Original filing (PDF)20250604161511NAL0019505776001

TOLEDO BLADE COMPANY BLADE PENSION TRUST

Name: TOLEDO BLADE COMPANY BLADE PENSION TRUST — THE TOLEDO NEWSPAPER UNIONS BLADE PENSION PLAN, Form 5500 (2024)
Creator: TOLEDO BLADE COMPANY BLADE PENSION TRUST

Form 5500

FILING_RECEIVED

THE TOLEDO NEWSPAPER UNIONS BLADE PENSION PLAN

Defined-benefit pension plan

Signals · 2

40% in single holding9 service providers

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$98.2M

Net assets (EOY)

$98.1M

How this plan invests

This plan

2 pooled trusts

Schedule D

510 securities

funds · stocks · CUSIPs

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

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

Participation health

100

Knocking points off

Top holding "[DFE: NEWTOWER TRUST COMPANY MULTI-EMPLOYER PROPERTY TRUST (extraction pending)]" is 40% of plan.
41 bps in Schedule C fees — 154% above peer band of 16 bps.
Highly fragmented vendor stack (9 disclosed providers, 7 categories).

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TOLEDO BLADE COMPANY BLADE PENSION TRUST.

Plan sponsor

Name

TOLEDO BLADE COMPANY BLADE PENSION TRUST

EIN

34-6074138

Address

7142 NIGHTINGALE DRIVE SUITE 1 · HOLLAND, OH · 43528

Phone

(419) 248-2401

Industry

Information / Tech / Mediasee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-04

Pension benefit codes

1A · Pay-related DB formula

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

TITUS & URBANSKI, INC.

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

9 rows

Custodian

Name	EIN	Location	Relation	Direct comp	Indirect comp
THE TRUST COMPANY OF TOLEDO	34-1661757	TOLEDO, OH	CUSTODIAL	$47K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
SEGAL ADVISOR	13-2646110	NEW YORK, NY	INVESTMENT ADVISOR	$60K	—
LP CAPITAL MANAGEMENT	02-0541198	LOS ANGELES, CA	INVESTMENT MANAGEMENT	$53K	—
SLC MANAGEMENT	04-3401283	WELLESLEY HILLS, MA	INVESTMENT ADVISOR	$34K	—

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
NORTHWESTERN OHIO ADMIN	34-1337680	HOLLAND, OH	THIRD PARTY ADMINISTRATOR	$105K	—

Accountant / Auditor

Name	EIN	Location	Relation	Direct comp	Indirect comp
TITUS & URBANSKI, INC	34-1695540	TOLEDO, OH	AUDITOR	$27K	—

Actuary

Name	EIN	Location	Relation	Direct comp	Indirect comp
MILLIMAN	91-0675641	CHICAGO, IL	ACTUARY	$37K	—

Legal counsel

Name	EIN	Location	Relation	Direct comp	Indirect comp
SHUMAKER, LOOP & KENDRICK	34-4439491	TOLEDO, OH	ATTORNEY	$18K	—

Insurance

Name	EIN	Location	Relation	Direct comp	Indirect comp
HUNTINGTON INSURANCE, INC	34-1715613	BOWLING GREEN, OH	INSURANCE	$18K	—

Investments

489 direct securities · 2 pooled funds· $41.0M(42% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

