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
URS Federal Services, Inc. Employees Retirement Plan
Corporate pensionChantilly, VA
Assets
$244M
Total assets, Dec 31, 2024 reported
Funded
101.8%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
4
none on the tape
Plan sponsor: Amentum Nuclear & Environment Holdings, Inc
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 3.7%
- Corporate debt instruments (other) 50.5%
- U.S. Government securities 13.3%
- Common/collective trusts 31.0%
- Registered investment companies 0.9%
Consultants and advisers
5 firms
- Capital Group Investment adviser (plan)through Dec 31, 2024 Form 5500
- Capfinancial Partners, LLC Investment adviser (plan)through Dec 31, 2022 Form 5500
- Angeles Investment Advisors, LLC Investment adviser (plan)through Dec 31, 2022 Form 5500
- Mercer Actuarythrough Dec 31, 2022 Form 5500
- U.S. Bank, N.A. Trusteethrough 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
- Capital Guardian Trust Company3 rows, latest Dec 31, 2024
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, 2024 | CG Long Duration Credit Trust UScollective trust | Capital Guardian Trust Company | Private credit | $725,441 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | DB Growth Portfoliocollective trust | Great Gray Collective Inv Trust | Pooled vehicles | $74.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | CG Long Duration Credit Trust UScollective trust | Capital Guardian Trust Company | Private credit | $59.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | CG Long Duration Credit Trust UScollective trust | Capital Guardian Trust Company | Private credit | $54.2M held | Disclosed holding | askebsa.dol.gov |
Size and funding
33 readings
Investment management fees
$400,854 (2023-12) · $112,733 (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 | 3,478 | $245M | $242M | 101.8% | $244M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 3,552 | $224M | $248M | 96.6% | $250M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 3,632 | $298M | $247M | 111.5% | $228M | $0 | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Telus codes 13 50 $309,898 PY2024
- Mercer codes 11 50 $222,129 PY2024
- Capfinancial codes 27 50 $158,302 PY2024
- Capital Group codes 27 50 $59,735 PY2024
- Winston & Strawn, LLP codes 29 50 $41,790 PY2024
- US Bank codes 21 50 $41,379 PY2024
- Eide Bailly LLP codes 10 50 $36,068 PY2024
- Capital Grp Long Duration Credit Tr Sched. D C $725,441 PY2024
- Great Gray Trust Company Sched. D C $74.9M PY2024
- Mercer codes 11 PY2024
- Telus codes 13 50 $216,685 PY2023
- Mercer codes 11 50 $98,767 PY2023
- Capfinancial codes 27 50 $76,800 PY2023
- US Bank codes 21 50 $41,181 PY2023
- Winston & Strawn, LLP codes 29 50 $18,406 PY2023
- Capital Grp Long Duration Credit Tr Sched. D C $59.7M PY2023
- Mercer codes 11 PY2023
- Lifeworks codes 13 50 $338,419 PY2022
- Mercer codes 11 50 $192,319 PY2022
- Capfinancial codes 27 50 $102,487 PY2022
- US Bank codes 21 50 $65,282 PY2022
- Angeles Investment Advisors codes 27 50 $57,692 PY2022
- Winston & Strawn, LLP codes 29 50 $45,422 PY2022
- Eide Bailly LLP codes 10 50 $15,882 PY2022
- Capital Grp Long Duration Credit Tr Sched. D C $54.2M PY2022
- Mercer codes 11 PY2022
What changed
6 events
- Dec 31, 2024Holding startedURS Federal Services, Inc. Employees Retirement Plan first reports an interest in DB Growth Portfolio: $75M at 2024-12-31with DB Growth Portfolioaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceCapital Group appears on URS Federal Services, Inc. Employees Retirement Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with Capital Groupaskebsa.dol.gov
- Jan 1, 2024Funded status changedURS Federal Services, Inc. Employees Retirement Plan funded ratio 96.6% -> 101.8% (2023-01-01 to 2024-01-01)
- Dec 31, 2023Consultant changedinferenceAngeles Investment Advisors no longer appears on URS Federal Services, Inc. Employees Retirement Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with Angeles Investment Advisors, LLCaskebsa.dol.gov
- Jan 1, 2023Funded status changedURS Federal Services, Inc. Employees Retirement Plan funded ratio 111.5% -> 96.6% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedURS Federal Services, Inc. Employees Retirement Plan plan assets $298M -> $224M (-25.1%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 261320627-003
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.