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AllocatorsPlancorporate pension<100m

The Budd Company Employee Pension Plan

Allocators

Beaverton, OR

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:e8ae70be-0655-47e9-a30b-68d020812a86

Data as of Sep 15, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 21, 2026, 8:09 PM UTC and rebuilt at most every 15 minutes.

Relationships: 8
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: $0latest reading; see basis
Assets as of: Sep 30, 2025
Assets basis: REPORTED
Funded ratio: 87%
Participants: 3,002
Commitments: 0with an amount; holdings are counted apart
Managers: 0
Funds: 0
Re-ups: 0
First-time managers: 0
Consultants: 3
Private markets target, %: 0latest policy, percent of assets
Private equity target, %: 0latest policy, percent of assets
Latest policy: Nov 30, 2024
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; 2 rows folded into 1

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Master trust investment accounts	n/a	n/a	n/a	100	$363M	Nov 30, 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
Alirt Insurance Research	Pension consultant	Dec 1, 2024	Sep 30, 2025	no	fact	Dol form 5500 pension
Plante & Moran Holding Group LLP	Pension consultant	Dec 1, 2024	Sep 30, 2025	no	fact	Dol form 5500 pension
Wellington Trust Company	Pension consultant	Dec 1, 2024	Sep 30, 2025	no	fact	Dol form 5500 pension
Willis Towers Watson US LLC	actuary	Dec 1, 2022	Nov 30, 2023	no	fact	Dol form 5500 pension
Bank of New York Mellon	trustee	Dec 1, 2022	Nov 30, 2023	no	fact	Dol form 5500 pension
Nepc, LLC	General consultant	Dec 1, 2022	Nov 30, 2023	no	fact	Dol form 5500 pension
Towers Watson Investment Services,	actuary	Dec 1, 2022	Nov 30, 2023	no	fact	Dol form 5500 pension

Relationships

Sponsors (1)

← Thyssenkrupp North America, LLCPlan sponsorPlan sponsor
Dec 1, 2022 to presentfactForm 5500

Advised by (7)

→ Willis Towers Watson US LLCInvestment consultantactuary
Dec 1, 2022 to Nov 30, 2023factForm 5500
→ Bank of New York MellonInvestment consultanttrustee
Dec 1, 2022 to Nov 30, 2023factForm 5500
→ Nepc, LLCInvestment consultantGeneral consultant
Dec 1, 2022 to Nov 30, 2023factForm 5500
→ Towers Watson Investment Services,Investment consultantactuary
Dec 1, 2022 to Nov 30, 2023factForm 5500
→ Plante & Moran Holding Group LLPInvestment consultantPension consultant
Dec 1, 2024 to Sep 30, 2025factForm 5500
→ Wellington Trust CompanyInvestment consultantPension consultant
Dec 1, 2024 to Sep 30, 2025factForm 5500
→ Alirt Insurance ResearchInvestment consultantPension consultant
Dec 1, 2024 to Sep 30, 2025factForm 5500

Dated events

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

Occurred
Dec 31, 2024
Consultant changed
Alirt Insurance Research appears on The Budd Company Employee Pension Plan's Schedule C as pension consultant (plan year 2024 vs 2023)
Alirt Insurance Research Form 5500observed 6 days ago
Occurred
Dec 31, 2024
Consultant changed
Plante & Moran Holding Group LLP appears on The Budd Company Employee Pension Plan's Schedule C as pension consultant (plan year 2024 vs 2023)
Plante & Moran Holding Group LLP Form 5500observed 6 days ago
Occurred
Dec 31, 2024
Consultant changed
Wellington Trust appears on The Budd Company Employee Pension Plan's Schedule C as pension consultant (plan year 2024 vs 2023)
Wellington Trust Company Form 5500observed 6 days ago

Show 3 bookkeeping events

Occurred
Sep 30, 2025
The Budd Company Employee Pension Plan total assets $363M -> $0 (-100.0%, 2024-11-30 to 2025-09-30)
Occurred
Dec 1, 2024
The Budd Company Employee Pension Plan funded ratio 92.9% -> 87.1% (2023-12-01 to 2024-12-01)
Occurred
Dec 1, 2023
The Budd Company Employee Pension Plan funded ratio 97.1% -> 92.9% (2022-12-01 to 2023-12-01)

Provenance

Graph: Allocators
Canonical id: dfx:al:e8ae70be-0655-47e9-a30b-68d020812a86
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 6 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.

The Budd Company Employee Pension Plan

Allocators

Beaverton, OR

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:e8ae70be-0655-47e9-a30b-68d020812a86

Bucket

Target %

Range low

Range high

Actual %

Actual

Period end

Basis

Master trust investment accounts

n/a

100

$363M

Nov 30, 2024

Derived

Consultant

Role

From

Current

Evidence

Source

Alirt Insurance Research

Pension consultant

Dec 1, 2024

Sep 30, 2025

fact

Dol form 5500 pension

Plante & Moran Holding Group LLP

Pension consultant

Dec 1, 2024

Sep 30, 2025

fact

Dol form 5500 pension

Wellington Trust Company

Pension consultant

Dec 1, 2024

Sep 30, 2025

fact

Dol form 5500 pension

Willis Towers Watson US LLC

actuary

Dec 1, 2022

Nov 30, 2023

fact

Dol form 5500 pension

Bank of New York Mellon

trustee

Dec 1, 2022

Nov 30, 2023

fact

Dol form 5500 pension

Nepc, LLC

General consultant

Dec 1, 2022

Nov 30, 2023

fact

Dol form 5500 pension

Towers Watson Investment Services,

actuary

Dec 1, 2022

Nov 30, 2023

fact

Dol form 5500 pension