103-12 Investment Entity

$15.3M

1 holding

Uncategorized

$15.3M

489 holdings

Common Collective Trust

$10.4M

1 holding

Investment	Type	Shares / units	Cost	Current value	% of plan
PIMCO STOCKSPLUS, L.P. PIMCO STOCKPLUS, L. P. · EIN 33-0250969 / PN 001	103-12 Investment Entity	—	—	$15.3M	15.6%
MULTI-EMPLOYER PROPERTY TRUST RIGGS BANK NA · EIN 52-6218800 / PN 001	Common Collective Trust	—	—	$10.4M	10.6%
US TREASURY N/B	—	—	$1.0M	$1.0M	1.0%
TSY INFL IX N/B	—	—	$930K	$913K	0.9%
FNMA TBA 30 YR 6.5	—	—	$617K	$618K	0.6%
TREASURY BILL	—	—	$383K	$383K	0.4%
FED HM LN PC POOL SD8493	—	—	$376K	$373K	0.4%
RIPON MORTGAGES PLC	—	—	$354K	$325K	0.3%
US TREASURY N/B	—	—	$260K	$256K	0.3%
OZLM LTD	—	—	$228K	$228K	0.2%
FNMA TBA 30 YR 6	—	—	$203K	$202K	0.2%
ASHFORD HOSPITALITY TRUST	—	—	$189K	$189K	0.2%
FED HM LN PC POOL SD8329	—	—	$185K	$183K	0.2%
FNMA POOL BZ0874	—	—	$179K	$176K	0.2%
CITIGROUP COMMERCIAL MORTGAGE	—	—	$169K	$168K	0.2%
PALMER SQUARE LOAN FUNDING LTD PSTAT 2021 3A A2 144A	—	—	$164K	$164K	0.2%
FED HM LN PC POOL SD8385	—	—	$162K	$162K	0.2%
FNMA TBA 30 YR 6.5	—	—	$149K	$149K	0.2%
US TREASURY N/B	—	—	$151K	$149K	0.2%
FNMA TBA 30 YR 4	—	—	$135K	$136K	0.1%
FNMA TBA 30 YR 6	—	—	$130K	$130K	0.1%
BANK OF AMERICA CORP	—	—	$113K	$114K	0.1%
FREDDIE MAC	—	—	$107K	$108K	0.1%
FNMA POOL AN7395	—	—	$109K	$107K	0.1%
JP MORGAN CHASE COMMERCIAL MOR JPMCC 2021 MHC A 144A	—	—	$105K	$105K	0.1%
CHASE ISSUANCE TRUST	—	—	$103K	$103K	0.1%
FNMA POOL BM7575	—	—	$103K	$101K	0.1%
COUNTRYWIDE ASSET BACKED CERTI CWL 2004 2 1A	—	—	$100K	$101K	0.1%
BANK OF AMERICA CREDIT CARD TR BACCT 2023 A2	—	—	$99K	$100K	0.1%
FED HM LN PC POOL SD8421	—	—	$99K	$99K	0.1%
SBNA AUTO LEASE TRUST	—	—	$97K	$98K	<0.1%
MOUNTAIN VIEW CLO	—	—	$97K	$97K	<0.1%
AVIS BUDGET RENTAL CAR FUNDING AESOP 2022 5A A 144A	—	—	$95K	$97K	<0.1%
TRILLIUM CREDIT CARD TRUST II	—	—	$95K	$95K	<0.1%
WESTLAKE AUTOMOBILE RECEIVABLE WLAKE 2024 3A A2A 144A	—	—	$95K	$95K	<0.1%
COLLEGE AVE STUDENT LOANS	—	—	$94K	$94K	<0.1%
ELEVATION CLO LTD	—	—	$93K	$93K	<0.1%
NISSAN AUTO LEASE TRUST	—	—	$89K	$90K	<0.1%
