DFX Intelligence

Data Factory

AllocatorsPlancorporate pension100m-1b

Pension Plan for Bargaining Employees of Evraz Rocky Mountain Steel

Allocators

Chicago, IL

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:c4fbfdf2-6761-42ae-bc1e-d2d48fda751d

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, 12:47 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 4
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: $114Mlatest reading; see basis
Assets as of: Dec 31, 2024
Assets basis: REPORTED
Funded ratio: 92%
Participants: 2,190
Commitments: 13with an amount; holdings are counted apart
Managers: 4
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
Magnitude Institutional Ltd Class a	Magnitude Capital, LLC	Pooled vehicle	$23.1M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Magnitude Institutional Ltd Class a	Magnitude Capital, LLC	Pooled vehicle	$21.0M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Clarion Lion Properties Fund, LP	Clarion Partners	Pooled vehicle	$19.3M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Magnitude Institutional Ltd Class a	Magnitude Capital, LLC	Pooled vehicle	$19.0M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Long Liability Treasurey2x Cit Fund	Legal and General	Fixed income	$17.9M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Long Liability Treasurey2x Cit Fund	Legal and General	Fixed income	$15.5M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Long Liability Treasurey2x Cit Fund	Legal and General	Fixed income	$14.5M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Clarion Lion Properties Fund, LP	Clarion Partners	Pooled vehicle	$14.4M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Clarion Lion Properties Fund, LP	Clarion Partners	Pooled vehicle	$12.7M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Mawer Global Equity Collective Fund	Global Trust Company	Public equity	$12.5M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Mawer Global Equity Collective Fund	Global Trust Company	Public equity	$12.0M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Mawer Global Equity Collective Fund	Global Trust Company	Public equity	$9.7M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Long Liability Corporate Cit Fund	Legal and General	Pooled vehicle	$2.1M	Dec 31, 2022	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 7

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Interest-bearing cash	n/a	n/a	n/a	10	$11.4M	Dec 31, 2024	Derived
Other investments	n/a	n/a	n/a	21	$24.0M	Dec 31, 2024	Derived
Other loans	n/a	n/a	n/a	0	$2,472	Dec 31, 2024	Derived
Partnership/joint venture interests	n/a	n/a	n/a	11	$12.6M	Dec 31, 2024	Derived
Common/collective trusts	n/a	n/a	n/a	21	$24.1M	Dec 31, 2024	Derived
Registered investment companies	n/a	n/a	n/a	31	$35.9M	Dec 31, 2024	Derived
Real estate (other than employer real property)	n/a	n/a	n/a	0	$361,370	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
Mercer Investments LLC	Investment adviser	Jan 1, 2024	Dec 31, 2024	no	fact	Dol form 5500 pension
October Three Consulting LLC	actuary	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
Mercer Investment LLC	Investment adviser	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
Fifth Third Bancorp	Investment adviser	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
Aon	actuary	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
Laner Muchin Ltd	Investment adviser	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
AON Consulting, Inc.	actuary	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension

Relationships

Sponsors (1)

← Evraz Inc. N.A.Plan sponsorPlan sponsor
Jan 1, 2022 to presentfactForm 5500

Advised by (7)

→ Fifth Third BancorpInvestment consultantInvestment adviser
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ October Three Consulting LLCInvestment consultantactuary
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Mercer Investment LLCInvestment consultantInvestment adviser
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ AON Consulting, Inc.Investment consultantactuary
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ AonInvestment consultantactuary
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Laner Muchin LtdInvestment consultantInvestment adviser
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Mercer Investments LLCInvestment consultantInvestment adviser
Jan 1, 2024 to Dec 31, 2024factForm 5500

Dated events

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

Occurred
Dec 31, 2023
Consultant changed
Laner Muchin Ltd no longer appears on Pension Plan for Bargaining Employees of Evraz Rocky Mountain Steel's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)
Laner Muchin Ltd Form 5500observed 3 days ago
Occurred
Dec 31, 2023
Holding in a pooled vehicle ended
Pension Plan for Bargaining Employees of Evraz Rocky Mountain Steel no longer reports Long Liability Corporate Cit Fund (Legal and General) (last held $2M at 2022-12-31; absent from the 2023-12-31 filing)
Legal and General Form 5500observed 3 days ago
$2.1M

Show 2 bookkeeping events

Occurred
Jan 1, 2023
Pension Plan for Bargaining Employees of Evraz Rocky Mountain Steel plan assets $144M -> $113M (-21.5%, 2022-01-01 to 2023-01-01)
Occurred
Jan 1, 2023
Pension Plan for Bargaining Employees of Evraz Rocky Mountain Steel funded ratio 110.3% -> 92.2% (2022-01-01 to 2023-01-01)

Provenance

Graph: Allocators
Canonical id: dfx:al:c4fbfdf2-6761-42ae-bc1e-d2d48fda751d
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.