Original filing (PDF)20251014100441NAL0002472449001

GLEN RAVEN, INC.

Name: GLEN RAVEN, INC. — GLEN RAVEN, INC. PENSION PLAN, Form 5500 (2024)
Creator: GLEN RAVEN, INC.

Form 5500

FILING_RECEIVED

GLEN RAVEN, INC. PENSION PLAN

Defined-benefit pension plan

Signals · 1

No recordkeeper disclosed

Active participants

1,316

Accounts w/ balance

Plan assets (EOY)

$178.2M

Net assets (EOY)

$178.2M

How this plan invests

This plan

14 pooled trusts

Schedule D

158 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

100

Total plan cost

Vendor stack

Participation health

100

Knocking points off

38 bps in Schedule C fees — 279% 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 GLEN RAVEN, INC..

Plan sponsor

Name

GLEN RAVEN, INC.

EIN

56-0481507

Address

1831 N PARK AVE · BURLINGTON, NC · 272171137

Phone

(336) 227-6211

Industry

Manufacturingsee 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

2025-10-14

Pension benefit codes

1A · Pay-related DB formula

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

RSM US LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

5 rows

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
CIBC	20-0822261	—	INVESTMENT ADVISORY	$211K	—
DAVENPORT AND COMPANY	54-1835842	—	INVESTMENT ADVISORY	$64K	—
PRINCIPAL GLOBAL INVESTORS LLC	42-1479618	—	INVESTMENT ADVISORY	$24K	—

Trustee

Name	EIN	Location	Relation	Direct comp	Indirect comp
PRINCIPAL CUSTODY SOLUTIONS	51-0099493	—	TRUSTEE	$169K	—

Actuary

Name	EIN	Location	Relation	Direct comp	Indirect comp
PRINCIPAL LIFE INSURANCE COMPANY	42-0127290	—	ACTUARY	$208K	—

Investments

157 direct securities · 14 pooled funds· $176.8M(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.

