Wikipedia mentions it here http://en.wikipedia.org/wiki/Gray_iron. I initially read it in a text book several years ago, but I couldn't tell you which. If you watch Lodge's How It's Made video, they mention carbon and silicon being added so they are definitely using an alloy, most likely a grey cast iron based on the ingredients.
Some thermal properties are here http://www.substech.com/dokuwiki/doku.php?id=grey_cast_iron_astm_40. The thermal diffusivity should be about .151*10^-4 m^2/s based on those numbers. If you asked Lodge, they might give you their own numbers, since I doubt they use that exact alloy. Should be very similar though. Cast iron should still edge out carbon steel imo, so it doesn't change any of the discussion too much. The difference is minimal though, so a cook that likes carbon steel for reasons other than pure cooking performance won't be giving too much up so long as they chose a sufficiently thick pan.