Billerud Americas Corporation Employee Pension Plan
Corporate pension, based in Miamisburg, Ohio, reporting $336M in assets, for 6,088 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Independent Insurance Analysts LLC appears on Billerud Americas Corporation Employee Pension Plan's Schedule C as pension consultant (plan year 2024 vs 2023).
1 more adviser, 8 more commitments and 4 more dated events
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
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Capital path
who backs this record, through what, into what; each name opens its own path- Blackrock Scntfc Act Msci Wrld Tilt3 commitments
- Ishares Russell 2000 Index Coll Fnd2 commitments
- Russell 1000 Index Fund2 commitments
- Blackrock Investments, LLC5 commitments
- BNY Mellon4 commitments
- Blackrock2 commitments
Relationship network
24 connected entities11 observed commitments8 repeat counterpartiescommitments 2022 to 2024
From board minutes, annual reports, Form 5500 filings and public records of commitments, consultants and staff in the allocator graph. Commitment amounts are those the allocator disclosed; many are not printed, and none is estimated.
Some relationships on this record are counted rather than named here. They open with the full profile.
Click any name or line for the commitments and sources behind it. Line weight is commitments together; dashed lines are inferred.
- Sponsor
- Fund or vehicle
- Service provider
- Organization
›How strength and recency are read
Managers, funds and consultants are read from the commitments: three or more is a strong observed relationship, two a repeat counterparty. No consultant link is marked current on the source, so none is labelled current or former here. Related plans, people and plan service providers are ordered by what the filing shows.
Darker lines were active in the last 24 months or are current; lighter lines are older or undated.
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
Allocation policy
- 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
- Independent Insurance Analysts LLC Pension consultantthrough Dec 31, 2024 Form 5500
- Willis Towers Watson US LLC Pension consultantActuarythrough Dec 31, 2022 Form 5500
- Stephens Capital Management Investment adviser (plan)through Dec 31, 2022 Form 5500
+1 more consultant or adviser advise this allocator
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
People
Manager roster
- Blackrock Investments, LLC5 rows, latest Dec 31, 2024
- BNY Mellon4 rows, latest Dec 31, 2023
- Blackrock2 rows, latest Dec 31, 2023
- Blackrock Investments, LLCplan years
What changed
- Dec 31, 2024Holding endedinferenceBillerud 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 endedinferenceBillerud 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 endedinferenceBillerud 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 endedinferenceBillerud 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 changedinferenceIndependent 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
+4 more dated events
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Blackrock Scntfc Act Msci Wrld Tiltcollective trust | Blackrock Investments, LLC | Pooled vehicles | $229,916 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Blackrock Scntfc Act Msci Wrld Tiltcollective trust | Blackrock Investments, LLC | Pooled vehicles | $17.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Ishares Russell 2000 Index Coll Fndcollective trust | Blackrock Investments, LLC | Pooled vehicles | $18.4M held | Disclosed holding | askebsa.dol.gov |
+8 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Size and funding
Form 5500 filings
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 6,088 | $876M | $887M | 101.0% | $336M | $3.9M | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 6,172 | $834M | $912M | 100.6% | $876M | $6.2M | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 9,687 | $1.2B | $1.1B | 105.0% | $836M | $9.6M | Not disclosed | Not disclosed |
- Willis Towers Watson US LLC codes 11 50 $523,350 PY2024
- Transamerica Retirement Solutions codes 11 12 15 28 38 50 59 61 62 63 64 $376,608 PY2024
- Stephens Capital Management codes 27 50 $350,000 PY2024
+29 more service providers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Provenance
Provenance
Billerud Americas Corporation Employee Pension Plan sits on 9 traced paths of capital across the graphs.
DFX traced 9 paths of capital through this record
Every record on each path, what it committed or lent, and as of when.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
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Record history
- Holding in a pooled vehicle ended2024-12-31source on record
- Holding in a pooled vehicle ended2024-12-31source on record
- Holding in a pooled vehicle ended2024-12-31source on record
+6 more changes on this record's ledger
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The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.
›Connections
every published relationship on the graph
+7 connections on the graph
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