Original filing (PDF)20251029090348NAL0000819505001

GRANGE HOLDINGS, INC.

Name: GRANGE HOLDINGS, INC. — GRANGE HOLDINGS, INC. RETIREMENT INCOME PLAN, Form 5500 (2024)
Creator: GRANGE HOLDINGS, INC.

Form 5500

FILING_RECEIVED

GRANGE HOLDINGS, INC. RETIREMENT INCOME PLAN

Defined-benefit pension plan

Signals · 2

51% in single holdingNo recordkeeper disclosed

Active participants

223

Accounts w/ balance

—

Plan assets (EOY)

$112.2M

Net assets (EOY)

$112.2M

How this plan invests

This plan

5 pooled trusts

Schedule D

96 securities

funds · stocks · CUSIPs

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

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

Participation health

100

Knocking points off

Top holding "LEGAL & GENERAL COLLECTIVE INVESTMENT TRUST FUND Collective Marketable Bond Fund 459,482 Shares" is 51% of plan.
27 bps in Schedule C fees — 169% 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 GRANGE HOLDINGS, INC..

Plan sponsor

Name

GRANGE HOLDINGS, INC.

EIN

83-2949300

Address

671 SOUTH HIGH STREET · COLUMBUS, OH · 432061066

Phone

(614) 445-2900

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-04-01

Tax period

2025-03-31

Filed

2025-10-29

Pension benefit codes

1A · Pay-related DB formula

Audit & trust (Schedule H)

Auditor

CLARK, SCHAEFER, HACKETT & CO.

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

2 rows

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
LEGAL & GENERAL INVESTMENT	20-8058531	—	NONE	$271K	—
PRUDENTIAL BANK & TRUST COMPANY	58-0513395	—	NONE	$30K	—

Investments

84 direct securities · 5 pooled funds· $120.1M(100% 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.

