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Original filing (PDF)20250923101529NAL0006232657001
GRACO INC.
Form 5500
FILING_RECEIVED
GRACO EMPLOYEE RETIREMENT PLAN - BLUE
Defined-benefit pension plan
Signals · 2
96% in single holdingNo recordkeeper disclosed
Active participants
291
Accounts w/ balance
—
Plan assets (EOY)
$150.2M
Net assets (EOY)
$149.9M
How this plan invests
This plan
2 pooled trusts
Schedule D
2 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "[DFE: COMMINGLED PENSION TRUST FUND (LDI DIVERSIFIED GROWTH) OF JPMORGAN CHASE BANK, N.A. (extraction pending)]" is 96% of plan.
- 47 bps in Schedule C fees — 369% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GRACO INC..
Plan sponsor
Name
GRACO INC.
EIN
41-0285640
Address
88 11TH AVE NE · MINNEAPOLIS, MN · 554131829
Phone
(612) 623-6000
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
008
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
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JP MORGAN INVESTMENT MANAGEMENT | 13-3200244 | — | NONE | $483K | — |
| MERCER(US)INC | 13-2834414 | — | NONE | $166K | — |
| GREAT-WEST LIFE & ANNUITY INSURANCE | 84-0467907 | — | NONE | $42K | — |
| CLIFTONLARSONALLEN LLP | 41-0746749 | — | NONE | $12K | — |
Investments
2 pooled funds· $148.2M(99% 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.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| LDI DIVERSIFIED GROWTH JP MORGAN CHASE BANK, N.A. · EIN 46-3511871 / PN 001 | Common Collective Trust | — | — | $143.0M | 95.2% | |
| JPMORGAN STRATEGIC PROPERTY FUND JP MORGAN CHASE BANK, N.A. · EIN 13-6038770 / PN 001 | Common Collective Trust | — | — | $5.2M | 3.5% |