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

Bluelinx Corporation Hourly Retirement Plan

Corporate pensionMarietta, GA
Assets
$9,777
Total assets, Dec 31, 2024 reported
Funded
120.5%
Jan 1, 2022
Private markets target
n/a
policy Dec 31, 2024
Commitments
8
none on the tape
Plan sponsor: Bluelinx Corporation
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 25.6%
Consultants and advisers
3 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
4 managers on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)
Commitments
8 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2022Rescap Collective Investment Trustcollective trustRescap Global Real Estate Securities CitPooled vehicles$1.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022L&g Global Core Infrastructure Citcollective trustLegal and GeneralInfrastructure$1.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Lgim Msci Acwi Citcollective trustLegal and GeneralPooled vehicles$2.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Legal & General Treasury 15+ Stripscollective trustLegal and GeneralFixed income$8.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022WTW Gt Diversified Credit Fundcollective trustTowers Watson Investment Services,Private credit$2.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022State St Lng US Govt Bd Ind Nl Fundcollective trustState Street - Russell 2000Pooled vehicles$1.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022WTW Gt Long Credit Fundcollective trustTowers Watson Investment Services,Private credit$28.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Ir+m Intermediate Corp Collect Fundcollective trustIr+m Collective InvestmentPooled vehicles$20.6M heldDisclosed holdingaskebsa.dol.gov
Size and funding
25 readings
Total assets
$9,777 Dec 31, 2024 reported Form 5500
$2.2M (2023-12) · $81.2M (2022-12)
Plan assets
$105M Jan 1, 2022 reported Form 5500
Net assets
$9,777 Dec 31, 2024 reported Form 5500
$1.6M (2023-12) · $81.1M (2022-12)
Funded ratio
120.5% Jan 1, 2022 reported Form 5500
Funding target
$81.8M Jan 1, 2022 reported Form 5500
Discount rate
5.34% Jan 1, 2022 reported Form 5500
Participants
1,726 Jan 1, 2024 reported Form 5500
2,087 (2023-01) · 2,120 (2022-01)
Contributions
$-2.6M Dec 31, 2024 reported Form 5500
$6.9M (2023-12) · $0 (2022-12)
Benefits paid
$496,189 Dec 31, 2024 reported Form 5500
$84.7M (2023-12) · $5.9M (2022-12)
Net investment income
$-1.6M Dec 31, 2024 reported Form 5500
$-79.5M (2023-12) · $-23.9M (2022-12)
Investment management fees
$1,476 Dec 31, 2024 reported Form 5500
$283,030 (2023-12) · $662,593 (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 20241,726n/an/an/a$9,777n/an/an/a
2023 to Dec 31, 20232,087n/an/an/a$2.2Mn/an/an/a
2022 to Dec 31, 20222,120$105M$81.8M120.5%$81.2Mn/an/a$0
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Willis Towers Watson US LLC codes 11 27 28 50 $655,979 PY2024
  • AON Consulting codes 14 50 $201,634 PY2024
  • Baker Tilly, US, LLP codes 10 50 $60,000 PY2024
  • Twis codes 28 51 $42,776 PY2024
  • Principal Bank codes 21 50 51 $20,480 PY2024
  • Willis Towers Watson US LLC codes 11 27 28 50 $681,771 PY2023
  • AON Consulting codes 14 50 $558,562 PY2023
  • Twis codes 28 51 $206,250 PY2023
  • Principal Bank codes 21 50 51 $51,417 PY2023
  • Morgan Lewis codes 29 50 $37,839 PY2023
  • Hancock Askew codes 10 50 $35,650 PY2023
  • Ir+m Intermediate Corporation codes 28 51 $16,779 PY2023
  • Legal & General Investment Manageme codes 28 51 $13,007 PY2023
  • Gallagher Fiduciary Advisor codes 31 50 $7,672 PY2023
  • Independent Insurance Analysts codes 16 50 $7,500 PY2023
  • Diversified Credit Fund Sched. D C PY2023
  • Rescap Global Real Estate Sched. D C PY2023
  • Infrastructure Collective Investmen Sched. D C PY2023
  • Msci Acwi Collective Investment Tru Sched. D C PY2023
  • Strips Collective Investment Trust Sched. D C PY2023
  • Long U.S. Govt Index Fund Sched. D C PY2023
  • Long Credit Fund Sched. D C PY2023
  • Collective Fund Class B Sched. D C PY2023
  • Willis Towers Watson US LLC codes 11 27 28 50 $427,965 PY2022
  • AON Consulting codes 14 50 $68,716 PY2022
  • Legal & General Group codes 28 51 $63,178 PY2022
  • Principal Bank codes 21 50 51 $52,645 PY2022
  • Gallagher Fiduciary Advisor codes 31 50 $26,631 PY2022
  • Newmark Knight Frank Valuation codes 34 50 $18,600 PY2022
  • Rescap Global Real Estate Sched. D C $1.1M PY2022
  • Infrastructure Collective Investmen Sched. D C $1.0M PY2022
  • Msci Acwi Collective Investment Tru Sched. D C $2.3M PY2022
  • Strips Collective Investment Trust Sched. D C $8.4M PY2022
  • Long U.S. Govt Index Fund Sched. D C $1.4M PY2022
  • Long Credit Fund Sched. D C $28.8M PY2022
  • Collective Fund Class B Sched. D C $20.6M PY2022
  • Diversified Credit Fund Sched. D C $2.3M PY2022
  • Willis Towers Watson US LLC codes 11 PY2022
What changed
8 events
  • Dec 31, 2024Manager relationship endedinference
    Ir+m Intermediate Corporation no longer appears on Bluelinx Corporation Hourly Retirement Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with Ir+m Collective Investmentaskebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    Legal & General Investment Manageme no longer appears on Bluelinx Corporation Hourly Retirement Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with Legal & General Investment Managemeaskebsa.dol.gov
  • Dec 31, 2024Consultant changedinference
    Independent Insurance Analysts no longer appears on Bluelinx Corporation Hourly Retirement Plan's Schedule C as general consultant (plan year 2024 vs 2023)
    with Willis Towers Watson US LLCaskebsa.dol.gov
  • Dec 31, 2024Assets changed
    Bluelinx Corporation Hourly Retirement Plan total assets $2M -> $9,777 (-99.6%, 2023-12-31 to 2024-12-31)
    askebsa.dol.gov
  • Dec 31, 2023Manager relationship started
    Ir+m Intermediate Corporation appears on Bluelinx Corporation Hourly Retirement Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with Ir+m Collective Investmentaskebsa.dol.gov
  • Dec 31, 2023Manager relationship started
    Twis appears on Bluelinx Corporation Hourly Retirement Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with Towers Watson Investment Services,askebsa.dol.gov
  • Dec 31, 2023Consultant changedinference
    Independent Insurance Analysts appears on Bluelinx Corporation Hourly Retirement Plan's Schedule C as general consultant (plan year 2023 vs 2022)
    with Willis Towers Watson US LLCaskebsa.dol.gov
  • Dec 31, 2023Assets changed
    Bluelinx Corporation Hourly Retirement Plan total assets $81M -> $2M (-97.3%, 2022-12-31 to 2023-12-31)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 770627351-001
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.