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 Plan for Employees of Carmeuse Lime, Inc. and Subsidiaries
Corporate pensionPittsburgh, PA
Assets
$104M
Total assets, Dec 31, 2024 reported
Funded
81.5%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
3
none on the tape
Plan sponsor: Carmeuse Lime, Inc.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 0.0%
- Non-interest-bearing cash 0.7%
- U.S. Government securities 12.4%
- Common/collective trusts 0.0%
- Registered investment companies 86.9%
Consultants and advisers
3 firms
- Agilis Partners LLC Pension consultantthrough Dec 31, 2022 Form 5500
- SEI Investment Company Custodianthrough 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
1 managers on the commitment tape
From the plan’s own commitment disclosures
- SEI Structrued Credit Collective Fd3 rows, latest Dec 31, 2024
Commitments
3 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 | SEI Structured Credit Collective Fdcollective trust | SEI Structrued Credit Collective Fd | Private credit | $4,242 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | SEI Structured Credit Collective Fdcollective trust | SEI Structrued Credit Collective Fd | Private credit | $98,695 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | SEI Structured Credit Collective Fdcollective trust | SEI Structrued Credit Collective Fd | Private credit | $3.1M held | Disclosed holding | askebsa.dol.gov |
Size and funding
33 readings
Investment management fees
$422,380 (2023-12) · $766,304 (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 | 1,242 | $113M | $115M | 81.5% | $104M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 1,305 | $117M | $123M | 80.5% | $113M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 3,383 | $206M | $184M | 101.4% | $117M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Willis Towers Watson US LLC codes 11 15 17 50 $1.5M PY2024
- SEI Investments Company codes 19 21 24 25 27 28 33 49 51 52 62 $448,779 PY2024
- BDO USA, P.C. codes 10 50 $31,466 PY2024
- SEI Structured Credit Coll Fund Sched. D C $4,242 PY2024
- Willis Towers Watson US LLC codes 11 PY2024
- Willis Towers Watson US LLC codes 11 15 17 50 $745,734 PY2023
- SEI Investments Company codes 19 21 24 25 27 28 33 49 51 52 62 $491,118 PY2023
- BDO USA, P.C. codes 10 50 $24,960 PY2023
- SEI Structured Credit Coll Fund Sched. D C $98,695 PY2023
- Willis Towers Watson US LLC codes 11 PY2023
- SEI Investments Company codes 19 21 24 25 27 28 33 49 51 52 62 $890,189 PY2022
- Willis Towers Watson US LLC codes 11 15 17 50 $450,161 PY2022
- BDO USA, P.C. codes 10 50 $23,016 PY2022
- Agilis Partners LLC codes 17 50 $8,500 PY2022
- SEI Structured Credit Coll Fund Sched. D C $3.1M PY2022
- Willis Towers Watson US LLC codes 11 PY2022
What changed
3 events
- Dec 31, 2023Consultant changedinferenceAgilis Partners LLC no longer appears on Retirement Plan for Employees of Carmeuse Lime, Inc. and Subsidiaries's Schedule C as pension consultant (plan year 2023 vs 2022)with Agilis Partners LLCaskebsa.dol.gov
- Jan 1, 2023Funded status changedRetirement Plan for Employees of Carmeuse Lime, Inc. and Subsidiaries funded ratio 101.4% -> 80.5% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedRetirement Plan for Employees of Carmeuse Lime, Inc. and Subsidiaries plan assets $206M -> $117M (-43.4%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 363933140-001
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.