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

BAE Systems Land & Armaments Employees Pension Plan

Corporate pensionFalls Church, VA
Assets
n/a
Total assets, Dec 31, 2023 reported
Funded
97.8%
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
People
No investment staff or executives have been read for this allocator yet.
Manager roster
4 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
22 readings
Total assets
$0 Dec 31, 2023 reported Form 5500
$173M (2022-12)
Plan assets
$173M Jan 1, 2023 reported Form 5500
$241M (2022-01)
Net assets
$0 Dec 31, 2023 reported Form 5500
$173M (2022-12)
Funded ratio
97.8% Jan 1, 2023 reported Form 5500
119.2% (2022-01)
Funding target
$173M Jan 1, 2023 reported Form 5500
$174M (2022-01)
Discount rate
5.07% Jan 1, 2023 reported Form 5500
5.31% (2022-01)
Participants
3,412 Jan 1, 2023 reported Form 5500
3,501 (2022-01)
Contributions
$0 Dec 31, 2023 reported Form 5500
$0 (2022-12)
Benefits paid
$124M Dec 31, 2023 reported Form 5500
$14.1M (2022-12)
Net investment income
$-115M Dec 31, 2023 reported Form 5500
$-67.8M (2022-12)
Investment management fees
$93,258 Dec 31, 2023 reported Form 5500
$252,392 (2022-12)
Form 5500 filings
2 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2023 to Dec 31, 20233,412$173M$173M97.8%$0n/a$0n/a
2022 to Dec 31, 20223,501$241M$174M119.2%$173Mn/a$173Mn/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
5 events
  • Dec 31, 2023Manager relationship endedinference
    Usb no longer appears on BAE Systems Land & Armaments Employees Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with Ubsaskebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    Lgim America no longer appears on BAE Systems Land & Armaments Employees Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with Lgim America Inc.askebsa.dol.gov
  • Dec 31, 2023Assets changed
    BAE Systems Land & Armaments Employees Pension Plan total assets $173M -> $0 (-100.0%, 2022-12-31 to 2023-12-31)
    askebsa.dol.gov
  • Jan 1, 2023Funded status changed
    BAE Systems Land & Armaments Employees Pension Plan funded ratio 119.2% -> 97.8% (2022-01-01 to 2023-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    BAE Systems Land & Armaments Employees Pension Plan plan assets $241M -> $173M (-28.1%, 2022-01-01 to 2023-01-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 541693796-114
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.