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AllocatorsPlancorporate pension100m-1b

Bethesda Retirement Plan

Allocators

Boynton Beach, FL

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:56d45cfd-801c-43c8-9092-f42ba2c933de

Data as of Sep 15, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 21, 2026, 8:44 PM UTC and rebuilt at most every 15 minutes.

Relationships: 17
Dated events: 12
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: $167Mlatest reading; see basis
Assets as of: Sep 30, 2025
Assets basis: REPORTED
Funded ratio: 91%
Participants: 1,376
Commitments: 0with an amount; holdings are counted apart
Managers: 0
Funds: 0
Re-ups: 0
First-time managers: 0
Consultants: 0
Private markets target, %: 0latest policy, percent of assets
Private equity target, %: 0latest policy, percent of assets
Latest policy: Sep 30, 2025
People: 0

Policy targets, latest period

the latest period this plan published, every item quoted from its own report; a target is never an actual; 21 rows folded into 7

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Interest-bearing cash	n/a	n/a	n/a	2	$3.3M	Sep 30, 2025	Derived
U.S. Government securities	n/a	n/a	n/a	28	$46.7M	Sep 30, 2025	Derived
Corporate debt instruments (preferred)	n/a	n/a	n/a	23	$37.7M	Sep 30, 2025	Derived
Corporate debt instruments (other)	n/a	n/a	n/a	22	$37.2M	Sep 30, 2025	Derived
Other investments	n/a	n/a	n/a	13	$21.3M	Sep 30, 2025	Derived
Registered investment companies	n/a	n/a	n/a	1	$1.9M	Sep 30, 2025	Derived
Common stock	n/a	n/a	n/a	11	$17.6M	Sep 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
Aon	actuary	Oct 1, 2023	Sep 30, 2024	no	fact	Dol form 5500 pension
AON Investments USA Inc	General consultant	Oct 1, 2022	Sep 30, 2023	no	fact	Dol form 5500 pension
Bank of America	trustee	Oct 1, 2022	Sep 30, 2023	no	fact	Dol form 5500 pension
AON Consulting, Inc.	actuary	Oct 1, 2022	Sep 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
MFS Large Cap Value	Investment management	Oct 1, 2024	Sep 30, 2025	no	fact
Columbia Management	Investment management	Oct 1, 2022	Sep 30, 2023	no	fact
Martin Currie Global	Investment management	Oct 1, 2022	Sep 30, 2023	no	fact
MFS Research International	Investment management	Oct 1, 2022	Sep 30, 2023	no	fact
Earnest Partners	Investment management	Oct 1, 2022	Sep 30, 2023	no	fact
MFS Lcv	Investment management	Oct 1, 2022	Sep 30, 2023	no	fact
Allspring	Investment management	Oct 1, 2022	Sep 30, 2023	no	fact
Loomis Sayles	Investment management	Oct 1, 2022	Sep 30, 2023	no	fact
Peregrine Scg	Investment management	Oct 1, 2022	Sep 30, 2023	no	fact
Aristotle	Investment management	Oct 1, 2022	Sep 30, 2023	no	fact
Blackrock	Investment management	Oct 1, 2022	Sep 30, 2023	no	fact
TCW Lcg	Investment management	Oct 1, 2022	Sep 30, 2023	no	fact

Relationships

Sponsors (1)

← Bethesda Hospital, Inc.Plan sponsorPlan sponsor
Oct 1, 2022 to presentfactForm 5500

Advised by (4)

→ AON Investments USA IncInvestment consultantGeneral consultant
Oct 1, 2022 to Sep 30, 2023factForm 5500
→ Bank of AmericaInvestment consultanttrustee
Oct 1, 2022 to Sep 30, 2023factForm 5500
→ AON Consulting, Inc.Investment consultantactuary
Oct 1, 2022 to Sep 30, 2023factForm 5500
→ AonInvestment consultantactuary
Oct 1, 2023 to Sep 30, 2024factForm 5500

Manages for (12)

← Columbia ManagementInvestment consultantInvestment management
Oct 1, 2022 to Sep 30, 2023factForm 5500
← Martin Currie GlobalManager with allocator capitalInvestment management
Oct 1, 2022 to Sep 30, 2023factForm 5500
← MFS Research InternationalManager with allocator capitalInvestment management
Oct 1, 2022 to Sep 30, 2023factForm 5500
← Earnest PartnersManager with allocator capitalInvestment management
Oct 1, 2022 to Sep 30, 2023factForm 5500
← BlackrockInvestment consultantInvestment management
Oct 1, 2022 to Sep 30, 2023factForm 5500
← AllspringManager with allocator capitalInvestment management
Oct 1, 2022 to Sep 30, 2023factForm 5500
← Loomis SaylesManager with allocator capitalInvestment management
Oct 1, 2022 to Sep 30, 2023factForm 5500
← Peregrine ScgManager with allocator capitalInvestment management
Oct 1, 2022 to Sep 30, 2023factForm 5500
← AristotleManager with allocator capitalInvestment management
Oct 1, 2022 to Sep 30, 2023factForm 5500
← TCW LcgInvestment consultantInvestment management
Oct 1, 2022 to Sep 30, 2023factForm 5500
← MFS LcvManager with allocator capitalInvestment management
Oct 1, 2022 to Sep 30, 2023factForm 5500
← MFS Large Cap ValueManager with allocator capitalInvestment management
Oct 1, 2024 to Sep 30, 2025factForm 5500

