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Original filing (PDF)20250923103704NAL0002508659001

GREIF PACKAGING LLC

Form 5500
FILING_RECEIVED
GREIF PENSION PLAN
Defined-benefit pension plan
Active participants
1,078
Accounts w/ balance
Plan assets (EOY)
$522.4M
Net assets (EOY)
$471.8M
How this plan invests
This plan
4 pooled trusts
Schedule D
455 securities
funds · stocks · CUSIPs

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

Plan health score (directional)
91
/ 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
100
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
  • 47 bps in Schedule C fees — 691% above peer band of 6 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GREIF PACKAGING LLC.
Plan sponsor
Name
GREIF PACKAGING LLC
EIN
36-3268123
Address
425 WINTER ROAD · DELAWARE, OH · 43015
Phone
(740) 549-6000
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-23
Pension benefit codes
1A · Pay-related DB formula
Audit & trust (Schedule H)
Auditor
GBQ PARTNERS LLC
Trustee / custodian
Trustee phone

Service providers (Schedule C)

5 rows
Recordkeeper
1
NameEINLocationRelationDirect compIndirect comp
WILLIS TOWERS WATSON US LLC53-0181291RECORDKEEPER/ACTUARY$913K
Trustee
1
NameEINLocationRelationDirect compIndirect comp
THE NORTHERN TRUST COMPANY36-1561860TRUSTEE$348K
Other
3
NameEINLocationRelationDirect compIndirect comp
PIMCO33-0629048NONE$560K
METLIFE INVESTMENT MANAGEMENT82-2405817NONE$536K
HIGHLAND CONSULTING ASSOCIATES34-1753575NONE$123K

Investments

448 direct securities · 4 pooled funds· $496.8M(95% 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.

