This allocator's name and 1 more adviser
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
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Corporate pension in Maryland
Corporate pension, based in Towson, Maryland, reporting $35.8M in assets, for 810 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $35.8M
- Funded ratio
- 119.2%
- Fund commitments
- 1
Nothing material in the last 90 days. Last change: 1 Jul 2024, Funded status changed.
Capital path
who backs this record, through what, into what; each name opens its own path- Legal & General Long Duration U.S.3 commitments
- Legal and General3 commitments
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
- Interest-bearing cash 2.8%
- Common/collective trusts 72.1%
- Registered investment companies 25.0%
- Legal & General Inv Mgmt America Investment adviser (plan)through Jun 30, 2023 Form 5500
- Epoch Investment Partners Investment adviser (plan)through Jun 30, 2023 Form 5500
- Bolton Partners, Inc. Actuarythrough Jun 30, 2023 Form 5500
+1 more consultant or adviser advise this allocator
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
- Legal and General3 rows, latest Jun 30, 2025
- Jul 1, 2024Funded status changeddown 3 pointsaskebsa.dol.gov
- Dec 31, 2023Consultant changedinferencewith Epoch Investment Partnersaskebsa.dol.gov
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Jun 30, 2025 | Legal & General Long Duration U.S.collective trust | Legal and General | Fixed income | $25.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2024 | Legal & General Long Duration U.S.collective trust | Legal and General | Fixed income | $25.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2023 | Legal & General Long Duration U.S.collective trust | Legal and General | Fixed income | $24.8M held | Disclosed holding | askebsa.dol.gov |
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Jun 30, 2025 | 810 | $35.5M | $29.3M | 119.2% | $35.8M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Jun 30, 2024 | 840 | $34.2M | $29.5M | 122.1% | $35.5M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Jun 30, 2023 | 1,049 | $35.8M | $31.5M | 121.7% | $34.2M | Not disclosed | Not disclosed | Not disclosed |
- Bolton Partners Inc codes 11 $97,979 PY2024
- Legal & General Investment Mgmt codes 27 $59,675 PY2024
- BDO USA, P.C. codes 10 $36,107 PY2024
+23 more service providers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
Provenance
Not yet on record: managers.
Record history
The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.
›Connections
every published relationship on the graph
+5 connections on the graph
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