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
Sheppard Pratt Health System Pension Plan
Corporate pensionTowson, MD
Assets
$638,212
Total assets, Jun 30, 2023 reported
Funded
n/a
not filed
Private markets target
n/a
policy Jun 30, 2023
Commitments
0
none on the tape
Plan sponsor: Sheppard Pratt Health System Inc
Allocation policy
Form 5500, as of Jun 30, 2023
Actual allocation lines without a target (as filed)
- Common/collective trusts 49.1%
Consultants and advisers
2 firms
- State Street Custodianthrough Jun 30, 2023 Form 5500
- Aon Actuarythrough Jun 30, 2023 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on Schedule C
From Schedule C (investment management, code 28)
- Mercer Investments LLCplan 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
6 readings
Total assets
Net assets
Participants
Contributions
Benefits paid
Net investment income
Form 5500 filings
1 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2022 to Jun 30, 2023 | 1,396 | n/a | n/a | n/a | $638,212 | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Mercer Global Investments codes 51 52 $312,729 PY2022
- State Street codes 18 $94,223 PY2022
- AON Consulting codes 11 $68,420 PY2022
- Ultra Long Duration Portfolio Fund Sched. D C PY2022
- Long Corp Investment Portfolio Fund Sched. D C PY2022
- Active Intermediate Credit Fix Inco Sched. D C PY2022
- U.S. Large Cap Core Passive Equity Sched. D C PY2022
What changed
No dated events yet.
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 520591684-001
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.