Uncategorized
$358.1M
445 holdings
Common Collective Trust
$104.8M
4 holdings
Mutual Funds
$19.2M
1 holding
CORPORATE BOND
$9.3M
1 holding
OTHER
$5.4M
1 holding
PIInvestmentTypeShares / unitsCostCurrent value% of plan
MFO PIMCO LONG DURATION CREDIT BOND PORT Mutual Funds$101.9M19.5%
COLLECTIVE DAILY RUSSELL 1000 INDEX
NORTHERN TRUST GLOBAL INVESTMENT · EIN 45-6138589 / PN 095
Common Collective Trust
$68.2M13.1%
MFO DODGE & COX INTL STK FD Mutual Funds$19.5M3.7%
MFO BLAIR WILLIAM FDS INSTL INTL GROWTH FD Mutual Funds
Mutual Funds
$19.2M3.7%
NTCC SMALL CAP NL FD DEBT
NORTHERN TRUST GLOBAL INVESTMENTS · EIN 06-6138589 / PN 084
Common Collective Trust
$12.3M2.4%
NORTHERN TRUST SHORT TERM INV FUND
NORTHERN TRUST GLOBAL INVESTMENTS · EIN 45-6138589 / PN 084
Common Collective Trust
$12.3M2.4%
COLLECTIVE DAILY RUSSELL 2000 INDEX
NORTHERN TRUST GLOBAL INVESTMENT · EIN 45-6138589 / PN 096
Common Collective Trust
$12.0M2.3%
UNITED STATES TREAS BDS 1.875% DUE 02-15-2041 REG$10.6M2.0%
Funds MFO PIMCO ABS AND SHORT TERM INVESTMENT PORT Mutual Funds
CORPORATE BOND
$9.4M$9.3M1.8%
Other
OTHER
$3.5M$5.4M1.0%
UNITED STATES OF AMER TREAS BONDS 4.5% 11-15-2054$5.7M$5.4M1.0%
UNITED STATES OF AMER TREAS BONDS 4.125% 08-15-2044$5.1M$4.8M0.9%
UNITED STATES TREAS BDS 4.625% 11-15-2044$4.5M$4.3M0.8%
US TREASURY N/B 4.25% 08-15-2054$4.2M$3.9M0.7%
UNITED STATES TREAS BD STRIPPED PRIN PMT02-15-2044 REG$5.3M$3.8M0.7%
FNMA 30 YEAR PASS-THROUGHS 5.5% 30 YEARS SETTLES FEBRUARY$3.6M$3.5M0.7%
US TREASURY N/B 4.25% 08-15-2054$3.5M$3.3M0.6%
UNITED STATES TREAS BDS TBOND FIXED 3% 02-15-2049$3.2M$3.0M0.6%
UTD STATES TREAS 4.375% DUE 12-31-2029$2.7M$2.7M0.5%
UNITED STATES OF AMER TREAS NOTES 4.125% 11-15-2027$2.3M$2.3M0.4%
JPMORGAN CHASE & CO. 2.739% 10-15-2030$2.2M$2.2M0.4%
HSBC BK USA N A 7 DUE 01-15-2039$2.8M$2.1M0.4%
STATE OF ISRAEL 6.043% 03-12-2054$1.9M$1.8M0.4%
UNITED STATES OF AMER TREAS NOTES 4.25% 12-31-2026$1.8M$1.8M0.4%
UNITED STATES OF AMER TREAS BONDS 3.375%DUE 08-15-2042 REG$1.9M$1.8M0.3%
UNITED STATES TREAS BDS 2.25% 05-15-2041 REG$1.9M$1.8M0.3%
PVTPL ATHENE GLOBAL FDG MEDIUM TERM SR SECD NT 2.5% DUE 03-24-2028 BEO$1.6M$1.8M0.3%
UNITED STATES TREAS NTS 4.0% 12-15-2027$1.7M$1.7M0.3%
WYETH NT 5.95 DUE 04-01-2037/03-27-2007 BEO$2.2M$1.7M0.3%
ABBOTT LABS 6.15% DUE 11-30-2037$1.7M$1.7M0.3%
PVTPL ROCHE HLDGS INC 5.593% 11-13-2033$1.6M$1.7M0.3%
HESS CORP 5.6% DUE 02-15-2041$1.6M$1.6M0.3%
WACHOVIA BK NATL ASSN MEDIUM TERM SUB BKTRANCHE # SB 00009 6.6 DUE 01-15-2038$2.2M$1.6M0.3%
FNMA SINGLE FAMILY MORTGAGE 4.5% MAT 30 YEARS SETTLES FEB$1.6M$1.6M0.3%
DUKE ENERGY FIXED 3.7% DUE 12-01-2047$2.2M$1.6M0.3%
BANK AMER CORP 3.366% 01-23-2026$1.6M$1.5M0.3%
GOLDMAN SACHS CAP I DUE 02-15-2034 BEO$1.6M$1.5M0.3%
CITIGROUP INC 8.125% DUE 07-15-2039$1.9M$1.5M0.3%
UNITED STATES OF AMER TREAS BONDS 4.375% 08-15-2043$1.4M$1.4M0.3%
