Acuity Brands, Inc. Pension Plan
Corporate pension, based in Atlanta, Georgia, reporting $68.0M in assets, for 2,507 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 1 Jan 2024, Acuity Brands, Inc. Pension Plan funded ratio 116.8% -> 113.1% (2023-01-01 to 2024-01-01).
2 more advisers and 1 more commitment
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
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Capital path
who backs this record, through what, into what; each name opens its own path- Legal & General Long Duration U.S.2 commitments
- Earnest Partners Smid Cap Core Fund2 commitments
- Legal and General2 commitments
- Earnest Partners2 commitments
Relationship network
14 connected entities4 observed commitments4 repeat counterpartiescommitments 2023 to 2024
From board minutes, annual reports, Form 5500 filings and public records of commitments, consultants and staff in the allocator graph. Commitment amounts are those the allocator disclosed; many are not printed, and none is estimated.
Some relationships on this record are counted rather than named here. They open with the full profile.
Click any name or line for the commitments and sources behind it. Line weight is commitments together; dashed lines are inferred.
- Sponsor
- Fund or vehicle
- Service provider
- Organization
›How strength and recency are read
Managers, funds and consultants are read from the commitments: three or more is a strong observed relationship, two a repeat counterparty. No consultant link is marked current on the source, so none is labelled current or former here. Related plans, people and plan service providers are ordered by what the filing shows.
Darker lines were active in the last 24 months or are current; lighter lines are older or undated.
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
Allocation policy
- Interest-bearing cash 1.8%
- U.S. Government securities 37.8%
- Common/collective trusts 46.7%
- Registered investment companies 13.7%
Consultants and advisers
- LCG Associates Pension consultantthrough Dec 31, 2022 Form 5500
- State Street Global Advisors Custodianthrough Dec 31, 2023 Form 5500
- Bank of America Trusteethrough Dec 31, 2023 Form 5500
+2 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
People
Manager roster
- Legal and General2 rows, latest Dec 31, 2024
- Earnest Partners2 rows, latest Dec 31, 2024
- Earnest Partnersplan years
- Legal & General Inv Mgmt Americaplan years 2023
What changed
- Jan 1, 2024Funded status changedAcuity Brands, Inc. Pension Plan funded ratio 116.8% -> 113.1% (2023-01-01 to 2024-01-01)
- Dec 31, 2023Manager relationship startedLegal and General appears on Acuity Brands, Inc. Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Legal & General Inv Mgmt Americaaskebsa.dol.gov
- Jan 1, 2023Funded status changedAcuity Brands, Inc. Pension Plan funded ratio 137.5% -> 116.8% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedAcuity Brands, Inc. Pension Plan plan assets $94M -> $69M (-26.6%, 2022-01-01 to 2023-01-01)
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Legal & General Long Duration U.S.collective trust | Legal and General | Fixed income | $30.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Earnest Partners Smid Cap Core Fundcollective trust | Earnest Partners | Pooled vehicles | $1.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Earnest Partners Smid Cap Core Fundcollective trust | Earnest Partners | Pooled vehicles | $4.5M held | Disclosed holding | askebsa.dol.gov |
+1 more commitment
Every fund and manager this allocator committed to, with the amount, date and source on each.
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Size and funding
Form 5500 filings
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 2,507 | $71.7M | $64.9M | 113.0% | $68.0M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 2,623 | $69.2M | $65.2M | 116.8% | $70.8M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 2,529 | $94.3M | $63.8M | 137.5% | $69.2M | Not disclosed | Not disclosed | Not disclosed |
- Bank of America codes 21 $245,928 PY2024
- Legal and General codes 28 $87,020 PY2024
- LCG Associates, Inc. codes 17 $24,795 PY2024
+15 more service providers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Provenance
Provenance
Acuity Brands, Inc. Pension Plan sits on 2 traced paths of capital across the graphs.
DFX traced 2 paths of capital through this record
Every record on each path, what it committed or lent, and as of when.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
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Record history
- Funded status changed2024-01-01source on record
- Manager relationship started2023-12-31source on record
- Funded status changed2023-01-01source on record
+1 more change on this record's ledger
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The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.
›Connections
every published relationship on the graph
+8 connections on the graph
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