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

Metallus Inc. Bargaining Unit Pension Plan

Corporate pensionCanton, OH
Assets
$387M
Total assets, Dec 31, 2024 reported
Funded
71.1%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
1 managers on Schedule C
Plan sponsor: Metallus Inc.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Master trust investment accounts 88.2%
Consultants and advisers
7 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
11 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
29 readings
Total assets
$387M Dec 31, 2024 reported Form 5500
$360M (2023-12) · $354M (2022-12)
Plan assets
$359M Jan 1, 2024 reported Form 5500
$354M (2023-01) · $863M (2022-01)
Net assets
$387M Dec 31, 2024 reported Form 5500
$359M (2023-12) · $353M (2022-12)
Funded ratio
71.1% Jan 1, 2024 reported Form 5500
70.5% (2023-01) · 100.6% (2022-01)
Funding target
$512M Jan 1, 2024 reported Form 5500
$502M (2023-01) · $798M (2022-01)
Discount rate
5.15% Jan 1, 2024 reported Form 5500
5.28% (2023-01) · 5.41% (2022-01)
Participants
2,227 Jan 1, 2024 reported Form 5500
2,301 (2023-01) · 4,410 (2022-01)
Contributions
$61.5M Dec 31, 2024 reported Form 5500
$25.0M (2023-12)
Benefits paid
$34.2M Dec 31, 2024 reported Form 5500
$36.4M (2023-12) · $383M (2022-12)
Net investment income
$27.9M Dec 31, 2024 reported Form 5500
$5.7M (2023-12) · $-508M (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 20242,227$359M$512M71.1%$387Mn/a$342Mn/a
2023 to Dec 31, 20232,301$354M$502M70.5%$360Mn/a$335Mn/a
2022 to Dec 31, 20224,410$863M$798M100.6%$354Mn/a$352Mn/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
16 events
  • Dec 31, 2024Manager relationship started
    Goldman Sachs Trust Company, N.A. appears on Metallus Inc. Bargaining Unit Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with Goldman Sachs Asset Managementaskebsa.dol.gov
  • Dec 31, 2024Consultant changedinference
    Wellington Trust Company no longer appears on Metallus Inc. Bargaining Unit Pension Plan's Schedule C as general consultant (plan year 2024 vs 2023)
    with Wellington Trust Companyaskebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    Baillie Gifford Overseas Limited no longer appears on Metallus Inc. Bargaining Unit Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with Baille Giffordaskebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    Fidelity Institutional Asset Manage no longer appears on Metallus Inc. Bargaining Unit Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with Fidelity Institutional Asset Mgmt Taskebsa.dol.gov
  • Dec 31, 2024Consultant changedinference
    Nepc, LLC no longer appears on Metallus Inc. Bargaining Unit Pension Plan's Schedule C as general consultant (plan year 2024 vs 2023)
    with Nepc, LLCaskebsa.dol.gov
  • Dec 31, 2024Consultant changedinference
    River & Mercantile LLC appears on Metallus Inc. Bargaining Unit Pension Plan's Schedule C as general consultant (plan year 2024 vs 2023)
    with Agilis Partners LLCaskebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    Pgim, Inc. no longer appears on Metallus Inc. Bargaining Unit Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with Pgim Incaskebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    Aviva Investors Americas LLC no longer appears on Metallus Inc. Bargaining Unit Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with Aviva Investors Americas LLCaskebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    Lindsell Train Global Equity LLC no longer appears on Metallus Inc. Bargaining Unit Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with Lindsell Train Global Equity LLCaskebsa.dol.gov
  • Dec 31, 2023Consultant changedinference
    Findley Davies, Inc. no longer appears on Metallus Inc. Bargaining Unit Pension Plan's Schedule C as pension consultant (plan year 2023 vs 2022)
    with USI Consulting Groupaskebsa.dol.gov
  • Dec 31, 2023Consultant changedinference
    Curcio Webb no longer appears on Metallus Inc. Bargaining Unit Pension Plan's Schedule C as general consultant (plan year 2023 vs 2022)
    with Curcio Webbaskebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    Franklin Templeton Investments LLC no longer appears on Metallus Inc. Bargaining Unit Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with Franklin Templetonaskebsa.dol.gov
  • Dec 31, 2023Consultant changedinference
    River & Mercantile LLC no longer appears on Metallus Inc. Bargaining Unit Pension Plan's Schedule C as general consultant (plan year 2023 vs 2022)
    with Agilis Partners LLCaskebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    Fidelity Instutional Asset Manageme no longer appears on Metallus Inc. Bargaining Unit Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with Fidelity Instutional Asset Managemeaskebsa.dol.gov
  • Jan 1, 2023Funded status changed
    Metallus Inc. Bargaining Unit Pension Plan funded ratio 100.6% -> 70.5% (2022-01-01 to 2023-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    Metallus Inc. Bargaining Unit Pension Plan plan assets $863M -> $354M (-59.0%, 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 464024951-002
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.