Common Collective Trust

$91.3M

5 holdings

Uncategorized

$28.8M

84 holdings

Investment	Type	Shares / units	Cost	Current value	% of plan
LEGAL & GENERAL LG DUR US CREDIT RELIANCE TRUST COMPANY OF DELAWARE · EIN 35-7085469 / PN 020	Common Collective Trust	—	$51.2M	$57.4M	51.2%
LEGAL & GENERAL TREASURY 15 STRIPS RELIANCE TRUST COMPANY OF DELAWARE · EIN 35-7085469 / PN 021	Common Collective Trust	—	$16.8M	$14.4M	12.9%
MARTINGALE INVESTMENT TRUST SERIES 1 Collective Marketable Bond Fund 235,511 Shares	—	—	$4.0M	$8.5M	7.6%
MARTINGALE TRUST 1-US LOW VOL LRGCP MARTINGALE ASSET MANAGEMENT, L.P. · EIN 46-2669543 / PN 001	Common Collective Trust	—	—	$8.5M	7.6%
VANGUARD INSTL INDEX FD Registered Investment Company 17,826 Shares	—	—	$4.5M	$8.1M	7.2%
PRU EMERG MKTS BLEND DEBT FUND PRUDENTIAL TRUST COMPANY · EIN 23-6994310 / PN 204	Common Collective Trust	—	$6.9M	$5.9M	5.3%
EATON VANCE INSTITUTIONAL SR LN FD EATON VANCE MANAGEMENT · EIN 04-3101341 / PN 000	Common Collective Trust	—	$5.5M	$5.0M	4.5%
DFA INTL CORE EQUITY PORTFOLIO FUND Registered Investment Company 213,380 Shares	—	—	$2.9M	$3.5M	3.1%
COLLECTIVE SHORT TERM INVESTMENT FUND Interest-Bearing Cash Total Interest-Bearing Cash	—	—	$1.8M	$1.8M	1.6%
VANGUARD INTL EQUITY INDEX FDS Registered Investment Company 29,654 Shares	—	—	$1.0M	$1.1M	1.0%
WHITE MOUNTAINS INSURANCE GROUP Common Stock 100 Shares	—	—	$75K	$193K	0.2%
LIBERTY BROADBAND CORP Common Stock 1,900 Shares	—	—	$127K	$162K	0.1%
OLD REPUBLIC INTERNATIONAL CORP Common Stock 3,400 Shares	—	—	$95K	$133K	0.1%
SPIRE INC Common Stock 1,700 Shares	—	—	$98K	$133K	0.1%
LKQ CORP Common Stock 3,000 Shares	—	—	$117K	$128K	0.1%
AGNC INVT CORP Common Stock 12,600 Shares	—	—	$154K	$121K	0.1%
NORTHWEST NAT HLDG CO Common Stock 2,800 Shares	—	—	$112K	$120K	0.1%
SIX FLAGS ENTMT CORP Common Stock 3,334 Shares	—	—	$146K	$119K	0.1%
POST HLDGS INC Common Stock 1,000 Shares	—	—	$64K	$116K	0.1%
HF SINCLAIR CORPORATION Common Stock 3,500 Shares	—	—	$140K	$115K	0.1%
HENRY SCHEIN INC Common Stock 1,600 Shares	—	—	$109K	$110K	<0.1%
OGE ENERGY CORP Common Stock 2,300 Shares	—	—	$76K	$106K	<0.1%
HUNTINGTON INGALLS INDS INC Common Stock 500 Shares	—	—	$71K	$102K	<0.1%
QUIDELORTHO CORPORATION Common Stock 2,900 Shares	—	—	$114K	$101K	<0.1%
SEADRILL LIMITED Common Stock 4,000 Shares	—	—	$133K	$100K	<0.1%
GARRETT MOTION INC Common Stock 11,923 Shares	—	—	$97K	$100K	<0.1%
GRAPHIC PACKAGING HLDG CO Common Stock 3,838 Shares	—	—	$60K	$100K	<0.1%
PLAINS GP HLDGS L P LTD PARTNER INT Common Stock 4,600 Shares	—	—	$84K	$98K	<0.1%
PERRIGO COMPANY LIMITED Common Stock 3,500 Shares	—	—	$118K	$98K	<0.1%
MATCH GROUP INC Common Stock 3,100 Shares	—	—	$95K	$97K	<0.1%
IAC INC Common Stock 2,100 Shares	—	—	$145K	$96K	<0.1%
GRAHAM HLDGS CO Common Stock 100 Shares	—	—	$42K	$96K	<0.1%
ECOVYST INC Common Stock 15,464 Shares	—	—	$130K	$96K	<0.1%
TALOS ENERGY INC Common Stock 9,800 Shares	—	—	$112K	$95K	<0.1%
SLM CORP Common Stock 3,000 Shares	—	—	$39K	$88K	<0.1%
JAZZ PHARMACEUTICALS PLC Common Stock 700 Shares	—	—	$84K	$87K	<0.1%
VONTIER CORP Common Stock 2,600 Shares	—	—	$78K	$85K	<0.1%
TD SYNNEX CORPORATION Common Stock 800 Shares	—	—	$83K	$83K	<0.1%
COMMERCIAL METALS CO Common Stock 1,800 Shares	—	—	$98K	$83K	<0.1%
