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
Novelis Warren Hourly Pension Plan
Corporate pensionAtlanta, GA
Assets
$9.6M
Total assets, Dec 31, 2024 reported
Funded
100.1%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
1 managers on Schedule C
Plan sponsor: Novelis Corporation
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Master trust investment accounts 98.3%
Consultants and advisers
4 firms
- Capfinancial Partners, LLC General consultantthrough Dec 31, 2022 Form 5500
- Principal Directed trusteethrough Dec 31, 2024 Form 5500
- Wells Fargo Bank Directed trusteethrough Dec 31, 2022 Form 5500
- Willis Towers Watson US LLC Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
2 managers on Schedule C
From Schedule C (investment management, code 28)
- Capfinancial Partners, LLCplan years 2024
- Mercer Investments LLCplan years 2022
Commitments
No fund commitments are on the tape for this allocator. The tape holds the plans that publish their own private-markets reports; a plan that publishes one and is not here is a gap we can close.
Size and funding
33 readings
Investment management fees
$82,229 (2023-12) · $98,503 (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 | 160 | $10.1M | $11.1M | 100.1% | $9.6M | n/a | $9.4M | n/a |
| 2023 to Dec 31, 2023 | 167 | $10.0M | $11.6M | 95.1% | $10.1M | n/a | $9.9M | n/a |
| 2022 to Dec 31, 2022 | 169 | $13.7M | $11.6M | 114.4% | $10.0M | n/a | $9.7M | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Mercer Investments LLC codes 28 51 52 $51,638 PY2024
- Frazier & Deeter LLC codes 10 50 $15,000 PY2024
- Captrust Financial Advisors codes 28 51 $11,061 PY2024
- Principal codes 25 50 $9,295 PY2024
- Novelis Master Retirement Trust Sched. D M $9.4M PY2024
- Willis Towers Watson US LLC codes 11 PY2024
- Mercer Investments LLC codes 51 52 $48,243 PY2023
- Captrust Financial Advisors codes 16 17 $33,986 PY2023
- Wells Fargo Bank, Na codes 25 $10,119 PY2023
- Novelis Master Retirement Trust Sched. D M $9.9M PY2023
- Willis Towers Watson US LLC codes 11 PY2023
- Captrust Financial Advisors codes 16 17 $36,592 PY2022
- Mercer Investments LLC codes 51 52 $21,356 PY2022
- Frazier & Deeter LLC codes 10 $15,100 PY2022
- Wells Fargo Bank, Na codes 25 $9,725 PY2022
- Novelis Master Retirement Trust Sched. D M $9.7M PY2022
- Willis Towers Watson US LLC codes 11 PY2022
What changed
4 events
- Dec 31, 2024Manager relationship startedMercer Investments LLC appears on Novelis Warren Hourly Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Mercer Investments LLCaskebsa.dol.gov
- Jan 1, 2024Funded status changedNovelis Warren Hourly Pension Plan funded ratio 95.1% -> 100.1% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedNovelis Warren Hourly Pension Plan funded ratio 114.4% -> 95.1% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedNovelis Warren Hourly Pension Plan plan assets $14M -> $10M (-26.8%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 412098321-003
Cross-graph: no entry on another DFX graph
First observed Sep 15, 2026, last observed Sep 16, 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.