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

Novelis Terre Haute Hourly Pension Plan

Corporate pensionAtlanta, GA
Assets
$34.2M
Total assets, Dec 31, 2024 reported
Funded
101.8%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
1 managers on Schedule C
Plan sponsor: Novelis Corporation
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Master trust investment accounts 100.0%
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
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
33 readings
Total assets
$34.2M Dec 31, 2024 reported Form 5500
$37.1M (2023-12) · $37.6M (2022-12)
Plan assets
$37.0M Jan 1, 2024 reported Form 5500
$37.6M (2023-01) · $53.5M (2022-01)
Net assets
$34.2M Dec 31, 2024 reported Form 5500
$37.1M (2023-12) · $37.6M (2022-12)
Funded ratio
101.8% Jan 1, 2024 reported Form 5500
96.9% (2023-01) · 118.4% (2022-01)
Funding target
$40.0M Jan 1, 2024 reported Form 5500
$42.6M (2023-01) · $44.0M (2022-01)
Discount rate
5.09% Jan 1, 2024 reported Form 5500
5.21% (2023-01) · 5.37% (2022-01)
Participants
636 Jan 1, 2024 reported Form 5500
656 (2023-01) · 678 (2022-01)
Contributions
$150,158 Dec 31, 2024 reported Form 5500
$655,000 (2023-12) · $0 (2022-12)
Benefits paid
$3.5M Dec 31, 2024 reported Form 5500
$3.7M (2023-12) · $3.9M (2022-12)
Net investment income
$-2.9M Dec 31, 2024 reported Form 5500
$-481,466 (2023-12) · $-16.0M (2022-12)
Investment management fees
$184,825 Dec 31, 2024 reported Form 5500
$239,867 (2023-12) · $347,579 (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 2024636$37.0M$40.0M101.8%$34.2Mn/a$34.2Mn/a
2023 to Dec 31, 2023656$37.6M$42.6M96.9%$37.1Mn/a$36.4Mn/a
2022 to Dec 31, 2022678$53.5M$44.0M118.4%$37.6Mn/a$37.6Mn/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
4 events
  • Dec 31, 2024Manager relationship started
    Mercer Investments LLC appears on Novelis Terre Haute Hourly Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with Mercer Investments LLCaskebsa.dol.gov
  • Jan 1, 2024Funded status changed
    Novelis Terre Haute Hourly Pension Plan funded ratio 96.9% -> 101.8% (2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Funded status changed
    Novelis Terre Haute Hourly Pension Plan funded ratio 118.4% -> 96.9% (2022-01-01 to 2023-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    Novelis Terre Haute Hourly Pension Plan plan assets $54M -> $38M (-29.9%, 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 412098321-042
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.