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
Tidalhealth Pension Plan
Corporate pensionSalisbury, MD
Assets
$163M
Total assets, Dec 31, 2024 reported
Funded
108.7%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
1 managers on Schedule C
Plan sponsor: Tidalhealth, Inc.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 2.6%
- Non-interest-bearing cash 0.0%
- Corporate debt instruments (other) 11.7%
- U.S. Government securities 16.8%
- Other investments 13.5%
- Partnership/joint venture interests 10.1%
- Registered investment companies 8.0%
- Common stock 37.1%
Consultants and advisers
5 firms
- Atalanta Sosnoff Management Investment adviser (plan)through Dec 31, 2022 Form 5500
- Morgan Stanley Smith Barney Investment adviser (plan)through Dec 31, 2022 Form 5500
- Morgan Stanley Smith Barney, LLC Custodianthrough Dec 31, 2024 Form 5500
- PNC Bank Trusteethrough Dec 31, 2022 Form 5500
- Boomershine Consulting Group L.L.C Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
12 managers on Schedule C
From Schedule C (investment management, code 28)
- Clearbridge Advisorsplan years 2024
- NEW Century Advisorsplan years 2023
- Franklin Templeton Ppg, LLCplan years 2023
- Franklin Templeton Private Port GPplan years 2022
- Wasatchplan years 2022
- Hamlin Capital Management, LLCplan years 2022
- Loomis Saylesplan years 2022
- Congress Asset Managementplan years 2022
- Winslow Capital Management, LLCplan years 2022
- Brown Advisory LLCplan years 2022
- Polen Capital Managementplan years 2022
- Harding Loevner LPplan years 2022
Commitments
No fund commitments are on the tape for this allocator. The tape holds the plans that publish their own private-markets reports; a plan that publishes one and is not here is a gap we can close.
Size and funding
32 readings
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 | 5,592 | $158M | $152M | 108.7% | $163M | $16.5M | n/a | n/a |
| 2023 to Dec 31, 2023 | 5,467 | $149M | $140M | 116.4% | $158M | $18.5M | n/a | n/a |
| 2022 to Dec 31, 2022 | 5,281 | $193M | $133M | 133.0% | $149M | $11.7M | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Morgan Stanley Smith Barney LLC codes 19 27 33 49 50 72 99 $297,975 PY2024
- Wasatch Advisors codes 28 51 52 $101,794 PY2024
- Hamlin Capital Management LLC codes 28 $58,194 PY2024
- Loomis, Sayles, & Company codes 51 $39,990 PY2024
- Winslow Capital Management codes 28 52 $28,100 PY2024
- Franklin Templeton Ppg, LLC codes 51 52 $26,796 PY2024
- Congress Asset Mgmt Co. codes 28 51 52 $20,672 PY2024
- Brown Advisory codes 28 51 52 $16,688 PY2024
- Atalanta Sosnoff Management codes 27 $15,869 PY2024
- PNC Bank codes 21 51 52 $15,077 PY2024
- NEW Century Advisors codes 51 52 $13,099 PY2024
- Harding Loevner codes 28 51 $11,343 PY2024
- Polen Capital Management codes 28 51 $6,149 PY2024
- Clearbridge Advisors codes 28 51 $5,859 PY2024
- Boomershine Consulting Group codes 11 PY2024
- Morgan Stanley Smith Barney codes 27 50 $155,180 PY2023
- Wasatch Advisors codes 28 51 $106,672 PY2023
- Harding Loevner codes 28 51 $92,249 PY2023
- Franklin Templeton Ppg, LLC codes 28 51 $67,083 PY2023
- Hamlin Capital Management LLC codes 28 $58,615 PY2023
- Congress Asset Mgmt Co. codes 28 51 52 $48,903 PY2023
- PNC Bank codes 21 51 52 $47,841 PY2023
- Loomis, Sayles, & Company codes 51 $42,924 PY2023
- Polen Capital Management codes 28 51 $40,620 PY2023
- Atalanta Sosnoff Management codes 27 $37,717 PY2023
- Winslow Capital Management codes 28 52 $37,270 PY2023
- New Century Advisors codes 51 52 $34,566 PY2023
- Brown Advisory codes 28 51 52 $15,645 PY2023
- Boomershine Consulting Group codes 11 PY2023
- Morgan Stanley Smith Barney codes 27 50 $168,833 PY2022
- Harding Loevner codes 28 51 $105,762 PY2022
- Legg Mason Private Portfolio Group codes 28 51 $99,698 PY2022
- Wasatch Advisors codes 28 51 52 $86,962 PY2022
- Hamlin Capital Management, LLC codes 28 $76,252 PY2022
- PNC Bank codes 21 51 52 $73,183 PY2022
- Loomis, Sayles & Company codes 51 $61,123 PY2022
- Congress Asset Mgmt Co. codes 28 51 52 $53,926 PY2022
- Polen Capital Management codes 28 51 $46,343 PY2022
- Atalanta Sosnoff Management, LLC codes 27 $42,307 PY2022
- Winslow Capital Management codes 28 52 $36,019 PY2022
- Brown Advisory codes 28 51 52 $18,448 PY2022
- Boomershine Consulting Group codes 11 PY2022
What changed
7 events
- Dec 31, 2024Manager relationship startedClearbridge Advisors appears on Tidalhealth Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Clearbridge Advisorsaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceFranklin Templeton Ppg, LLC no longer appears on Tidalhealth Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Franklin Templeton Ppg, LLCaskebsa.dol.gov
- Jan 1, 2024Funded status changedTidalhealth Pension Plan funded ratio 116.4% -> 108.7% (2023-01-01 to 2024-01-01)
- Dec 31, 2023Manager relationship endedinferenceLegg Mason Private Portfolio Group no longer appears on Tidalhealth Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Franklin Templeton Private Port GPaskebsa.dol.gov
- Dec 31, 2023Manager relationship startedFranklin Templeton Ppg, LLC appears on Tidalhealth Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Franklin Templeton Ppg, LLCaskebsa.dol.gov
- Jan 1, 2023Funded status changedTidalhealth Pension Plan funded ratio 133.0% -> 116.4% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedTidalhealth Pension Plan plan assets $193M -> $149M (-22.9%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 522132761-001
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.