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
Wise Alloys LLC Pension Plan for Hourly Employees
Corporate pensionMuscle Shoals, AL
Assets
$23.7M
Total assets, Dec 31, 2024 reported
Funded
99.0%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
10
none on the tape
Plan sponsor: Constellium Muscle Shoals LLC
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Master trust investment accounts 99.5%
Consultants and advisers
4 firms
- Bank of New York Mellon Custodianthrough Dec 31, 2024 Form 5500
- Aon Actuarythrough Dec 31, 2024 Form 5500
- AON Consulting, Inc. Actuarythrough Dec 31, 2023 Form 5500
- Empower 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
- Prudential Retirement & Annuity Ins10 rows, latest Dec 31, 2022
From Schedule C (investment management, code 28)
- Prudential Insurance Company of Ameplan years 2022
- Lockton Investment Advisors, LLCplan years 2022
Commitments
10 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, 2022 | Core Bond Enhanced Index/pgimseparate account | Prudential Retirement & Annuity Ins | Fixed income | $2.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Core Plus Bond / Pgim Fundseparate account | Prudential Retirement & Annuity Ins | Fixed income | $2.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Dryden S&p 500 Indexseparate account | Prudential Retirement & Annuity Ins | Pooled vehicles | $2.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Prudential Short-Termseparate account | Prudential Retirement & Annuity Ins | Cash | $403,722 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Long Duration Bond/ir&m Fundseparate account | Prudential Retirement & Annuity Ins | Fixed income | $2.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | PRU Long Corporate Bondseparate account | Prudential Retirement & Annuity Ins | Fixed income | $2.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Small Cap Value/kennedy Capitseparate account | Prudential Retirement & Annuity Ins | Public equity | $1.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | T.roweprice Grwth Stk Stratiiseparate account | Prudential Retirement & Annuity Ins | Pooled vehicles | $2.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Columbia Dividend Val Ispseparate account | Prudential Retirement & Annuity Ins | Pooled vehicles | $3.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | SCG II (wellington)separate account | Prudential Retirement & Annuity Ins | Pooled vehicles | $1.2M held | Disclosed holding | askebsa.dol.gov |
Size and funding
30 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 | 897 | $24.7M | $26.1M | 99.0% | $23.7M | n/a | $23.6M | n/a |
| 2023 to Dec 31, 2023 | 897 | $22.4M | $12.3M | 91.6% | $24.7M | n/a | $24.2M | n/a |
| 2022 to Dec 31, 2022 | 909 | $30.3M | $25.6M | 111.6% | $22.4M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- AON Consulting codes 11 16 50 65 $226,816 PY2024
- Bank of New York Mellon codes 18 50 $32,216 PY2024
- Master Trust Sched. D M $23.6M PY2024
- AON Consulting, Inc. codes 11 PY2024
- Pension Benefit Guaranty Corp. codes $295,023 PY2023
- Watkins Johnsey Professional Group codes 10 $13,225 PY2023
- Master Trust Sched. D M $24.2M PY2023
- AON Consulting, Inc codes 11 PY2023
- Prudential Insurance Co of America codes 28 $56,579 PY2022
- Prudential Retirement Ins & Annuity codes 13 $13,803 PY2022
- Watkins Johnsey Professional Group codes 10 $13,225 PY2022
- Creative Planning codes $5,000 PY2022
- Lockton Investment codes 28 $5,000 PY2022
- SCG II (wellington) Sched. D P $1.2M PY2022
- Core Bond Enhanced Index/pgim Sched. D P $2.3M PY2022
- Core Plus Bond / Pgim Fund Sched. D P $2.3M PY2022
- Dryden S&p 500 Index Sched. D P $2.5M PY2022
- Prudential Short-Term Sched. D P $403,722 PY2022
- Long Duration Bond/ir&m Fund Sched. D P $2.1M PY2022
- PRU Long Corporate Bond Sched. D P $2.2M PY2022
- Small Cap Value/kennedy Capit Sched. D P $1.2M PY2022
- T Rowe Price Grwth Stk Strat II Sched. D P $2.4M PY2022
- Columbia Dividend Val Isp Sched. D P $3.2M PY2022
- Empower codes 11 PY2022
What changed
8 events
- Dec 31, 2024Consultant changedinferenceAON Consulting appears on Wise Alloys LLC Pension Plan for Hourly Employees's Schedule C as general consultant (plan year 2024 vs 2023)with Aonaskebsa.dol.gov
- Jan 1, 2024Funded status changedWise Alloys LLC Pension Plan for Hourly Employees funded ratio 91.6% -> 99.0% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedWise Alloys LLC Pension Plan for Hourly Employees plan assets $22M -> $25M (+10.1%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Manager relationship endedinferencePrudential Insurance Co of America no longer appears on Wise Alloys LLC Pension Plan for Hourly Employees's Schedule C as investment manager (plan year 2023 vs 2022)with Prudential Insurance Company of Ameaskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceLockton Investment no longer appears on Wise Alloys LLC Pension Plan for Hourly Employees's Schedule C as investment manager (plan year 2023 vs 2022)with Lockton Investment Advisors, LLCaskebsa.dol.gov
- Dec 31, 2023Assets changedWise Alloys LLC Pension Plan for Hourly Employees total assets $22M -> $25M (+10.1%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedWise Alloys LLC Pension Plan for Hourly Employees funded ratio 111.6% -> 91.6% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedWise Alloys LLC Pension Plan for Hourly Employees plan assets $30M -> $22M (-26.1%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 522139172-003
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.