General Dynamics Retirement Plan (commercial)
Corporate pension, based in Reston, Virginia, reporting $1.8B in assets, for 10,683 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Pacific Investment Mgmt Co Ll appears on General Dynamics Retirement Plan (commercial)'s Schedule C as investment manager (plan year 2024 vs 2023).
2 more advisers, 4 more managers, 14 more commitments and 3 more dated events
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
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Capital path
who backs this record, through what, into what; each name opens its own path- US Long Credit Bond Fund1 commitment
- Treasury U.S. 5 Year Key Rate Durat1 commitment
- High Yield Bond Fund1 commitment
- Blackrock Institutional Trust Company, N.A.6 commitments
- Northern Trust Investments, Inc.4 commitments
- Blackrock Institutional Trust2 commitments
Relationship network
61 connected entities17 observed commitments4 repeat counterparties12 dated commitments shown here, 2024
From board minutes, annual reports, Form 5500 filings and public records of commitments, consultants and staff in the allocator graph. Commitment amounts are those the allocator disclosed; many are not printed, and none is estimated.
Some relationships on this record are counted rather than named here. They open with the full profile.
Click any name or line for the commitments and sources behind it. Line weight is commitments together; dashed lines are inferred.
- Sponsor
- Fund or vehicle
- Service provider
- Organization
›How strength and recency are read
Managers, funds and consultants are read from the commitments: three or more is a strong observed relationship, two a repeat counterparty. No consultant link is marked current on the source, so none is labelled current or former here. Related plans, people and plan service providers are ordered by what the filing shows.
Darker lines were active in the last 24 months or are current; lighter lines are older or undated.
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
Allocation policy
- Non-interest-bearing cash 0.0%
- Common/collective trusts 96.5%
- Master trust investment accounts 3.2%
- Registered investment companies 0.1%
Consultants and advisers
- Nomura Corporate Research and Asset Investment adviser (plan)through Dec 31, 2022 Form 5500
- Crowe LLP General consultantthrough Dec 31, 2022 Form 5500
- AON Consulting, Inc. Actuarythrough Dec 31, 2022 Form 5500
+2 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
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People
Manager roster
- Blackrock Institutional Trust Company, N.A.6 rows, latest Dec 31, 2024
- Northern Trust Investments, Inc.4 rows, latest Dec 31, 2024
- Blackrock Institutional Trust2 rows, latest Dec 31, 2024
+4 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- Pimcoplan years
- Blackrock Insti. Trust Company, N.Aplan years
- American Centuryplan years
+5 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
What changed
- Dec 31, 2024Manager relationship startedPacific Investment Mgmt Co Ll appears on General Dynamics Retirement Plan (commercial)'s Schedule C as investment manager (plan year 2024 vs 2023)with Pacific Investmt Management Co LLCaskebsa.dol.gov
- Jan 1, 2024Funded status changedGeneral Dynamics Retirement Plan (commercial) funded ratio 91.9% -> 95.0% (2023-01-01 to 2024-01-01)
- Dec 31, 2023Manager relationship endedinferenceNomura Corp Rsrch and Asset Mgmt in no longer appears on General Dynamics Retirement Plan (commercial)'s Schedule C as investment manager (plan year 2023 vs 2022)with Nomura Corporate Research and Assetaskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceDodge & Cox no longer appears on General Dynamics Retirement Plan (commercial)'s Schedule C as investment manager (plan year 2023 vs 2022)with Dodge & Coxaskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceDimensional Fund Advisors LP no longer appears on General Dynamics Retirement Plan (commercial)'s Schedule C as investment manager (plan year 2023 vs 2022)with Dimensional Fund Advisors, LPaskebsa.dol.gov
+3 more dated events
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | US Long Credit Bond Fundcollective trust | Blackrock Institutional Trust Company, N.A. | Private credit | $282M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Treasury U.S. 5 Year Key Rate Duratcollective trust | Blackrock Institutional Trust Company, N.A. | Fixed income | $13.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | High Yield Bond Fundcollective trust | Blackrock Institutional Trust Company, N.A. | Fixed income | $588,494 held | Disclosed holding | askebsa.dol.gov |
+14 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
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Size and funding
Form 5500 filings
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 10,683 | $1.9B | $1.9B | 95.0% | $1.8B | Not disclosed | $58.2M | Not disclosed |
| 2023 to Dec 31, 2023 | 11,620 | $1.9B | $2.0B | 91.9% | $1.9B | Not disclosed | $1.9B | Not disclosed |
| 2022 to Dec 31, 2022 | 11,741 | $2.4B | $1.9B | 104.5% | $1.9B | Not disclosed | $1.8B | Not disclosed |
- AON Consulting, Inc. codes 11 16 50 $2.6M PY2024
- Pacific Investment Mgmt Co Ll codes 28 50 51 $1.1M PY2024
- Blackrock Financial Management, Inc codes 28 50 51 $1.1M PY2024
+57 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
General Dynamics Retirement Plan (commercial) sits on 5 traced paths of capital across the graphs.
DFX traced 5 paths of capital through this record
Every record on each path, what it committed or lent, and as of when.
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Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
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Record history
- Manager relationship started2024-12-31source on record
- Funded status changed2024-01-01source on record
- Manager relationship ended2023-12-31source on record
+5 more changes on this record's ledger
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The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.
›Connections
every published relationship on the graph
+14 connections on the graph
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