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

CRH Americas Pension Plan

Corporate pensionAtlanta, GA
Assets
$427M
Total assets, Dec 31, 2024 reported
Funded
97.1%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
48
none on the tape
Plan sponsor: CRH Americas, Inc.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Non-interest-bearing cash 0.0%
  • Other investments 0.4%
  • 103-12 investment entities 25.9%
  • Common/collective trusts 69.8%
  • Registered investment companies 3.9%
Consultants and advisers
2 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
8 managers on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)
Commitments
48 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Acadian Non-Us All Cap Equity Fund103 12 ieAcadian Asset ManagementPublic equity$9.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Nepc Emerging Markets Equity Citcollective trustGlobal Trust CompanyPublic equity$8.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Ftse Rafi US 1000 Index Nl Ctfcollective trustState Street Global Advisors Trust CompanyPooled vehicles$12.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024State Street Msci Eafe Index Non-Lecollective trustState Street - Russell 2000Pooled vehicles$3.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Nepc Diversified Credit Citcollective trustGlobal Trust CompanyPrivate credit$21.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Nepc Global Equity Citcollective trustGlobal Trust CompanyPublic equity$19.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Nepc US Small Cap Equity Citcollective trustGlobal Trust CompanyPublic equity$9.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024S&p 500 Flagship Nl Fundcollective trustState Street - Russell 2000Pooled vehicles$21.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Ssga US Treasury Index Nl Ctfcollective trustState Street Global Advisors Trust CompanyFixed income$23.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Ssga Long US Treasury Index Nl Fundcollective trustState Street - Russell 2000Fixed income$58.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Ir&m Long Corporate Collective Fundcollective trustIr+m Collective InvestmentPooled vehicles$27.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Wtc-Cif II US Investment Grade Intecollective trustWellington FdPooled vehicles$70.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024State Street 20 Year U.S. Treasurycollective trustState Street Global Advisors TrustFixed income$18.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Legal & General Long Duration U.S.103 12 ieLegal and GeneralFixed income$99.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Pacific Diversified Strategies103 12 ieSpecial Investments, LLCHedge / diversifiers$713,183 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024NT Collective Short Term Investmentcollective trustNorthern Trust Collective Eafe IndeCash$2.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Acadian Non-Us All Cap Equity Fund103 12 ieAcadian Asset ManagementPublic equity$9.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Nepc Emerging Markets Equity Citcollective trustGlobal Trust CompanyPublic equity$11.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Ftse Rafi US 1000 Index Nl Ctfcollective trustState Street Global Advisors Trust CompanyPooled vehicles$13.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023State Street Msci Eafe Index Non-Lecollective trustState Street - Russell 2000Pooled vehicles$5.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Nepc Diversified Credit Citcollective trustGlobal Trust CompanyPrivate credit$20.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Nepc Global Equity Citcollective trustGlobal Trust CompanyPublic equity$30.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Nepc US Small Cap Equity Citcollective trustGlobal Trust CompanyPublic equity$8.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023S&p 500 Flagship Nl Fundcollective trustState Street - Russell 2000Pooled vehicles$12.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Ssga US Treasury Index Nl Ctfcollective trustState Street Global Advisors Trust CompanyFixed income$28.