DFX Intelligence

Data Factory

AllocatorsPlancorporate pension100m-1b

Pension Plan for Hourly Paid Employees of the Gallo Glass Company

Allocators

Modesto, CA

This is the graph view. The full profile, with its team, deals and sources, is on Allocators.Open the full profile →

Search this name across graphsid dfx:al:8912082c-b4f4-4918-8742-ceb3c450e9ea

Data as of Sep 15, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 21, 2026, 10:53 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 8
On other graphs: 0
Observed: Sep 15, 2026 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Total assets: $224Mlatest reading; see basis
Assets as of: Dec 31, 2024
Assets basis: REPORTED
Funded ratio: 103%
Participants: 1,310
Commitments: 9with an amount; holdings are counted apart
Managers: 4
Funds: 4
Re-ups: 0
First-time managers: 0
Latest commitment: Dec 31, 2024
Consultants: 0
Private markets target, %: 0latest policy, percent of assets
Private equity target, %: 0latest policy, percent of assets
Latest policy: Dec 31, 2024
People: 0

Holdings (a value, never a commitment)

a Schedule D plan interest or a 990-PF other investment: a value on a date, never an approval

Vehicle	Manager	Bucket	Value	As of	Kind	Source
Vftc Instl 500 Index Trust	Vanguard Fiduciary Trust Company	Pooled vehicle	$76.0M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Arrowstreet International Equity	Arrow Street Capital	Public equity	$48.2M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Loomis Sayles Core Plus Fixed Incom	Loomis Sayles	Fixed income	$47.7M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Arrowstreet International Equity	Arrow Street Capital	Public equity	$45.8M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Fiam Grp Trst Core Plus Commingled	Fidelity Institutional Asset Mgmt	Fixed income	$43.3M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Loomis Sayles Core Plus Fixed Incom	Loomis Sayles	Fixed income	$43.2M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Arrowstreet International Equity	Arrow Street Capital	Public equity	$43.2M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Fiam Grp Trst Core Plus Commingled	Fidelity Institutional Asset Mgmt	Fixed income	$40.2M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Loomis Sayles Core Plus Fixed Incom	Loomis Sayles	Fixed income	$35.5M	Dec 31, 2023	Collective trust	Dol form 5500 pension

Policy targets, latest period

the latest period this plan published, every item quoted from its own report; a target is never an actual; 9 rows folded into 3

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Interest-bearing cash	n/a	n/a	n/a	0	$962,914	Dec 31, 2024	Derived
Common/collective trusts	n/a	n/a	n/a	93	$208M	Dec 31, 2024	Derived
Registered investment companies	n/a	n/a	n/a	7	$15.1M	Dec 31, 2024	Derived

Consultants

Form 5500 Schedule C, Form ADV and the plan's own reports; a Schedule C relationship is current for 24 months after the plan year end

Consultant	Role	From	To	Current	Evidence	Source
AON Consulting, Inc.	actuary	Jan 1, 2024	Dec 31, 2024	no	fact	Dol form 5500 pension
Aon	actuary	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
Empower Trust Company LLC	actuary	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
Northern Trust Co.	trustee	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension

Managers

managers this plan names on Schedule C or in its reports; a manager here is a reference node keyed to the private equity, venture and real estate fund graphs, never a new identity

Manager	Mandate	From	To	Current	Evidence
Vanguard Fiduciary Trust Company	n/a	Dec 31, 2024	n/a	yes	fact
Loomis Sayles	Investment management	Jan 1, 2022	Dec 31, 2022	no	fact
Arrowstreet Capital, LP	Investment management	Jan 1, 2022	Dec 31, 2022	no	fact

Relationships

Manages for (3)

← Vanguard Fiduciary Trust CompanyInvestment consultant
Dec 31, 2024 to presentfactForm 5500
← Loomis SaylesManager with allocator capitalInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
← Arrowstreet Capital, LPInvestment consultantInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500

Sponsors (1)

← Gallo Glass CompanyPlan sponsorPlan sponsor
Jan 1, 2022 to presentfactForm 5500

Advised by (4)

→ AonInvestment consultantactuary
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Empower Trust Company LLCInvestment consultantactuary
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Northern Trust Co.Investment consultanttrustee
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ AON Consulting, Inc.Investment consultantactuary
Jan 1, 2024 to Dec 31, 2024factForm 5500

Dated events

5 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Dec 31, 2024
Holding in a pooled vehicle started
Pension Plan for Hourly Paid Employees of the Gallo Glass Company first reports an interest in Vftc Instl 500 Index Trust: $76M at 2024-12-31
Vanguard Institutional 500 Index Tr Form 5500observed 5 days ago
$76.0M
Occurred
Dec 31, 2023
Consultant changed
Empower Retirement no longer appears on Pension Plan for Hourly Paid Employees of the Gallo Glass Company's Schedule C as pension consultant (plan year 2023 vs 2022)
Empower Trust Company LLC Form 5500observed 6 days ago
Occurred
Dec 31, 2023
Holding in a pooled vehicle started
Pension Plan for Hourly Paid Employees of the Gallo Glass Company first reports an interest in Fiam Grp Trst Core Plus Commingled (Fidelity Institutional Asset Mgmt): $40M at 2023-12-31
Fidelity Institutional Asset Mgmt Form 5500observed 5 days ago
$40.2M

Show 5 bookkeeping events

Occurred
Jan 1, 2024
Pension Plan for Hourly Paid Employees of the Gallo Glass Company plan assets $193M -> $212M (+10.1%, 2023-01-01 to 2024-01-01)
Occurred
Jan 1, 2024
Pension Plan for Hourly Paid Employees of the Gallo Glass Company funded ratio 93.5% -> 103.0% (2023-01-01 to 2024-01-01)
Occurred
Dec 31, 2023
Pension Plan for Hourly Paid Employees of the Gallo Glass Company total assets $193M -> $212M (+10.1%, 2022-12-31 to 2023-12-31)
Occurred
Jan 1, 2023
Pension Plan for Hourly Paid Employees of the Gallo Glass Company plan assets $236M -> $193M (-18.3%, 2022-01-01 to 2023-01-01)
Occurred
Jan 1, 2023
Pension Plan for Hourly Paid Employees of the Gallo Glass Company funded ratio 119.0% -> 93.5% (2022-01-01 to 2023-01-01)

Provenance

Graph: Allocators
Canonical id: dfx:al:8912082c-b4f4-4918-8742-ceb3c450e9ea
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 5 days ago
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.