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AllocatorsPlancorporate pension100m-1b

Grange Holdings, Inc. Retirement Income Plan

Allocators

Columbus, OH

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Search this name across graphsid dfx:al:b46d2b1e-e5cf-451c-b4d0-8ae70a1aaf29

Data as of Sep 15, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 19, 2026, 3:37 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
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: $112Mlatest reading; see basis
Assets as of: Mar 31, 2025
Assets basis: REPORTED
Funded ratio: 87%
Participants: 467
Commitments: 16with an amount; holdings are counted apart
Managers: 3
Funds: 6
Re-ups: 0
First-time managers: 0
Latest commitment: Mar 31, 2025
Consultants: 0
Private markets target, %: 0latest policy, percent of assets
Private equity target, %: 0latest policy, percent of assets
Latest policy: Mar 31, 2025
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
Legal & General Long Duration U.S.	Legal and General	Fixed income	$57.4M	Mar 31, 2025	Collective trust	Dol form 5500 pension
Legal & General Long Duration U.S.	Legal and General	Fixed income	$54.9M	Mar 31, 2024	Collective trust	Dol form 5500 pension
Legal & General Long Duration U.S.	Legal and General	Fixed income	$48.5M	Mar 31, 2023	Collective trust	Dol form 5500 pension
Legal & General Treasury 15+ Strips	Legal and General	Fixed income	$14.4M	Mar 31, 2025	Collective trust	Dol form 5500 pension
Legal & General Treasury 15+ Strips	Legal and General	Fixed income	$13.5M	Mar 31, 2024	Collective trust	Dol form 5500 pension
Legal & General Treasury 15+ Strips	Legal and General	Fixed income	$12.8M	Mar 31, 2023	Collective trust	Dol form 5500 pension
Martingle Inv Trust Series I	n/a	Pooled vehicle	$11.8M	Mar 31, 2023	Collective trust	Dol form 5500 pension
Martingle Inv Trust Series I	n/a	Pooled vehicle	$8.8M	Mar 31, 2024	Collective trust	Dol form 5500 pension
Martingle Inv Trust Series I	n/a	Pooled vehicle	$8.5M	Mar 31, 2025	Collective trust	Dol form 5500 pension
PRU Emerg Mkts Blend Debt Fund	Prudential Trust Co.	Private credit	$6.1M	Mar 31, 2024	Collective trust	Dol form 5500 pension
PRU Emerg Mkts Blend Debt Fund	Prudential Trust Co.	Private credit	$5.9M	Mar 31, 2025	Collective trust	Dol form 5500 pension
PRU Emerg Mkts Blend Debt Fund	Prudential Trust Co.	Private credit	$5.5M	Mar 31, 2023	Collective trust	Dol form 5500 pension
Eaton Vance Institutional Sr Ln Fd	Eaton Vance	Pooled vehicle	$5.4M	Mar 31, 2023	Collective trust	Dol form 5500 pension
Eaton Vance Institutional Sr Ln Fd	Eaton Vance	Pooled vehicle	$5.1M	Mar 31, 2024	Collective trust	Dol form 5500 pension
Eaton Vance Institutional Sr Ln Fd	Eaton Vance	Pooled vehicle	$5.0M	Mar 31, 2025	Collective trust	Dol form 5500 pension
Axiom Invt Trust II - Emerg Markets	n/a	Pooled vehicle	$1.5M	Mar 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; 13 rows folded into 4

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Interest-bearing cash	n/a	n/a	n/a	2	$1.8M	Mar 31, 2025	Derived
Common/collective trusts	n/a	n/a	n/a	81	$91.3M	Mar 31, 2025	Derived
Registered investment companies	n/a	n/a	n/a	11	$12.8M	Mar 31, 2025	Derived
Common stock	n/a	n/a	n/a	6	$6.3M	Mar 31, 2025	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
Prudential Bank & Trust Company	trustee	Apr 1, 2024	Mar 31, 2025	no	fact	Dol form 5500 pension
Willis Towers Watson US LLC	actuary	Apr 1, 2022	Mar 31, 2023	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
Northern Trust Co.	Investment management	Apr 1, 2023	Mar 31, 2024	no	fact
Legal & General Inv Mgmt America	Investment management	Apr 1, 2022	Mar 31, 2023	no	fact
UBS Global Asset Management	Investment management	Apr 1, 2022	Mar 31, 2023	no	fact
Axiom International Investors	Investment management	Apr 1, 2022	Mar 31, 2023	no	fact

Relationships

Sponsors (1)

← Grange Holdings, Inc.Plan sponsorPlan sponsor
Apr 1, 2022 to presentfactForm 5500

Advised by (2)

→ Willis Towers Watson US LLCInvestment consultantactuary
Apr 1, 2022 to Mar 31, 2023factForm 5500
→ Prudential Bank & Trust CompanyInvestment consultanttrustee
Apr 1, 2024 to Mar 31, 2025factForm 5500

Manages for (4)

← Legal & General Inv Mgmt AmericaManager with allocator capitalInvestment management
Apr 1, 2022 to Mar 31, 2023factForm 5500
← UBS Global Asset ManagementInvestment consultantInvestment management
Apr 1, 2022 to Mar 31, 2023factForm 5500
← Axiom International InvestorsManager with allocator capitalInvestment management
Apr 1, 2022 to Mar 31, 2023factForm 5500
← Northern Trust Co.Investment consultantInvestment management
Apr 1, 2023 to Mar 31, 2024factForm 5500

Dated events

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

Occurred
Dec 31, 2024
Manager relationship ended
Northern Trust Company no longer appears on Grange Holdings, Inc. Retirement Income Plan's Schedule C as investment manager (plan year 2024 vs 2023)
Northern Trust Co.Form 5500observed 3 days ago
Occurred
Dec 31, 2024
Manager relationship ended
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)
UBS Global Asset Management Form 5500observed 3 days ago
Occurred
Dec 31, 2024
Manager relationship ended
Axiom International Investors no longer appears on Grange Holdings, Inc. Retirement Income Plan's Schedule C as investment manager (plan year 2024 vs 2023)
Axiom International Investors Form 5500observed 3 days ago
Occurred
Mar 31, 2024
Holding in a pooled vehicle ended
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)
Axiom Invt Trust II - Emerg Markets Form 5500observed 3 days ago
$1.5M
Occurred
Dec 31, 2023
Manager relationship started
Northern Trust Company appears on Grange Holdings, Inc. Retirement Income Plan's Schedule C as investment manager (plan year 2023 vs 2022)
Northern Trust Co.Form 5500observed 3 days ago

Show 3 bookkeeping events

Occurred
Apr 1, 2024
Grange Holdings, Inc. Retirement Income Plan funded ratio 90.6% -> 86.7% (2023-04-01 to 2024-04-01)
Occurred
Apr 1, 2023
Grange Holdings, Inc. Retirement Income Plan funded ratio 101.9% -> 90.6% (2022-04-01 to 2023-04-01)
Occurred
Apr 1, 2023
Grange Holdings, Inc. Retirement Income Plan plan assets $180M -> $113M (-37.5%, 2022-04-01 to 2023-04-01)

Provenance

Graph: Allocators
Canonical id: dfx:al:b46d2b1e-e5cf-451c-b4d0-8ae70a1aaf29
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 3 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.