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

Aleris Retirement Plan for Bargained Employees

Corporate pensionAtlanta, GA
Assets
$3.6M
Total assets, Dec 31, 2024 reported
Funded
103.1%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
34
none on the tape
Plan sponsor: Novelis Alr Rolled Products, Inc.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 1.2%
  • Common/collective trusts 98.8%
Consultants and advisers
4 firms
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)
Commitments
34 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Mercer US Core Real Estate Portfolicollective trustMercer Trust CompanyReal estate$169,056 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Mercer US Small/mid Cap Equity Portcollective trustMercer Trust CompanyPublic equity$72,990 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Mercer Non-Us Core Equity Portfoliocollective trustMercer Trust CompanyPublic equity$203,934 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Mercer Passive Long Government Fixecollective trustMercer Trust CompanyPooled vehicles$681,232 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Mercer Emerging Markets Equity Portcollective trustMercer Trust CompanyPublic equity$90,197 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Mercer Global Low Volatility Equitycollective trustMercer Trust CompanyPublic equity$36,307 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Mercer US Large Cap Core Passive Eqcollective trustMercer Trust CompanyPublic equity$456,971 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Mercer Active Long Corporate Fixedcollective trustMercer Trust CompanyFixed income$1.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Mercer Erisa Hedge Fund Investorscollective trustMercer Trust CompanyHedge / diversifiers$153,344 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Mercer Long Strips Fixed Incomecollective trustMercer Trust CompanyFixed income$86,636 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Mercer Opportunistic Fixed Incomecollective trustMercer Trust CompanyHedge / diversifiers$110,588 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Mercer US Core Real Estate Portfolicollective trustMercer Trust CompanyReal estate$172,570 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Mercer US Small/mid Cap Equity Portcollective trustMercer Trust CompanyPublic equity$91,940 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Mercer Non-Us Core Equity Portfoliocollective trustMercer Trust CompanyPublic equity$241,806 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Mercer Passive Long Government Fixecollective trustMercer Trust CompanyPooled vehicles$446,575 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Mercer Emerging Markets Equity Portcollective trustMercer Trust CompanyPublic equity$130,009 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Mercer Global Low Volatility Equitycollective trustMercer Trust CompanyPublic equity$111,305 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Mercer US Large Cap Core Passive Eqcollective trustMercer Trust CompanyPublic equity$309,986 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Mercer Active Long Corporate Fixedcollective trustMercer Trust CompanyFixed income$1.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Mercer Erisa Hedge Fund Investorscollective trustMercer Trust CompanyHedge / diversifiers$139,224 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Mercer Long Strips Fixed Incomecollective trustMercer Trust CompanyFixed income$359,682 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Mercer Opportunistic Fixed Incomecollective trustMercer Trust CompanyHedge / diversifiers$128,701 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Mercer US Core Real Estate Portfolicollective trustMercer Trust CompanyReal estate$192,929 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Mercer US Small/mid Cap Equity Portcollective trustMercer Trust CompanyPublic equity$116,693 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Mercer Non-Us Core Equity Portfoliocollective trustMercer Trust CompanyPublic equity$275,601 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Mercer Passive Long Government Fixecollective trustMercer Trust CompanyPooled vehicles$289,342 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Mercer Emerging Markets Equity Portcollective trustMercer Trust CompanyPublic equity$163,666 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Mercer Global Low Volatility Equitycollective trustMercer Trust CompanyPublic equity$146,155 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Mercer US Large Cap Core Passive Eqcollective trustMercer Trust CompanyPublic equity$185,438 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Mercer Active Long Corporate Fixedcollective trustMercer Trust CompanyFixed income$1.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Mercer Erisa Hedge Fund Investorscollective trustMercer Trust CompanyHedge / diversifiers$189,166 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Mercer Long Strips Fixed Incomecollective trustMercer Trust CompanyFixed income$352,904 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Mercer Opportunistic Fixed Incomecollective trustMercer Trust CompanyHedge / diversifiers$165,402 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Mercer US Large Cap Equitycollective trustMercer Trust CompanyPublic equity$279,560 heldDisclosed holdingaskebsa.dol.gov
