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
Dynamics Research Corporation Defined Benefit Pension Plan
Corporate pensionReston, VA
Assets
$43.1M
Total assets, Dec 31, 2024 reported
Funded
87.5%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
3
none on the tape
Plan sponsor: Science Applications International Corporation
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Insurance company general account 1.9%
- Common/collective trusts 15.5%
- Registered investment companies 82.6%
Consultants and advisers
2 firms
- Creative Planning Investment adviser (plan)through Dec 31, 2022 Form 5500
- Empower Actuarythrough Dec 31, 2022 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
- Prudential Trust Co.3 rows, latest Dec 31, 2024
From Schedule C (investment management, code 28)
- Prudential Trust Co.plan years 2022
- Lockton Investment Advisors, LLCplan years 2022
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 Dec 31, 2024 | Prudential Core Plus Bond Fundcollective trust | Prudential Trust Co. | Fixed income | $6.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Prudential Core Plus Bond Fundcollective trust | Prudential Trust Co. | Fixed income | $7.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Prudential Core Plus Bond Fundcollective trust | Prudential Trust Co. | Fixed income | $6.8M held | Disclosed holding | askebsa.dol.gov |
Size and funding
33 readings
Investment management fees
$17,492 (2023-12) · $20,229 (2022-12)
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 Dec 31, 2024 | 745 | $44.8M | $49.5M | 87.5% | $43.1M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 767 | $44.4M | $51.8M | 86.9% | $44.8M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 785 | $56.0M | $53.4M | 88.7% | $44.4M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Empower Annuity Insurance Company codes 15 $75,415 PY2024
- Creative Planning codes 27 $47,250 PY2024
- Grant Thornton LLP codes $28,000 PY2024
- Prudential Trust Co codes 28 $17,420 PY2024
- Stevens & Lee codes $7,646 PY2024
- Cbiz Mhm LLC Golden State codes $1,500 PY2024
- PRU Core Plus Bond Fd Sched. D C $6.7M PY2024
- Empower codes 11 PY2024
- Empower Annuity Insurance Company codes 15 $70,930 PY2023
- Creative Planning codes 27 $47,250 PY2023
- Cbiz Mhm LLC Golden State codes $17,655 PY2023
- Prudential Trust Co codes 28 $17,492 PY2023
- PRU Core Plus Bond Fd Sched. D C $7.0M PY2023
- Empower codes 11 PY2023
- Prudential Retirement Insurance and codes 15 $115,270 PY2022
- Lockton Investment Advisors LLC codes 28 51 $60,000 PY2022
- Creative Planning codes 27 $30,000 PY2022
- Prudential Trust Co codes 28 $20,229 PY2022
- Mayer Hoffman Mccann P.C. codes 10 $17,010 PY2022
- PRU Core Plus Bond Fd Sched. D C $6.8M PY2022
- Empower codes 11 PY2022
What changed
2 events
- Dec 31, 2023Manager relationship endedinferenceLockton Investment Advisors LLC no longer appears on Dynamics Research Corporation Defined Benefit Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Lockton Investment Advisors, LLCaskebsa.dol.gov
- Jan 1, 2023Assets changedDynamics Research Corporation Defined Benefit Pension Plan plan assets $56M -> $44M (-20.7%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 461932921-002
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.