2 more managers, 13 more commitments and 3 more dated events
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Grange Holdings, Inc. Retirement Income Plan
Corporate pension, based in Columbus, Ohio, reporting $112M in assets, for 467 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $112M
- Funded ratio
- 86.7%
- Fund commitments
- 6
- Managers
- 2
Nothing material in the last 90 days. Last change: 31 Dec 2024, Northern Trust Company no longer appears on Grange Holdings, Inc. Retirement Income Plan's Schedule C as investment manager (plan year 2024 vs 2023).
Capital path
who backs this record, through what, into what; each name opens its own path- Eaton Vance Institutional Sr Ln Fd3 commitments
- Martingle Inv Trust Series I3 commitments
- Legal & General Long Duration U.S.3 commitments
- Legal and General6 commitments
- Eaton Vance3 commitments
- Martingale Asset Management, L.P.3 commitments
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
- Interest-bearing cash 1.6%
- Common/collective trusts 81.4%
- Registered investment companies 11.4%
- Common stock 5.7%
- Prudential Bank & Trust Company Trusteethrough Mar 31, 2025 Form 5500
- Willis Towers Watson US LLC Actuarythrough Mar 31, 2023 Form 5500
- Legal and General6 rows, latest Mar 31, 2025
- Eaton Vance3 rows, latest Mar 31, 2025
- Martingale Asset Management, L.P.3 rows, latest Mar 31, 2025
+2 more managers received commitments
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- Martingale Asset Management, L.P.plan years
- Axiom International Investorsplan years 2023
- Northern Trust Co.plan years 2024
+2 more Schedule C managers
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- Dec 31, 2024Manager relationship endedinferenceNorthern Trust Company no longer appears on Grange Holdings, Inc. Retirement Income Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Northern Trust Co.askebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceAxiom International Investors no longer appears on Grange Holdings, Inc. Retirement Income Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Axiom International Investorsaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceUBS Global Asset Management no longer appears on Grange Holdings, Inc. Retirement Income Plan's Schedule C as investment manager (plan year 2024 vs 2023)with UBS Global Asset Managementaskebsa.dol.gov
- Apr 1, 2024Funded status changedGrange Holdings, Inc. Retirement Income Plan funded ratio 90.6% -> 86.7% (2023-04-01 to 2024-04-01)
- Mar 31, 2024Holding endedinferenceGrange 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)with Axiom Invt Trust II - Emerg Marketsaskebsa.dol.gov
+3 more dated events
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| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Mar 31, 2025 | Eaton Vance Institutional Sr Ln Fdcollective trust | Eaton Vance | Pooled vehicles | $5.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Mar 31, 2025 | Martingle Inv Trust Series Icollective trust | Martingale Asset Management, L.P. | Pooled vehicles | $8.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Mar 31, 2025 | Legal & General Long Duration U.S.collective trust | Legal and General | Fixed income | $57.4M held | Disclosed holding | askebsa.dol.gov |
+13 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
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| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Mar 31, 2025 | 467 | $111M | $81.3M | 86.7% | $112M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Mar 31, 2024 | 489 | $113M | $82.5M | 90.6% | $111M | $0 | Not disclosed | Not disclosed |
| 2022 to Mar 31, 2023 | 944 | $180M | $116M | 101.9% | $112M | $45,271 | Not disclosed | Not disclosed |
- Legal & General Investment codes 28 50 $271,164 PY2024
- Prudential Bank & Trust Company codes 21 50 $30,195 PY2024
- Legal & General Lg Dur US Credit Sched. D C $57.4M PY2024
+26 more service providers
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Provenance
Record history
- Holding in a pooled vehicle ended2024-03-31source
- Funded status changed2023-04-01source
- Funded status changed2024-04-01source
+5 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
+9 connections on the graph
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