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
Logan Aluminum Pension Plan
Corporate pensionRussellville, KY
Assets
$287M
Total assets, Dec 31, 2024 reported
Funded
99.0%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
1 managers on Schedule C
Plan sponsor: Logan Aluminum Inc.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Master trust investment accounts 99.2%
Consultants and advisers
4 firms
- Capfinancial Partners, LLC General consultantthrough Dec 31, 2022 Form 5500
- Principal Directed trusteethrough Dec 31, 2024 Form 5500
- Willis Towers Watson US LLC Actuarythrough Dec 31, 2022 Form 5500
- Wells Fargo Bank Directed 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)
- Capfinancial Partners, LLCplan years 2024
- Mercer Investments LLCplan years 2022
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
33 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 | 1,361 | $292M | $321M | 99.0% | $287M | n/a | $285M | n/a |
| 2023 to Dec 31, 2023 | 1,383 | $276M | $314M | 96.7% | $292M | n/a | $282M | n/a |
| 2022 to Dec 31, 2022 | 1,383 | $362M | $298M | 116.6% | $277M | n/a | $266M | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Mercer Investments LLC codes 28 51 52 $1.1M PY2024
- Principal codes 25 50 $30,519 PY2024
- Frazier & Deeter LLC codes 10 50 $29,000 PY2024
- Captrust Financial Advisors codes 28 51 $26,578 PY2024
- Novelis Master Retirement Trust Sched. D M $285M PY2024
- Willis Towers Watson US LLC codes 11 PY2024
- Mercer Investments LLC codes 51 52 $965,666 PY2023
- Captrust Financial Advisors codes 16 17 $292,878 PY2023
- Wells Fargo Bank, Na codes 25 $27,928 PY2023
- Frazier & Deeter LLC codes 10 $8,000 PY2023
- Novelis Master Retirement Trust Sched. D M $282M PY2023
- Willis Towers Watson US LLC codes 11 PY2023
- Mercer Investments LLC codes 51 52 $1.4M PY2022
- Captrust Financial Advisors codes 16 17 $344,573 PY2022
- Wells Fargo Bank, Na codes 25 $27,829 PY2022
- Frazier & Deeter LLC codes 10 $8,100 PY2022
- Novelis Master Retirement Trust Sched. D M $266M PY2022
- Willis Towers Watson US LLC codes 11 PY2022
What changed
4 events
- Dec 31, 2024Manager relationship startedMercer Investments LLC appears on Logan Aluminum Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Mercer Investments LLCaskebsa.dol.gov
- Jan 1, 2024Funded status changedLogan Aluminum Pension Plan funded ratio 96.7% -> 99.0% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedLogan Aluminum Pension Plan funded ratio 116.6% -> 96.7% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedLogan Aluminum Pension Plan plan assets $362M -> $276M (-23.7%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 611064243-002
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.