AMERICAN EXPRESS CREDIT ACCOUN AMXCA 2024 3 A	—	—	$89K	$89K	<0.1%
EXTENDED STAY AMERICA TRUST	—	—	$85K	$86K	<0.1%
CHASE AUTO OWNER TRUST	—	—	$84K	$84K	<0.1%
BENEFIT STREET PARTNERS CLO LT BSP 2014 IVA AR4 144A	—	—	$83K	$83K	<0.1%
TSY INFL IX N/B	—	—	$89K	$82K	<0.1%
FNMA POOL FS5749	—	—	$82K	$82K	<0.1%
SYNCHRONY CARD ISSUANCE TRUST	—	—	$81K	$81K	<0.1%
NISSAN AUTO LEASE TRUST	—	—	$81K	$81K	<0.1%
WESTLAKE AUTOMOBILE RECEIVABLE WLAKE 2024 3A A2B 144A	—	—	$81K	$81K	<0.1%
SREIT TRUST	—	—	$80K	$81K	<0.1%
ROYAL BANK OF CANADA	—	—	$79K	$79K	<0.1%
JP MORGAN CHASE COMMERCIAL MOR JPMCC 2021 HTL5 B 144A	—	—	$79K	$78K	<0.1%
FREDDIE MAC	—	—	$75K	$74K	<0.1%
COLONY MORTGAGE CAPITAL LTD	—	—	$74K	$74K	<0.1%
FNMA POOL BZ1411	—	—	$74K	$72K	<0.1%
CARMAX AUTO OWNER TRUST	—	—	$71K	$71K	<0.1%
BSPRT ISSUER, LTD.	—	—	$71K	$71K	<0.1%
ELLINGTON FINANCIAL MORTGAGE T EFMT 2024 CES1 A1 144A	—	—	$71K	$71K	<0.1%
FNMA POOL BM7576	—	—	$71K	$70K	<0.1%
SMB PRIVATE EDUCATION LOAN TRU SMB 2022 B A1B 144A	—	—	$69K	$70K	<0.1%
FNMA POOL MA5167	—	—	$69K	$70K	<0.1%
FED HM LN PC POOL SD8422	—	—	$69K	$69K	<0.1%
MAGNETITE CLO LTD	—	—	$69K	$69K	<0.1%
DRIVE AUTO RECEIVABLES TRUST	—	—	$69K	$69K	<0.1%
NEUBERGER BERMAN CLO LTD	—	—	$68K	$68K	<0.1%
WELLS FARGO COMMERCIAL MORTGAG WFCM 2019 JWDR A 144A	—	—	$69K	$66K	<0.1%
US TREASURY N/B	—	—	$66K	$66K	<0.1%
LENDMARK FUNDING TRUST	—	—	$66K	$65K	<0.1%
BMO MORTGAGE TRUST	—	—	$65K	$64K	<0.1%
CARVANA AUTO RECEIVABLES TRUST CRVNA 2024 P3 A2	—	—	$63K	$63K	<0.1%
MFRA TRUST	—	—	$64K	$62K	<0.1%
MADISON PARK FUNDING LTD	—	—	$62K	$62K	<0.1%
FNMA POOL BZ2582	—	—	$62K	$62K	<0.1%
JP MORGAN CHASE COMMERCIAL MOR JPMCC 2021 NYAH C 144A	—	—	$65K	$62K	<0.1%
CARMAX AUTO OWNER TRUST	—	—	$61K	$61K	<0.1%
MORGAN STANLEY	—	—	$61K	$61K	<0.1%
STARWOOD COMMERCIAL MORTGAGE T STWD 2021 HTS B 144A	—	—	$61K	$60K	<0.1%
BLUEMOUNTAIN CLO LTD	—	—	$59K	$60K	<0.1%
OSCAR US FUNDING TRUST	—	—	$61K	$59K	<0.1%
AVIS BUDGET RENTAL CAR FUNDING AESOP 2019 3A A 144A	—	—	$57K	$58K	<0.1%
CITIZENS AUTO RECEIVABLES TRUS CITZN 2023 1 A3 144A	—	—	$57K	$57K	<0.1%
ANCHORAGE CAPITAL CLO LTD	—	—	$57K	$57K	<0.1%
