DFX Intelligence

3 more commitments and 1 more dated event

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Vesuvius USA Corporation Pension Plan

Corporate pension· Charlotte, North Carolina

Corporate pension, based in Charlotte, North Carolina, reporting $50.7M in assets, for 397 participants.

Composed from this allocator's classification, location and filed figures.

As of 2024-01-01 · the latest dated event for this allocator; each figure carries its own filing or report date

Assets: $50.7M
Funded ratio: 80.4%
Fund commitments: 3
Managers: 1

Open searches Plans backing its top manager Similar plans, same strategy

Commitments (3)Allocation policy Managers

As of 2024-01-01 · the latest dated event for this allocator; each figure carries its own filing or report date

Nothing material in the last 90 days. Last change: 1 Jan 2024, Vesuvius USA Corporation Pension Plan plan assets $45M -> $51M (+11.7%, 2023-01-01 to 2024-01-01).

Capital path

who backs this record, through what, into what; each name opens its own path

Vesuvius USA Corporation Pension Plan

Funds committed to

NT Collective Govt Short Term Invt3 commitments
Agilis Long Credit Fund2 commitments
River and Merc Long Credit Fund1 commitment

Managers

Agilis Partners LLC3 commitments
Northern Trust Investments, Inc.3 commitments

Size, funding, policy and commitments, with their basesCorporate pensionShow

Corporate pension

Assets

$50.7M

Total assets, Dec 31, 2024 reported

Funded

80.4%

Jan 1, 2024

Private markets target

no policy read

policy Dec 31, 2024

Commitments

1 manager on Schedule C

Plan sponsor: Vesuvius USA Corporation

Allocation policy

Form 5500, as of Dec 31, 2024

Actual allocation lines without a target (as filed)

U.S. Government securities 26.0%
Other investments 10.4%
Common/collective trusts 57.6%
Registered investment companies 4.5%

Consultants and advisers

3 firms

Gallagher Benefit Services, Inc. Actuarythrough Dec 31, 2024 Form 5500
Agilis Partners LLC Actuarythrough Dec 31, 2022 Form 5500
Northern Trust Investments, Inc. Trusteethrough Dec 31, 2022 Form 5500

People

No investment staff or executives have been read for this allocator yet.

Manager roster

2 managers on the commitment tape

From the plan’s own commitment disclosures

Agilis Partners LLC3 rows, latest Dec 31, 2024
Northern Trust Investments, Inc.3 rows, latest Dec 31, 2024

From Schedule C (investment management, code 28)

Agilis Partners LLCplan years

What changed

6 events

Jan 1, 2024Assets changed
Vesuvius USA Corporation Pension Plan plan assets $45M -> $51M (+11.7%, 2023-01-01 to 2024-01-01)
askebsa.dol.gov
Dec 31, 2023Holding endedinference
Vesuvius USA Corporation Pension Plan no longer reports River and Merc Long Credit Fund (Agilis Partners LLC) (last held $21M at 2022-12-31; absent from the 2023-12-31 filing)
with Agilis Partners LLCaskebsa.dol.gov
Dec 31, 2023Holding started
Vesuvius USA Corporation Pension Plan first reports an interest in Agilis Long Credit Fund: $30M at 2023-12-31
with Agilis Long Credit Fundaskebsa.dol.gov
Dec 31, 2023Assets changed
Vesuvius USA Corporation Pension Plan total assets $46M -> $55M (+20.9%, 2022-12-31 to 2023-12-31)
askebsa.dol.gov
Jan 1, 2023Funded status changed
Vesuvius USA Corporation Pension Plan funded ratio 106.8% -> 80.6% (2022-01-01 to 2023-01-01)
askebsa.dol.gov

+1 more dated event

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Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.

Commitments

6 rows, 0 dated closings

Date	Fund	Manager	Bucket	Amount	Status	Source
as of Dec 31, 2024	Agilis Long Credit Fundcollective trust	Agilis Partners LLC	Private credit	$26.6M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	NT Collective Govt Short Term Invtcollective trust	Northern Trust Investments, Inc.	Cash	$2.6M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Agilis Long Credit Fundcollective trust	Agilis Partners LLC	Private credit	$30.4M held	Disclosed holding	askebsa.dol.gov

+3 more commitments

Every fund and manager this allocator committed to, with the amount, date and source on each.

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Size and funding

32 readings

Total assets

$50.7M Dec 31, 2024 reported Form 5500

$55.5M (2023-12) · $45.9M (2022-12)

Plan assets

$50.6M Jan 1, 2024 reported Form 5500

$45.3M (2023-01) · $65.5M (2022-01)

Net assets

$50.8M Dec 31, 2024 reported Form 5500

$50.5M (2023-12) · $45.4M (2022-12)

Funded ratio

80.4% Jan 1, 2024 reported Form 5500

80.6% (2023-01) · 106.8% (2022-01)

Funding target

$59.1M Jan 1, 2024 reported Form 5500

$61.9M (2023-01) · $61.5M (2022-01)

Discount rate

5.03% Jan 1, 2024 reported Form 5500

5.15% (2023-01) · 5.32% (2022-01)

Participants

397 Jan 1, 2024 reported Form 5500

404 (2023-01) · 406 (2022-01)

Contributions

$1.9M Dec 31, 2024 reported Form 5500

$1.9M (2023-12) · $0 (2022-12)

Benefits paid

$4.5M Dec 31, 2024 reported Form 5500

$4.5M (2023-12) · $4.4M (2022-12)

Net investment income

$254,630 Dec 31, 2024 reported Form 5500

$5.2M (2023-12) · -$20.2M (2022-12)

Investment management fees

$312,439 Dec 31, 2024 reported Form 5500

$302,191 (2023-12)

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	397	$50.6M	$59.1M	80.4%	$50.7M	Not disclosed	Not disclosed	Not disclosed
2023 to Dec 31, 2023	404	$45.3M	$61.9M	80.6%	$55.5M	Not disclosed	Not disclosed	Not disclosed
2022 to Dec 31, 2022	406	$65.5M	$61.5M	106.8%	$45.9M	Not disclosed	Not disclosed	Not disclosed

Service providers and investment entities as filed (Schedule C and D, latest year first)

Agilis Partners LLC codes 11 27 51 $267,601 PY2024
Northern Trust Investments, Inc. codes 21 59 64 65 $137,613 PY2024
Agilis Long Credit Fund Sched. D C $26.6M PY2024

+12 more service providers

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Provenance

Identifiers: EIN-PN 370893657-001

Cross-graph: no entry on another DFX graph

First observed Sep 15, 2026, last observed Sep 29, 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.

Record history

6 dated events on the change ledger, latest first

Holding in a pooled vehicle ended
2023-12-31source
Holding in a pooled vehicle started
2023-12-31source
Funded status changed
2023-01-01source

+3 more changes on this record's ledger

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The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.

›Connections

every published relationship on the graph

+6 connections on the graph

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