WALGREENS BOOTS ALLIANCE INC Common Stock 7,300 Shares	—	—	$86K	$82K	<0.1%
ATLANTA BRAVES HLDGS INC Common Stock 2,000 Shares	—	—	$77K	$80K	<0.1%
NATL FUEL GAS CO Common Stock 1,000 Shares	—	—	$56K	$79K	<0.1%
WEX INC Common Stock 500 Shares	—	—	$75K	$79K	<0.1%
NOMAD FOODS LIMITED Common Stock 3,970 Shares	—	—	$81K	$78K	<0.1%
SOLVENTUM CORP Common Stock 1,000 Shares	—	—	$59K	$76K	<0.1%
MATTEL INC Common Stock 3,900 Shares	—	—	$67K	$76K	<0.1%
EURONET WORLDWIDE INC Common Stock 700 Shares	—	—	$60K	$75K	<0.1%
BIO RAD LABORATORIES INC Common Stock 300 Shares	—	—	$113K	$73K	<0.1%
APARTMENT COM Common Stock 8,200 Shares	—	—	$71K	$72K	<0.1%
CAESARS ENTMT INC Common Stock 2,800 Shares	—	—	$93K	$70K	<0.1%
VIATRIS INC Common Stock 7,900 Shares	—	—	$90K	$69K	<0.1%
LANTHEUS HLDGS INC Common Stock 700 Shares	—	—	$65K	$68K	<0.1%
AMENTUM HLDGS INC Common Stock 3,600 Shares	—	—	$78K	$66K	<0.1%
CLARIVATE PLC Common Stock 16,600 Shares	—	—	$112K	$65K	<0.1%
ACADEMY SPORTS & OUTDOORS INC Common Stock 1,400 Shares	—	—	$76K	$64K	<0.1%
PATTERSON-UTI ENERGY INC Common Stock 7,700 Shares	—	—	$58K	$63K	<0.1%
COMPASS MINERALS INTL INC Common Stock 6,775 Shares	—	—	$144K	$63K	<0.1%
MOLSON COORS BEVERAGE CO Common Stock 1,000 Shares	—	—	$51K	$61K	<0.1%
FORTREA HLDGS INC Common Stock 8,000 Shares	—	—	$99K	$60K	<0.1%
LAMB WESTON HLDGS INC Common Stock 1,100 Shares	—	—	$65K	$59K	<0.1%
TIDEWATER INC Common Stock 1,300 Shares	—	—	$67K	$55K	<0.1%
BRIGHTVIEW HLDGS INC Common Stock 4,100 Shares	—	—	$60K	$53K	<0.1%
ANI PHARMACEUTICALS INC Common Stock 777 Shares	—	—	$28K	$52K	<0.1%
ROIVANT SCIENCES LTD Common Stock 5,000 Shares	—	—	$58K	$50K	<0.1%
BANC CALIF INC Common Stock 3,500 Shares	—	—	$48K	$50K	<0.1%
HERBALIFE LTD Common Stock 5,700 Shares	—	—	$47K	$49K	<0.1%
GENTEX CORP Common Stock 2,000 Shares	—	—	$50K	$47K	<0.1%
WESTERN ALLIANCE BANCORPORATION Common Stock 600 Shares	—	—	$18K	$46K	<0.1%
WILEY JOHN & SONS INC CL A Common Stock 1,000 Shares	—	—	$33K	$45K	<0.1%
DIEBOLD NIXDORF INC Common Stock 1,000 Shares	—	—	$43K	$44K	<0.1%
GOLAR LNG LIMITED Common Stock 1,130 Shares	—	—	$14K	$43K	<0.1%
ALLY FINL INC Common Stock 1,100 Shares	—	—	$27K	$40K	<0.1%
SPECTRUM BRANDS HLDGS INC Common Stock 560 Shares	—	—	$33K	$40K	<0.1%
EXTREME NETWORKS INC Common Stock 2,800 Shares	—	—	$45K	$37K	<0.1%
CACI INTL INC Common Stock 100 Shares	—	—	$33K	$37K	<0.1%
CROWN HLDGS INC Common Stock 400 Shares	—	—	$37K	$36K	<0.1%
MITEK SYS INC Common Stock 4,300 Shares	—	—	$50K	$35K	<0.1%
BGC GROUP INC Common Stock 3,800 Shares	—	—	$27K	$35K	<0.1%
ATMUS FILTRATION TECHNOLOGIES INC Common Stock 889 Shares	—	—	$25K	$33K	<0.1%
GEO GROUP INC Common Stock 1,100 Shares	—	—	$9K	$32K	<0.1%
NET LEASE OFFICE PPTYS Common Stock 1,000 Shares	—	—	$31K	$31K	<0.1%
CORE NATURAL RESOURCES INC Common Stock 397 Shares	—	—	$40K	$31K	<0.1%
MIDDLEBY CORP Common Stock 200 Shares	—	—	$28K	$30K	<0.1%
THE ODP CORP Common Stock 2,100 Shares	—	—	$78K	$30K	<0.1%
PARAMOUNT GLOBAL OM Common Stock 2,400 Shares	—	—	$27K	$29K	<0.1%
ECHOSTAR CORPORATION Common Stock 1,100 Shares	—	—	$28K	$28K	<0.1%
ADEIA INC Common Stock 2,096 Shares	—	—	$20K	$28K	<0.1%
ALASKA AIR GROUP INC Common Stock 400 Shares	—	—	$16K	$20K	<0.1%
FLUENCE ENERGY INC Common Stock 2,200 Shares	—	—	$34K	$11K	<0.1%