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AllocatorsPlancorporate pension<100m

Retirement Plan for Employees of Garrett County Memorial Hospital

Allocators

Oakland, MD

This is the graph view. The full profile, with its team, deals and sources, is on Allocators.Open the full profile →

Search this name across graphsid dfx:al:2c6cdf45-30c0-4e3c-b65f-a7d7095967e5

Data as of Sep 15, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 20, 2026, 6:19 AM UTC and rebuilt at most every 15 minutes.

Relationships: 10
Dated events: 5
On other graphs: 0
Observed: Sep 15, 2026 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Total assets: $41.8Mlatest reading; see basis
Assets as of: Jun 30, 2025
Assets basis: REPORTED
Funded ratio: 87%
Participants: 452
Commitments: 2with an amount; holdings are counted apart
Managers: 1
Funds: 2
Re-ups: 0
First-time managers: 0
Latest commitment: Jun 30, 2024
Consultants: 1
Private markets target, %: 0latest policy, percent of assets
Private equity target, %: 0latest policy, percent of assets
Latest policy: Jun 30, 2025
People: 0

Holdings (a value, never a commitment)

a Schedule D plan interest or a 990-PF other investment: a value on a date, never an approval

Vehicle	Manager	Bucket	Value	As of	Kind	Source
SLC Mgmnt Long Credit Cit	Slcmgmt Collective Investment Trust	Private credit	$9.8M	Jun 30, 2024	Collective trust	Dol form 5500 pension
SLC Mgmnt Strips Cit	Slcmgmt Collective Investment Trust	Pooled vehicle	$9.8M	Jun 30, 2024	Collective trust	Dol form 5500 pension

Policy targets, latest period

the latest period this plan published, every item quoted from its own report; a target is never an actual; 9 rows folded into 2

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Interest-bearing cash	n/a	n/a	n/a	3	$1.1M	Jun 30, 2025	Derived
Master trust investment accounts	n/a	n/a	n/a	97	$40.4M	Jun 30, 2025	Derived

Consultants

Form 5500 Schedule C, Form ADV and the plan's own reports; a Schedule C relationship is current for 24 months after the plan year end

Consultant	Role	From	To	Current	Evidence	Source
Concurrent Investment Advisors, LLC	Investment adviser	Jul 1, 2024	Jun 30, 2025	no	fact	Dol form 5500 pension
Principal Custody Solutions	trustee	Jul 1, 2024	Jun 30, 2025	no	fact	Dol form 5500 pension
PNC Bank, National Association	trustee	Jul 1, 2023	Jun 30, 2024	no	fact	Dol form 5500 pension
Sterling Capital Management LLC	Investment adviser	Jul 1, 2023	Jun 30, 2024	no	fact	Dol form 5500 pension
Principal Financial Group	actuary	Jul 1, 2023	Jun 30, 2024	no	fact	Dol form 5500 pension
Truist Bank	trustee	Jul 1, 2022	Jun 30, 2023	no	fact	Dol form 5500 pension
Cbiz	actuary	Jul 1, 2022	Jun 30, 2023	no	fact	Dol form 5500 pension

Managers

managers this plan names on Schedule C or in its reports; a manager here is a reference node keyed to the private equity, venture and real estate fund graphs, never a new identity

Manager	Mandate	From	To	Current	Evidence
State Street Bank & Trust Company	Investment management	Jul 1, 2023	Jun 30, 2024	no	fact
Sterling Capital Management LLC	Investment management	Jul 1, 2022	Jun 30, 2023	no	fact

Relationships

Sponsors (1)

← Garrett County Memorial Hospital (DBA Garrett Regional Medical Center)Plan sponsorPlan sponsor
Jul 1, 2022 to presentfactForm 5500

Advised by (7)

→ Truist BankInvestment consultanttrustee
Jul 1, 2022 to Jun 30, 2023factForm 5500
→ CbizInvestment consultantactuary
Jul 1, 2022 to Jun 30, 2023factForm 5500
→ Principal Financial GroupInvestment consultantactuary
Jul 1, 2023 to Jun 30, 2024factForm 5500
→ Sterling Capital Management LLCInvestment consultantInvestment adviser
Jul 1, 2023 to Jun 30, 2024factForm 5500
→ PNC Bank, National AssociationInvestment consultanttrustee
Jul 1, 2023 to Jun 30, 2024factForm 5500
→ Concurrent Investment Advisors, LLCInvestment consultantInvestment adviser
Jul 1, 2024 to Jun 30, 2025factForm 5500
→ Principal Custody SolutionsInvestment consultanttrustee
Jul 1, 2024 to Jun 30, 2025factForm 5500

