DFX Intelligence

Allocator Intelligence

The capital-owner graph behind private markets. Who owns the capital, who decides, how much, under what policy, on whose advice, to which managers, and what changed, with a source and a date behind every row. A target is never an actual, a disclosed holding is never an approval, and an estimate says so.

Corporate pension

Westrock Company Consolidated Pension Plan

Corporate pensionAtlanta, GA
Assets
n/a
Total assets, Sep 30, 2025 reported
Funded
107.4%
Oct 1, 2024
Private markets target
n/a
policy Sep 30, 2024
Commitments
0
3 managers on Schedule C
Plan sponsor: Westrock Company
Allocation policy
Form 5500, as of Sep 30, 2024
Actual allocation lines without a target (as filed)
  • Insurance company general account 0.0%
  • Master trust investment accounts 100.0%
Consultants and advisers
6 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
18 managers on Schedule C
Commitments
No fund commitments are on the tape for this allocator. The tape holds the plans that publish their own private-markets reports; a plan that publishes one and is not here is a gap we can close.
Size and funding
33 readings
Total assets
$0 Sep 30, 2025 reported Form 5500
$4.4B (2024-09) · $4.0B (2023-09)
Plan assets
$4.4B Oct 1, 2024 reported Form 5500
$4.0B (2023-10) · $4.1B (2022-10)
Net assets
$0 Sep 30, 2025 reported Form 5500
$4.4B (2024-09) · $4.0B (2023-09)
Funded ratio
107.4% Oct 1, 2024 reported Form 5500
112.3% (2023-10) · 115.8% (2022-10)
Funding target
$3.8B Oct 1, 2024 reported Form 5500
$3.9B (2023-10) · $3.9B (2022-10)
Discount rate
5.36% Oct 1, 2024 reported Form 5500
5.24% (2023-10) · 5.41% (2022-10)
Participants
43,819 Oct 1, 2024 reported Form 5500
44,140 (2023-10) · 44,306 (2022-10)
Contributions
$0 Sep 30, 2025 reported Form 5500
$0 (2024-09) · $0 (2023-09)
Benefits paid
$248M Sep 30, 2025 reported Form 5500
$242M (2024-09) · $256M (2023-09)
Net investment income
$-177M Sep 30, 2025 reported Form 5500
$419M (2024-09) · $-81.3M (2023-09)
Investment management fees
$4.0M Sep 30, 2025 reported Form 5500
$7.0M (2024-09) · $4.7M (2023-09)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Sep 30, 202543,819$4.4B$3.8B107.4%$0n/a$0n/a
2023 to Sep 30, 202444,140$4.0B$3.9B112.3%$4.4Bn/a$4.4Bn/a
2022 to Sep 30, 202344,306$4.1B$3.9B115.8%$4.0Bn/a$4.0Bn/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
21 events
  • Sep 30, 2025Assets changed
    Westrock Company Consolidated Pension Plan total assets $4.4B -> $0 (-100.0%, 2024-09-30 to 2025-09-30)
    askebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    VAN Berkom and Associates Inc. no longer appears on Westrock Company Consolidated Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with VAN Berkom and Associates Incaskebsa.dol.gov
  • Dec 31, 2024Consultant changedinference
    Qdro Consultants no longer appears on Westrock Company Consolidated Pension Plan's Schedule C as general consultant (plan year 2024 vs 2023)
    with Qdro Consultants CO.LLCaskebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    Legal & General Investment no longer appears on Westrock Company Consolidated Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with State Street Global Advisors Trustaskebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    Dodge & Cox no longer appears on Westrock Company Consolidated Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with Dodge & Coxaskebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    Gw&k Investment Management LLC no longer appears on Westrock Company Consolidated Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with Gw&k Investment Management, LLCaskebsa.dol.gov
  • Oct 1, 2024Funded status changed
    Westrock Company Consolidated Pension Plan funded ratio 112.3% -> 107.4% (2023-10-01 to 2024-10-01)
    askebsa.dol.gov
  • Oct 1, 2024Assets changed
    Westrock Company Consolidated Pension Plan plan assets $4.0B -> $4.4B (+10.6%, 2023-10-01 to 2024-10-01)
    askebsa.dol.gov
  • Sep 30, 2024Assets changed
    Westrock Company Consolidated Pension Plan total assets $4.0B -> $4.4B (+10.6%, 2023-09-30 to 2024-09-30)
    askebsa.dol.gov
  • Dec 31, 2023Manager relationship started
    Dodge & Cox appears on Westrock Company Consolidated Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with Dodge & Coxaskebsa.dol.gov
  • Dec 31, 2023Manager relationship started
    JP Morgan appears on Westrock Company Consolidated Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with J.P. Morgan Investment Managementaskebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    Eagle Capital Management, LLC no longer appears on Westrock Company Consolidated Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with Eagle Capital Management, LLCaskebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    Jennison Associates LLC no longer appears on Westrock Company Consolidated Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with Jennison Associatesaskebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    Acadian Asset Management Headquater no longer appears on Westrock Company Consolidated Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with Acadian Asset Managementaskebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    Shapiro Capital Management LLC no longer appears on Westrock Company Consolidated Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with Shapiro Capital Management LLCaskebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    Allspring Global Investments no longer appears on Westrock Company Consolidated Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with Allspring Global Investments LLCaskebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    Mondrian Investment Group(us) Inc. no longer appears on Westrock Company Consolidated Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with Mondrian Investment Group(us) Incaskebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    Vulcan Value Partners no longer appears on Westrock Company Consolidated Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with Vulcan Valueaskebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    Wellington Trust Co no longer appears on Westrock Company Consolidated Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with Wellington Trust Companyaskebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    State Street Research & Management no longer appears on Westrock Company Consolidated Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with State Street Research & Managementaskebsa.dol.gov
  • Oct 1, 2023Funded status changed
    Westrock Company Consolidated Pension Plan funded ratio 115.8% -> 112.3% (2022-10-01 to 2023-10-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 473335141-027
Cross-graph: no entry on another DFX graph
First observed Sep 15, 2026, last observed Sep 15, 2026. Classification confirmed. Every row above carries its source; a reported figure is the subject’s own, a derived one is arithmetic on reported figures, an estimated one is a model or a survey imputation and is never summed into a headline.