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
Gerdau Ameristeel US Pension Plan for Union Employees
Corporate pensionTampa, FL
Assets
$41.1M
Total assets, Sep 30, 2025 reported
Funded
95.0%
Oct 1, 2024
Private markets target
n/a
policy Sep 30, 2025
Commitments
0
none on the tape
Plan sponsor: Gerdau Ameristeel US Inc.
Allocation policy
Form 5500, as of Sep 30, 2025
Actual allocation lines without a target (as filed)
- Common/collective trusts 0.6%
- Master trust investment accounts 97.4%
Consultants and advisers
4 firms
- USI Consulting Group Actuarythrough Sep 30, 2024 Form 5500
- Hewitt Associates Actuarythrough Sep 30, 2023 Form 5500
- Principal Trust Co. Trusteethrough Sep 30, 2023 Form 5500
- AON Consulting, Inc. Actuarythrough Sep 30, 2023 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on Schedule C
From Schedule C (investment management, code 28)
- Merrill Lynch,pierce,fenner & Smithplan years 2023
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
Investment management fees
$80,584 (2024-09) · $104,885 (2023-09)
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 Sep 30, 2025 | 539 | $40.6M | $42.8M | 95.0% | $41.1M | n/a | $40.1M | n/a |
| 2023 to Sep 30, 2024 | 558 | $36.9M | $44.6M | 82.8% | $40.7M | n/a | $40.2M | n/a |
| 2022 to Sep 30, 2023 | 563 | $35.1M | $43.9M | 80.0% | $37.0M | n/a | $35.1M | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- AON & Associates codes 11 $204,134 PY2024
- Bank of America Merrill Lynch codes 28 $63,268 PY2024
- Grant Thornton, LLP codes 10 29 $57,240 PY2024
- Logos Pension Group codes 15 $46,186 PY2024
- Principal Trust Company codes 21 $22,134 PY2024
- Pension Benefit Information, LLC codes 13 $8,120 PY2024
- Gerdau Ameristeel Master Trust Sched. D M $40.1M PY2024
- AON Consulting, Inc. codes 11 PY2024
- AON & Associates codes 11 $121,619 PY2023
- Bank of America Merrill Lynch codes 28 $80,584 PY2023
- Logos Pension Group codes 15 $29,007 PY2023
- Principal Trust Company codes 21 $18,451 PY2023
- USI Consulting Group codes 11 17 $8,625 PY2023
- Gerdau Ameristeel Master Trust Sched. D M $40.2M PY2023
- AON Consulting, Inc. codes 11 PY2023
- Bank of America Merrill Lynch codes 28 $98,158 PY2022
- AON & Associates codes 11 $92,157 PY2022
- Grant Thornton, LLP codes 10 29 $27,263 PY2022
- Logos Pension Group codes 15 $22,630 PY2022
- Principal Trust Company codes 21 $6,727 PY2022
- Gerdau Ameristeel Master Trust Sched. D M $35.1M PY2022
- AON Consulting, Inc. codes 11 PY2022
What changed
6 events
- Dec 31, 2024Consultant changedinferenceUSI Consulting Group no longer appears on Gerdau Ameristeel US Pension Plan for Union Employees's Schedule C as pension consultant (plan year 2024 vs 2023)with USI Consulting Groupaskebsa.dol.gov
- Oct 1, 2024Funded status changedGerdau Ameristeel US Pension Plan for Union Employees funded ratio 82.8% -> 95.0% (2023-10-01 to 2024-10-01)
- Oct 1, 2024Assets changedGerdau Ameristeel US Pension Plan for Union Employees plan assets $37M -> $41M (+10.2%, 2023-10-01 to 2024-10-01)
- Sep 30, 2024Assets changedGerdau Ameristeel US Pension Plan for Union Employees total assets $37M -> $41M (+10.0%, 2023-09-30 to 2024-09-30)
- Dec 31, 2023Consultant changedinferenceUSI Consulting Group appears on Gerdau Ameristeel US Pension Plan for Union Employees's Schedule C as pension consultant (plan year 2023 vs 2022)with USI Consulting Groupaskebsa.dol.gov
- Oct 1, 2023Funded status changedGerdau Ameristeel US Pension Plan for Union Employees funded ratio 80.0% -> 82.8% (2022-10-01 to 2023-10-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 590792436-003
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.