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

MGM Retirement Plan

Corporate pensionBeverly Hills, CA
Assets
n/a
Total assets, Dec 31, 2023 reported
Funded
51.3%
Jan 1, 2022
Private markets target
n/a
policy Dec 31, 2022
Commitments
5
none on the tape
Plan sponsor: Metro-Goldwyn-Mayer Inc.
Allocation policy
Form 5500, as of Dec 31, 2022
Actual allocation lines without a target (as filed)
  • Pooled separate accounts 100.0%
Consultants and advisers
1 firms
  • Empower 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
From Schedule C (investment management, code 28)
Commitments
5 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2022Long Duration Bond/ir&m Fundseparate accountPrudential Retirement & Annuity InsFixed income$1.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022PRU Long Corporate Bondseparate accountPrudential Retirement & Annuity InsFixed income$1.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prudential Short-Termseparate accountPrudential Retirement & Annuity InsCash$2.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Core Bond Enhanced Index/pgimseparate accountPrudential Retirement & Annuity InsFixed income$1.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022High Grade Bond / Gsam Fundseparate accountPrudential Retirement & Annuity InsFixed income$1.8M heldDisclosed holdingaskebsa.dol.gov
Size and funding
16 readings
Total assets
$0 Dec 31, 2023 reported Form 5500
$8.5M (2022-12)
Plan assets
$12.5M Jan 1, 2022 reported Form 5500
Net assets
$0 Dec 31, 2023 reported Form 5500
$8.5M (2022-12)
Funded ratio
51.3% Jan 1, 2022 reported Form 5500
Funding target
$13.4M Jan 1, 2022 reported Form 5500
Discount rate
5.40% Jan 1, 2022 reported Form 5500
Participants
261 Jan 1, 2023 reported Form 5500
264 (2022-01)
Contributions
$6.2M Dec 31, 2023 reported Form 5500
$0 (2022-12)
Benefits paid
$14.3M Dec 31, 2023 reported Form 5500
$726,156 (2022-12)
Net investment income
$-8.5M Dec 31, 2023 reported Form 5500
$-4.1M (2022-12)
Form 5500 filings
2 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2023 to Dec 31, 2023261n/an/an/a$0n/an/an/a
2022 to Dec 31, 2022264$12.5M$13.4M51.3%$8.5Mn/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Prudential Retirement Ins & Annuity codes 13 $273,966 PY2023
  • Empower Capital Management, LLC codes 13 $22,978 PY2023
  • Long Duration Bond/ir&m Fund Sched. D P PY2023
  • PRU Long Corporate Bond Sched. D P PY2023
  • Prudential Short-Term Sched. D P PY2023
  • Core Bond Enhanced Index/pgim Sched. D P PY2023
  • High Grade Bond / Gsam Fund Sched. D P PY2023
  • Prudential Retirement Ins & Annuity codes 13 $26,778 PY2022
  • Global Portfolio Strategies, Inc. codes 28 $24,508 PY2022
  • Long Duration Bond/ir&m Fund Sched. D P $1.3M PY2022
  • PRU Long Corporate Bond Sched. D P $1.3M PY2022
  • High Grade Bond / Gsam Fund Sched. D P $1.8M PY2022
  • Prudential Short-Term Sched. D P $2.2M PY2022
  • Core Bond Enhanced Index/pgim Sched. D P $1.8M PY2022
  • Empower codes 11 PY2022
What changed
2 events
  • Dec 31, 2023Manager relationship endedinference
    Global Portfolio Strategies, Inc. no longer appears on MGM Retirement Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with Global Portfolio Strategies, Inc.askebsa.dol.gov
  • Dec 31, 2023Assets changed
    MGM Retirement Plan total assets $8M -> $0 (-100.0%, 2022-12-31 to 2023-12-31)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 954605850-002
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.