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
Atkore Union Pension Plan
Corporate pensionHarvey, IL
Assets
$90.7M
Total assets, Dec 31, 2024 reported
Funded
104.0%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
1 managers on Schedule C
Plan sponsor: Atkore International, Inc.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Corporate debt instruments (other) 52.8%
- U.S. Government securities 33.1%
- Other investments 11.1%
- Registered investment companies 2.0%
Consultants and advisers
3 firms
- Fiducient Advisors LLC Investment adviser (plan)through Dec 31, 2022 Form 5500
- Mercer Actuarythrough Dec 31, 2022 Form 5500
- Fifth Third Bancorp Trusteethrough Dec 31, 2022 Form 5500
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)
- SLC Managementplan years 2024
- Income Research & Mgmt. Inc.plan 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
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 | 1,356 | $97.4M | $90.2M | 104.0% | $90.7M | n/a | $0 | n/a |
| 2023 to Dec 31, 2023 | 1,382 | $92.0M | $92.5M | 100.5% | $97.4M | n/a | $0 | n/a |
| 2022 to Dec 31, 2022 | 1,411 | $121M | $90.5M | 106.8% | $92.4M | n/a | $0 | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- AON Consulting codes 13 $347,474 PY2024
- Ir&m codes 28 $127,366 PY2024
- Slc codes 28 $103,269 PY2024
- Mercer codes 11 $58,641 PY2024
- Crowe LLP codes 10 $58,630 PY2024
- Fiducient Advisors codes 27 $52,500 PY2024
- Fifth Third Bancorp codes 21 $46,867 PY2024
- Morgan Lewis codes 29 $15,363 PY2024
- Mercer codes 11 PY2024
- AON Consulting codes 13 $242,583 PY2023
- Ir&m codes 28 $102,237 PY2023
- Fiducient Advisors codes 27 $87,500 PY2023
- Mercer codes 11 $61,462 PY2023
- Morgan Lewis codes 29 $41,914 PY2023
- Fifth Third Bancorp codes 21 $32,033 PY2023
- Crowe LLP codes 10 $27,956 PY2023
- Mercer codes 11 PY2023
- AON Consulting codes 13 $176,521 PY2022
- Fiducient Advisors codes 27 $70,000 PY2022
- Mercer codes 11 $59,880 PY2022
- Fifth Third Bancorp codes 21 $38,051 PY2022
- Morgan Lewis codes 29 $35,680 PY2022
- Crowe LLP codes 10 $35,250 PY2022
- Mercer codes 11 PY2022
What changed
5 events
- Dec 31, 2024Manager relationship startedSlc appears on Atkore Union Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with SLC Managementaskebsa.dol.gov
- Jan 1, 2024Funded status changedAtkore Union Pension Plan funded ratio 100.5% -> 104.0% (2023-01-01 to 2024-01-01)
- Dec 31, 2023Manager relationship startedIr&m appears on Atkore Union Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Income Research & Mgmt. Inc.askebsa.dol.gov
- Jan 1, 2023Funded status changedAtkore Union Pension Plan funded ratio 106.8% -> 100.5% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedAtkore Union Pension Plan plan assets $121M -> $92M (-24.1%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 900631477-039
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.