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
Sisecam US Pension Plan
Corporate pensionAtlanta, GA
Assets
$151M
Total assets, Dec 31, 2024 reported
Funded
94.4%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
3
none on the tape
Plan sponsor: Sisecam Chemicals Resources LLC
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 0.2%
- Non-interest-bearing cash 0.5%
- Corporate debt instruments (other) 10.3%
- Corporate debt instruments (preferred) 10.7%
- U.S. Government securities 16.0%
- Other investments 1.6%
- Common/collective trusts 1.2%
- Registered investment companies 58.3%
Consultants and advisers
7 firms
- Columbia Threadneedle Investment adviser (plan)through Dec 31, 2024 Form 5500
- Merrill Lynch Investment adviser (plan)through Dec 31, 2022 Form 5500
- Columbia Threadneedle Investments Investment adviser (plan)through Dec 31, 2022 Form 5500
- John Hancock Life Insurance Co Actuarythrough Dec 31, 2024 Form 5500
- Manulife John Hancock Actuarythrough Dec 31, 2024 Form 5500
- Bank of New York Mellon Custodianthrough Dec 31, 2022 Form 5500
- John Hancock Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on the commitment tape
From the plan’s own commitment disclosures
- BNY Mellon3 rows, latest Dec 31, 2024
Commitments
3 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 | EB Temporary Investmentcollective trust | BNY Mellon | Pooled vehicles | $1.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | EB Temporary Investmentcollective trust | BNY Mellon | Pooled vehicles | $1.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | EB Temporary Investmentcollective trust | BNY Mellon | Pooled vehicles | $1.6M held | Disclosed holding | askebsa.dol.gov |
Size and funding
33 readings
Investment management fees
$330,328 (2023-12) · $342,502 (2022-12)
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 | 545 | $143M | $152M | 94.4% | $151M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 556 | $132M | $153M | 84.3% | $143M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 561 | $173M | $149M | 113.9% | $132M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- John Hancock Retirement Plan Svcs codes 11 15 62 64 $293,028 PY2024
- Merrill Lynch codes 27 $183,750 PY2024
- Columbia Mgmt Invest Advisors codes 27 $91,000 PY2024
- Bank of New York Mellon codes 19 $30,811 PY2024
- Doeren Mayhew & Co., P.C. codes 10 $18,300 PY2024
- EB Temporary Investment Sched. D C $1.9M PY2024
- Manulife John Hancock codes 11 PY2024
- John Hancock Retirement Plan Svcs codes 11 15 62 64 $283,272 PY2023
- Merrill Lynch codes 27 $245,000 PY2023
- Columbia Threadneedle Investments codes 27 $86,096 PY2023
- Bank of New York Mellon codes 19 $23,453 PY2023
- Carr, Riggs & Ingram, LLC codes 10 $23,100 PY2023
- EB Temporary Investment Sched. D C $1.4M PY2023
- John Hancock codes 11 PY2023
- John Hancock Retirement Plan Svcs codes 11 15 62 64 $359,010 PY2022
- Merrill Lynch codes 27 $245,000 PY2022
- Columbia Threadneedle Investments codes 27 $97,502 PY2022
- Bank of New York Mellon codes 19 $24,615 PY2022
- Carr, Riggs & Ingram, LLC codes 10 $22,900 PY2022
- EB Temporary Investment Sched. D C $1.6M PY2022
- John Hancock codes 11 PY2022
What changed
5 events
- Dec 31, 2024Consultant changedinferenceColumbia Mgmt Invest Advisors appears on Sisecam US Pension Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with Columbia Threadneedleaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceColumbia Threadneedle Investments no longer appears on Sisecam US Pension Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with Columbia Threadneedle Investmentsaskebsa.dol.gov
- Jan 1, 2024Funded status changedSisecam US Pension Plan funded ratio 84.3% -> 94.4% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedSisecam US Pension Plan funded ratio 113.9% -> 84.3% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedSisecam US Pension Plan plan assets $173M -> $132M (-23.7%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 061446396-003
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.