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
Retirement Program Plan for Employees of Eramet Marietta, Inc.
Corporate pensionMarietta, OH
Assets
$19.6M
Total assets, Dec 31, 2024 reported
Funded
99.5%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
1
none on the tape
Plan sponsor: Eramet Marietta, Inc.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 0.3%
- Non-interest-bearing cash 2.9%
- U.S. Government securities 7.7%
- Other investments 5.9%
- Common/collective trusts 74.5%
- Registered investment companies 8.8%
Consultants and advisers
4 firms
- Highland Consulting Investment adviser (plan)through Dec 31, 2022 Form 5500
- Charles Schwab Trust Bank Trusteethrough Dec 31, 2024 Form 5500
- Deloitte Consulting LLP Actuarythrough Dec 31, 2022 Form 5500
- Huntington National Bank Custodianthrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
No manager relationship is on the tape for this allocator.
Commitments
1 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 | Metlife Long Credit Collective Trcollective trust | SEI Trust Company | Private credit | $14.6M held | Disclosed holding | askebsa.dol.gov |
Size and funding
32 readings
Investment management fees
$9,167 (2023-12) · $27,747 (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 | 274 | $20.4M | $22.4M | 99.5% | $19.6M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 276 | $19.3M | $22.8M | 93.0% | $20.4M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 280 | $27.3M | $22.0M | 122.9% | $19.3M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Deloitte Consulting, LLP codes 11 $85,078 PY2024
- Highland Consulting Associates codes 27 $25,998 PY2024
- Schneider Downs & Co, Inc. codes 10 $22,669 PY2024
- Charles Schwab Trust Bank codes 21 $5,452 PY2024
- Metlife Investment Mgmt Mstr Cit Sched. D C $14.6M PY2024
- Deloitte Consulting LLP codes 11 PY2024
- Schneider Downs & Co, Inc. codes 10 $22,006 PY2023
- Highland Consulting Associates codes 27 $19,254 PY2023
- Deloitte Consulting, LLP codes 11 $16,560 PY2023
- Huntington National Bank codes 19 21 $9,167 PY2023
- Deloitte Consulting LLP codes 11 PY2023
- Highland Consulting Associates codes 27 $27,747 PY2022
- Deloitte Consulting, LLP codes 11 $27,417 PY2022
- Schneider Downs & Co, Inc. codes 10 $20,523 PY2022
- Huntington National Bank codes 19 21 $10,229 PY2022
- Deloitte Consulting LLP codes 11 PY2022
What changed
3 events
- Jan 1, 2024Funded status changedRetirement Program Plan for Employees of Eramet Marietta, Inc. funded ratio 93.0% -> 99.5% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedRetirement Program Plan for Employees of Eramet Marietta, Inc. funded ratio 122.9% -> 93.0% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedRetirement Program Plan for Employees of Eramet Marietta, Inc. plan assets $27M -> $19M (-29.5%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 980201165-001
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.