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.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
Corporate pension
S••••••• H•••••••• I••• R••••••••• I••••• P•••
Corporate pensionBaltimore, MD
Assets
$65.2M
Total assets, Dec 31, 2024 reported
Funded
106.4%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: S••••••• H••••••• I•••••••••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Master trust investment accounts 97.7%
Consultants and advisers
3 firms
- S•••••••• I••••••••• M••••••••• L•• Investment adviser (plan)through Dec 31, 2022 Form 5500
- M••••• Actuarythrough Dec 31, 2022 Form 5500
- N••••••• T•••• C•• Trusteethrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
No manager relationship is on the tape for this allocator.
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
$158,534 (2023-12) · $36,770 (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 | 2,650 | $64.2M | $63.7M | 106.4% | $65.2M | n/a | $63.7M | n/a |
| 2023 to Dec 31, 2023 | 2,534 | $59.3M | $58.2M | 111.7% | $64.2M | n/a | $61.8M | n/a |
| 2022 to Dec 31, 2022 | 2,493 | $74.6M | $53.9M | 129.8% | $59.4M | n/a | $56.7M | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- M••••• Human Resources Consultant codes 11 $274,225 PY2024
- S•••••••• Investment Group codes 27 28 $119,408 PY2024
- SB & Company, LLC codes 10 50 $16,320 PY2024
- N••••••• Trust codes 21 $16,089 PY2024
- Johns Hopkins Health System Mt Sched. D M $63.7M PY2024
- M••••• codes 11 PY2024
- M••••• Human Resources Consultant codes 11 $259,731 PY2023
- S•••••••• Investment Group codes 27 28 $149,277 PY2023
- SB & Company, LLC codes 10 50 $16,000 PY2023
- N••••••• Trust codes 21 $11,355 PY2023
- Ballard Sparh codes 29 $7,688 PY2023
- Johns Hopkins Health System Mt Sched. D M $61.8M PY2023
- M••••• codes 11 PY2023
- M••••• Human Resources Consultant codes 11 $351,971 PY2022
- S•••••••• Investment Group codes 27 28 $36,670 PY2022
- SB & Company, LLC codes 10 $19,675 PY2022
- N••••••• Trust codes 21 $12,569 PY2022
- Johns Hopkins Health System Mt Sched. D M $56.7M PY2022
- M••••• codes 11 PY2022
What changed
3 events
- Jan 1, 2024Funded status changedS••••••• H•••••••• I••• R••••••••• I••••• P••• funded ratio 111.7% -> 106.4% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedS••••••• H•••••••• I••• R••••••••• I••••• P••• funded ratio 129.8% -> 111.7% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedS••••••• H•••••••• I••• R••••••••• I••••• P••• plan assets $75M -> $59M (-20.6%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 520610545-001
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.