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AllocatorsPlancorporate pension100m-1b

Billerud Americas Corporation Employee Pension Plan

Allocators

Miamisburg, OH

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Search this name across graphsid dfx:al:5433c333-dfee-48fa-a7d1-7f7f01cccedf

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, 12:54 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 9
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: $336Mlatest reading; see basis
Assets as of: Dec 31, 2024
Assets basis: REPORTED
Funded ratio: 101%
Participants: 6,088
Commitments: 11with an amount; holdings are counted apart
Managers: 2
Funds: 5
Re-ups: 0
First-time managers: 0
Latest commitment: Dec 31, 2024
Consultants: 1
Private markets target, %: 0latest policy, percent of assets
Private equity target, %: 0latest policy, percent of assets
Latest policy: Dec 31, 2024
People: 0

Holdings (a value, never a commitment)

a Schedule D plan interest or a 990-PF other investment: a value on a date, never an approval

Vehicle	Manager	Bucket	Value	As of	Kind	Source
Russell 1000 Index Fund	Blackrock	Pooled vehicle	$165M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Russell 1000 Index Fund	Blackrock	Pooled vehicle	$107M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Ishares Russell 2000 Index Coll Fnd	n/a	Pooled vehicle	$32.5M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Bnym Mellon Nsl Acwi Ex-U.s. Instl	BNY Mellon	Pooled vehicle	$30.9M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Blackrock Scntfc Act Msci Wrld Tilt	n/a	Pooled vehicle	$29.6M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Ishares Russell 2000 Index Coll Fnd	n/a	Pooled vehicle	$18.4M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Bnym Mellon Nsl Acwi Ex-U.s. Instl	BNY Mellon	Pooled vehicle	$18.2M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Blackrock Scntfc Act Msci Wrld Tilt	n/a	Pooled vehicle	$17.6M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Bnym Mellon Nsl Reit Index Instl	BNY Mellon	Real estate	$15.9M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Bnym Mellon Nsl Reit Index Instl	BNY Mellon	Real estate	$9.4M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Blackrock Scntfc Act Msci Wrld Tilt	n/a	Pooled vehicle	$229,916	Dec 31, 2024	Collective trust	Dol form 5500 pension

Policy targets, latest period

the latest period this plan published, every item quoted from its own report; a target is never an actual; 21 rows folded into 6

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Interest-bearing cash	n/a	n/a	n/a	2	$6.3M	Dec 31, 2024	Derived
Corporate debt instruments (other)	n/a	n/a	n/a	57	$191M	Dec 31, 2024	Derived
Other investments	n/a	n/a	n/a	39	$130M	Dec 31, 2024	Derived
Partnership/joint venture interests	n/a	n/a	n/a	1	$3.9M	Dec 31, 2024	Derived
Common/collective trusts	n/a	n/a	n/a	0	$229,916	Dec 31, 2024	Derived
Common stock	n/a	n/a	n/a	1	$2.5M	Dec 31, 2024	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
Independent Insurance Analysts LLC	Pension consultant	Jan 1, 2024	Dec 31, 2024	no	fact	Dol form 5500 pension
Transamerica Retirement Solutions	actuary	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
Stephens Capital Management	Investment adviser	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
Willis Towers Watson US LLC	actuary	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
Willis Towers Watson US LLC	Pension consultant	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension

Relationships

Sponsors (1)

← Billerud Americas CorpPlan sponsorPlan sponsor
Jan 1, 2022 to presentfactForm 5500

Advised by (4)

→ Transamerica Retirement SolutionsInvestment consultantactuary
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Stephens Capital ManagementInvestment consultantInvestment adviser
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Willis Towers Watson US LLCInvestment consultantactuary
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Independent Insurance Analysts LLCInvestment consultantPension consultant
Jan 1, 2024 to Dec 31, 2024factForm 5500

Dated events

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

Occurred
Dec 31, 2024
Consultant changed
Independent Insurance Analysts LLC appears on Billerud Americas Corporation Employee Pension Plan's Schedule C as pension consultant (plan year 2024 vs 2023)
Independent Insurance Analysts LLC Form 5500observed 4 days ago
Occurred
Dec 31, 2024
Holding in a pooled vehicle ended
Billerud Americas Corporation Employee Pension Plan no longer reports Russell 1000 Index Fund (Blackrock) (last held $107M at 2023-12-31; absent from the 2024-12-31 filing)
Blackrock Form 5500observed 3 days ago
$107M
Occurred
Dec 31, 2024
Holding in a pooled vehicle ended
Billerud Americas Corporation Employee Pension Plan no longer reports Ishares Russell 2000 Index Coll Fnd (last held $18M at 2023-12-31; absent from the 2024-12-31 filing)
Ishares Russell 2000 Index Coll Fnd Form 5500observed 3 days ago
$18.4M
Occurred
Dec 31, 2024
Holding in a pooled vehicle ended
Billerud Americas Corporation Employee Pension Plan no longer reports Bnym Mellon Nsl Reit Index Instl (BNY Mellon) (last held $9M at 2023-12-31; absent from the 2024-12-31 filing)
BNY Mellon Form 5500observed 3 days ago
$9.4M
Occurred
Dec 31, 2024
Holding in a pooled vehicle ended
Billerud Americas Corporation Employee Pension Plan no longer reports Bnym Mellon Nsl Acwi Ex-U.s. Instl (BNY Mellon) (last held $18M at 2023-12-31; absent from the 2024-12-31 filing)
BNY Mellon Form 5500observed 3 days ago
$18.2M
Occurred
Dec 31, 2023
Consultant changed
Independent Insurance Analysts, LLC no longer appears on Billerud Americas Corporation Employee Pension Plan's Schedule C as pension consultant (plan year 2023 vs 2022)
Willis Towers Watson US LLC Form 5500observed 4 days ago

