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

The Gibbs & Cox, Inc. Pension Plan

Corporate pensionReston, VA
Assets
$29.1M
Total assets, Dec 31, 2024 reported
Funded
91.1%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
17
none on the tape
Plan sponsor: Leidos, Inc.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 0.9%
  • Common/collective trusts 94.9%
Consultants and advisers
2 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
No manager relationship is on the tape for this allocator.
Commitments
17 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Mercer US Small/mid Cap Equity Portcollective trustMercer Trust CompanyPublic equity$903,033 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Mercer Non-Us Core Equity Portfoliocollective trustMercer Trust CompanyPublic equity$2.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Mercer Global Low Volatility Equitycollective trustMercer Trust CompanyPublic equity$430,276 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Mercer US Large Cap Core Passive Eqcollective trustMercer Trust CompanyPublic equity$5.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Mercer Passive Long Government Fixecollective trustMercer Trust CompanyPooled vehicles$5.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Mercer Emerging Markets Equity Portcollective trustMercer Trust CompanyPublic equity$1.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Mercer Active Long Corporate Fixedcollective trustMercer Trust CompanyFixed income$2.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Mercer Opportunistic Fixed Incomecollective trustMercer Trust CompanyHedge / diversifiers$1.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Mercer Ultra Long Duration Portfolicollective trustMercer Trust CompanyFixed income$1.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Mercer US Large Cap Core Passive Eqcollective trustMercer Trust CompanyPublic equity$5.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Mercer Passive Long Government Fixecollective trustMercer Trust CompanyPooled vehicles$3.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Mercer US Small/mid Cap Equity Portcollective trustMercer Trust CompanyPublic equity$1.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Mercer Active Long Corporate Fixedcollective trustMercer Trust CompanyFixed income$5.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Mercer Emerging Markets Equity Portcollective trustMercer Trust CompanyPublic equity$2.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Mercer Global Low Volatility Equitycollective trustMercer Trust CompanyPublic equity$1.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Mercer Non-Us Core Equity Portfoliocollective trustMercer Trust CompanyPublic equity$4.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Mercer Opportunistic Fixed Incomecollective trustMercer Trust CompanyHedge / diversifiers$2.7M heldDisclosed holdingaskebsa.dol.gov
Size and funding
30 readings
Total assets
$29.1M Dec 31, 2024 reported Form 5500
$28.9M (2023-12) · $28.0M (2022-12)
Plan assets
$28.9M Jan 1, 2024 reported Form 5500
$28.0M (2023-01) · $35.8M (2022-01)
Net assets
$29.1M Dec 31, 2024 reported Form 5500
$28.9M (2023-12) · $28.0M (2022-12)
Funded ratio
91.1% Jan 1, 2024 reported Form 5500
95.0% (2023-01) · 101.7% (2022-01)
Funding target
$30.5M Jan 1, 2024 reported Form 5500
$32.4M (2023-01) · $33.3M (2022-01)
Discount rate
5.00% Jan 1, 2024 reported Form 5500
5.12% (2023-01) · 5.28% (2022-01)
Participants
302 Jan 1, 2024 reported Form 5500
328 (2023-01) · 346 (2022-01)
Contributions
$1.4M Dec 31, 2024 reported Form 5500
$325,795 (2023-12) · $1.9M (2022-12)
Benefits paid
$2.7M Dec 31, 2024 reported Form 5500
$2.8M (2023-12) · $2.8M (2022-12)
Net investment income
$166,019 Dec 31, 2024 reported Form 5500
$904,243 (2023-12) · $-7.7M (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 2024302$28.9M$30.5M91.1%$29.1Mn/an/an/a
2023 to Dec 31, 2023328$28.0M$32.4M95.0%$28.9Mn/an/an/a
2022 to Dec 31, 2022346$35.8M$33.3M101.7%$28.0Mn/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Bank of America codes 15 19 $19,557 PY2024
  • Mercer US Small/mid Cap Equity Port Sched. D C $903,033 PY2024
  • Mercer Non-Us Core Equity Portfolio Sched. D C $2.5M PY2024
  • Mercer Global Low Volatility Equity Sched. D C $430,276 PY2024
  • Mercer US Large Cap Core Passive Eq Sched. D C $5.6M PY2024
  • Mercer Passive Long Government Fixe Sched. D C $5.0M PY2024
  • Mercer Emerging Markets Equity Port Sched. D C $1.1M PY2024
  • Mercer Active Long Corporate Fixed Sched. D C $8.3M PY2024
  • Mercer Opportunistic Fixed Income P Sched. D C $1.9M PY2024
  • Mercer Active Intermediate Credit F Sched. D C $2.0M PY2024
  • Mercer codes 11 PY2024
  • Bank of America codes 15 19 $18,764 PY2023
  • Mercer Opportunistic Fixed Income P Sched. D C $2.7M PY2023
  • Mercer Ultra Long Duration Portfoli Sched. D C $1.5M PY2023
  • Mercer US Large Cap Core Passive Eq Sched. D C $5.4M PY2023
  • Mercer Passive Long Government Fixe Sched. D C $3.0M PY2023
  • Mercer US Small/mid Cap Equity Port Sched. D C $1.6M PY2023
  • Mercer Active Long Corporate Fixed Sched. D C $5.5M PY2023
  • Mercer Emerging Markets Equity Port Sched. D C $2.3M PY2023
  • Mercer Global Low Volatility Equity Sched. D C $1.9M PY2023
  • Mercer Non-Us Core Equity Portfolio Sched. D C $4.3M PY2023
  • Mercer codes 11 PY2023
  • Mercer codes 11 PY2022
What changed
4 events
  • Dec 31, 2024Holding endedinference
    The Gibbs & Cox, Inc. Pension Plan no longer reports Mercer Ultra Long Duration Portfoli (last held $1M at 2023-12-31; absent from the 2024-12-31 filing)
    with Mercer Ultra Long Duration Portfoliaskebsa.dol.gov
  • Jan 1, 2024Funded status changed
    The Gibbs & Cox, Inc. Pension Plan funded ratio 95.0% -> 91.1% (2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Funded status changed
    The Gibbs & Cox, Inc. Pension Plan funded ratio 101.7% -> 95.0% (2022-01-01 to 2023-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    The Gibbs & Cox, Inc. Pension Plan plan assets $36M -> $28M (-21.8%, 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 953630868-006
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.