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

Lafargeholcim US Pension Plan

Corporate pensionDundee, MI
Assets
$74,119
Total assets, Dec 31, 2023 reported
Funded
109.4%
Jan 1, 2023
Private markets target
n/a
policy Dec 31, 2023
Commitments
0
none on the tape
Plan sponsor: Holcim Participations (US) Inc.
Allocation policy
Form 5500, as of Dec 31, 2023
Actual allocation lines without a target (as filed)
  • Insurance company general account 99.8%
Consultants and advisers
4 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
3 managers on Schedule C
From Schedule C (investment management, code 28)
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
22 readings
Total assets
$74,119 Dec 31, 2023 reported Form 5500
$650M (2022-12)
Plan assets
$653M Jan 1, 2023 reported Form 5500
$848M (2022-01)
Net assets
$74,119 Dec 31, 2023 reported Form 5500
$650M (2022-12)
Funded ratio
109.4% Jan 1, 2023 reported Form 5500
97.7% (2022-01)
Funding target
$657M Jan 1, 2023 reported Form 5500
$624M (2022-01)
Discount rate
5.25% Jan 1, 2023 reported Form 5500
5.41% (2022-01)
Participants
6,478 Jan 1, 2023 reported Form 5500
5,807 (2022-01)
Contributions
$3.0M Dec 31, 2023 reported Form 5500
$0 (2022-12)
Benefits paid
$822M Dec 31, 2023 reported Form 5500
$60.4M (2022-12)
Net investment income
$-650M Dec 31, 2023 reported Form 5500
$-255M (2022-12)
Investment management fees
$37,500 Dec 31, 2023 reported Form 5500
$960,234 (2022-12)
Form 5500 filings
2 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2023 to Dec 31, 20236,478$653M$657M109.4%$74,119n/a$0n/a
2022 to Dec 31, 20225,807$848M$624M97.7%$650Mn/a$650Mn/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
5 events
  • Dec 31, 2023Manager relationship endedinference
    Income Research & Management no longer appears on Lafargeholcim US Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with Income Research & Mgmt. Inc.askebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    Legal & General Invest Mgmt no longer appears on Lafargeholcim US Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with Legal & General Inv Mgmt Americaaskebsa.dol.gov
  • Dec 31, 2023Assets changed
    Lafargeholcim US Pension Plan total assets $650M -> $74,119 (-100.0%, 2022-12-31 to 2023-12-31)
    askebsa.dol.gov
  • Jan 1, 2023Funded status changed
    Lafargeholcim US Pension Plan funded ratio 97.7% -> 109.4% (2022-01-01 to 2023-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    Lafargeholcim US Pension Plan plan assets $848M -> $653M (-23.0%, 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 541527022-001
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.