Show 3 bookkeeping events

Occurred
Dec 31, 2024
Billerud Americas Corporation Employee Pension Plan total assets $876M -> $336M (-61.6%, 2023-12-31 to 2024-12-31)
Occurred
Jan 1, 2023
Billerud Americas Corporation Employee Pension Plan plan assets $1.2B -> $834M (-33.2%, 2022-01-01 to 2023-01-01)
Occurred
Jan 1, 2023
Billerud Americas Corporation Employee Pension Plan funded ratio 105.0% -> 100.6% (2022-01-01 to 2023-01-01)

Provenance

Graph: Allocators
Canonical id: dfx:al:5433c333-dfee-48fa-a7d1-7f7f01cccedf
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.

Billerud Americas Corporation Employee Pension Plan

Allocators

Miamisburg, OH

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:5433c333-dfee-48fa-a7d1-7f7f01cccedf

Vehicle

Manager

Bucket

Value

As of

Kind

Source

Russell 1000 Index Fund

Blackrock

Pooled vehicle

$165M

Dec 31, 2022

Collective trust

Dol form 5500 pension

Russell 1000 Index Fund

Blackrock

Pooled vehicle

$107M

Dec 31, 2023

Collective trust

Dol form 5500 pension

Ishares Russell 2000 Index Coll Fnd

n/a

Pooled vehicle

$32.5M

Dec 31, 2022

Collective trust

Dol form 5500 pension

Bnym Mellon Nsl Acwi Ex-U.s. Instl

BNY Mellon

Pooled vehicle

$30.9M

Dec 31, 2022

Collective trust

Dol form 5500 pension

Blackrock Scntfc Act Msci Wrld Tilt

n/a

Pooled vehicle

$29.6M

Dec 31, 2022

Collective trust

Dol form 5500 pension

Ishares Russell 2000 Index Coll Fnd

n/a

Pooled vehicle

$18.4M

Dec 31, 2023

Collective trust

Dol form 5500 pension

Bnym Mellon Nsl Acwi Ex-U.s. Instl

BNY Mellon

Pooled vehicle

$18.2M

Dec 31, 2023

Collective trust

Dol form 5500 pension

Blackrock Scntfc Act Msci Wrld Tilt

n/a

Pooled vehicle

$17.6M

Dec 31, 2023

Collective trust

Dol form 5500 pension

Bnym Mellon Nsl Reit Index Instl

BNY Mellon

Real estate

$15.9M

Dec 31, 2022

Collective trust

Dol form 5500 pension

Bnym Mellon Nsl Reit Index Instl

BNY Mellon

Real estate

$9.4M

Dec 31, 2023

Collective trust

Dol form 5500 pension

Blackrock Scntfc Act Msci Wrld Tilt

n/a

Pooled vehicle

$229,916

Dec 31, 2024

Collective trust

Dol form 5500 pension

Bucket

Target %

Range low

Range high

Actual %

Actual

Period end

Basis

Interest-bearing cash

n/a

$6.3M

Dec 31, 2024

Derived

Corporate debt instruments (other)

n/a

$191M

Dec 31, 2024

Derived

Other investments

n/a

$130M

Dec 31, 2024

Derived

Partnership/joint venture interests

n/a

$3.9M

Dec 31, 2024

Derived

Common/collective trusts

n/a

$229,916

Dec 31, 2024

Derived

Common stock

n/a

$2.5M

Dec 31, 2024

Derived

Consultant

Role

From

Current

Evidence

Source

Independent Insurance Analysts LLC

Pension consultant

Jan 1, 2024

Dec 31, 2024

fact

Dol form 5500 pension

Transamerica Retirement Solutions

actuary

Jan 1, 2022

Dec 31, 2022

fact

Dol form 5500 pension

Stephens Capital Management

Investment adviser

Jan 1, 2022

Dec 31, 2022

fact

Dol form 5500 pension

Willis Towers Watson US LLC

actuary

Jan 1, 2022

Dec 31, 2022

fact

Dol form 5500 pension

Willis Towers Watson US LLC

Pension consultant

Jan 1, 2022

Dec 31, 2022

fact

Dol form 5500 pension