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
Vesuvius USA Corporation Pension Plan
Corporate pensionCharlotte, NC
Assets
$50.7M
Total assets, Dec 31, 2024 reported
Funded
80.4%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
6
none on the tape
Plan sponsor: Vesuvius USA Corporation
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- U.S. Government securities 26.0%
- Other investments 10.4%
- Common/collective trusts 57.6%
- Registered investment companies 4.5%
Consultants and advisers
3 firms
- Gallagher Benefit Services, Inc. Actuarythrough Dec 31, 2024 Form 5500
- Agilis Partners LLC Actuarythrough Dec 31, 2022 Form 5500
- Northern Trust Collective Eafe Inde Trusteethrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
2 managers on the commitment tape
From the plan’s own commitment disclosures
- Northern Trust Collective Eafe Inde3 rows, latest Dec 31, 2024
- Agilis Partners LLC1 rows, latest Dec 31, 2022
Commitments
6 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Agilis Long Credit Fundcollective trust | Hand Composite Employee Benefit Trust | Private credit | $26.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | NT Collective Govt Short Term Invtcollective trust | Northern Trust Collective Eafe Inde | Cash | $2.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Agilis Long Credit Fundcollective trust | Hand Composite Employee Benefit Trust | Private credit | $30.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | NT Collective Govt Short Term Invtcollective trust | Northern Trust Collective Eafe Inde | Cash | $6.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | River and Merc Long Credit Fundcollective trust | Agilis Partners LLC | Private credit | $20.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | NT Collective Govt Short Term Invtcollective trust | Northern Trust Collective Eafe Inde | Cash | $2.1M held | Disclosed holding | askebsa.dol.gov |
Size and funding
32 readings
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 | 397 | $50.6M | $59.1M | 80.4% | $50.7M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 404 | $45.3M | $61.9M | 80.6% | $55.5M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 406 | $65.5M | $61.5M | 106.8% | $45.9M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Agilis Partners LLC codes 11 27 51 $267,601 PY2024
- Northern Trust Investments, Inc. codes 21 59 64 65 $137,613 PY2024
- Agilis Long Credit Fund Sched. D C $26.6M PY2024
- Ntgi Coltv Gove Stif Sched. D C $2.6M PY2024
- Gallagher Benefit Services, Inc. codes 11 PY2024
- Agilis Partners LLC codes 11 27 51 $335,962 PY2023
- Northern Trust Investments, Inc. codes 21 59 64 65 $27,220 PY2023
- Agilis Long Credit Fund Sched. D C $30.4M PY2023
- Ntgi Coltv Gove Stif Sched. D C $6.9M PY2023
- Agilis codes 11 PY2023
- Agilis Partners LLC codes 11 27 51 $262,311 PY2022
- Northern Trust Investments, Inc. codes 21 59 64 65 $216,035 PY2022
- River and Merc Long Credit Fund Sched. D C $20.8M PY2022
- Ntgi Coltv Gove Stif Sched. D C $2.1M PY2022
- Agilis codes 11 PY2022
What changed
6 events
- Jan 1, 2024Assets changedVesuvius USA Corporation Pension Plan plan assets $45M -> $51M (+11.7%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Holding endedinferenceVesuvius USA Corporation Pension Plan no longer reports River and Merc Long Credit Fund (Agilis Partners LLC) (last held $21M at 2022-12-31; absent from the 2023-12-31 filing)with Agilis Partners LLCaskebsa.dol.gov
- Dec 31, 2023Holding startedVesuvius USA Corporation Pension Plan first reports an interest in Agilis Long Credit Fund: $30M at 2023-12-31with Agilis Long Credit Fundaskebsa.dol.gov
- Dec 31, 2023Assets changedVesuvius USA Corporation Pension Plan total assets $46M -> $55M (+20.9%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedVesuvius USA Corporation Pension Plan funded ratio 106.8% -> 80.6% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedVesuvius USA Corporation Pension Plan plan assets $66M -> $45M (-30.8%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 370893657-001
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.