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 Ameristeel US Retirement Plan
Corporate pensionTampa, FL
Assets
$6.6M
Total assets, Sep 30, 2024 reported
Funded
80.0%
Oct 1, 2022
Private markets target
n/a
policy Sep 30, 2024
Commitments
0
none on the tape
Plan sponsor: Gerdau Ameristeel US Inc.
Allocation policy
Form 5500, as of Sep 30, 2024
Actual allocation lines without a target (as filed)
- Common/collective trusts 97.8%
Consultants and advisers
4 firms
- USI Consulting Group Actuarythrough Sep 30, 2024 Form 5500
- Hewitt Associates Actuarythrough Sep 30, 2023 Form 5500
- Principal Trust Co. Trusteethrough Sep 30, 2023 Form 5500
- AON Consulting, Inc. Actuarythrough Sep 30, 2023 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 2023
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
18 readings
Plan assets
Funded ratio
Funding target
Discount rate
Form 5500 filings
2 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2023 to Sep 30, 2024 | 1,977 | n/a | n/a | n/a | $6.6M | n/a | $0 | n/a |
| 2022 to Sep 30, 2023 | 2,106 | $155M | $193M | 80.0% | $144M | n/a | $139M | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- AON & Associates codes 11 $1.7M PY2023
- Bank of America Merrill Lynch codes 28 $336,713 PY2023
- Logos Pensions Group Inc. codes 15 $30,897 PY2023
- Principal Trust Company codes 21 $28,563 PY2023
- USI Consulting Group codes 11 17 $10,905 PY2023
- Gerdau Ameristeel Master Trust Sched. D M PY2023
- AON & Associates codes 11 $566,561 PY2022
- Bank of America Merrill Lynch codes 28 $394,149 PY2022
- Logos Pension Group Inc. codes 15 $36,584 PY2022
- Principal Trust Company codes 21 $35,271 PY2022
- Grant Thornton, LLP codes 10 29 $27,263 PY2022
- Gerdau Ameristeel Master Trust Sched. D M $139M PY2022
- AON Consulting, Inc. codes 11 PY2022
What changed
2 events
- Sep 30, 2024Assets changedGerdau Ameristeel US Retirement Plan total assets $144M -> $7M (-95.4%, 2023-09-30 to 2024-09-30)
- Dec 31, 2023Consultant changedinferenceUSI Consulting Group appears on Gerdau Ameristeel US Retirement Plan's Schedule C as pension consultant (plan year 2023 vs 2022)with USI Consulting Groupaskebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 590792436-002
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.