DFX Intelligence

Allocator Intelligence

Metallus Inc. Bargaining Unit Pension Plan

Corporate pension· Canton, Ohio

Corporate pension, based in Canton, Ohio, reporting $387M in assets, for 2,227 participants.

Composed from this allocator's classification, location and filed figures.

Assets
$387M
Funded ratio
71.1%
Managers
1
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Open searchesAllocation policyManagers
As of · the latest dated event for this allocator; each figure carries its own filing or report date

Nothing material in the last 90 days. Last change: 31 Dec 2024, Wellington Trust Company no longer appears on Metallus Inc. Bargaining Unit Pension Plan's Schedule C as general consultant (plan year 2024 vs 2023).

4 more advisers and 11 more dated events

Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.

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Relationship network

23 connected entities

From board minutes, annual reports, Form 5500 filings and public records of commitments, consultants and staff in the allocator graph. Commitment amounts are those the allocator disclosed; many are not printed, and none is estimated.

Some relationships on this record are counted rather than named here. They open with the full profile.

Click any name or line for the commitments and sources behind it. Line weight is commitments together; dashed lines are inferred.

Reading the network
  • Sponsor
  • Service provider
  • Organization
›How strength and recency are read

Managers, funds and consultants are read from the commitments: three or more is a strong observed relationship, two a repeat counterparty. No consultant link is marked current on the source, so none is labelled current or former here. Related plans, people and plan service providers are ordered by what the filing shows.

Darker lines were active in the last 24 months or are current; lighter lines are older or undated.

Size, funding, policy and commitments, with their basesCorporate pensionShow
Corporate pension
Assets
$387M
Total assets, Dec 31, 2024 reported
Funded
71.1%
Jan 1, 2024
Private markets target
no policy read
policy Dec 31, 2024
Commitments
0
1 manager 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
  • Nepc, LLC General consultantPension consultantthrough Dec 31, 2023 Form 5500
  • USI Consulting Group Pension consultantthrough Dec 31, 2022 Form 5500
  • Curcio Webb General consultantthrough Dec 31, 2022 Form 5500

+4 more consultants and advisers advise this allocator

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

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)

+8 more Schedule C managers

Every name, record and relationship behind this count, with the source on each.

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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

+11 more dated events

Every name, record and relationship behind this count, with the source on each.

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Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.

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%$387MNot disclosed$342MNot disclosed
2023 to Dec 31, 20232,301$354M$502M70.5%$360MNot disclosed$335MNot disclosed
2022 to Dec 31, 20224,410$863M$798M100.6%$354MNot disclosed$352MNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)

+41 more service providers

Every name, record and relationship behind this count, with the source on each.

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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.

Not yet on record: fund commitments.

Record history

16 dated events on the change ledger, latest event first
  • Consultant changed
    2024-12-31source on record
  • Consultant changed
    2024-12-31source on record
  • Manager relationship started
    2024-12-31source on record

+13 more changes on this record's ledger

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The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.

›Connections

every published relationship on the graph

+20 connections on the graph

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