DFX Intelligence
Allocator Intelligence
The capital-owner graph behind private markets. Who owns the capital, who decides, how much, under what policy, on whose advice, to which managers, and what changed, with a source and a date behind every row. A target is never an actual, a disclosed holding is never an approval, and an estimate says so.
Corporate pension
Pension Plan for Members of the Bargaining Unit of Greater Baltimore Medical Center
Corporate pensionTowson, MD
Assets
$35.8M
Total assets, Jun 30, 2025 reported
Funded
119.2%
Jul 1, 2024
Private markets target
n/a
policy Jun 30, 2025
Commitments
3
none on the tape
Plan sponsor: Greater Baltimore Medical Center
Allocation policy
Form 5500, as of Jun 30, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 2.8%
- Common/collective trusts 72.1%
- Registered investment companies 25.0%
Consultants and advisers
4 firms
- Legal & General Inv Mgmt America Investment adviser (plan)through Jun 30, 2023 Form 5500
- Epoch Investment Partners Investment adviser (plan)through Jun 30, 2023 Form 5500
- Bolton Partners, Inc. Actuarythrough Jun 30, 2023 Form 5500
- PNC Bank, National Association Trusteethrough Jun 30, 2023 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on the commitment tape
From the plan’s own commitment disclosures
- Legal and General3 rows, latest Jun 30, 2025
Commitments
3 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Jun 30, 2025 | Legal & General Long Duration U.S.collective trust | Legal and General | Fixed income | $25.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2024 | Legal & General Long Duration U.S.collective trust | Legal and General | Fixed income | $25.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2023 | Legal & General Long Duration U.S.collective trust | Legal and General | Fixed income | $24.8M held | Disclosed holding | askebsa.dol.gov |
Size and funding
33 readings
Investment management fees
$48,891 (2024-06) · $200,103 (2023-06)
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 Jun 30, 2025 | 810 | $35.5M | $29.3M | 119.2% | $35.8M | n/a | n/a | n/a |
| 2023 to Jun 30, 2024 | 840 | $34.2M | $29.5M | 122.1% | $35.5M | n/a | n/a | n/a |
| 2022 to Jun 30, 2023 | 1,049 | $35.8M | $31.5M | 121.7% | $34.2M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Bolton Partners Inc codes 11 $97,979 PY2024
- Legal & General Investment Mgmt codes 27 $59,675 PY2024
- BDO USA, P.C. codes 10 $36,107 PY2024
- PNC Bank, N.A. codes 21 27 $18,869 PY2024
- AON Hewitt codes 15 $6,120 PY2024
- Smith & Downey codes 29 $4,240 PY2024
- Legal & General Long Duration U.S. Sched. D C $25.8M PY2024
- Bolton Partners, Inc. codes 11 PY2024
- Bolton Partners Inc codes 11 $194,747 PY2023
- Legal & General Investment Mgmt codes 27 $42,771 PY2023
- BDO USA, P.C. codes 10 $26,107 PY2023
- PNC Bank, N.A. codes 21 27 $21,842 PY2023
- Smith & Downey codes 29 $13,845 PY2023
- AON Hewitt codes 15 $8,160 PY2023
- Legal & General Long Duration U.S. Sched. D C $25.2M PY2023
- Bolton Partners, Inc. codes 11 PY2023
- Bolton Partners Inc codes 11 $187,542 PY2022
- Legal & General Investment Mgmt codes 27 $183,975 PY2022
- BDO USA, P.C. codes 10 $23,000 PY2022
- PNC Bank, N.A. codes 21 27 $18,766 PY2022
- Epoch codes 27 $12,723 PY2022
- Smith & Downey codes 29 $9,923 PY2022
- AON Hewitt codes 15 $8,160 PY2022
- Legal & General Long Duration U.S. Sched. D C $24.8M PY2022
- T. Rowe Price US Bond Index Trust Sched. D C PY2022
- Bolton Partners, Inc. codes 11 PY2022
What changed
2 events
- Jul 1, 2024Funded status changedPension Plan for Members of the Bargaining Unit of Greater Baltimore Medical Center funded ratio 122.1% -> 119.2% (2023-07-01 to 2024-07-01)
- Dec 31, 2023Consultant changedinferenceEpoch no longer appears on Pension Plan for Members of the Bargaining Unit of Greater Baltimore Medical Center's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with Epoch Investment Partnersaskebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 526049658-003
Cross-graph: no entry on another DFX graph
First observed Sep 15, 2026, last observed Sep 15, 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.