Size and funding
33 readings
Total assets
$3.6M Dec 31, 2024 reported Form 5500
$3.9M (2023-12) · $3.9M (2022-12)
Plan assets
$3.9M Jan 1, 2024 reported Form 5500
$3.9M (2023-01) · $5.2M (2022-01)
Net assets
$3.6M Dec 31, 2024 reported Form 5500
$3.9M (2023-12) · $3.9M (2022-12)
Funded ratio
103.1% Jan 1, 2024 reported Form 5500
101.9% (2023-01) · 119.2% (2022-01)
Funding target
$4.1M Jan 1, 2024 reported Form 5500
$4.2M (2023-01) · $4.1M (2022-01)
Discount rate
5.19% Jan 1, 2024 reported Form 5500
5.28% (2023-01) · 5.45% (2022-01)
Participants
171 Jan 1, 2024 reported Form 5500
173 (2023-01) · 176 (2022-01)
Contributions
$0 Dec 31, 2024 reported Form 5500
$0 (2023-12) · $0 (2022-12)
Benefits paid
$209,303 Dec 31, 2024 reported Form 5500
$186,899 (2023-12) · $181,407 (2022-12)
Net investment income
$-247,865 Dec 31, 2024 reported Form 5500
$8,902 (2023-12) · $-1.3M (2022-12)
Investment management fees
$14,950 Dec 31, 2024 reported Form 5500
$17,790 (2023-12) · $22,203 (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 2024171$3.9M$4.1M103.1%$3.6Mn/an/an/a
2023 to Dec 31, 2023173$3.9M$4.2M101.9%$3.9Mn/an/an/a
2022 to Dec 31, 2022176$5.2M$4.1M119.2%$3.9M$0n/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • AON Hewitt Services codes 16 50 $19,436 PY2024
  • Frazier and Deeter LLC codes 10 50 $15,000 PY2024
  • Mercer Investments LLC codes 51 52 $14,950 PY2024
  • CAP Financial codes 28 50 $5,344 PY2024
  • Principal Trust Company codes 21 50 $3,708 PY2024
  • Mercer US Core Real Estate Portfoli Sched. D C $169,056 PY2024
  • Mercer US Small/mid Cap Equity Port Sched. D C $72,990 PY2024
  • Mercer Non-Us Core Equity Portfolio Sched. D C $203,934 PY2024
  • Mercer Passive Long Government Fixe Sched. D C $681,232 PY2024
  • Mercer Emerging Markets Equity Port Sched. D C $90,197 PY2024
  • Mercer Global Low Volatility Equity Sched. D C $36,307 PY2024
  • Mercer US Large Cap Core Passive Eq Sched. D C $456,971 PY2024
  • Mercer Active Long Corporate Fixed Sched. D C $1.5M PY2024
  • Mercer Erisa Hedge Fund Investors Sched. D C $153,344 PY2024
  • Mercer Long Strips Fixed Income Por Sched. D C $86,636 PY2024
  • Mercer Opportunistic Fixed Income P Sched. D C $110,588 PY2024
  • Willis Towers Watson US LLC codes 11 PY2024
  • AON Hewitt Services codes 16 50 $18,519 PY2023
  • Mercer Investments LLC codes 51 52 $17,790 PY2023
  • Frazier and Deeter LLC codes 10 50 $8,000 PY2023
  • CAP Financial codes 28 50 $6,476 PY2023
  • Principal Trust Company codes 21 50 $2,630 PY2023
  • Mercer US Core Real Estate Portfoli Sched. D C $172,570 PY2023
  • Mercer US Small/mid Cap Equity Port Sched. D C $91,940 PY2023
  • Mercer Non-Us Core Equity Portfolio Sched. D C $241,806 PY2023
  • Mercer Passive Long Government Fixe Sched. D C $446,575 PY2023
  • Mercer Emerging Markets Equity Port Sched. D C $130,009 PY2023
  • Mercer Global Low Volatility Equity Sched. D C $111,305 PY2023
  • Mercer US Large Cap Core Passive Eq Sched. D C $309,986 PY2023
  • Mercer Active Long Corporate Fixed Sched. D C $1.6M PY2023
  • Mercer Erisa Hedge Fund Investors Sched. D C $139,224 PY2023
  • Mercer Long Strips Fixed Income Por Sched. D C $359,682 PY2023
  • Mercer Opportunistic Fixed Income P Sched. D C $128,701 PY2023
  • Mercer US Large Cap Equity Portfoli Sched. D C PY2023
  • Willis Towers Watson US LLC codes 11 PY2023
  • AON Hewitt Services codes 16 50 $22,084 PY2022
  • Frazier and Deeter LLC codes 10 50 $13,500 PY2022
  • Mercer Investments LLC codes 51 52 $12,138 PY2022
  • JP Morgan Chase and Co. codes 17 28 50 51 $5,834 PY2022
  • CAP Financial codes 28 50 $3,750 PY2022
  • Principal Trust Company codes 21 50 $2,695 PY2022
  • Mercer US Core Real Estate Portfoli Sched. D C $192,929 PY2022
  • Mercer US Small/mid Cap Equity Port Sched. D C $116,693 PY2022
  • Mercer Non-Us Core Equity Portfolio Sched. D C $275,601 PY2022
  • Mercer Passive Long Government Fixe Sched. D C $289,342 PY2022
  • Mercer Emerging Markets Equity Port Sched. D C $163,666 PY2022
  • Mercer Global Low Volatility Equity Sched. D C $146,155 PY2022
  • Mercer Active Long Corporate Fixed Sched. D C $1.4M PY2022
  • Mercer Erisa Hedge Fund Investors Sched. D C $189,166 PY2022
  • Mercer Long Strips Fixed Income Por Sched. D C $352,904 PY2022
  • Mercer Opportunistic Fixed Income P Sched. D C $165,402 PY2022
  • Mercer US Large Cap Equity Portfoli Sched. D C $279,560 PY2022
  • Mercer US Large Cap Core Passive Eq Sched. D C $185,438 PY2022
  • Willis Towers Watson US LLC codes 11 PY2022
What changed
4 events
  • Dec 31, 2023Holding endedinference
    Aleris Retirement Plan for Bargained Employees no longer reports Mercer US Large Cap Equity (last held $279,560 at 2022-12-31; absent from the 2023-12-31 filing)
    with Mercer US Large Cap Equityaskebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    JP Morgan Chase and Co. no longer appears on Aleris Retirement Plan for Bargained Employees's Schedule C as investment manager (plan year 2023 vs 2022)
    with JP Morgan Chase and Co.askebsa.dol.gov
  • Jan 1, 2023Funded status changed
    Aleris Retirement Plan for Bargained Employees funded ratio 119.2% -> 101.9% (2022-01-01 to 2023-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    Aleris Retirement Plan for Bargained Employees plan assets $5M -> $4M (-25.7%, 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 271539745-003
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.