GREENSTATE AUTO RECEIVABLES TR GRNST 2024 1A A2 144A	—	—	$56K	$56K	<0.1%
TOWD POINT MORTGAGE FUNDING	—	—	$56K	$56K	<0.1%
ATLAS SENIOR LOAN FUND LTD	—	—	$56K	$56K	<0.1%
OAK HILL EUROPEAN CREDIT PARTN OHECP 2018 7A AR 144A	—	—	$63K	$55K	<0.1%
SOUND POINT CLO LTD	—	—	$55K	$55K	<0.1%
DRIVE AUTO RECEIVABLES TRUST	—	—	$55K	$55K	<0.1%
VENTURE CDO LTD	—	—	$54K	$54K	<0.1%
CARMAX AUTO OWNER TRUST	—	—	$53K	$54K	<0.1%
SARANAC CLO LTD	—	—	$53K	$53K	<0.1%
WESTLAKE AUTOMOBILE RECEIVABLE WLAKE 2023 4A A2 144A	—	—	$52K	$53K	<0.1%
SMB PRIVATE EDUCATION LOAN TRU SMB 2022 A APT 144A	—	—	$55K	$51K	<0.1%
VENTURE CDO LTD	—	—	$51K	$51K	<0.1%
ALLY AUTO RECEIVABLES TRUST	—	—	$49K	$49K	<0.1%
ANGEL OAK MORTGAGE TRUST	—	—	$48K	$48K	<0.1%
DRYDEN SENIOR LOAN FUND	—	—	$47K	$47K	<0.1%
HYUNDAI AUTO RECEIVABLES TRUST HART 2024 A A3	—	—	$46K	$47K	<0.1%
GS MORTGAGE BACKED SECURITIES	—	—	$46K	$47K	<0.1%
BANK OF AMERICA CREDIT CARD TR BACCT 2023 A1	—	—	$46K	$47K	<0.1%
HAWAII HOTEL TRUST 2019 MAUI	—	—	$47K	$47K	<0.1%
GOVERNMENT NATIONAL MORTGAGE A GNR 2016 H02 FH	—	—	$46K	$46K	<0.1%
COLT FUNDING LLC	—	—	$45K	$45K	<0.1%
GOLDENTREE LOAN MANAGEMENT US	—	—	$45K	$45K	<0.1%
GCAT	—	—	$45K	$45K	<0.1%
WORLD OMNI SELECT AUTO TRUST	—	—	$44K	$45K	<0.1%
OCEAN TRAILS CLO	—	—	$44K	$45K	<0.1%
GNMA II TBA 30 YR 5	—	—	$44K	$44K	<0.1%
FED HM LN PC POOL G18659	—	—	$42K	$44K	<0.1%
WORLD OMNI AUTO RECEIVABLES TR WOART 2022 D A3	—	—	$43K	$43K	<0.1%
BARCLAYS COMMERCIAL MORTGAGE S BBCMS 2024 5C31 A3	—	—	$44K	$43K	<0.1%
SUMITOMO MITSUI FINL GRP	—	—	$51K	$43K	<0.1%
AMERICAN EXPRESS CREDIT ACCOUN AMXCA 2023 1 A	—	—	$42K	$43K	<0.1%
ATRIUM HOTEL PORTFOLIO TRUST	—	—	$43K	$42K	<0.1%
EXETER AUTOMOBILE RECEIVABLES	—	—	$41K	$41K	<0.1%
BLUEMOUNTAIN CLO LTD	—	—	$41K	$41K	<0.1%
ROYAL BANK OF CAN CASH	—	—	$41K	$41K	<0.1%
GM FINANCIAL SECURITIZED TERM GMCAR 2024 4 A2A	—	—	$40K	$40K	<0.1%
FNMA POOL AN5535	—	—	$40K	$40K	<0.1%
FREDDIE MAC	—	—	$40K	$40K	<0.1%
NEW RESIDENTIAL MORTGAGE LOAN NRZT 2020 RPL1 A1 144A	—	—	$42K	$39K	<0.1%
DRYDEN EURO CLO	—	—	$45K	$38K	<0.1%
