DFX Intelligence

Allocator Intelligence

Smiths Group Pension Plan

Corporate pension· Washington, District of Columbia

Corporate pension, based in Washington, District of Columbia, reporting $236M in assets, for 3,567 participants.

Composed from this allocator's classification, location and filed figures.

Assets
$236M
Funded ratio
91.0%
Fund commitments
14
Managers
6
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As of · the latest dated event for this allocator; each figure carries its own filing or report date
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Nothing material in the last 90 days. Last change: Dec 31, 2024, Smiths Group Pension Plan first reports an interest in Ssga Intermed U.S. Govt Bond Indx (State Street - Russell 2000): $33M at 2024-12-31.

1 more adviser, 3 more managers, 13 more commitments and 14 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.

Capital path

who backs this record, through what, into what; each name opens its own path
Smiths Group Pension Plan
Funds committed to
All 14
Managers
All 6

Relationship network

43 connected entities16 observed commitments8 repeat counterparties10 dated commitments shown here, 2022 to 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.

Reading the network
  • 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 pensionShow
Corporate pension
Assets
$236M
Total assets, Dec 31, 2024 reported
Funded
91.0%
Jan 1, 2024
Private markets target
no policy read
policy Dec 31, 2024
Commitments
14
2 managers on Schedule C
Plan sponsor: Smiths Group Services Corporation

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 99.2%

Consultants and advisers

4 firms

+1 more consultant or adviser advise this allocator

Every name, record and relationship behind this count, with the source on each.

People

No investment staff or executives have been read for this allocator yet.

Manager roster

6 managers on the commitment tape
From the plan’s own commitment disclosures

+3 more managers received commitments

Every name, record and relationship behind this count, with the source on each.

From Schedule C (investment management, code 28)

What changed

19 events
  • Dec 31, 2024Holding started
    Smiths Group Pension Plan first reports an interest in Ssga Intermed U.S. Govt Bond Indx (State Street - Russell 2000): $33M at 2024-12-31
    with State Street Global Advisors Trust Companyaskebsa.dol.gov
  • Dec 31, 2024Holding started
    Smiths Group Pension Plan first reports an interest in WTW Gt Real Asset Fund (Towers Watson Investment Services,): $23M at 2024-12-31
    with Towers Watson Investment Services,askebsa.dol.gov
  • Dec 31, 2024Holding started
    Smiths Group Pension Plan first reports an interest in WTW Gt Diversified Equity Fund (Towers Watson Investment Services,): $31M at 2024-12-31
    with Towers Watson Investment Services,askebsa.dol.gov
  • Dec 31, 2024Holding started
    Smiths Group Pension Plan first reports an interest in TSY U.S. 25+ Yr Key Rate Dur Nl Fd (Blackrock): $2M at 2024-12-31
    with Blackrockaskebsa.dol.gov
  • Dec 31, 2024Holding started
    Smiths Group Pension Plan first reports an interest in Treasury U.S. 5 Year Key Rate Durat: $4M at 2024-12-31
    with Treasury U.S. 5 Year Key Rate Durataskebsa.dol.gov

+14 more dated events

Every name, record and relationship behind this count, with the source on each.

Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.

Commitments

16 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Treasury U.S. 5 Year Key Rate Duratcollective trustBlackrock Institutional Trust Company, N.A.Fixed income$4.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Treasury US 10 Yr Key Rate Durationcollective trustBlackrock Institutional TrustFixed income$6.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Treasury US 15 Yr Key Rate Durationcollective trustBlackrock Institutional TrustFixed income$4.6M heldDisclosed holdingaskebsa.dol.gov

+13 more commitments

Every fund and manager this allocator committed to, with the amount, date and source on each.

Size and funding

31 readings
Total assets
$236M Dec 31, 2024 reported Form 5500
$258M (2023-12) · $240M (2022-12)
Plan assets
$258M Jan 1, 2024 reported Form 5500
$240M (2023-01) · $365M (2022-01)
Net assets
$236M Dec 31, 2024 reported Form 5500
$258M (2023-12) · $240M (2022-12)
Funded ratio
91.0% Jan 1, 2024 reported Form 5500
86.4% (2023-01) · 119.0% (2022-01)
Funding target
$258M Jan 1, 2024 reported Form 5500
$266M (2023-01) · $268M (2022-01)
Discount rate
5.14% Jan 1, 2024 reported Form 5500
5.08% (2023-01) · 5.43% (2022-01)
Participants
3,567 Jan 1, 2024 reported Form 5500
3,703 (2023-01) · 4,207 (2022-01)
Contributions
$18.9M Dec 31, 2023 reported Form 5500
Benefits paid
$15.6M Dec 31, 2024 reported Form 5500
$16.9M (2023-12) · $33.9M (2022-12)
Net investment income
-$21.8M Dec 31, 2024 reported Form 5500
$18.3M (2023-12) · -$125M (2022-12)
Investment management fees
$271,956 Dec 31, 2024 reported Form 5500
$271,500 (2023-12) · $268,986 (2022-12)

Form 5500 filings

3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 20243,567$258M$258M91.0%$236MNot disclosedNot disclosedNot disclosed
2023 to Dec 31, 20233,703$240M$266M86.4%$258MNot disclosedNot disclosedNot disclosed
2022 to Dec 31, 20224,207$365M$268M119.0%$240MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)

+35 more service providers

Every name, record and relationship behind this count, with the source on each.

Provenance

Identifiers: EIN-PN 223015350-001
Cross-graph: no entry on another DFX graph
First observed Sep 15, 2026, last observed Sep 29, 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.

Record history

19 dated events on the change ledger, latest event first
  • Holding in a pooled vehicle started
    2024-12-31source on record
  • Holding in a pooled vehicle started
    2024-12-31source on record
  • Holding in a pooled vehicle started
    2024-12-31source on record

+16 more changes on this record's ledger

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

+7 connections on the graph