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

Billerud Americas Corporation Employee Pension Plan

Corporate pensionMiamisburg, OH
Assets
$336M
Total assets, Dec 31, 2024 reported
Funded
101.0%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
11
none on the tape
Plan sponsor: Billerud Americas Corp
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 1.9%
  • Corporate debt instruments (other) 56.7%
  • Other investments 38.6%
  • Partnership/joint venture interests 1.2%
  • Common/collective trusts 0.1%
  • Common stock 0.7%
Consultants and advisers
4 firms
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
Commitments
11 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Blackrock Scntfc Act Msci Wrld Tiltcollective trustBlackrockPooled vehicles$229,916 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Russell 1000 Index Fundcollective trustBlackrockPooled vehicles$107M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Ishares Russell 2000 Index Coll Fndcollective trustBlackrockPooled vehicles$18.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Blackrock Scntfc Act Msci Wrld Tiltcollective trustBlackrockPooled vehicles$17.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Bnym Mellon Nsl Acwi Ex-U.s. Instlcollective trustBNY MellonPooled vehicles$18.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Bnym Mellon Nsl Reit Index Instlcollective trustBNY MellonReal estate$9.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Russell 1000 Index Fundcollective trustBlackrockPooled vehicles$165M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Ishares Russell 2000 Index Coll Fndcollective trustBlackrockPooled vehicles$32.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Blackrock Scntfc Act Msci Wrld Tiltcollective trustBlackrockPooled vehicles$29.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Bnym Mellon Nsl Acwi Ex-U.s. Instlcollective trustBNY MellonPooled vehicles$30.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Bnym Mellon Nsl Reit Index Instlcollective trustBNY MellonReal estate$15.9M heldDisclosed holdingaskebsa.dol.gov
Size and funding
32 readings
Total assets
$336M Dec 31, 2024 reported Form 5500
$876M (2023-12) · $836M (2022-12)
Plan assets
$876M Jan 1, 2024 reported Form 5500
$834M (2023-01) · $1.2B (2022-01)
Net assets
$336M Dec 31, 2024 reported Form 5500
$875M (2023-12) · $835M (2022-12)
Funded ratio
101.0% Jan 1, 2024 reported Form 5500
100.6% (2023-01) · 105.0% (2022-01)
Funding target
$887M Jan 1, 2024 reported Form 5500
$912M (2023-01) · $1.1B (2022-01)
Discount rate
5.05% Jan 1, 2024 reported Form 5500
5.18% (2023-01) · 5.34% (2022-01)
Participants
6,088 Jan 1, 2024 reported Form 5500
6,172 (2023-01) · 9,687 (2022-01)
Contributions
$884,504 Dec 31, 2023 reported Form 5500
$25.3M (2022-12)
Benefits paid
$589M Dec 31, 2024 reported Form 5500
$71.8M (2023-12) · $275M (2022-12)
Net investment income
$-539M Dec 31, 2024 reported Form 5500
$39.9M (2023-12) · $-414M (2022-12)
Investment management fees
$368,375 Dec 31, 2024 reported Form 5500
$350,000 (2023-12) · $355,000 (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 20246,088$876M$887M101.0%$336M$3.9Mn/an/a
2023 to Dec 31, 20236,172$834M$912M100.6%$876M$6.2Mn/an/a
2022 to Dec 31, 20229,687$1.2B$1.1B105.0%$836M$9.6Mn/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
9 events
  • Dec 31, 2024Holding endedinference
    Billerud Americas Corporation Employee Pension Plan no longer reports Bnym Mellon Nsl Acwi Ex-U.s. Instl (BNY Mellon) (last held $18M at 2023-12-31; absent from the 2024-12-31 filing)
    with BNY Mellonaskebsa.dol.gov
  • Dec 31, 2024Holding endedinference
    Billerud Americas Corporation Employee Pension Plan no longer reports Bnym Mellon Nsl Reit Index Instl (BNY Mellon) (last held $9M at 2023-12-31; absent from the 2024-12-31 filing)
    with BNY Mellonaskebsa.dol.gov
  • Dec 31, 2024Holding endedinference
    Billerud Americas Corporation Employee Pension Plan no longer reports Ishares Russell 2000 Index Coll Fnd (last held $18M at 2023-12-31; absent from the 2024-12-31 filing)
    with Ishares Russell 2000 Index Coll Fndaskebsa.dol.gov
  • Dec 31, 2024Holding endedinference
    Billerud Americas Corporation Employee Pension Plan no longer reports Russell 1000 Index Fund (Blackrock) (last held $107M at 2023-12-31; absent from the 2024-12-31 filing)
    with Blackrockaskebsa.dol.gov
  • Dec 31, 2024Consultant changedinference
    Independent Insurance Analysts LLC appears on Billerud Americas Corporation Employee Pension Plan's Schedule C as pension consultant (plan year 2024 vs 2023)
    with Independent Insurance Analysts LLCaskebsa.dol.gov
  • Dec 31, 2024Assets changed
    Billerud Americas Corporation Employee Pension Plan total assets $876M -> $336M (-61.6%, 2023-12-31 to 2024-12-31)
    askebsa.dol.gov
  • Dec 31, 2023Consultant changedinference
    Independent Insurance Analysts, LLC no longer appears on Billerud Americas Corporation Employee Pension Plan's Schedule C as pension consultant (plan year 2023 vs 2022)
    with Willis Towers Watson US LLCaskebsa.dol.gov
  • Jan 1, 2023Funded status changed
    Billerud Americas Corporation Employee Pension Plan funded ratio 105.0% -> 100.6% (2022-01-01 to 2023-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    Billerud Americas Corporation Employee Pension Plan plan assets $1.2B -> $834M (-33.2%, 2022-01-01 to 2023-01-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 753217389-005
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.