Major League Baseball Players Pension Plan
Taft-Hartley plan, based in Sparks, Maryland, reporting $4.8B in assets, for 9,866 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Mar 2025, Major League Baseball Players Pension Plan no longer reports NCS Group Trust - Global Fund (Walter Scott Ncs) (last held $229M at 2024-03-31; absent from the 2025-03-31 filing).
3 more advisers, 6 more managers, 29 more commitments and 2 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- Blackrock Msci US Min Volatility3 commitments
- Commingled Pension Tf US Smartindex3 commitments
- CF Wa Opportunistic US High Yield3 commitments
- State Street Global Advisors Trust Company9 commitments
- Blackrock Institutional Trust Company, N.A.3 commitments
- JP Morgan Chase3 commitments
Relationship network
60 connected entities32 observed commitments20 repeat counterparties21 dated commitments shown here, 2023 to 2025
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 basesTaft-Hartley planShowHide
Allocation policy
- Interest-bearing cash 4.4%
- Corporate debt instruments (other) 3.7%
- Corporate debt instruments (preferred) 1.0%
- U.S. Government securities 4.7%
- Other investments 0.1%
- Other loans 1.7%
- Partnership/joint venture interests 25.0%
- 103-12 investment entities 0.3%
- Common/collective trusts 41.6%
- Registered investment companies 5.6%
- Common stock 11.9%
Consultants and advisers
- Gallagher Fiduciary Advisors Investment adviser (plan)Pension consultantthrough Mar 31, 2025 Form 5500
- J.P. Morgan Investment Management Investment adviser (plan)through Mar 31, 2023 Form 5500
- Associated Administrators LLC Custodianthrough Mar 31, 2023 Form 5500
+3 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
- State Street Global Advisors Trust Company9 rows, latest Mar 31, 2025
- Blackrock Institutional Trust Company, N.A.3 rows, latest Mar 31, 2025
- JP Morgan Chase3 rows, latest Mar 31, 2025
+6 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- JP Morgan Chaseplan years
- Blackrock Institutional Trust Company, N.A.plan years
- Acadianplan years
+12 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
- Mar 31, 2025Holding endedinferenceMajor League Baseball Players Pension Plan no longer reports NCS Group Trust - Global Fund (Walter Scott Ncs) (last held $229M at 2024-03-31; absent from the 2025-03-31 filing)with Walter Scott Ncsaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceSEI Trust Company no longer appears on Major League Baseball Players Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Seiaskebsa.dol.gov
- Apr 1, 2024Assets changedMajor League Baseball Players Pension Plan plan assets $4.1B -> $4.5B (+10.7%, 2023-04-01 to 2024-04-01)
- Dec 31, 2023Manager relationship startedBNY Mellon appears on Major League Baseball Players Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with BNY Mellon Investment Adviser, Inc.askebsa.dol.gov
- Dec 31, 2023Manager relationship startedSEI Trust Company appears on Major League Baseball Players Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Seiaskebsa.dol.gov
+2 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 Mar 31, 2025 | Blackrock Msci US Min Volatilitycollective trust | Blackrock Institutional Trust Company, N.A. | Pooled vehicles | $282M held | Disclosed holding | askebsa.dol.gov | |
| as of Mar 31, 2025 | Commingled Pension Tf US Smartindexcollective trust | JP Morgan Chase | Pooled vehicles | $317M held | Disclosed holding | askebsa.dol.gov | |
| as of Mar 31, 2025 | CF Wa Opportunistic US High Yield103 12 ie | Western Asset Mgmt Company, LLC | Hedge / diversifiers | $7.3M held | Disclosed holding | askebsa.dol.gov |
+29 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 Mar 31, 2025 | 9,866 | Not disclosed | Not disclosed | n/a | $4.8B | $1.2B | Not disclosed | Not disclosed |
| 2023 to Mar 31, 2024 | 9,670 | Not disclosed | Not disclosed | n/a | $4.6B | $1.1B | Not disclosed | Not disclosed |
| 2022 to Mar 31, 2023 | 9,847 | Not disclosed | Not disclosed | n/a | $4.2B | $1.0B | Not disclosed | Not disclosed |
- Baron Capital codes 28 51 $1.3M PY2024
- LSV Asset Management codes 28 51 $1.1M PY2024
- JP Morgan Investment Management Inc codes 27 28 50 51 52 $1.1M PY2024
+93 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Major League Baseball Players Pension Plan 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
- Holding in a pooled vehicle ended2025-03-31source on record
- Manager relationship ended2024-12-31source on record
- Total assets changed2024-04-01source on record
+4 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
+23 connections on the graph
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