WELLS FARGO & CO 3.196%$1.5M$1.4M0.3%
COMCAST CORP NEW 2.887% 11-01-2051 BEO$2.0M$1.4M0.3%
ALTRIA GROUP INC 4.25% DUE 08-09-2042$1.7M$1.3M0.3%
VERIZON COMMUNICATIONS 4.4% DUE 11-01-2034 REG$1.1M$1.2M0.2%
MORGAN STANLEY FIXED 1.593% DUE$1.1M$1.2M0.2%
CVS HEALTH CORP 5.05% DUE 03-25-2048$1.2M$1.2M0.2%
UNITED STATES TREAS BDS 15/05/2042 3.25%DUE 05-15-2042 REG$1.2M$1.1M0.2%
ANHEUSER-BUSCH COS LLC CORP 4.9% 02-01-2046$1.3M$1.1M0.2%
MORGAN STANLEY 4.654% 10-18-2030$1.1M$1.1M0.2%
BANK OF AMERICA CORP 2.884% 10-22-2030$1.2M$1.0M0.2%
Foreign Government Securities CHILE ELECTRICITY LUX 5.58% DUE 10-20-2035 BEO$1.0M$1.0M0.2%
UNITED STATES TREAS 2.375% DUE 02-15-2042 REG$1.0M$1.0M0.2%
PVTPL RE1 LTD IN ITS CAPACITY AS RESPONSIBLE E 5.125% 09-24-2080$1.0M$1.0M0.2%
BANK OF AMERICA CORP 4.571% 04-27-2033$971K$1.0M0.2%
AT&T INC 3.5% DUE 09-15-2053 REG$1.3M$994K0.2%
BK OF AMER NA 6 DUE 10-15-2036$1.2M$987K0.2%
BARRICK N AMER FIN 5.75% DUE 05-01-2043$1.3M$959K0.2%
CHARTER 6.484% DUE 10-23-2045$1.0M$950K0.2%
ASTRAZENECA PLC 6.45% DUE 09-15-2037$1.1M$949K0.2%
HESS CORP 6% DUE 01-15-2040$1.0M$948K0.2%
GOLDMAN SACHS GROUP INC 6.484% DUE 10-24-2029$920K$922K0.2%
BP CAP MKTS AMER INC 4.812% DUE$930K$917K0.2%
ORACLE CORP 4% DUE 07-15-2046$1.2M$909K0.2%
PVTPL CITADEL LTD PARTNERSHIP 4.875% DUE01-15-2027 BEO$944K$893K0.2%
JPMORGAN CHASE & FLTG RT 2.525% DUE$945K$882K0.2%
PHILIP MORRIS INTERNATIONAL INC 3.875 BDS DUE 08-21-2042 USD1000$1.2M$871K0.2%
OTIS WORLDWIDE CORP 5.125% 11-19-2031$860K$860K0.2%
UTD PARCEL SVC INC 6.2% DUE 01-15-2038$1.2M$857K0.2%
PVTPL BRIGHTHOUSE FINANCIAL GLOBAL FDG 5.55% 04-09-2027$863K$852K0.2%
WARNERMEDIA HLDGS INC SR NT 3.755%$870K$838K0.2%
VERIZON COMMUNICATIONS BNDS 5.25% DUE 03-16-2037 REG$1.0M$835K0.2%
CITIGROUP INC 5.174% 02-13-2030$835K$834K0.2%
JPMORGAN CHASE & CO 1.764% 11-19-2031$1.0M$831K0.2%
NATWEST GROUP PLC 1.642%$865K$825K0.2%
JPMORGAN CHASE & CO 6.254% 10-23-2034$792K$819K0.2%
COMCAST CORP NEW 2.937% 11-01-2056$1.2M$817K0.2%
MERCK & CO INC 3.6 DUE 09-15-2042$1.1M$816K0.2%
UNITEDHEALTH GROUP 5.35% DUE 02-15-2033$820K$815K0.2%
NORTHROP GRUMMAN CORP 4.7% DUE$803K$814K0.2%
PVTPL SAUDI ARABIA (KINGDOM OF) 5.75% 01-16-2054$845K$808K0.2%
UNITEDHEALTH GROUP INC 5.375%$829K$803K0.2%
UNITED STATES TREAS BDS 0.125% 02-15-2051$909K$801K0.2%
APPLE INC 3.85% DUE 05-04-2043$920K$792K0.2%
UNITED STATES OF AMER TREAS NOTES 4.5% 12-31-2031$785K$786K0.2%
PVTPL SAUDI ARABIAN OIL CO GLOBAL 5.75%07-17-2054$821K$786K0.2%
UNITED STATES OF AMER TREAS BONDS 4.0% 11-15-2042$845K$766K0.1%
APPLE INC 2.55% DUE 08-20-2060 REG$1.3M$761K0.1%
CITIBANK N A 5.57%$745K$753K0.1%
UNITED STATES TREAS BD STRIPPED PRIN PMTZCP DUE 02-15-2043$1.0M$752K0.1%
MORGAN STANLEY 5.466% 01-18-2035$756K$751K0.1%
GOLDMAN SACHS GROUP INC 4.223%$824K$749K0.1%
FNMA SINGLE FAMILY MORTGAGE 4.0% MAT 30 YEARS SETTLES FEB$727K$731K0.1%
