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Gerdau Ameristeel Master Trust (US)
The master trust manages the 401(k) and savings plans of Gerdau Ameristeel US Inc., a subsidiary of Gerdau S.A. Assets are allocated across target-date funds,...
Gerdau Ameristeel Master Trust (US)
The master trust manages the 401(k) and savings plans of Gerdau Ameristeel US Inc., a subsidiary of Gerdau S.A. Assets are allocated across target-date funds, equity, and multi-asset vehicles, including a 5 percent stake in the GMO Global Balanced Asset Allocation Fund (Class III) and a 5.5 percent stake in the GMO Global Equity Allocation Fund (Class III), both custodied at Wells Fargo Bank NA. Fidelity Investments has administered the plan since at least 2019, Ernst & Young serves as auditor, and Torys LLP acts as legal counsel. The structure maintains daily or monthly liquidity in mutual-fund holdings and excludes tobacco issuers from certain options.
General information
Firm type
Pension Fund
Location
Region
North America
Country
United States
City
Tampa
Corporate office
4221 W. Boy Scout Blvd. Suite 600, Tampa, FL, United States
Sector focus
Frequently asked questions
Who administers the Gerdau Ameristeel Master Trust (US)?
Fidelity Investments serves as plan administrator and recordkeeper. Wells Fargo Bank NA acts as custodian.
What asset classes appear in the trust holdings?
Holdings include target-date funds, global equity allocation funds, and global balanced asset allocation funds.
Does the trust apply any investment exclusions?
Certain options exclude issuers that produce tobacco. Broader ESG factors are considered within asset-allocation funds.
What is the relationship to Gerdau S.A.?
Gerdau S.A. is the ultimate parent of the plan sponsor Gerdau Ameristeel US Inc.
How are liquidity terms structured?
Investments in mutual funds and commingled trusts typically offer daily or monthly liquidity.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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