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
Lafargeholcim US Consolidated Union Pension Plan
Corporate pensionDundee, MI
Assets
n/a
Total assets, Dec 31, 2022 reported
Funded
102.4%
Jan 1, 2022
Private markets target
n/a
no policy read
Commitments
0
none on the tape
Plan sponsor: Holcim Participations (US) Inc.
Allocation policy
No allocation policy has been read for this allocator yet. Public systems get theirs from the ACFR; corporate plans from the sponsor’s 10-K; plans from Schedule H lines.
Consultants and advisers
4 firms
- Fiducient Advisors LLC Pension consultantthrough Dec 31, 2022 Form 5500
- Aon Actuarythrough Dec 31, 2022 Form 5500
- Northern Trust Co. Trusteethrough Dec 31, 2022 Form 5500
- AON Consulting, Inc. Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
3 managers on Schedule C
From Schedule C (investment management, code 28)
- Fidelity Investmentsplan years 2022
- Income Research & Mgmt. Inc.plan years 2022
- Legal & General Inv Mgmt Americaplan years 2022
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
11 readings
Total assets
Plan assets
Net assets
Funded ratio
Funding target
Discount rate
Participants
Contributions
Benefits paid
Net investment income
Investment management fees
Form 5500 filings
1 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2022 to Dec 31, 2022 | 1,021 | $70.0M | $42.8M | 102.4% | $0 | n/a | $0 | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Fidelity Investment Instl Ops codes 15 28 50 51 $198,125 PY2022
- AON Consulting, Inc. codes 11 17 50 $110,513 PY2022
- Income Research & Management codes 28 50 51 $50,021 PY2022
- Plante & Moran PLLC codes 10 50 $42,775 PY2022
- Warner Norcross & Judd codes 29 50 $32,961 PY2022
- Fiducient Advisors codes 17 27 50 $22,095 PY2022
- The Northern Trust Company codes 21 50 62 $17,430 PY2022
- Legal & General Investment Mgmt codes 28 50 51 $11,699 PY2022
- Holcim Participations (US) M Ret Tr Sched. D M PY2022
- AON Consulting, Inc. codes 11 PY2022
What changed
No dated events yet.
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 541527022-038
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.