BERKSHIRE HATHAWAY FINANCE CORP 3.85%$895K$720K0.1%
SPRINT CAP CORP 8.75% DUE 03-15-2032$709K$716K0.1%
WELLS FARGO & CO NEW 5.95% DUE 12-15-2036 BEO$810K$712K0.1%
JOHNSON & JOHNSON 5.95% DUE 08-15-2037$715K$707K0.1%
MICROSOFT CORP SR NT 2.5% 09-15-2050$972K$703K0.1%
GILEAD SCIENCES 4.15% DUE 03-01-2047$722K$702K0.1%
PVTPL UBS GROUP AG 3.869% 01-12-2018$659K$693K0.1%
RTX CORPORATION 4.5%$917K$684K0.1%
VODAFONE GROUP PLC 5.125% 06/04/2081 5.125% 04/06/2081$900K$684K0.1%
BERKSHIRE HATHAWAY 3.25% DUE 04-15-2028$733K$676K0.1%
ENERGY TRANSFER 5.15% DUE 03-15-2045$639K$675K0.1%
SOUTHN CAL EDISON 3.65% DUE 03-01-2028$748K$665K0.1%
PVTPL PRINCIPAL LIFE GLOBAL FUND II 4.6% 08-19-2024$664K$663K0.1%
PVTPL BROADCOM INC NT 4.926%$622K$661K0.1%
SUNCOR ENERGY INC DUE12-01-2034 BEO$774K$660K0.1%
SOUTHERN CALIFORNIA GAS CO 2.55% DUE 02-01-2030 BEO$766K$654K0.1%
INTERNATIONAL BUSINESS MACHS CORP 4.15% DUE 05-15-2039$668K$637K0.1%
A T CAP CORP 4.39%$645K$629K0.1%
PVTPL CONSTELLATION INSURANCE INC 6.8%$656K$622K0.1%
UNION ELEC CO 5.45%$644K$618K0.1%
JPMORGAN CHASE & CO 2.069%$580K$618K0.1%
UNITED STATES OF AMER TREAS NOTES 4.25% 11-15-2034$620K$604K0.1%
PVTPL HEALTH CARE SERVICE CORP 5.2%$600K$603K0.1%
JPMORGAN CHASE & CO 5.53% 07-22-2035$612K$594K0.1%
PVTPL NEW YORK LIFE GLOBAL FDG 4.55%$562K$593K0.1%
ENERGY TRANSFER FIXED 6.05% DUE$618K$588K0.1%
UNITEDHEALTH GROUP INC 5.625%$605K$584K0.1%
CISCO SYS INC 5.3% 02-26-2054$588K$574K0.1%
UNITED STATES TREAS BDS 2.125% 02-15-2054$618K$572K0.1%
T-MOBILE USA INC 3.0% DUE 02-15-2041 BEO$781K$571K0.1%
FL PWR & LT CO 4.05% DUE 10-01-2044$698K$571K0.1%
MITSUBISHI UFJ FINL GROUP INC 5.719%$570K$570K0.1%
TIME WARNER CABLE 7.3% DUE 07-01-2038$752K$560K0.1%
AMER MOVIL SAB DE CV 6.125% 03-30-2040$712K$559K0.1%
PVTPL MUTUAL OF OMAHA GLOBAL 4.75%$565K$556K0.1%
PHILIP MORRIS INTL INC 4.875%$550K$554K0.1%
CIGNA CORP NEW CORP 4.8% 08-15-2038$751K$553K0.1%
MEDIUM TERM NTS TRANCHE PVTPL NEW YORK LIFE GLOBAL FDG$549K$552K0.1%
SCHLUMBERGER INVT SA 4.85%$560K$548K0.1%
DISNEY WALT CO SR NT 6.4% 12-15-2035$706K$547K0.1%
UNITED STATES TREAS BDS 1.375% 11-15-2040$633K$545K0.1%
AMAZON COM INC FIXED 4.65% DUE$540K$544K0.1%
BP CAP MKTS AMER 2.772% DUE 11-10-2050$706K$541K0.1%
BURLINGTON NORTHN SANTA FE LLC 4.9 DUE 04-01-2044 REG$714K$541K0.1%
CONSOLIDATED EDISON CO(N.Y) 6.15% DUE 11-15-2052 BEO$512K$540K0.1%
BARRICK INTL BK 6.35% DUE 10-15-2036$536K$537K0.1%
PUBLIC STORAGE 5.125% 01-15-2029$525K$531K0.1%
WI TREASURY SEC 3.875%$561K$529K0.1%
BOEING CO SR NT 6.528% 05-01-2034$500K$524K0.1%
WARNERMEDIA HOLDINGS INC. 5.05%$603K$520K<0.1%
PHILIP MORRIS INTL .875% DUE 05-01-2026$543K$519K<0.1%
META PLATFORMS INC 5.75%$508K$516K<0.1%
META PLATFORMS INC FIXED 4.45% DUE$573K$515K<0.1%
VIRGINIA ELEC & PWR CO 5.0% 01-15-2034$521K$511K<0.1%
COMCAST CORP NEW 3.25%$531K$508K<0.1%
GOLDMAN SACHS GROUP INC 5.561% 11-19-2045$525K$507K<0.1%