Uncategorized

$174.9M

157 holdings

Pooled Separate Account

$2.0M

14 holdings

Investment	Type	Shares / units	Cost	Current value	% of plan
Vanguard	—	—	$40.4M	$42.9M	24.1%
Vanguard	—	—	$15.8M	$15.1M	8.5%
Vanguard	—	—	$6.2M	$6.0M	3.4%
US Treasury Bond/Note	—	—	$5.2M	$5.2M	2.9%
Investment Fund	—	—	$3.6M	$3.6M	2.0%
AT&T	—	—	$3.2M	$3.1M	1.8%
US Treasury Sec	—	—	$2.9M	$2.9M	1.6%
Oracle Corp	—	—	$2.8M	$2.8M	1.6%
Amgen	—	—	$2.8M	$2.7M	1.5%
HCA	—	—	$2.3M	$2.2M	1.3%
Duke Energy	—	—	$2.1M	$2.1M	1.2%
Comcast	—	—	$2.2M	$2.1M	1.2%
Abbvie	—	—	$2.1M	$2.0M	1.1%
PRINCIPAL U.S. PROPERTY SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 027	Pooled Separate Account	—	$1.9M	$2.0M	1.1%
JP Morgan	—	—	$2.0M	$1.9M	1.1%
US Treasury Bond	—	—	$2.0M	$1.9M	1.0%
Goldman Sachs	—	—	$1.8M	$1.8M	1.0%
Energy Transfer	—	—	$1.7M	$1.7M	1.0%
Unitedhealth	—	—	$1.6M	$1.6M	0.9%
RTX	—	—	$1.6M	$1.6M	0.9%
Aon	—	—	$1.5M	$1.5M	0.8%
Lowe's	—	—	$1.5M	$1.4M	0.8%
Warnermedia	—	—	$1.5M	$1.4M	0.8%
CVS Health	—	—	$1.4M	$1.3M	0.7%
Aercap Ireland	—	—	$1.3M	$1.3M	0.7%
Intel	—	—	$1.4M	$1.3M	0.7%
Bank of America	—	—	$1.2M	$1.2M	0.7%
Verizon Communications	—	—	$1.2M	$1.2M	0.7%
Valero	—	—	$1.2M	$1.1M	0.6%
US Tresury Strips	—	—	$1.1M	$1.1M	0.6%
US Treasury Strip	—	—	$1.1M	$1.1M	0.6%
JM Smucker	—	—	$1.1M	$1.1M	0.6%
Ford Motor	—	—	$1.1M	$1.1M	0.6%
IBM	—	—	$1.0M	$1.0M	0.6%
Norfolk	—	—	$948K	$948K	0.5%
Honeywell	—	—	$999K	$936K	0.5%
Morgan	—	—	$947K	$927K	0.5%
Whirlpool	—	—	$972K	$926K	0.5%
Kraft Heinz	—	—	$946K	$916K	0.5%
Indianapolis Power	—	—	$902K	$908K	0.5%
Meta Platforms	—	—	$917K	$899K	0.5%
Williams	—	—	$915K	$898K	0.5%
McDonald's	—	—	$906K	$896K	0.5%
Tyson	—	—	$896K	$887K	0.5%
Smurfit Kappa	—	—	$865K	$870K	0.5%
Stryker	—	—	$900K	$866K	0.5%
LYB Intl	—	—	$889K	$859K	0.5%
Charter Comm	—	—	$830K	$844K	0.5%
T-Mobile	—	—	$844K	$820K	0.5%
Vodafone	—	—	$827K	$816K	0.5%
JBS	—	—	$796K	$814K	0.5%
Xylem	—	—	$852K	$813K	0.5%
Pacific Gas & Electric	—	—	$776K	$812K	0.5%
Allstate	—	—	$832K	$803K	0.5%
Diamondback Energy	—	—	$824K	$798K	0.4%
Boeing	—	—	$778K	$793K	0.4%
Gallagher Arther	—	—	$770K	$775K	0.4%
Anheuser-Busch	—	—	$785K	$764K	0.4%
Southwestern Public	—	—	$748K	$758K	0.4%
Athene Holding	—	—	$752K	$751K	0.4%
Broadcom	—	—	$730K	$742K	0.4%
Bat Capital	—	—	$675K	$692K	0.4%
Exelon	—	—	$675K	$675K	0.4%
Energy Transfer	—	—	$641K	$636K	0.4%
Corebridge Financial	—	—	$590K	$603K	0.3%
Oneok	—	—	$601K	$590K	0.3%
Microsoft	—	—	$595K	$575K	0.3%
Nextera	—	—	$577K	$574K	0.3%
Huntington	—	—	$563K	$559K	0.3%
Occidental	—	—	$566K	$551K	0.3%
Hewlett Packard	—	—	$572K	$548K	0.3%
Home Depot	—	—	$554K	$546K	0.3%
Apple	—	—	$527K	$511K	0.3%
American Intl	—	—	$509K	$508K	0.3%
Pfizer Invt	—	—	$519K	$505K	0.3%
AEP Texas	—	—	$491K	$495K	0.3%
Oncor	—	—	$490K	$487K	0.3%
Pacific	—	—	$484K	$486K	0.3%
Westlake	—	—	$488K	$482K	0.3%
Becton Dickinson	—	—	$478K	$471K	0.3%
Burlington North	—	—	$467K	$461K	0.3%
Intl Flavor & Fragrances	—	—	$460K	$459K	0.3%
MPLX	—	—	$453K	$441K	0.2%
Wells	—	—	$451K	$438K	0.2%
Northrop	—	—	$428K	$424K	0.2%
TIA	—	—	$421K	$424K	0.2%
Atmos Energy	—	—	$436K	$422K	0.2%
Lockheed Martin	—	—	$421K	$417K	0.2%
BAE	—	—	$416K	$414K	0.2%
Union Pacific	—	—	$426K	$410K	0.2%
Enterprise Products	—	—	$408K	$402K	0.2%
United Airlines	—	—	$400K	$401K	0.2%
CSX	—	—	$404K	$397K	0.2%
Vale Overseas	—	—	$395K	$393K	0.2%
BP	—	—	$395K	$380K	0.2%
KBC	—	—	$385K	$379K	0.2%
Consolidated Edison	—	—	$363K	$360K	0.2%
Zoetis	—	—	$356K	$355K	0.2%
