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
Pension Agreement Between U.D.L.P. Ground Systems Division- York and United Steel Workers of America Local Union No. 7687
Corporate pensionFalls Church, VA
Assets
n/a
Total assets, Dec 31, 2023 reported
Funded
86.2%
Jan 1, 2023
Private markets target
n/a
policy Dec 31, 2022
Commitments
0
none on the tape
Plan sponsor: BAE Systems Land & Armaments L.P.
Allocation policy
Form 5500, as of Dec 31, 2022
Actual allocation lines without a target (as filed)
- Master trust investment accounts 100.0%
Consultants and advisers
6 firms
- AON Investments USA Inc Investment adviser (plan)through Dec 31, 2023 Form 5500
- Ubs Investment adviser (plan)through Dec 31, 2022 Form 5500
- Nisa Investment Advisors, LLC Investment adviser (plan)through Dec 31, 2022 Form 5500
- Aon Investment adviser (plan)through Dec 31, 2022 Form 5500
- Northern Trust Co. Custodianthrough Dec 31, 2022 Form 5500
- AON Consulting, Inc. Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
3 managers on Schedule C
From Schedule C (investment management, code 28)
- TCW Asset Management Co LLCplan years 2022
- Pacific Investmt Management Co LLCplan years 2022
- Franklin Templetonplan years 2022
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
22 readings
Form 5500 filings
2 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2023 to Dec 31, 2023 | 1,968 | $107M | $122M | 86.2% | $0 | n/a | $0 | n/a |
| 2022 to Dec 31, 2022 | 1,911 | $149M | $118M | 110.0% | $107M | n/a | $107M | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Willis Towers Watson codes 12 13 15 29 38 $160,256 PY2023
- Deloitte codes 10 $53,748 PY2023
- AON Consulting Inc. codes 13 $25,861 PY2023
- Metropolitan West Asset Management codes 28 51 $15,033 PY2023
- Groom Law Group codes 29 $13,528 PY2023
- AON Investents USA Inc. codes 27 28 $12,345 PY2023
- Nisa Investment Advisors codes 27 $11,660 PY2023
- Pimco codes 28 51 $10,839 PY2023
- The Northern Trust Company codes 10 19 21 25 62 99 $9,689 PY2023
- Franklin Templeton codes 28 $5,035 PY2023
- BAE Master Pension Investment Trust Sched. D M PY2023
- AON Consulting, Inc. codes 11 PY2023
- Willis Towers Watson codes 12 13 15 29 38 $152,317 PY2022
- Deloitte codes 10 $55,485 PY2022
- AON Consulting Inc. codes 27 28 $45,528 PY2022
- Metropolitan West Asset Management codes 28 51 $38,613 PY2022
- Pimco codes 28 51 $34,960 PY2022
- Nisa Investment Advisors codes 27 $28,466 PY2022
- The Northern Trust Company codes 10 19 21 25 62 99 $22,541 PY2022
- Groom Law Group codes 29 $20,287 PY2022
- Franklin Templeton codes 28 $12,612 PY2022
- Usb codes 27 28 $7,485 PY2022
- BAE Master Pension Investment Trust Sched. D M $107M PY2022
- AON Consulting, Inc. codes 11 PY2022
What changed
6 events
- Dec 31, 2023Manager relationship startedAON Investents USA Inc. appears on Pension Agreement Between U.D.L.P. Ground Systems Division- York and United Steel Workers of America Local Union No. 7687's Schedule C as investment manager (plan year 2023 vs 2022)with AON Investments USA Incaskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceUsb no longer appears on Pension Agreement Between U.D.L.P. Ground Systems Division- York and United Steel Workers of America Local Union No. 7687's Schedule C as investment manager (plan year 2023 vs 2022)with Ubsaskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceAON Consulting Inc. no longer appears on Pension Agreement Between U.D.L.P. Ground Systems Division- York and United Steel Workers of America Local Union No. 7687's Schedule C as investment manager (plan year 2023 vs 2022)with Aonaskebsa.dol.gov
- Dec 31, 2023Assets changedPension Agreement Between U.D.L.P. Ground Systems Division- York and United Steel Workers of America Local Union No. 7687 total assets $107M -> $0 (-100.0%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedPension Agreement Between U.D.L.P. Ground Systems Division- York and United Steel Workers of America Local Union No. 7687 funded ratio 110.0% -> 86.2% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedPension Agreement Between U.D.L.P. Ground Systems Division- York and United Steel Workers of America Local Union No. 7687 plan assets $149M -> $107M (-27.8%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 541693796-102
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.