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
Gerdau Macsteel Pension Plan for Bargaining Employees
Corporate pensionTampa, FL
Assets
$73.6M
Total assets, Dec 31, 2024 reported
Funded
90.0%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: Gerdau Macsteel, Inc.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Common/collective trusts 0.1%
- Master trust investment accounts 98.2%
Consultants and advisers
4 firms
- USI Consulting Group Actuarythrough Dec 31, 2023 Form 5500
- Hewitt Associates Actuarythrough Dec 31, 2022 Form 5500
- Principal Trust Co. Custodianthrough Dec 31, 2022 Form 5500
- AON Consulting, Inc. Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on Schedule C
From Schedule C (investment management, code 28)
- Merrill Lynch,pierce,fenner & Smithplan years 2022
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
32 readings
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 | 1,054 | $72.8M | $83.9M | 90.0% | $73.6M | n/a | $72.3M | n/a |
| 2023 to Dec 31, 2023 | 1,059 | $65.0M | $80.0M | 89.3% | $72.9M | n/a | $68.9M | n/a |
| 2022 to Dec 31, 2022 | 1,077 | $84.7M | $77.0M | 110.6% | $65.0M | n/a | $64.9M | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- AON Consulting Inc. codes 11 $225,004 PY2024
- Bank of America Merrill Lynch codes 28 $85,806 PY2024
- Logos Pension Group Inc. codes 15 $44,562 PY2024
- Principal Trust Company codes 15 19 21 50 62 $33,847 PY2024
- Grant Thornton, LLP codes 10 29 $28,060 PY2024
- Gerdau Ameristeel Master Trust Sched. D M $72.3M PY2024
- AON Consulting, Inc. codes 11 PY2024
- Bank of America Merrill Lynch codes 28 $281,494 PY2023
- AON Consulting Inc. codes 11 $118,647 PY2023
- Logos Pension Group Inc. codes 15 $28,010 PY2023
- Grant Thornton, LLP codes 10 29 $27,263 PY2023
- Principal Trust Company codes 15 19 21 50 62 $20,642 PY2023
- USI Consulting Group codes 11 17 $5,750 PY2023
- Gerdau Ameristeel Master Trust Sched. D M $68.9M PY2023
- AON Consulting, Inc. codes 11 PY2023
- Bank of America Merrill Lynch codes 28 $137,971 PY2022
- AON Consulting Inc. codes 11 $94,313 PY2022
- Principal Trust Company codes 15 19 21 50 62 $22,491 PY2022
- Crowe codes 10 29 $18,400 PY2022
- Logos Pension Group Inc. codes 15 $16,620 PY2022
- Gerdau Ameristeel Master Trust Sched. D M $64.9M PY2022
- AON Consulting, Inc. codes 11 PY2022
What changed
6 events
- Dec 31, 2024Consultant changedinferenceUSI Consulting Group no longer appears on Gerdau Macsteel Pension Plan for Bargaining Employees's Schedule C as pension consultant (plan year 2024 vs 2023)with USI Consulting Groupaskebsa.dol.gov
- Jan 1, 2024Assets changedGerdau Macsteel Pension Plan for Bargaining Employees plan assets $65M -> $73M (+12.0%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Consultant changedinferenceUSI Consulting Group appears on Gerdau Macsteel Pension Plan for Bargaining Employees's Schedule C as pension consultant (plan year 2023 vs 2022)with USI Consulting Groupaskebsa.dol.gov
- Dec 31, 2023Assets changedGerdau Macsteel Pension Plan for Bargaining Employees total assets $65M -> $73M (+12.3%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedGerdau Macsteel Pension Plan for Bargaining Employees funded ratio 110.6% -> 89.3% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedGerdau Macsteel Pension Plan for Bargaining Employees plan assets $85M -> $65M (-23.3%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 381872178-022
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.