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
General Dynamics Retirement Plan (mission Systems)
Corporate pensionReston, VA
Assets
n/a
Total assets, Dec 31, 2023 reported
Funded
92.8%
Jan 1, 2023
Private markets target
n/a
policy Dec 31, 2022
Commitments
0
none on the tape
Plan sponsor: General Dynamics Corporation
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
5 firms
- Nomura Corporate Research and Asset Investment adviser (plan)through Dec 31, 2022 Form 5500
- Crowe LLP General consultantthrough Dec 31, 2022 Form 5500
- Northern Trust Co. Trusteethrough Dec 31, 2022 Form 5500
- Aon Actuarythrough Dec 31, 2022 Form 5500
- AON Consulting, Inc. Actuarythrough Dec 31, 2022 Form 5500
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)
- Pacific Investmt Management Co LLCplan years 2022
- Dodge & Coxplan years 2022
- Dimensional Fund Advisors, LPplan years 2022
- Blackrock Financial Management, Incplan years 2022
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
Form 5500 filings
2 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2023 to Dec 31, 2023 | 11,695 | $1.7B | $2.0B | 92.8% | $0 | n/a | $0 | n/a |
| 2022 to Dec 31, 2022 | 11,864 | $2.3B | $2.0B | 105.1% | $1.8B | n/a | $1.8B | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Blackrock Financial Management, Inc codes 28 50 51 $1.1M PY2023
- Fidelity Inv Inst Ops Co codes 13 15 38 50 64 $660,221 PY2023
- AON Consulting, Inc. codes 11 16 17 50 $214,853 PY2023
- The Northern Trust Company codes 21 25 50 52 62 65 72 99 $171,286 PY2023
- Kpmg LLP codes 10 50 $57,000 PY2023
- Jenner & Block LLP codes 29 50 $38,032 PY2023
- Crowe LLP codes 10 16 50 $9,645 PY2023
- GDC Grp Ret Tr - Equity Pool Sched. D M PY2023
- GDC Grp Ret Tr - Liability Aware Pl Sched. D M PY2023
- GDC Grp Ret Tr - Diversifying Pool Sched. D M PY2023
- GDC Grp Ret Tr - Nomura Pool Sched. D M PY2023
- GDC Grp Ret Tr - Mission Syste Pool Sched. D M PY2023
- GDC Grp Ret Tr - Mis Sys 401h Pool Sched. D M PY2023
- AON Consulting, Inc. codes 11 PY2023
- Blackrock Financial Management, Inc codes 28 50 51 $1.0M PY2022
- Pacific Investment Mgmt Co LLC codes 28 50 51 52 $582,905 PY2022
- Fidelity Inv Inst Ops Co codes 13 15 38 50 64 $572,775 PY2022
- The Northern Trust Company codes 21 25 50 52 62 65 72 99 $425,376 PY2022
- Dodge & Cox codes 28 50 51 52 68 $229,761 PY2022
- Dimensional Fund Advisors LP codes 28 50 51 52 $129,628 PY2022
- Nomura Corp Rsrch and Asset Mgmt in codes 27 28 50 51 $128,202 PY2022
- AON Consulting, Inc. codes 11 16 17 50 $67,941 PY2022
- Kpmg LLP codes 10 50 $57,000 PY2022
- Jenner & Block LLP codes 29 50 $17,792 PY2022
- Crowe LLP codes 10 16 50 $9,594 PY2022
- GDC Grp Ret Tr - Equity Pool Sched. D M $69,849 PY2022
- GDC Grp Ret Tr - Diversifying Pool Sched. D M $133M PY2022
- GDC Grp Ret Tr - Nomura Pool Sched. D M $375,973 PY2022
- GDC Grp Ret Tr - Liability Aware Pl Sched. D M $2.2M PY2022
- GDC Grp Ret Tr - Mis Sys 401h Pool Sched. D M $46.7M PY2022
- GDC Grp Ret Tr - Mission Syste Pool Sched. D M $1.6B PY2022
- AON Consulting, Inc. codes 11 PY2022
What changed
7 events
- Dec 31, 2023Manager relationship endedinferencePacific Investment Mgmt Co LLC no longer appears on General Dynamics Retirement Plan (mission Systems)'s Schedule C as investment manager (plan year 2023 vs 2022)with Pacific Investmt Management Co LLCaskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceNomura Corp Rsrch and Asset Mgmt in no longer appears on General Dynamics Retirement Plan (mission Systems)'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 (mission Systems)'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 (mission Systems)'s Schedule C as investment manager (plan year 2023 vs 2022)with Dimensional Fund Advisors, LPaskebsa.dol.gov
- Dec 31, 2023Assets changedGeneral Dynamics Retirement Plan (mission Systems) total assets $1.8B -> $0 (-100.0%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedGeneral Dynamics Retirement Plan (mission Systems) funded ratio 105.1% -> 92.8% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedGeneral Dynamics Retirement Plan (mission Systems) plan assets $2.3B -> $1.7B (-25.3%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 131673581-079
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.