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

Johns Hopkins Health System Corporation Retirement Plan

Corporate pensionBaltimore, MD
Assets
$2.3B
Total assets, Jun 30, 2025 reported
Funded
101.8%
Jul 1, 2024
Private markets target
n/a
policy Jun 30, 2025
Commitments
0
1 managers on Schedule C
Plan sponsor: Johns Hopkins Health System Corporation
Allocation policy
Form 5500, as of Jun 30, 2025
Actual allocation lines without a target (as filed)
  • Master trust investment accounts 100.0%
Consultants and advisers
4 firms
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)
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
Total assets
$2.3B Jun 30, 2025 reported Form 5500
$2.2B (2024-06) · $2.2B (2023-06)
Plan assets
$2.2B Jul 1, 2024 reported Form 5500
$2.2B (2023-07) · $2.1B (2022-07)
Net assets
$2.3B Jun 30, 2025 reported Form 5500
$2.2B (2024-06) · $2.2B (2023-06)
Funded ratio
101.8% Jul 1, 2024 reported Form 5500
109.7% (2023-07) · 115.4% (2022-07)
Funding target
$2.1B Jul 1, 2024 reported Form 5500
$2.2B (2023-07) · $2.0B (2022-07)
Discount rate
5.34% Jul 1, 2024 reported Form 5500
5.35% (2023-07) · 5.52% (2022-07)
Participants
17,410 Jul 1, 2024 reported Form 5500
20,352 (2023-07) · 20,861 (2022-07)
Contributions
$12.8M Jun 30, 2025 reported Form 5500
$38.4M (2024-06) · $88.2M (2023-06)
Benefits paid
$127M Jun 30, 2025 reported Form 5500
$211M (2024-06) · $78.8M (2023-06)
Net investment income
$81.7M Jun 30, 2025 reported Form 5500
$-35.6M (2024-06) · $112M (2023-06)
Investment management fees
$3.8M Jun 30, 2025 reported Form 5500
$4.1M (2024-06) · $5.5M (2023-06)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Jun 30, 202517,410$2.2B$2.1B101.8%$2.3Bn/a$2.3Bn/a
2023 to Jun 30, 202420,352$2.2B$2.2B109.7%$2.2Bn/a$2.1Bn/a
2022 to Jun 30, 202320,861$2.1B$2.0B115.4%$2.2Bn/a$2.1Bn/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
4 events
  • Dec 31, 2024Manager relationship started
    USI Consulting Group appears on Johns Hopkins Health System Corporation Retirement Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with USI Consulting Groupaskebsa.dol.gov
  • Jul 1, 2024Funded status changed
    Johns Hopkins Health System Corporation Retirement Plan funded ratio 109.7% -> 101.8% (2023-07-01 to 2024-07-01)
    askebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    Humanin no longer appears on Johns Hopkins Health System Corporation Retirement Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with Humaninaskebsa.dol.gov
  • Jul 1, 2023Funded status changed
    Johns Hopkins Health System Corporation Retirement Plan funded ratio 115.4% -> 109.7% (2022-07-01 to 2023-07-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 521465301-333
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.