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
University of Maryland Medical System Corporation Pension Plan
Corporate pensionBaltimore, MD
Assets
$157M
Total assets, Jun 30, 2025 reported
Funded
105.1%
Jul 1, 2024
Private markets target
n/a
policy Jun 30, 2025
Commitments
0
none on the tape
Plan sponsor: University of Maryland Medical System Corporation
Allocation policy
Form 5500, as of Jun 30, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 45.2%
- Other investments 43.7%
- Registered investment companies 10.9%
- Common stock 0.0%
Consultants and advisers
2 firms
- Wilmington Trust Trusteethrough Jun 30, 2023 Form 5500
- Mercer Actuarythrough Jun 30, 2023 Form 5500
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
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
31 readings
Investment management fees
Form 5500 filings
3 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Jun 30, 2025 | 4,684 | $157M | $150M | 105.1% | $157M | n/a | n/a | n/a |
| 2023 to Jun 30, 2024 | 4,862 | $160M | $151M | 115.0% | $157M | n/a | n/a | n/a |
| 2022 to Jun 30, 2023 | 5,264 | $168M | $159M | 115.0% | $160M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Wilmington Trust Company codes 21 50 $105,806 PY2024
- Mercer (US) LLC codes 11 17 50 $32,186 PY2024
- Mercer codes 11 PY2024
- Wilmington Trust Company codes 21 50 $110,156 PY2023
- Mercer codes 11 PY2023
- Wilmington Trust Company codes 21 50 $119,321 PY2022
- Mercer codes 11 PY2022
What changed
2 events
- Dec 31, 2024Consultant changedinferenceMercer (US) LLC appears on University of Maryland Medical System Corporation Pension Plan's Schedule C as pension consultant (plan year 2024 vs 2023)with Merceraskebsa.dol.gov
- Jul 1, 2024Funded status changedUniversity of Maryland Medical System Corporation Pension Plan funded ratio 115.0% -> 105.1% (2023-07-01 to 2024-07-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 521362793-006
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.