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
Bethesda Retirement Plan
Corporate pensionBoynton Beach, FL
Assets
$167M
Total assets, Sep 30, 2025 reported
Funded
91.1%
Oct 1, 2024
Private markets target
n/a
policy Sep 30, 2025
Commitments
0
1 managers on Schedule C
Plan sponsor: Bethesda Hospital, Inc.
Allocation policy
Form 5500, as of Sep 30, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 2.0%
- Corporate debt instruments (other) 22.3%
- Corporate debt instruments (preferred) 22.6%
- U.S. Government securities 28.0%
- Other investments 12.7%
- Registered investment companies 1.1%
- Common stock 10.6%
Consultants and advisers
4 firms
- AON Investments USA Inc General consultantthrough Sep 30, 2023 Form 5500
- Aon Actuarythrough Sep 30, 2024 Form 5500
- Bank of America Trusteethrough Sep 30, 2023 Form 5500
- AON Consulting, Inc. Actuarythrough Sep 30, 2023 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)
- MFS Large Cap Valueplan years 2025
- Martin Currie Globalplan years 2023
- MFS Research Internationalplan years 2023
- Earnest Partnersplan years 2023
- MFS Lcvplan years 2023
- Allspringplan years 2023
- Loomis Saylesplan years 2023
- Peregrine Scgplan years 2023
- Aristotleplan years 2023
- Blackrockplan years 2023
- TCW Lcgplan years 2023
- Columbia Managementplan years 2023
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
33 readings
Investment management fees
$244,077 (2024-09) · $247,572 (2023-09)
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 Sep 30, 2025 | 1,376 | $172M | $171M | 91.1% | $167M | n/a | n/a | n/a |
| 2023 to Sep 30, 2024 | 1,405 | $156M | $178M | 93.9% | $172M | n/a | n/a | n/a |
| 2022 to Sep 30, 2023 | 1,434 | $153M | $177M | 95.2% | $156M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- AON Consulting Inc. codes 11 50 $378,040 PY2024
- Columbia Management codes 28 50 51 $179,827 PY2024
- Bank of America codes 21 50 $153,485 PY2024
- MFS Research International codes 28 50 51 $13,453 PY2024
- Earnest Partners codes 28 50 51 $6,399 PY2024
- MFS Large Cap Value codes 28 50 51 $6,318 PY2024
- Aristotle codes 28 50 51 $6,092 PY2024
- AON Consulting, Inc. codes 11 PY2024
- AON Consulting Inc. codes 11 50 $353,036 PY2023
- Columbia Management codes 28 50 51 $153,090 PY2023
- Bank of America codes 21 50 $149,024 PY2023
- MFS Research International codes 28 50 51 $13,628 PY2023
- Martin Currie Global codes 28 50 51 $13,506 PY2023
- Earnest Partners codes 28 50 51 $8,429 PY2023
- Loomis Sayles codes 28 50 51 $8,157 PY2023
- MFS Lcv codes 28 50 51 $7,984 PY2023
- Blackrock codes 28 50 51 $7,581 PY2023
- Aristotle codes 28 50 51 $7,578 PY2023
- TCW Lcg codes 28 50 51 $7,158 PY2023
- Allspring codes 28 50 51 $6,555 PY2023
- Peregrine Scg codes 28 50 51 $6,272 PY2023
- AON Consulting, Inc. codes 11 PY2023
- AON Hewitt Investment Consulting codes 16 50 $617,435 PY2022
- Columbia Management codes 28 50 51 $167,365 PY2022
- Bank of America codes 21 50 $151,947 PY2022
- Martin Currie Global codes 28 50 51 $13,179 PY2022
- MFS Research International codes 28 50 51 $10,173 PY2022
- Earnest Partners codes 28 50 51 $7,568 PY2022
- MFS Lcv codes 28 50 51 $7,043 PY2022
- Blackrock codes 28 50 51 $6,512 PY2022
- Aristotle codes 28 50 51 $6,461 PY2022
- Loomis Sayles codes 28 50 51 $6,065 PY2022
- Allspring codes 28 50 51 $5,746 PY2022
- Peregrine Scg codes 28 50 51 $5,610 PY2022
- TCW Lcg codes 28 50 51 $5,297 PY2022
- AON Consulting, Inc. codes 11 PY2022
What changed
12 events
- Dec 31, 2024Manager relationship endedinferenceTCW Lcg no longer appears on Bethesda Retirement Plan's Schedule C as investment manager (plan year 2024 vs 2023)with TCW Lcgaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceMFS Lcv no longer appears on Bethesda Retirement Plan's Schedule C as investment manager (plan year 2024 vs 2023)with MFS Lcvaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedMFS Large Cap Value appears on Bethesda Retirement Plan's Schedule C as investment manager (plan year 2024 vs 2023)with MFS Large Cap Valueaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceMartin Currie Global no longer appears on Bethesda Retirement Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Martin Currie Globalaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceAllspring no longer appears on Bethesda Retirement Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Allspringaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceBlackrock no longer appears on Bethesda Retirement Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Blackrockaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceLoomis Sayles no longer appears on Bethesda Retirement Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Loomis Saylesaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferencePeregrine Scg no longer appears on Bethesda Retirement Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Peregrine Scgaskebsa.dol.gov
- Oct 1, 2024Funded status changedBethesda Retirement Plan funded ratio 93.9% -> 91.1% (2023-10-01 to 2024-10-01)
- Oct 1, 2024Assets changedBethesda Retirement Plan plan assets $156M -> $172M (+10.2%, 2023-10-01 to 2024-10-01)
- Sep 30, 2024Assets changedBethesda Retirement Plan total assets $156M -> $172M (+10.0%, 2023-09-30 to 2024-09-30)
- Dec 31, 2023Consultant changedinferenceAON Hewitt Investment Consulting no longer appears on Bethesda Retirement Plan's Schedule C as general consultant (plan year 2023 vs 2022)with AON Investments USA Incaskebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 592447554-001
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.