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
CMG Hourly Pension Plan
Corporate pensionVestavia Hills, AL
Assets
$144M
Total assets, Dec 31, 2024 reported
Funded
90.1%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: Legacy Vulcan LLC
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Master trust investment accounts 94.3%
Consultants and advisers
4 firms
- Newport Group Consulting Investment adviser (plan)through 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)
- Pacific Investmt Management Co LLCplan years 2022
- Goldman Sachs Asset Managementplan years 2022
- Wellington Trust Companyplan 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
31 readings
Investment management fees
Form 5500 filings
3 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 2,493 | $142M | $155M | 90.1% | $144M | n/a | $136M | n/a |
| 2023 to Dec 31, 2023 | 2,510 | $135M | $147M | 101.4% | $142M | n/a | $140M | n/a |
| 2022 to Dec 31, 2022 | 2,474 | $177M | $132M | 132.6% | $135M | n/a | $135M | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- AON Consulting codes 11 15 16 50 $551,462 PY2024
- Vulcan Materials Master Trust Sched. D M $136M PY2024
- AON Consulting, Inc. codes 11 PY2024
- AON Consulting codes 11 15 16 50 $347,194 PY2023
- Pacific Investment Management Compa codes 28 50 $258,720 PY2023
- Northern Trust Company codes 21 50 $79,936 PY2023
- Goldman Sachs Asset Management codes 28 50 $58,726 PY2023
- Newport Group Securities, Inc codes 27 50 $18,012 PY2023
- Vulcan Materials Master Trust Sched. D M $140M PY2023
- AON Consulting, Inc. codes 11 PY2023
- AON Consulting codes 11 15 16 50 $340,863 PY2022
- Pacific Investment Management Compa codes 28 50 $228,588 PY2022
- Goldman Sachs Asset Management codes 28 50 $110,107 PY2022
- Northern Trust Company codes 21 50 $88,351 PY2022
- Wellington Trust Company codes 28 50 $28,440 PY2022
- Newport Group Securities, Inc codes 27 50 $12,361 PY2022
- Vulcan Materials Master Trust Sched. D M $135M PY2022
- AON Consulting, Inc. codes 11 PY2022
What changed
7 events
- Dec 31, 2024Consultant changedinferenceNewport Group Securities, Inc no longer appears on CMG Hourly Pension Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with Newport Group Consultingaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferencePacific Investment Management Compa no longer appears on CMG Hourly Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Pacific Investmt Management Co LLCaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceGoldman Sachs Asset Management no longer appears on CMG Hourly Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Goldman Sachs Asset Managementaskebsa.dol.gov
- Jan 1, 2024Funded status changedCMG Hourly Pension Plan funded ratio 101.4% -> 90.1% (2023-01-01 to 2024-01-01)
- Dec 31, 2023Manager relationship endedinferenceWellington Trust Company no longer appears on CMG Hourly Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Wellington Trust Companyaskebsa.dol.gov
- Jan 1, 2023Funded status changedCMG Hourly Pension Plan funded ratio 132.6% -> 101.4% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedCMG Hourly Pension Plan plan assets $177M -> $135M (-23.5%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 208579133-020
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.