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Ssga Long US Treasury Index Nl Fundcollective trustState Street - Russell 2000Fixed income$60.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Ir&m Long Corporate Collective Fundcollective trustIr+m Collective InvestmentPooled vehicles$28.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Wtc-Cif II US Investment Grade Intecollective trustWellington FdPooled vehicles$67.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023State Street 20 Year U.S. Treasurycollective trustState Street Global Advisors TrustFixed income$18.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Legal & General Long Duration U.S.103 12 ieLegal and GeneralFixed income$117M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Pacific Diversified Strategies103 12 ieSpecial Investments, LLCHedge / diversifiers$430,927 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023NT Collective Short Term Investmentcollective trustNorthern Trust Collective Eafe IndeCash$2.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022NT Collective Short Term Investmentcollective trustNorthern Trust Collective Eafe IndeCash$3.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Acadian Non-Us All Cap Equity Fund103 12 ieAcadian Asset ManagementPublic equity$4.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Nepc Emerging Markets Equity Citcollective trustNepc, LLCPublic equity$10.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022WTC Cif Small Cap 2000collective trustWellington FdPublic equity$7.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Ftse Rafi US 1000 Index Nl Ctfcollective trustState Street Global Advisors Trust CompanyPooled vehicles$9.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Nepc Global Equity Citcollective trustNepc, LLCPublic equity$39.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022RUS Sm Cap Comp Indx Nl Fund(cmd4)collective trustState Street - Russell 2000Pooled vehicles$1.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022S&p 500 Flagship Nl Fundcollective trustState Street - Russell 2000Pooled vehicles$4.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Ssga US Treasury Index Nl Ctfcollective trustState Street Global Advisors Trust CompanyFixed income$12.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Aviva Long Duration Government Credcollective trustAviva InvestorsFixed income$106M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Legal & General U.S. Long Durationcollective trustLegal and GeneralFixed income$6.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Wtc-Cif II US Inv Grade Intermediatcollective trustWellington Trust Company, NaPooled vehicles$62.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Wtc-Ctf Opportunistic Fixed Incomecollective trustWellington Trust Company, NaHedge / diversifiers$11.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022State Street 20 Year U.S. Treasurycollective trustState Street Global Advisors TrustFixed income$10.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Legal & General Long Duration U.S.103 12 ieLegal and GeneralFixed income$106M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Pacific Diversified Strategies103 12 ieSpecial Investments, LLCHedge / diversifiers$621,852 heldDisclosed holdingaskebsa.dol.gov
Size and funding
33 readings
Total assets
$427M Dec 31, 2024 reported Form 5500
$450M (2023-12) · $446M (2022-12)
Plan assets
$449M Jan 1, 2024 reported Form 5500
$446M (2023-01) · $601M (2022-01)
Net assets
$426M Dec 31, 2024 reported Form 5500
$449M (2023-12) · $446M (2022-12)
Funded ratio
97.1% Jan 1, 2024 reported Form 5500
95.2% (2023-01) · 112.8% (2022-01)
Funding target
$475M Jan 1, 2024 reported Form 5500
$484M (2023-01) · $480M (2022-01)
Discount rate
5.16% Jan 1, 2024 reported Form 5500
5.25% (2023-01) · 5.42% (2022-01)
Participants
4,590 Jan 1, 2024 reported Form 5500
4,678 (2023-01) · 4,774 (2022-01)
Contributions
$0 Dec 31, 2024 reported Form 5500
$0 (2023-12) · $0 (2022-12)
Benefits paid
$32.1M Dec 31, 2024 reported Form 5500
$33.2M (2023-12) · $32.9M (2022-12)
Net investment income
