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AllocatorsPlancorporate pension<100m

Gerdau Ameristeel US Pension Plan for Union Employees

Allocators

Tampa, FL

This is the graph view. The full profile, with its team, deals and sources, is on Allocators.Open the full profile →

Search this name across graphsid dfx:al:2bb59e6f-d453-46a0-b5d5-4db9eeb43387

Data as of Sep 15, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 19, 2026, 7:15 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 6
On other graphs: 0
Observed: Sep 15, 2026 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Total assets: $41.1Mlatest reading; see basis
Assets as of: Sep 30, 2025
Assets basis: REPORTED
Funded ratio: 95%
Participants: 539
Commitments: 0with an amount; holdings are counted apart
Managers: 0
Funds: 0
Re-ups: 0
First-time managers: 0
Consultants: 0
Private markets target, %: 0latest policy, percent of assets
Private equity target, %: 0latest policy, percent of assets
Latest policy: Sep 30, 2025
People: 0

Policy targets, latest period

the latest period this plan published, every item quoted from its own report; a target is never an actual; 6 rows folded into 2

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Common/collective trusts	n/a	n/a	n/a	1	$248,043	Sep 30, 2025	Derived
Master trust investment accounts	n/a	n/a	n/a	97	$40.1M	Sep 30, 2025	Derived

Consultants

Form 5500 Schedule C, Form ADV and the plan's own reports; a Schedule C relationship is current for 24 months after the plan year end

Consultant	Role	From	To	Current	Evidence	Source
USI Consulting Group	actuary	Oct 1, 2023	Sep 30, 2024	no	fact	Dol form 5500 pension
Hewitt Associates	actuary	Oct 1, 2022	Sep 30, 2023	no	fact	Dol form 5500 pension
Principal Trust Co.	trustee	Oct 1, 2022	Sep 30, 2023	no	fact	Dol form 5500 pension
AON Consulting, Inc.	actuary	Oct 1, 2022	Sep 30, 2023	no	fact	Dol form 5500 pension

Managers

managers this plan names on Schedule C or in its reports; a manager here is a reference node keyed to the private equity, venture and real estate fund graphs, never a new identity

Manager	Mandate	From	To	Current	Evidence
Merrill Lynch,pierce,fenner & Smith	Investment management	Oct 1, 2022	Sep 30, 2023	no	fact

Relationships

Sponsors (1)

← Gerdau Ameristeel US Inc.Plan sponsorPlan sponsor
Oct 1, 2022 to presentfactForm 5500

Advised by (4)

→ Hewitt AssociatesInvestment consultantactuary
Oct 1, 2022 to Sep 30, 2023factForm 5500
→ Principal Trust Co.Investment consultanttrustee
Oct 1, 2022 to Sep 30, 2023factForm 5500
→ AON Consulting, Inc.Investment consultantactuary
Oct 1, 2022 to Sep 30, 2023factForm 5500
→ USI Consulting GroupInvestment consultantactuary
Oct 1, 2023 to Sep 30, 2024factForm 5500

Manages for (1)

← Merrill Lynch,pierce,fenner & SmithManager with allocator capitalInvestment management
Oct 1, 2022 to Sep 30, 2023factForm 5500

Dated events

4 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Dec 31, 2024
Consultant changed
USI Consulting Group no longer appears on Gerdau Ameristeel US Pension Plan for Union Employees's Schedule C as pension consultant (plan year 2024 vs 2023)
USI Consulting Group Form 5500observed 3 days ago
Occurred
Dec 31, 2023
Consultant changed
USI Consulting Group appears on Gerdau Ameristeel US Pension Plan for Union Employees's Schedule C as pension consultant (plan year 2023 vs 2022)
USI Consulting Group Form 5500observed 3 days ago

Show 4 bookkeeping events

Occurred
Oct 1, 2024
Gerdau Ameristeel US Pension Plan for Union Employees plan assets $37M -> $41M (+10.2%, 2023-10-01 to 2024-10-01)
Occurred
Oct 1, 2024
Gerdau Ameristeel US Pension Plan for Union Employees funded ratio 82.8% -> 95.0% (2023-10-01 to 2024-10-01)
Occurred
Sep 30, 2024
Gerdau Ameristeel US Pension Plan for Union Employees total assets $37M -> $41M (+10.0%, 2023-09-30 to 2024-09-30)
Occurred
Oct 1, 2023
Gerdau Ameristeel US Pension Plan for Union Employees funded ratio 80.0% -> 82.8% (2022-10-01 to 2023-10-01)

Provenance

Graph: Allocators
Canonical id: dfx:al:2bb59e6f-d453-46a0-b5d5-4db9eeb43387
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 3 days ago
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

Gerdau Ameristeel US Pension Plan for Union Employees

Allocators

Tampa, FL

This is the graph view. The full profile, with its team, deals and sources, is on Allocators.Open the full profile →

Search this name across graphsid dfx:al:2bb59e6f-d453-46a0-b5d5-4db9eeb43387

Bucket

Target %

Range low

Range high

Actual %

Actual

Period end

Basis

Common/collective trusts

n/a

$248,043

Sep 30, 2025

Derived

Master trust investment accounts

n/a

$40.1M

Sep 30, 2025

Derived

Consultant

Role

From

Current

Evidence

Source

USI Consulting Group

actuary

Oct 1, 2023

Sep 30, 2024

fact

Dol form 5500 pension

Hewitt Associates

actuary

Oct 1, 2022

Sep 30, 2023

fact

Dol form 5500 pension

Principal Trust Co.

trustee

Oct 1, 2022

Sep 30, 2023

fact

Dol form 5500 pension

AON Consulting, Inc.

actuary

Oct 1, 2022

Sep 30, 2023

fact

Dol form 5500 pension

Manager

Mandate

From

Current

Evidence

Merrill Lynch,pierce,fenner & Smith

Investment management

Oct 1, 2022

Sep 30, 2023

fact