PVTPL MONONGAHELA POWER CO 5.85% 02-15-2034 BEO$494K$506K<0.1%
BHP BILLITON FIN USA LTD 5.25%$495K$503K<0.1%
STH AFRICA(REP OF) 8.875% SNR 28/02/35 ZAR1000$528K$502K<0.1%
AQUA AMER INC FIXED 4.276%$698K$501K<0.1%
COMMONWEALTH EDISON CO 4.0% DUE 03-01-2048 REG$712K$500K<0.1%
UNITED STATES TREAS BDS WIT REG$603K$499K<0.1%
HOME DEPOT INC 5.95% DUE 04-01-2041$650K$494K<0.1%
ALTRIA GROUP INC FIXED 4.4% DUE$531K$491K<0.1%
UNITED AIRLINES INC 5.45%$485K$485K<0.1%
MFO PIMCO SHORT TERM FLOATING NAV II Mutual Funds$481K$481K<0.1%
ENTERGY ARK LLC 2.65% DUE$797K$473K<0.1%
ONEOK INC 5.7% 11-01-2054$499K$471K<0.1%
MICROSOFT CORP 2.525% DUE 06-01-2050 BEO$695K$463K<0.1%
MERRILL LYNCH & CO 7.75% DUE 05-14-2038$530K$456K<0.1%
BERKSHIRE HATHAWAY FIXED 4.45% DUE$640K$454K<0.1%
CISCO SYSTEMS INC 6.5% DUE 11-15-2035$468K$451K<0.1%
META PLATFORMS INC 5.55%$473K$450K<0.1%
PVTPL CHILE ELECTRICITY LUX MPC 6.01% 07-20-2024$444K$448K<0.1%
ENTERPRISE PRODS 6.125% DUE 10-15-2039$454K$447K<0.1%
ENTERGY LOUISIANA LLC 4.2% 09-01-2048$637K$445K<0.1%
MITSUBISHI UFJ FIN GRP BDS 3.195% 07-18-2029$512K$445K<0.1%
UK(GOVT OF) 4.375% BDS 31/07/54 GBP1000$500K$444K<0.1%
MORGAN STANLEY FIXED 5.516% 11-19-2055$455K$439K<0.1%
GILEAD SCIENCES 5.5% DUE 11-15-2054$464K$439K<0.1%
MERCK & CO INC NEW 3.4% DUE 03-07-2029$469K$438K<0.1%
JBS USA LUX S A 6.5% DUE 12-01-2052$403K$437K<0.1%
APPLE INC 3.85% DUE 08-04-2046$630K$436K<0.1%
ATHENE HLDG LTD 6.65% 02-01-2033$409K$435K<0.1%
ENTERPRISE PRODS 5.95% DUE 02-01-2041$519K$432K<0.1%
VIACOM INC 6.875% DUE 04-30-2036$613K$430K<0.1%
UNITED STATES OF AMER TREAS BONDS 0% T-BOND 02-15-2050$499K$430K<0.1%
TAKEDA PHARMACEUTICAL CO LTD SR NT 3.025% 07-09-2040$586K$430K<0.1%
U S BANCORP MEDIUM VAR RT 4.653% DUE$408K$426K<0.1%
BERKSHIRE HATHAWAY ENERGY CO SR NT 4.6% 05-01-2053$502K$424K<0.1%
ACCENTURE CAP INC 4.5% 10-04-2034$445K$423K<0.1%
PVTPL CSL FINANCE PLC 5.106%$430K$423K<0.1%
PVTPL BAYER US FIN II LLC 4.7%$505K$416K<0.1%
BANK AMER CORP 3.311% DUE 04-22-2042$556K$415K<0.1%
COMMONWEALTH EDISON CO 4.7 DUE$527K$415K<0.1%
PVTPL SPRINT SPECTRUM /SPRINT 5.152% 03-20-2028$409K$414K<0.1%
PVTPL BROADCOM INC 2.6% DUE 02-15-2033/01-19-2021 BEO$499K$413K<0.1%
BANK AMER CORP 5.819%$400K$410K<0.1%
BANK AMER CORP 4.083% 03-20-2051$583K$408K<0.1%
ARIZONA PUB SVC CO 2.65% DUE 09-15-2050$697K$406K<0.1%
FLORIDA POWER & LIGHT COMPANY 4.8%$415K$404K<0.1%
UNITED STATES TREAS BDS 2% 11-15-2041$515K$403K<0.1%
WELLS FARGO & COMPANY 5.198%$400K$401K<0.1%
MORGAN STANLEY 5.173% 01-16-2030$400K$401K<0.1%
PVTPL JERSEY CENT PWR & LT CO 5.1% 01-15-2035$409K$400K<0.1%
JPMORGAN CHASE & CO 5.012%$400K$400K<0.1%
PACIFIC GAS & ELEC CO 4.45% DUE 4-15-2042$517K$398K<0.1%
CISCO SYS INC SR NT 5.9 DUE 02-15-2039 REG$415K$396K<0.1%
ALTRIA GROUP INC 5.8% DUE 02-14-2039$399K$395K<0.1%
Showing top 200 of 452 investments by value.