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Original filing (PDF)20251015221608NAL0011364866001
ACUITY BRANDS, INC.
Form 5500
FILING_RECEIVED
ACUITY BRANDS, INC. PENSION PLAN
Defined-benefit pension plan
Signals · 2
44% in single holdingNo recordkeeper disclosed
Active participants
862
Accounts w/ balance
—
Plan assets (EOY)
$68.0M
Net assets (EOY)
$68.0M
How this plan invests
This plan
2 pooled trusts
Schedule D
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
85
/ 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
78
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Portfolio of intermediate and long term debt L&G Long Duration US CR securities" is 44% of plan.
- 53 bps in Schedule C fees — 229% above peer band of 16 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ACUITY BRANDS, INC..
Plan sponsor
Name
ACUITY BRANDS, INC.
EIN
58-2632672
Address
1170 PEACHTREE STREET, N.E. · SUITE 1200 · ATLANTA, GA · 303097673
Phone
(404) 853-1400
Industry
Management of Companies / Holdingssee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
034
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
1B · Flat-dollar DB formula
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BDO USA, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LCG ASSOCIATES, INC. | 75-1680350 | — | CONSULTANT | $25K | — |
Trustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BANK OF AMERICA | 94-1687665 | — | TRUSTEE | $246K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LEGAL AND GENERAL | 20-8058531 | — | NONE | $87K | — |
Investments
31 direct securities · 2 pooled funds· $98.0M(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.
Uncategorized
$66.3M
31 holdings
Common Collective Trust
$31.8M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Portfolio of intermediate and long term debt L&G Long Duration US CR securities | — | — | $28.1M | $30.1M | 44.2% | |
| L&G LONG DUR US CREDIT CIT FD RELIANCE TRUST COMPANY · EIN 35-7085469 / PN 020 | Common Collective Trust | — | — | $30.1M | 44.2% | |
| US Treasury Bond 4.250% Aug 15 2054 US Treasury Note | — | — | $7.4M | $6.6M | 9.7% | |
| Vanguard Institutional Index FD CL Instl Institutional Index Fund | — | — | $3.2M | $3.8M | 5.6% | |
| Commercial real estate investments, Blackrock US Core Property Fund including mortgage loans | — | — | $4.7M | $3.8M | 5.6% | |
| US Treasury Note 3.750% Aug 31 2031 US Treasury Note | — | — | $3.6M | $3.4M | 5.0% | |
| US Treasury Note 3.750% Aug 31 2026 US Treasury Note | — | — | $2.8M | $2.8M | 4.1% | |
| US Treasury Note 4.000% Feb 28 2030 US Treasury Note | — | — | $2.4M | $2.3M | 3.4% | |
| EARNEST PARTNERS MULTIPLE INVST TR SEI TRUST COMPANY · EIN 26-4377500 / PN 041 | Common Collective Trust | — | $1.5M | $1.7M | 2.5% | |
| US Treasury Bond 4.625% Nov 15 2044 US Treasury Note | — | — | $1.4M | $1.3M | 2.0% | |
| US Treasury Note 4.250% Nov 15 2034 US Treasury Note | — | — | $1.3M | $1.3M | 1.9% | |
| US Treasury Note 3.500% Sep 30 2029 US Treasury Note | — | — | $1.3M | $1.2M | 1.8% | |
| Federated Hermes Govt Obligations FD CL Prem Money market fund | — | — | $1.2M | $1.2M | 1.8% | |
| US Treasury Note 4.000% Feb 29 2028 US Treasury Note | — | — | $1.0M | $1.0M | 1.5% | |
| Dodge & Cox Intl Stock FD CL I International Fund | — | — | $863K | $886K | 1.3% | |
| American Euro Pacific Growth FD CL R6 EuroPacific Growth Fund | — | — | $1.0M | $862K | 1.3% | |
| US Treasury Bond 3.375% Nov 15 2048 US Treasury Bond | — | — | $951K | $785K | 1.2% | |
| US Treasury Bond 2.875% Aug 15 2045 US Treasury Bond | — | — | $863K | $748K | 1.1% | |
| US Treasury Strip Zero% Feb 15 2036 US Treasury Strip | — | — | $781K | $734K | 1.1% | |
| US Treasury Strip Zero% Aug 15 2036 US Treasury Strip | — | — | $765K | $713K | 1.0% | |
| US Treasury Note 4.625% Sep 30 2030 US Treasury Note | — | — | $491K | $511K | 0.8% | |
| US Treasury Bond 1.375% Aug 15 2050 US Treasury Bond | — | — | $615K | $493K | 0.7% | |
| US Treasury Note 4.125% Nov 15 2032 US Treasury Note | — | — | $527K | $490K | 0.7% | |
| US Treasury Note 4.625% Sep 30 2028 US Treasury Note | — | — | $396K | $408K | 0.6% | |
| US Treasury Note 1.125% Feb 15 2031 US Treasury Note | — | — | $337K | $332K | 0.5% | |
| US Treasury Bond 3.825% Feb 15 2043 US Treasury Bond | — | — | $152K | $135K | 0.2% | |
| US Treasury Bond 4.625% May 15 2044 US Treasury Note | — | — | $127K | $127K | 0.2% | |
| US Treasury Bond 3.625% Feb 15 2053 US Treasury Bond | — | — | $102K | $83K | 0.1% | |
| US Treasury Bond 2.875% May 15 2043 US Treasury Bond | — | — | $46K | $42K | <0.1% | |
| US Treasury Bond 4.750% Nov 15 2043 US Treasury Bond | — | — | $35K | $35K | <0.1% | |
| US Treasury Bond 4.500% Feb 15 2044 US Treasury Note | — | — | $35K | $34K | <0.1% | |
| US Treasury Bond 3.625% May 15 2053 US Treasury Bond | — | — | $31K | $29K | <0.1% | |
| US Treasury Bond 3.875% May 15 2043 US Treasury Bond | — | — | $24K | $22K | <0.1% |