Commonwealth	—	—	$350K	$354K	0.2%
US Treasury Bond	—	—	$387K	$349K	0.2%
PNC	—	—	$331K	$330K	0.2%
Union Electric	—	—	$328K	$329K	0.2%
KLA Corp	—	—	$334K	$328K	0.2%
AIB	—	—	$336K	$325K	0.2%
Micron	—	—	$324K	$325K	0.2%
L3Harris Technologies	—	—	$324K	$324K	0.2%
Anheuser-Busch	—	—	$320K	$316K	0.2%
Bristol-Myers Squibb	—	—	$311K	$309K	0.2%
Everest Reinsurance	—	—	$309K	$309K	0.2%
Markel	—	—	$307K	$304K	0.2%
Devon Energy	—	—	$302K	$300K	0.2%
American Homes	—	—	$295K	$297K	0.2%
KKR	—	—	$296K	$293K	0.2%
VMWare	—	—	$285K	$290K	0.2%
Kimco Realty	—	—	$279K	$283K	0.2%
Carrier Global	—	—	$283K	$275K	0.2%
DTE Electric	—	—	$275K	$274K	0.2%
Kinder Morgan Inc	—	—	$271K	$271K	0.2%
Centene	—	—	$266K	$268K	0.2%
Philip Morris Intl	—	—	$261K	$264K	0.1%
S&P Global	—	—	$261K	$260K	0.1%
Southern	—	—	$258K	$260K	0.1%
Pilgrims Pride	—	—	$254K	$259K	0.1%
Centerpoint Energy	—	—	$260K	$257K	0.1%
Westpac	—	—	$260K	$255K	0.1%
US Treasury Bill	—	—	$248K	$249K	0.1%
Saudi Arabian Oil Co	—	—	$259K	$247K	0.1%
Berkshire Hathaway	—	—	$244K	$244K	0.1%
Key	—	—	$247K	$240K	0.1%
Sonoco	—	—	$249K	$237K	0.1%
Interstate Power	—	—	$238K	$236K	0.1%
Cigna	—	—	$241K	$234K	0.1%
Barclays	—	—	$231K	$232K	0.1%
Exxon Mobil	—	—	$231K	$226K	0.1%
Prologis	—	—	$226K	$224K	0.1%
Deutsche	—	—	$235K	$223K	0.1%
Waste	—	—	$230K	$221K	0.1%
CF Industries	—	—	$218K	$220K	0.1%
CSL	—	—	$217K	$212K	0.1%
Amazon.com	—	—	$217K	$211K	0.1%
Nvidia	—	—	$211K	$204K	0.1%
Cummins	—	—	$196K	$195K	0.1%
Fiserv	—	—	$191K	$192K	0.1%
Constellation Brands	—	—	$188K	$187K	0.1%
Public Service	—	—	$187K	$186K	0.1%
Arch Capital Group	—	—	$180K	$178K	<0.1%
T-Mobile	—	—	$173K	$165K	<0.1%
Westpac	—	—	$143K	$146K	<0.1%
Take-Two	—	—	$137K	$138K	<0.1%
KeyCorp	—	—	$123K	$120K	<0.1%
Alabama Power	—	—	$120K	$119K	<0.1%
Amphenol	—	—	$123K	$119K	<0.1%
Glencore Funding	—	—	$118K	$112K	<0.1%
DT Midstream	—	—	$100K	$101K	<0.1%
Broadcom	—	—	$100K	$101K	<0.1%
Macquarie	—	—	$95K	$93K	<0.1%
Arther J Gallagher	—	—	$89K	$86K	<0.1%
Vulcan	—	—	$80K	$78K	<0.1%
PRIN LIQUID ASSETS SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 024	Pooled Separate Account	—	—	$0	<0.1%
PRIN DIVERSIFIED INTL SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015	Pooled Separate Account	—	—	$0	<0.1%
PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016	Pooled Separate Account	—	—	$0	<0.1%
PRIN SMCAP GROWTH I SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 070	Pooled Separate Account	—	—	$0	<0.1%
PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066	Pooled Separate Account	—	—	$0	<0.1%
PRIN SMCAP VALUE II SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 096	Pooled Separate Account	—	—	$0	<0.1%
PRIN HIGH INCOME SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 101	Pooled Separate Account	—	—	$0	<0.1%
PRINCIPAL OVERSEAS SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 116	Pooled Separate Account	—	—	$0	<0.1%
PRIN CORE FIX INC SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 118	Pooled Separate Account	—	—	$0	<0.1%
PRIN EQUITY INCOME SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120	Pooled Separate Account	—	—	$0	<0.1%
PRIN BOND MARKET INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 122	Pooled Separate Account	—	—	$0	<0.1%
PRIN GLOBAL MULTI-STR SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 132	Pooled Separate Account	—	—	$0	<0.1%
PRIN ORG EMG MKTS SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 178	Pooled Separate Account	—	—	$0	<0.1%