17.1M | 130.7% | $18.3M | Not disclosed | Not disclosed | Not disclosed |
- Principal Trust Company codes 15 19 21 38 50 $63,831 PY2024
- USI Consulting Group codes 11 $40,155 PY2024
- Capfinancial Partners LLC codes 51 $13,500 PY2024
+40 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
The Gradall Company Employees' Retirement Plan sits on 6 traced paths of capital across the graphs.
DFX traced 6 paths of capital through this record
Every record on each path, what it committed or lent, and as of when.
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Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
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Record history
- Holding in a pooled vehicle ended2024-12-31source on record
- Holding in a pooled vehicle ended2024-12-31source on record
- Holding in a pooled vehicle ended2024-12-31source on record
+13 more changes on this record's ledger
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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
+11 connections on the graph
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