Manages for (2)

← Sterling Capital Management LLCInvestment consultantInvestment management
Jul 1, 2022 to Jun 30, 2023factForm 5500
← State Street Bank & Trust CompanyInvestment consultantInvestment management
Jul 1, 2023 to Jun 30, 2024factForm 5500

Dated events

2 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Dec 31, 2024
Consultant changed
Sterling Capital Management no longer appears on Retirement Plan for Employees of Garrett County Memorial Hospital's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)
Sterling Capital Management LLC Form 5500observed 4 days ago
Occurred
Dec 31, 2024
Consultant changed
Concurrent Investment Advisors, LLC appears on Retirement Plan for Employees of Garrett County Memorial Hospital's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)
Concurrent Investment Advisors, LLC Form 5500observed 4 days ago
Occurred
Dec 31, 2023
Manager relationship started
State Street Bank and Trust Company appears on Retirement Plan for Employees of Garrett County Memorial Hospital's Schedule C as investment manager (plan year 2023 vs 2022)
State Street Bank & Trust Company Form 5500observed 4 days ago

Show 2 bookkeeping events

Occurred
Jul 1, 2024
Retirement Plan for Employees of Garrett County Memorial Hospital funded ratio 83.6% -> 86.8% (2023-07-01 to 2024-07-01)
Occurred
Jul 1, 2023
Retirement Plan for Employees of Garrett County Memorial Hospital funded ratio 80.7% -> 83.6% (2022-07-01 to 2023-07-01)

Provenance

Graph: Allocators
Canonical id: dfx:al:2c6cdf45-30c0-4e3c-b65f-a7d7095967e5
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 4 days ago
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

Retirement Plan for Employees of Garrett County Memorial Hospital

Allocators

Oakland, MD

This is the graph view. The full profile, with its team, deals and sources, is on Allocators.Open the full profile →

Search this name across graphsid dfx:al:2c6cdf45-30c0-4e3c-b65f-a7d7095967e5

Vehicle

Manager

Bucket

Value

As of

Kind

Source

SLC Mgmnt Long Credit Cit

Slcmgmt Collective Investment Trust

Private credit

$9.8M

Jun 30, 2024

Collective trust

Dol form 5500 pension

SLC Mgmnt Strips Cit

Slcmgmt Collective Investment Trust

Pooled vehicle

$9.8M

Jun 30, 2024

Collective trust

Dol form 5500 pension

Bucket

Target %

Range low

Range high

Actual %

Actual

Period end

Basis

Interest-bearing cash

n/a

$1.1M

Jun 30, 2025

Derived

Master trust investment accounts

n/a

$40.4M

Jun 30, 2025

Derived

Consultant

Role

From

Current

Evidence

Source

Concurrent Investment Advisors, LLC

Investment adviser

Jul 1, 2024

Jun 30, 2025

fact

Dol form 5500 pension

Principal Custody Solutions

trustee

Jul 1, 2024

Jun 30, 2025

fact

Dol form 5500 pension

PNC Bank, National Association

trustee

Jul 1, 2023

Jun 30, 2024

fact

Dol form 5500 pension

Sterling Capital Management LLC

Investment adviser

Jul 1, 2023

Jun 30, 2024

fact

Dol form 5500 pension

Principal Financial Group

actuary

Jul 1, 2023

Jun 30, 2024

fact

Dol form 5500 pension

Truist Bank

trustee

Jul 1, 2022

Jun 30, 2023

fact

Dol form 5500 pension

Cbiz

actuary

Jul 1, 2022

Jun 30, 2023

fact

Dol form 5500 pension

Manager

Mandate

From

Current

Evidence

State Street Bank & Trust Company

Investment management

Jul 1, 2023

Jun 30, 2024

fact

Sterling Capital Management LLC

Investment management

Jul 1, 2022

Jun 30, 2023

fact