AMERICREDIT AUTOMOBILE RECEIVA AMCAR 2023 2 A2	—	—	$38K	$38K	<0.1%
GLS AUTO RECEIVABLES TRUST	—	—	$37K	$37K	<0.1%
FNMA TBA 30 YR 4	—	—	$37K	$37K	<0.1%
MIZUHO FINANCIAL GROUP	—	—	$36K	$37K	<0.1%
FNMA TBA 30 YR 5	—	—	$37K	$37K	<0.1%
BLUEMOUNTAIN FUJI EUR CLO	—	—	$43K	$37K	<0.1%
SOCIAL PROFESSIONAL LOAN PROGR SOFI 2020 A A2FX 144A	—	—	$38K	$36K	<0.1%
MORGAN STANLEY	—	—	$37K	$36K	<0.1%
SYMPHONY CLO LTD	—	—	$35K	$35K	<0.1%
AQUA FINANCE TRUST	—	—	$38K	$35K	<0.1%
AVIS BUDGET RENTAL CAR FUNDING AESOP 2023 7A A 144A	—	—	$34K	$35K	<0.1%
CITIBANK NA	—	—	$34K	$35K	<0.1%
GM FINANCIAL SECURITIZED TERM	—	—	$34K	$35K	<0.1%
CREDIT SUISSE COMMERCIAL MORTG CSWF 2021 SOP2 A 144A	—	—	$36K	$34K	<0.1%
LCM LTD PARTNERSHIP	—	—	$34K	$34K	<0.1%
ARBOR REALTY COLLATERALIZED LO ARCLO 2021 FL1 A 144A	—	—	$33K	$33K	<0.1%
TTAN	—	—	$33K	$33K	<0.1%
TSY INFL IX N/B	—	—	$35K	$33K	<0.1%
GLS AUTO RECEIVABLES TRUST	—	—	$32K	$33K	<0.1%
SWCC CIB USD	—	—	$32K	$32K	<0.1%
HERTZ VEHICLE FINANCING LLC	—	—	$31K	$32K	<0.1%
ELLINGTON FINANCIAL MORTGAGE T EFMT 2022 4 A1 144A	—	—	$31K	$32K	<0.1%
JPMORGAN CHASE + CO	—	—	$30K	$30K	<0.1%
CARVANA AUTO RECEIVABLES TRUST CRVNA 2024 N3 A2 144A	—	—	$30K	$30K	<0.1%
GOLDMAN COC USD	—	—	$30K	$30K	<0.1%
INDEPENDENCE PLAZA TRUST	—	—	$31K	$30K	<0.1%
SMB PRIVATE EDUCATION LOAN TRU SMB 2020 A A2A 144A	—	—	$31K	$29K	<0.1%
HYUNDAI AUTO RECEIVABLES TRUST HART 2023 B A3	—	—	$28K	$29K	<0.1%
ALLY AUTO RECEIVABLES TRUST	—	—	$28K	$29K	<0.1%
TRESTLES CLO LTD	—	—	$28K	$28K	<0.1%
BMO MORTGAGE TRUST	—	—	$29K	$28K	<0.1%
FANNIE MAE	—	—	$28K	$28K	<0.1%
SMB PRIVATE EDUCATION LOAN TRU SMB 2021 B A 144A	—	—	$30K	$28K	<0.1%
AMORTIZING RESIDENTIAL COLLATE ARC 2004 1 A5	—	—	$28K	$28K	<0.1%
CARVANA AUTO RECEIVABLES TRUST CRVNA 2023 P2 A3 144A	—	—	$27K	$28K	<0.1%
COUNTRYWIDE ASSET BACKED CERTI CWL 2004 3 2A	—	—	$26K	$27K	<0.1%
GM FINANCIAL SECURITIZED TERM	—	—	$26K	$27K	<0.1%
BMW VEHICLE OWNER TRUST	—	—	$26K	$27K	<0.1%
MERCEDES BENZ AUTO RECEIVABLES MBART 2023 1 A3	—	—	$26K	$26K	<0.1%
FREDDIE MAC	—	—	$26K	$26K	<0.1%
VOLKSWAGEN GROUP AMERICA	—	—	$26K	$26K	<0.1%
