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AllocatorsPlancorporate pension100m-1b

Pension Plan of Anne Arundel Medical Center

Allocators

Annapolis, MD

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Search this name across graphsid dfx:al:787fd0a6-f737-4e89-8237-e8ad80b39258

Data as of Sep 15, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 19, 2026, 7:15 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 3
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: $111Mlatest reading; see basis
Assets as of: Dec 31, 2024
Assets basis: REPORTED
Funded ratio: 144%
Participants: 1,833
Commitments: 9with an amount; holdings are counted apart
Managers: 2
Funds: 9
Re-ups: 0
First-time managers: 0
Latest commitment: Dec 31, 2024
Consultants: 0
Private markets target, %: 0latest policy, percent of assets
Private equity target, %: 0latest policy, percent of assets
Latest policy: Dec 31, 2024
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
Mercer Active Intermediate Credit F	Mercer Investments LLC	Private credit	$27.5M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Mercer Active Long Corporate Fixed	Mercer Investments LLC	Fixed income	$26.8M	Dec 31, 2024	Collective trust	Dol form 5500 pension
State Street Int US Gov Bond Fund	State Street Global Advisors Trust	Fixed income	$18.8M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Mercer Passive Long Government Fixe	Mercer Investments LLC	Pooled vehicle	$13.5M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Mercer US Large Cap Core Passive Eq	Mercer Investments LLC	Public equity	$9.1M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Mercer Opportunistic Fixed Income	Mercer Investments LLC	Hedge diversifiers	$5.6M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Mercer Non-Us Core Equity Portfolio	Mercer Investments LLC	Public equity	$4.0M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Mercer Emerging Markets Equity Port	Mercer Investments LLC	Public equity	$1.8M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Mercer US Small/mid Cap Equity Port	Mercer Investments LLC	Public equity	$1.4M	Dec 31, 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; 10 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	$3.0M	Dec 31, 2024	Derived
Common/collective trusts	n/a	n/a	n/a	97	$108M	Dec 31, 2024	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
Boomershine Consulting Group L.L.C	actuary	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
Truist Bank	trustee	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
Cape Ann Asset Management	Investment adviser	Jan 1, 2022	Dec 31, 2022	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 Global Advisors Trust	n/a	Dec 31, 2024	n/a	yes	fact
Mercer Investments LLC	n/a	Dec 31, 2024	n/a	yes	fact

Relationships

Manages for (2)

← State Street Global Advisors TrustInvestment consultant
Dec 31, 2024 to presentfactForm 5500
← Mercer Investments LLCManager with allocator capital
Dec 31, 2024 to presentfactForm 5500

Sponsors (1)

← Luminis Health Anne Arundel Medical Center, Inc.Plan sponsorPlan sponsor
Jan 1, 2022 to presentfactForm 5500

Advised by (3)

→ Boomershine Consulting Group L.L.CInvestment consultantactuary
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Truist BankInvestment consultanttrustee
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Cape Ann Asset ManagementManager with allocator capitalInvestment adviser
Jan 1, 2022 to Dec 31, 2022factForm 5500

Dated events

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

Occurred
Dec 31, 2024
Consultant changed
Cape Ann Global Developing Markets no longer appears on Pension Plan of Anne Arundel Medical Center's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)
Cape Ann Asset Management Form 5500observed 4 days ago

Show 2 bookkeeping events

Occurred
Jan 1, 2023
Pension Plan of Anne Arundel Medical Center plan assets $140M -> $113M (-18.8%, 2022-01-01 to 2023-01-01)
Occurred
Jan 1, 2023
Pension Plan of Anne Arundel Medical Center funded ratio 153.9% -> 144.5% (2022-01-01 to 2023-01-01)

Provenance

Graph: Allocators
Canonical id: dfx:al:787fd0a6-f737-4e89-8237-e8ad80b39258
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.