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
Leidos Biomedical Research, Inc. Retirement Plan
Corporate pensionFrederick, MD
Assets
$235M
Total assets, Dec 31, 2024 reported
Funded
107.7%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
3
none on the tape
Plan sponsor: Leidos Biomedical Research, Inc.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 0.8%
- Common/collective trusts 26.9%
- Registered investment companies 72.0%
Consultants and advisers
2 firms
- Mercer ActuaryInvestment adviser (plan)through Dec 31, 2022 Form 5500
- State Street Bank & Trust Company Directed trusteethrough 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
- Prudential Trust Co.3 rows, latest Dec 31, 2024
From Schedule C (investment management, code 28)
- The Vanguard Groupplan years 2023
- Prudential Trust Co.plan years 2022
Commitments
3 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | PRU U.S. Long Duration Corp Bdcollective trust | Prudential Trust Co. | Fixed income | $63.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | PRU U.S. Long Duration Corp Bdcollective trust | Prudential Trust Co. | Fixed income | $64.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | PRU U.S. Long Duration Corp Bdcollective trust | Prudential Trust Co. | Fixed income | $60.0M held | Disclosed holding | askebsa.dol.gov |
Size and funding
33 readings
Investment management fees
$269,932 (2023-12) · $162,601 (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 | 1,690 | $238M | $237M | 107.7% | $235M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 1,704 | $219M | $235M | 102.5% | $238M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 1,714 | $301M | $225M | 128.0% | $219M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Mercer codes 11 50 $251,345 PY2024
- Prudential Trust Co. codes 28 50 $93,200 PY2024
- Mercer Investment Consulting, Inc. codes 27 51 $38,245 PY2024
- State Street Bank & Trust Company codes 25 28 50 52 62 99 $35,880 PY2024
- Aprio LLP codes 10 $26,775 PY2024
- Baldwin Law Group codes 29 50 $6,788 PY2024
- PRU U.S. Long Duration Corp Bd Sched. D C $63.3M PY2024
- Mercer codes 11 PY2024
- Mercer codes 11 50 $251,747 PY2023
- Mercer Investment Consulting, Inc. codes 27 51 $143,245 PY2023
- Prudential Trust Co. codes 28 50 $91,687 PY2023
- State Street Bank & Trust Company codes 25 28 50 52 62 99 $58,281 PY2023
- Vanguard codes 28 50 $35,000 PY2023
- PRU U.S. Long Duration Corp Bd Sched. D C $64.2M PY2023
- Mercer codes 11 PY2023
- Mercer codes 11 50 $196,749 PY2022
- Prudential Trust Co. codes 28 50 $124,356 PY2022
- State Street Bank & Trust Company codes 25 28 50 52 62 99 $62,894 PY2022
- Mercer Investment Consulting, Inc. codes 27 51 $38,245 PY2022
- Baldwin Law Group codes 29 50 $10,950 PY2022
- PRU U.S. Long Duration Corp Bd Sched. D C $60.0M PY2022
- Mercer codes 11 PY2022
What changed
5 events
- Dec 31, 2024Manager relationship endedinferenceVanguard no longer appears on Leidos Biomedical Research, Inc. Retirement Plan's Schedule C as investment manager (plan year 2024 vs 2023)with The Vanguard Groupaskebsa.dol.gov
- Jan 1, 2024Funded status changedLeidos Biomedical Research, Inc. Retirement Plan funded ratio 102.5% -> 107.7% (2023-01-01 to 2024-01-01)
- Dec 31, 2023Manager relationship startedVanguard appears on Leidos Biomedical Research, Inc. Retirement Plan's Schedule C as investment manager (plan year 2023 vs 2022)with The Vanguard Groupaskebsa.dol.gov
- Jan 1, 2023Funded status changedLeidos Biomedical Research, Inc. Retirement Plan funded ratio 128.0% -> 102.5% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedLeidos Biomedical Research, Inc. Retirement Plan plan assets $301M -> $219M (-27.1%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 330653185-001
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.