$-23.1M Dec 31, 2024 reported Form 5500
$3.5M (2023-12) · $-155M (2022-12)
Investment management fees
$184,874 Dec 31, 2024 reported Form 5500
$342,868 (2023-12) · $482,996 (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 20244,590$449M$475M97.1%$427Mn/an/an/a
2023 to Dec 31, 20234,678$446M$484M95.2%$450Mn/an/an/a
2022 to Dec 31, 20224,774$601M$480M112.8%$446Mn/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Northern Trust Company codes 21 50 $289,098 PY2024
  • Wellington Trust Company codes 28 51 $88,179 PY2024
  • Acadian Asset Management Headquarte codes 28 51 $40,579 PY2024
  • Income Research & Management Collec codes 28 51 $29,887 PY2024
  • State Street Research & Management codes 28 51 $26,175 PY2024
  • Nepc Diversified Credit Cit Sched. D C $21.7M PY2024
  • Nepc Global Equity Cit Sched. D C $19.8M PY2024
  • Nepc US Small Cap Equity Cit Sched. D C $9.6M PY2024
  • State Street US Treasury Index Sched. D C $23.0M PY2024
  • Ssga Long US Treas Indx Sched. D C $58.6M PY2024
  • IR M Long Corporate Collective Fund Sched. D C $27.9M PY2024
  • Wtc-Cif II US Inv Grade Intermediat Sched. D C $70.6M PY2024
  • Ssga 20+ Year US Treasury Strips in Sched. D C $18.7M PY2024
  • Lgima Long Duration US Credit Fund Sched. D E $99.7M PY2024
  • Pacific Diversified Strategies Sched. D E $713,183 PY2024
  • NT Collective Short Term Invt Fd Sched. D C $2.6M PY2024
  • Ssga S&p 500 Flagship Nl Fund Sched. D C $21.2M PY2024
  • Acadian Non-Us All Cap Equity Fund Sched. D E $9.9M PY2024
  • Nepc Emerging Markets Equity Cit Sched. D C $8.4M PY2024
  • Ftse Rafi US 1000 Index Nl Ctf Sched. D C $12.1M PY2024
  • Msci Eafe Index Non-Lending Fund Sched. D C $3.7M PY2024
  • Milliman, Inc. codes 11 PY2024
  • Wellington Trust Company codes 28 50 51 $163,272 PY2023
  • Aviva Investors Americas LLC codes 28 50 51 $63,958 PY2023
  • Legal & General Investment codes 28 50 51 $52,419 PY2023
  • Acadian Asset Management Headquarte codes 28 50 51 $26,744 PY2023
  • State Street Research & Management codes 28 50 51 $18,620 PY2023
  • Income Research & Management Collec codes 28 50 51 $17,641 PY2023
  • Nepc Emerging Markets Equity Cit Sched. D C $11.3M PY2023
  • Ftse Rafi US 1000 Index Nl Ctf Sched. D C $13.1M PY2023
  • Msci Eafe Index Non-Lending Fund Sched. D C $5.3M PY2023
  • Nepc Diversified Credit Cit Sched. D C $20.7M PY2023
  • Nepc Global Equity Cit Sched. D C $30.0M PY2023
  • Nepc US Small Cap Equity Cit Sched. D C $8.5M PY2023
  • Ssga S&p 500 Flagship Nl Fund Sched. D C $12.9M PY2023
  • Ssga Long US Treas Indx Sched. D C $60.1M PY2023
  • IR M Long Corporate Collective Fund Sched. D C $28.4M PY2023
  • Wtc-Cif II US Inv Grade Intermediat Sched. D C $67.4M PY2023
  • Ssga 20+ Year US Treasury Strips in Sched. D C $18.5M PY2023
  • Lgima Long Duration US Credit Fund Sched. D E $117M PY2023
  • Pacific Diversified Strategies Sched. D E $430,927 PY2023
  • NT Collective Short Term Invt Fd Sched. D C $2.8M PY2023
  • State Street US Treasury Index Sched. D C $28.7M PY2023
  • Acadian Non-Us All Cap Equity Fund Sched. D E $9.2M PY2023
  • Milliman, Inc. codes 11 PY2023
  • Northern Trust Company codes 21 50 51 $380,986 PY2022
  • Wellington Trust Company codes 28 50 51 $212,949 PY2022
  • Aviva Investors Americas LLC codes 28 50 51 $190,023 PY2022
  • Acadian Asset Management Headquarte codes 28 50 51 $47,860 PY2022
  • State Street Research & Management codes 28 50 51 $11,202 PY2022
  • Acadian Non-Us All Cap Equity Fund Sched. D E $4.3M PY2022
  • Nepc Emerging Markets Equity Cit Sched. D C $10.0M PY2022
  • WTC Cif Small Cap 2000 Sched. D C $7.4M PY2022
  • Ftse Rafi US 1000 Index Nl Ctf Sched. D C $9.6M PY2022
  • Nepc Global Equity Cit Sched. D C $39.6M PY2022
  • Ssga Russell Small Cap Completeness Sched. D C $1.6M PY2022
  • Ssga S&p 500 Flagship Nl Fund Sched. D C $4.8M PY2022
  • State Street US Treasury Index Sched. D C $12.2M PY2022
  • Aviva Long Duration Government Cred Sched. D C $106M PY2022
  • L&g US Long Duration US Equity Cit Sched. D C $6.2M PY2022
  • Wtc-Cif II US Inv Grade Intermediat Sched. D C $62.2M PY2022
  • Wtc-Ctf Opportunistic Fixed Income Sched. D C $11.1M PY2022
