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
Sandy Spring Bancorp, Inc. Retirement Income Plan
Corporate pensionOlney, MD
Assets
n/a
Total assets, Nov 20, 2023 reported
Funded
114.1%
Jan 1, 2022
Private markets target
n/a
policy Dec 31, 2022
Commitments
4
none on the tape
Plan sponsor: Sandy Spring Bancorp, Inc.
Allocation policy
Form 5500, as of Dec 31, 2022
Actual allocation lines without a target (as filed)
- Pooled separate accounts 70.5%
- Registered investment companies 29.5%
Consultants and advisers
2 firms
- Morgan Stanley Smith Barney, LLC Investment adviser (plan)through Dec 31, 2022 Form 5500
- Principal Financial Group 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
- Principal4 rows, latest Dec 31, 2022
Commitments
4 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, 2022 | Prin Ldi Long Duration Sa-Zseparate account | Principal | Fixed income | $10.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Prin Ldi Short Dur Sep Acct-Zseparate account | Principal | Pooled vehicles | $3.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Prin Ldi Intrm Dur Sep Acct-Zseparate account | Principal | Pooled vehicles | $3.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Prin Ldi Ext Dur Sep Acct-Zseparate account | Principal | Pooled vehicles | $5.0M held | Disclosed holding | askebsa.dol.gov |
Size and funding
18 readings
Plan assets
Funded ratio
Funding target
Discount rate
Form 5500 filings
2 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2023 to Nov 20, 2023 | 471 | n/a | n/a | n/a | $0 | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 468 | $45.2M | $33.5M | 114.0% | $32.3M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Principal Life Insurance Company codes 13 50 64 $149,451 PY2023
- Morgan Stanley Global codes 27 50 $24,598 PY2023
- Prin Liquid Assets Sep Acct-Z Sched. D P PY2023
- Prin Ldi Long Duration Sa-Z Sched. D P PY2023
- Prin Ldi Short Dur Sep Acct-Z Sched. D P PY2023
- Prin Ldi Intrm Dur Sep Acct-Z Sched. D P PY2023
- Prin Ldi Ext Dur Sep Acct-Z Sched. D P PY2023
- Principal Life Insurance Company codes 13 50 64 $104,200 PY2022
- Morgan Stanley Global codes 27 50 $38,569 PY2022
- Prin Ldi Ext Dur Sep Acct-Z Sched. D P $5.0M PY2022
- Prin Lgcp S&p 500 Index Sa-Z Sched. D P PY2022
- Prin Smcap S&p 600 Index Sa-Z Sched. D P PY2022
- Prin Midcap S&p 400 Idx Sa-Z Sched. D P PY2022
- Prin Ldi Long Duration Sa-Z Sched. D P $10.3M PY2022
- Prin Ldi Short Dur Sep Acct-Z Sched. D P $3.8M PY2022
- Prin Ldi Intrm Dur Sep Acct-Z Sched. D P $3.7M PY2022
- Principal Financial Group codes 11 PY2022
What changed
1 events
- Nov 20, 2023Assets changedSandy Spring Bancorp, Inc. Retirement Income Plan total assets $32M -> $0 (-100.0%, 2022-12-31 to 2023-11-20)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 521532952-001
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.