Dated events

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

Occurred
Dec 31, 2024
Manager relationship ended
Blackrock no longer appears on Bethesda Retirement Plan's Schedule C as investment manager (plan year 2024 vs 2023)
Blackrock Form 5500observed 6 days ago
Occurred
Dec 31, 2024
Manager relationship ended
Loomis Sayles no longer appears on Bethesda Retirement Plan's Schedule C as investment manager (plan year 2024 vs 2023)
Loomis Sayles Form 5500observed 6 days ago
Occurred
Dec 31, 2024
Manager relationship ended
Peregrine Scg no longer appears on Bethesda Retirement Plan's Schedule C as investment manager (plan year 2024 vs 2023)
Peregrine Scg Form 5500observed 6 days ago
Occurred
Dec 31, 2024
Manager relationship ended
MFS Lcv no longer appears on Bethesda Retirement Plan's Schedule C as investment manager (plan year 2024 vs 2023)
MFS Lcv Form 5500observed 6 days ago
Occurred
Dec 31, 2024
Manager relationship started
MFS Large Cap Value appears on Bethesda Retirement Plan's Schedule C as investment manager (plan year 2024 vs 2023)
MFS Large Cap Value Form 5500observed 6 days ago
Occurred
Dec 31, 2024
Manager relationship ended
Martin Currie Global no longer appears on Bethesda Retirement Plan's Schedule C as investment manager (plan year 2024 vs 2023)
Martin Currie Global Form 5500observed 6 days ago
Occurred
Dec 31, 2024
Manager relationship ended
Allspring no longer appears on Bethesda Retirement Plan's Schedule C as investment manager (plan year 2024 vs 2023)
Allspring Form 5500observed 6 days ago
Occurred
Dec 31, 2024
Manager relationship ended
TCW Lcg no longer appears on Bethesda Retirement Plan's Schedule C as investment manager (plan year 2024 vs 2023)
TCW Lcg Form 5500observed 6 days ago
Occurred
Dec 31, 2023
Consultant changed
AON Hewitt Investment Consulting no longer appears on Bethesda Retirement Plan's Schedule C as general consultant (plan year 2023 vs 2022)
AON Investments USA Inc Form 5500observed 6 days ago

Show 3 bookkeeping events

Occurred
Oct 1, 2024
Bethesda Retirement Plan plan assets $156M -> $172M (+10.2%, 2023-10-01 to 2024-10-01)
Occurred
Oct 1, 2024
Bethesda Retirement Plan funded ratio 93.9% -> 91.1% (2023-10-01 to 2024-10-01)
Occurred
Sep 30, 2024
Bethesda Retirement Plan total assets $156M -> $172M (+10.0%, 2023-09-30 to 2024-09-30)

Provenance

Graph: Allocators
Canonical id: dfx:al:56d45cfd-801c-43c8-9092-f42ba2c933de
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 6 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.

Bethesda Retirement Plan

Allocators

Boynton Beach, FL

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:56d45cfd-801c-43c8-9092-f42ba2c933de

Bucket

Target %

Range low

Range high

Actual %

Actual

Period end

Basis

Interest-bearing cash

n/a

$3.3M

Sep 30, 2025

Derived

U.S. Government securities

n/a

$46.7M

Sep 30, 2025

Derived

Corporate debt instruments (preferred)

n/a

$37.7M

Sep 30, 2025

Derived

Corporate debt instruments (other)

n/a

$37.2M

Sep 30, 2025

Derived

Other investments

n/a

$21.3M

Sep 30, 2025

Derived

Registered investment companies

n/a

$1.9M

Sep 30, 2025

Derived

Common stock

n/a

$17.6M

Sep 30, 2025

Derived

Consultant

Role

From

Current

Evidence

Source

Aon

actuary

Oct 1, 2023

Sep 30, 2024

fact

Dol form 5500 pension

AON Investments USA Inc

General consultant

Oct 1, 2022

Sep 30, 2023

fact

Dol form 5500 pension

Bank of America

trustee

Oct 1, 2022

Sep 30, 2023

fact

Dol form 5500 pension

AON Consulting, Inc.

actuary

Oct 1, 2022

Sep 30, 2023

fact

Dol form 5500 pension

Manager

Mandate

From

Current

Evidence

MFS Large Cap Value

Investment management

Oct 1, 2024

Sep 30, 2025

fact

Columbia Management

Investment management

Oct 1, 2022

Sep 30, 2023

fact

Martin Currie Global

Investment management

Oct 1, 2022

Sep 30, 2023

fact

MFS Research International

Investment management

Oct 1, 2022

Sep 30, 2023

fact

Earnest Partners

Investment management

Oct 1, 2022

Sep 30, 2023

fact

MFS Lcv

Investment management

Oct 1, 2022

Sep 30, 2023

fact

Allspring

Investment management

Oct 1, 2022

Sep 30, 2023

fact

Loomis Sayles

Investment management

Oct 1, 2022

Sep 30, 2023

fact

Peregrine Scg

Investment management

Oct 1, 2022

Sep 30, 2023

fact

Aristotle

Investment management

Oct 1, 2022

Sep 30, 2023

fact

Blackrock

Investment management

Oct 1, 2022

Sep 30, 2023

fact

TCW Lcg

Investment management

Oct 1, 2022

Sep 30, 2023

fact