  • Ssga 20+ Year US Treasury Strips in Sched. D C $10.5M PY2022
  • Lgima Long Duration US Credit Fund Sched. D E $106M PY2022
  • Pacific Diversified Strategies Sched. D E $621,852 PY2022
  • NT Collective Short Term Invt Fd Sched. D C $3.6M PY2022
  • Milliman, Inc. codes 11 PY2022
What changed
18 events
  • Dec 31, 2024Manager relationship endedinference
    Aviva Investors Americas LLC no longer appears on CRH Americas Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with Aviva Investors Americas LLCaskebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    Legal & General Investment no longer appears on CRH Americas Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with Legal & General Inv Mgmt Americaaskebsa.dol.gov
  • Dec 31, 2023Holding endedinference
    CRH Americas Pension Plan no longer reports RUS Sm Cap Comp Indx Nl Fund(cmd4) (State Street - Russell 2000) (last held $2M at 2022-12-31; absent from the 2023-12-31 filing)
    with State Street - Russell 2000askebsa.dol.gov
  • Dec 31, 2023Holding endedinference
    CRH Americas Pension Plan no longer reports WTC Cif Small Cap 2000 (Wellington Fd) (last held $7M at 2022-12-31; absent from the 2023-12-31 filing)
    with Wellington Fdaskebsa.dol.gov
  • Dec 31, 2023Holding started
    CRH Americas Pension Plan first reports an interest in Ir&m Long Corporate Collective Fund (Ir+m Collective Investment): $28M at 2023-12-31
    with Ir+m Collective Investmentaskebsa.dol.gov
  • Dec 31, 2023Holding endedinference
    CRH Americas Pension Plan no longer reports Aviva Long Duration Government Cred (last held $106M at 2022-12-31; absent from the 2023-12-31 filing)
    with Aviva Long Duration Government Credaskebsa.dol.gov
  • Dec 31, 2023Holding endedinference
    CRH Americas Pension Plan no longer reports Wtc-Ctf Opportunistic Fixed Income (last held $11M at 2022-12-31; absent from the 2023-12-31 filing)
    with Wtc-Ctf Opportunistic Fixed Incomeaskebsa.dol.gov
  • Dec 31, 2023Holding started
    CRH Americas Pension Plan first reports an interest in State Street Msci Eafe Index Non-Le (State Street - Russell 2000): $5M at 2023-12-31
    with State Street - Russell 2000askebsa.dol.gov
  • Dec 31, 2023Holding started
    CRH Americas Pension Plan first reports an interest in Nepc US Small Cap Equity Cit: $8M at 2023-12-31
    with Nepc US Small Cap Equity Citaskebsa.dol.gov
  • Dec 31, 2023Holding endedinference
    CRH Americas Pension Plan no longer reports Wtc-Cif II US Inv Grade Intermediat (Wellington Trust Company, Na) (last held $62M at 2022-12-31; absent from the 2023-12-31 filing)
    with Wellington Trust Company, Naaskebsa.dol.gov
  • Dec 31, 2023Holding started
    CRH Americas Pension Plan first reports an interest in Ssga Long US Treasury Index Nl Fund (State Street - Russell 2000): $60M at 2023-12-31
    with State Street - Russell 2000askebsa.dol.gov
  • Dec 31, 2023Holding endedinference
    CRH Americas Pension Plan no longer reports Legal & General U.S. Long Duration (Legal and General) (last held $6M at 2022-12-31; absent from the 2023-12-31 filing)
    with Legal and Generalaskebsa.dol.gov
  • Dec 31, 2023Holding started
    CRH Americas Pension Plan first reports an interest in Nepc Diversified Credit Cit: $21M at 2023-12-31
    with Nepc Diversified Credit Citaskebsa.dol.gov
  • Dec 31, 2023Holding started
    CRH Americas Pension Plan first reports an interest in Wtc-Cif II US Investment Grade Inte (Wellington Fd): $67M at 2023-12-31
    with Wellington Fdaskebsa.dol.gov
  • Dec 31, 2023Manager relationship started
    Income Research & Management Collec appears on CRH Americas 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 started
    Legal & General Investment appears on CRH Americas Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with Legal & General Inv Mgmt Americaaskebsa.dol.gov
  • Jan 1, 2023Funded status changed
    CRH Americas Pension Plan funded ratio 112.8% -> 95.2% (2022-01-01 to 2023-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    CRH Americas Pension Plan plan assets $601M -> $446M (-25.8%, 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 953298140-001
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.