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
Acuity Brands, Inc. Legacy Pension Plan
Corporate pensionAtlanta, GA
Assets
$59.2M
Total assets, Dec 31, 2024 reported
Funded
116.5%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
2
none on the tape
Plan sponsor: Acuity Brands, Inc.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 2.3%
- U.S. Government securities 38.5%
- Common/collective trusts 53.3%
- Registered investment companies 6.0%
Consultants and advisers
6 firms
- Willis Towers Watson US LLC Pension consultantthrough Dec 31, 2024 Form 5500
- LCG Associates Pension consultantthrough Dec 31, 2022 Form 5500
- Bank of America Trusteethrough Dec 31, 2024 Form 5500
- State Street Global Advisors Custodianthrough Dec 31, 2023 Form 5500
- Merrill Lynch,pierce,fenner & Smith Trusteethrough Dec 31, 2022 Form 5500
- Milliman, 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 the commitment tape
From the plan’s own commitment disclosures
- Legal and General2 rows, latest Dec 31, 2024
From Schedule C (investment management, code 28)
- Legal & General Inv Mgmt Americaplan years 2023
Commitments
2 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 | Legal & General Long Duration U.S.collective trust | Legal and General | Fixed income | $31.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Legal & General Long Duration U.S.collective trust | Legal and General | Fixed income | $32.1M held | Disclosed holding | askebsa.dol.gov |
Size and funding
33 readings
Investment management fees
$186,625 (2023-12) · $28,453 (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 | 1,966 | $63.4M | $57.2M | 116.5% | $59.2M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 2,008 | $63.1M | $58.7M | 118.2% | $64.4M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 2,047 | $87.2M | $58.6M | 138.1% | $63.1M | 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 17 $289,501 PY2024
- Bank of America codes 21 $221,555 PY2024
- Legal and General codes 28 $116,058 PY2024
- LCG Associates, Inc. codes 17 $22,424 PY2024
- L&g Long Dur US Credit Cit Fd Sched. D C $31.5M PY2024
- Milliman, Inc. codes 11 PY2024
- Legal and General codes 28 $175,360 PY2023
- Merrill Lynch codes 21 $115,589 PY2023
- LCG Associates, Inc. codes 17 $24,046 PY2023
- State Street Global Advisors codes 18 19 51 $11,265 PY2023
- L&g Long Dur US Credit Cit Fd Sched. D C $32.1M PY2023
- Milliman, Inc. codes 11 PY2023
- Merrill Lynch codes 21 $55,549 PY2022
- LCG Associates, Inc. codes 17 $28,453 PY2022
- Acuity Brands Db Plan Master Trust Sched. D M PY2022
- Milliman, Inc. codes 11 PY2022
What changed
4 events
- Dec 31, 2024Consultant changedinferenceWillis Towers Watson US LLC appears on Acuity Brands, Inc. Legacy Pension Plan's Schedule C as pension consultant (plan year 2024 vs 2023)with Willis Towers Watson US LLCaskebsa.dol.gov
- Dec 31, 2023Manager relationship startedLegal and General appears on Acuity Brands, Inc. Legacy Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Legal & General Inv Mgmt Americaaskebsa.dol.gov
- Jan 1, 2023Funded status changedAcuity Brands, Inc. Legacy Pension Plan funded ratio 138.1% -> 118.2% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedAcuity Brands, Inc. Legacy Pension Plan plan assets $87M -> $63M (-27.6%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 582632672-045
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.