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Original filing (PDF)20251015105104NAL0002170115001
SGL CARBON, LLC
Form 5500
FILING_RECEIVED
SGL GROUP US RETIREMENT PLAN
Defined-benefit pension plan
Signals · 2
75% in single holdingNo recordkeeper disclosed
Active participants
210
Accounts w/ balance
—
Plan assets (EOY)
$62.0M
Net assets (EOY)
$62.0M
How this plan invests
This plan
7 pooled trusts
Schedule D
7 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "MFO Aon Mid LOC Fund" is 75% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (0 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SGL CARBON, LLC.
Plan sponsor
Name
SGL CARBON, LLC
EIN
13-0796973
Address
10715 DAVID TAYLOR DRIVE · SUITE 460 · CHARLOTTE, NC · 28262
Phone
(704) 593-5100
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
182
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
1A · Pay-related DB formula
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
GREERWALKER LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsTrustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTHERN TRUST COMPANY | 36-1561860 | — | TRUSTEE | $1K | — |
Investments
6 direct securities · 7 pooled funds· $119.0M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Common Collective Trust
$62.0M
7 holdings
Uncategorized
$57.0M
6 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MFO Aon Mid LOC Fund | — | — | $46.9M | $46.5M | 75.1% | |
| LONG CREDIT BOND FUND - CLASS I AON TRUST COMPANY, LLC · EIN 37-6543784 / PN 040 | Common Collective Trust | — | — | $46.5M | 75.1% | |
| US LONG GOVT. BOND INDEX FUND AON TRUST COMPANY, LLC · EIN 37-6543784 / PN 042 | Common Collective Trust | — | $5.2M | $4.9M | 7.9% | |
| COLTV Short Term Investment Fund | — | — | $4.7M | $4.9M | 7.8% | |
| US INT ACTIVE CREDIT FUND AON TRUST COMPANY, LLC · EIN 37-6543784 / PN 038 | Common Collective Trust | — | — | $4.9M | 7.8% | |
| MFO Aon 20+ Year US Treasury Strips Fund | — | — | $4.0M | $4.1M | 6.7% | |
| US INTERMEDIATE GOVT. BOND INDEX FU AON TRUST COMPANY, LLC · EIN 37-6543784 / PN 043 | Common Collective Trust | — | — | $4.1M | 6.7% | |
| MFO Aon US Long Government Bond Index Fund | — | — | $892K | $892K | 1.4% | |
| SHORT TERM INVESTMENT FUND NORTHERN TRUST COMPANY · EIN 45-6138589 / PN 084 | Common Collective Trust | — | — | $892K | 1.4% | |
| MFO AGT US Int Active Credit Fund | — | — | $627K | $542K | 0.9% | |
| 20+ YEAR US TREASURY STRIPS AON TRUST COMPANY, LLC · EIN 37-6543784 / PN 036 | Common Collective Trust | — | — | $542K | 0.9% | |
| MFO Aon Long Credit Bond Fund - Class I | — | — | $93K | $97K | 0.2% | |
| MID LOC FUND AON TRUST COMPANY, LLC · EIN 37-6543784 / PN 039 | Common Collective Trust | — | — | $97K | 0.2% |
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