Corporate pension in Maryland
Corporate pension, based in Bethesda, Maryland, reporting $31.3M in assets, for 280 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: Dec 31, 2025, Holding ended.
This allocator's name, 6 more commitments and 10 more dated events
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
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Capital path
who backs this record, through what, into what; each name opens its own path- NT Collective Short Term Investment4 commitments
- Blackrock Broad Market Bond Fund3 commitments
- CG Long Duration Credit Trust US2 commitments
- Northern Trust Investments, Inc.4 commitments
- Metropolitan Life Insurance Company3 commitments
- Capital Guardian Trust Company2 commitments
Relationship network
21 connected entities9 observed commitments6 repeat counterpartiescommitments 2022 to 2025
From board minutes, annual reports, Form 5500 filings and public records of commitments, consultants and staff in the allocator graph. Commitment amounts are those the allocator disclosed; many are not printed, and none is estimated.
Some relationships on this record are counted rather than named here. They open with the full profile.
Click any name or line for the commitments and sources behind it. Line weight is commitments together; dashed lines are inferred.
- Sponsor
- Fund or vehicle
- Service provider
›How strength and recency are read
Managers, funds and consultants are read from the commitments: three or more is a strong observed relationship, two a repeat counterparty. No consultant link is marked current on the source, so none is labelled current or former here. Related plans, people and plan service providers are ordered by what the filing shows.
Darker lines were active in the last 24 months or are current; lighter lines are older or undated.
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
Allocation policy
- Other investments 4.4%
- Common/collective trusts 0.6%
- Registered investment companies 94.7%
Consultants and advisers
- Willis Towers Watson US LLC Actuarythrough Dec 31, 2025 Form 5500
- Towers Watson Pennsylvania, Inc. Actuarythrough Dec 31, 2025 Form 5500
- Northern Trust Co. Trusteethrough Dec 31, 2025 Form 5500
People
Manager roster
- Northern Trust Investments, Inc.4 rows, latest Dec 31, 2025
- Metropolitan Life Insurance Company3 rows, latest Dec 31, 2024
- Capital Guardian Trust Company2 rows, latest Dec 31, 2023
- Metropolitan Life Insurance Companyplan years 2025
- Vanguard Advisors Inc.plan years 2025
- Metropolitan Life Insurance Coplan years 2025
+5 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
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What changed
- Dec 31, 2025Holding endedinference
- Dec 31, 2025Manager relationship endedinferencewith Capital Guardian Trust Companyaskebsa.dol.gov
- Dec 31, 2025Manager relationship endedinferencewith AXA Investment Managers N.A.askebsa.dol.gov
- Jan 1, 2025Funded status changeddown 19 pointsaskebsa.dol.gov
- Jan 1, 2025Assets changeddown $232Maskebsa.dol.gov
+10 more dated events
Every name, record and relationship behind this count, with the source on each.
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Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2025 | NT Collective Short Term Investmentcollective trust | Northern Trust Investments, Inc. | Cash | $186,903 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | NT Collective Short Term Investmentcollective trust | Northern Trust Investments, Inc. | Cash | $592,994 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Blackrock Broad Market Bond Fundseparate account | Metropolitan Life Insurance Company | Fixed income | $1.1M held | Disclosed holding | askebsa.dol.gov |
+6 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
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Size and funding
Form 5500 filings
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2025 to Dec 31, 2025 | 280 | $31.0M | $27.3M | 81.3% | $31.3M | Not disclosed | Not disclosed | Not disclosed |
| 2024 to Dec 31, 2024 | 1,600 | $263M | $272M | 100.6% | $31.1M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 3,108 | $456M | $509M | 91.8% | $264M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 3,220 | $633M | $525M | 106.8% | $457M | Not disclosed | Not disclosed | Not disclosed |
- Towers Watson Pennsylvania, Inc. codes 11 $255,933 PY2025
- USI Consulting Group codes 13 $200,921 PY2025
- Vanguard Advisors, Inc. codes 28 $142,877 PY2025
+46 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Record history
- Holding in a pooled vehicle ended2025-12-31source on record
- Manager relationship ended2025-12-31source on record
- Manager relationship ended2025-12-31source on record
+12 more changes on this record's ledger
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The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.
›Connections
every published relationship on the graph
+12 connections on the graph
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