CRESTLINE DENALI CLO XIV, LTD	—	—	$26K	$26K	<0.1%
CARVANA AUTO RECEIVABLES TRUST CRVNA 2024 N3 A3 144A	—	—	$26K	$26K	<0.1%
GOVERNMENT NATIONAL MORTGAGE A GNR 2021 H08 AF	—	—	$26K	$26K	<0.1%
SBNA AUTO LEASE TRUST	—	—	$26K	$26K	<0.1%
TSY INFL IX N/B	—	—	$29K	$25K	<0.1%
TOWD POINT MORTGAGE TRUST	—	—	$24K	$25K	<0.1%
BANK OF AMERICA AUTO TRUST	—	—	$24K	$25K	<0.1%
VOLKSWAGEN GROUP AMERICA	—	—	$24K	$24K	<0.1%
JP MORGAN CHASE COMMERCIAL MOR JPMCC 2020 MKST A 144A	—	—	$32K	$24K	<0.1%
TRICOLOR AUTO SECURITIZATION T TAST 2023 1A В 144А	—	—	$23K	$23K	<0.1%
UBS GROUP AG	—	—	$22K	$23K	<0.1%
CARVANA AUTO RECEIVABLES TRUST CRVNA 2024 N1 A3 144A	—	—	$22K	$22K	<0.1%
BARCLAYS COMMERCIAL MORTGAGE S BBCMS 2024 5C31 A2	—	—	$22K	$22K	<0.1%
DT AUTO OWNER TRUST	—	—	$22K	$22K	<0.1%
CARMAX AUTO OWNER TRUST	—	—	$21K	$22K	<0.1%
PALMER SQUARE LOAN FUNDING LTD PSTAT 2021 4A A1 144A	—	—	$21K	$21K	<0.1%
JPMORGAN CHASE + CO	—	—	$20K	$20K	<0.1%
NAVIENT STUDENT LOAN TRUST	—	—	$20K	$20K	<0.1%
US TREASURY N/B	—	—	$21K	$20K	<0.1%
FNMA POOL AN6607	—	—	$19K	$19K	<0.1%
FNMA POOL BZ0937	—	—	$18K	$18K	<0.1%
MARBLE POINT CLO LTD.	—	—	$18K	$18K	<0.1%
ACRA TRUST 2024 NQM1	—	—	$18K	$18K	<0.1%
FED HM LN PC POOL SD8403	—	—	$18K	$18K	<0.1%
GNMA II POOL 082793	—	—	$17K	$17K	<0.1%
CAIRN CLO BV	—	—	$18K	$17K	<0.1%
FED HM LN PC POOL QG5960	—	—	$17K	$17K	<0.1%
DRYDEN SENIOR LOAN FUND	—	—	$17K	$17K	<0.1%
GOVERNMENT NATIONAL MORTGAGE A GNR 2017 H10 FB	—	—	$17K	$17K	<0.1%
CARVANA AUTO RECEIVABLES TRUST CRVNA 2023 P2 A4 144A	—	—	$16K	$16K	<0.1%
CRB SECURITIZATION TRUST	—	—	$16K	$16K	<0.1%
WESTLAKE AUTOMOBILE RECEIVABLE WLAKE 2023 3A A2A 144A	—	—	$16K	$16K	<0.1%
JPMORGAN CHASE + CO	—	—	$15K	$16K	<0.1%
WESTLAKE AUTOMOBILE RECEIVABLE WLAKE 2023 3A A2B 144A	—	—	$15K	$15K	<0.1%
NEW RESIDENTIAL MORTGAGE LOAN NRZT 2021 NQ2R A1 144A	—	—	$16K	$15K	<0.1%
US TREASURY N/B	—	—	$15K	$15K	<0.1%
US TREASURY N/B	—	—	$16K	$14K	<0.1%
WESTLAKE AUTOMOBILE RECEIVABLE WLAKE 2024 1A A2A 144A	—	—	$14K	$14K	<0.1%
CARVANA AUTO RECEIVABLES TRUST CRVNA 2024 N2 A2 144A	—	—	$14K	$14K	<0.1%

Showing top 200 of 491 investments by value.