How big is Grantham, MAYO, Van Otterloo & Co. LLC's plan?

Grantham, MAYO, Van Otterloo & Co. LLC's plan reported $178.2M in assets and 359 participants for 2024.

Original filing (PDF)20251012213529NAL0001131424001

Grantham, MAYO, Van Otterloo & Co. LLC

Name: Grantham, MAYO, Van Otterloo & Co. LLC — Form 5500 Plan 001 (2024)
Creator: Grantham, MAYO, Van Otterloo & Co. LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

GMO 401(k) Profit Sharing Plan

401(k) retirement plan · Grantham, MAYO, Van Otterloo & Co. LLC's GMO 401(k) Profit Sharing Plan held $178.2M in plan assets for 359 participants in 2024, with Vanguard as recordkeeper.

Signals · 2

High average account balanceSelf-directed brokerage offered

Active participants

359

Accounts w/ balance

495

Plan assets (EOY)

$178.2M

Net assets (EOY)

$178.2M

People on this filing

Nicole C Zimmerman signed Grantham, MAYO, Van Otterloo & Co. LLC's 2024 Form 5500 as plan administrator.

Nicole C Zimmerman — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Grantham, MAYO, Van Otterloo & Co. LLC's EIN is 04-2691242.

EIN 04-2691242

Plan number 001

Plan year 2024

ACK ID 20251012213529NAL0001131424001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Grantham, MAYO, Van Otterloo & Co. LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Grantham, MAYO, Van Otterloo & Co. LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for GRANTHAM, MAYO, VAN OTTERLOO & CO. LLC.

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How this plan invests

This plan

36 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

Below-peer total plan cost (93rd percentile).
High average account balance (91st percentile).

Plan sponsor

Name

GRANTHAM, MAYO, VAN OTTERLOO & CO. LLC

EIN

all filings

Address

53 STATE STREET · SUITE 3300 · BOSTON, MA · 02109

Phone

(617) 330-7500

Industry

Finance & Insurance

Plan administrator

Name

GMO RETIREMENT COMMITTEE

EIN

04-2691242

City

BOSTON, MA

Phone

(617) 330-7500

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-12

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

Audit & trust (Schedule H)

Auditor

RSM US LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
THE VANGUARD GROUP, INC.	23-1945930	—	NONE	$3K	—

Investments

36 direct securities· $178.2M(100% of reported assets)

Mutual Funds

$99.7M

14 holdings

Other securities

$33.7M

11 holdings

Common Collective Trusts

$27.6M

8 holdings

Self-Directed Brokerage

$14.4M

1 holding

U.S. Treasuries

$2.8M

2 holdings

					% of plan
Vanguard Target Retirement 2045 Fund	Mutual Funds	—	—	$19.3M	10.8%
Vanguard Target Retirement 2040 Fund	Mutual Funds	—	—	$16.5M	9.2%
Fidelity 500 Index Fund	Common Collective Trusts	—	—	$16.0M	9.0%
Vanguard Target Retirement 2050 Fund	Mutual Funds	—	—	$15.9M	8.9%
Vanguard Group Inc. Self-directed Brokerage Option	Self-Directed Brokerage	—	—	$14.4M	8.1%
GMO Benchmark-Free Allocation Fund; Class R6	Other securities	—	—	$13.8M	7.8%
Vanguard Target Retirement 2035 Fund	Mutual Funds	—	—	$13.4M	7.5%
GMO Quality Fund; Class R6	Other securities	—	—	$11.6M	6.5%
Vanguard Federal Money Market Fund	Mutual Funds	—	—	$7.4M	4.1%
Vanguard Target Retirement 2030 Fund	Mutual Funds	—	—	$6.6M	3.7%
Vanguard Target Retirement 2055 Fund	Mutual Funds	—	—	$6.2M	3.5%
Vanguard Target Retirement 2025 Fund	Mutual Funds	—	—	$5.7M	3.2%
Vanguard Target Retirement 2060 Fund	Mutual Funds	—	—	$4.3M	2.4%
Fidelity Emerging Markets Index Fund	Common Collective Trusts	—	—	$3.4M	1.9%
State Street Small/Mid Cap Equity Index Fund; Class K	Common Collective Trusts	—	—	$3.1M	1.7%
Vanguard Developed Markets Index Fund Admiral Shares	Common Collective Trusts	—	—	$2.4M	1.4%
GMO Climate Change; Class R6	Other securities	—	—	$2.2M	1.2%
Fidelity Intermediate Treasury Bond Index Fund	U.S. Treasuries	—	—	$2.0M	1.1%
Vanguard Target Retirement 2065 Fund	Mutual Funds	—	—	$1.6M	0.9%
Vanguard Target Retirement 2070 Fund	Mutual Funds	—	—	$1.5M	0.8%
GMO Resources Fund; Class R6	Other securities	—	—	$1.5M	0.8%
GMO Opportunistic Income Fund; Class R6	Other securities	—	—	$1.4M	0.8%
Fidelity Inflation-Protected Bond Index Fund	Common Collective Trusts	—	—	$1.3M	0.7%
GMO Emerging Markets; Class R6	Other securities	—	—	$917K	0.5%
Fidelity Long-Term Treasury Bond Index Fund	U.S. Treasuries	—	—	$857K	0.5%
Vanguard FTSE All-World ex-US Small-Cap Index Fund Admiral Shares	Common Collective Trusts	—	—	$821K	0.5%
Vanguard High-Yield Corporate Fund Admiral Shares	Mutual Funds	—	—	$684K	0.4%
Vanguard Target Retirement 2020 Fund	Mutual Funds	—	—	$615K	0.3%
Fidelity Real Estate Index Fund	Common Collective Trusts	—	—	$595K	0.3%
Notes receivable from participants	Other securities	—	—	$519K	0.3%
GMO Global Equity Allocation Fund; Class R6	Other securities	—	—	$504K	0.3%
GMO International Equity Allocation Fund; Class R6	Other securities	—	—	$464K	0.3%
GMO Global Asset Allocation Fund; Class R6	Other securities	—	—	$449K	0.3%
GMO International Developed Equity Allocation Fund; Class R6	Other securities	—	—	$320K	0.2%
Vanguard Target Retirement Income	Mutual Funds	—	—	$144K	<0.1%
Vanguard Total World Stock Index Fund Admiral Shares	Common Collective Trusts	—	—	$29K	<0.1%