2 more advisers, 4 more managers, 12 more commitments and 5 more dated events

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General Dynamics Retirement Plan (bath Iron Works)

Corporate pension· Reston, Virginia

Corporate pension, based in Reston, Virginia, reporting $429M in assets, for 6,414 participants.

Composed from this allocator's classification, location and filed figures.

Assets
$429M
Funded ratio
91.9%
Fund commitments
15
Managers
4
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Commitments (15)Allocation policyManagers
As of · the latest dated event for this allocator; each figure carries its own filing or report date

Nothing material in the last 90 days. Last change: 31 Dec 2024, Pacific Investment Mgmt Co LLC appears on General Dynamics Retirement Plan (bath Iron Works)'s Schedule C as investment manager (plan year 2024 vs 2023).

Capital path

who backs this record, through what, into what; each name opens its own path
General Dynamics Retirement Plan (bath Iron Works)
Funds committed to
All 15
Managers
All 7
Size, funding, policy and commitments, with their basesCorporate pensionShow
Corporate pension
Assets
$429M
Total assets, Dec 31, 2024 reported
Funded
91.9%
Jan 1, 2024
Private markets target
no policy read
policy Dec 31, 2024
Commitments
15
4 managers on Schedule C
Plan sponsor: General Dynamics Corporation
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Non-interest-bearing cash 0.0%
  • Common/collective trusts 85.8%
  • Master trust investment accounts 4.0%
  • Registered investment companies 8.6%
Consultants and advisers
5 firms

+2 more consultants and advisers advise this allocator

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People
No investment staff or executives have been read for this allocator yet.
Manager roster
7 managers on the commitment tape
From the plan’s own commitment disclosures

+4 more managers received commitments

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From Schedule C (investment management, code 28)

+6 more Schedule C managers

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What changed
10 events
  • Dec 31, 2024Manager relationship started
    Pacific Investment Mgmt Co LLC appears on General Dynamics Retirement Plan (bath Iron Works)'s Schedule C as investment manager (plan year 2024 vs 2023)
    with Pacific Investmt Management Co LLCaskebsa.dol.gov
  • Dec 31, 2024Assets changed
    General Dynamics Retirement Plan (bath Iron Works) total assets $500M -> $429M (-14.2%, 2023-12-31 to 2024-12-31)
    askebsa.dol.gov
  • Jan 1, 2024Funded status changed
    General Dynamics Retirement Plan (bath Iron Works) funded ratio 88.5% -> 91.9% (2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    Nomura Corp Rsrch and Asset Mgmt in no longer appears on General Dynamics Retirement Plan (bath Iron Works)'s Schedule C as investment manager (plan year 2023 vs 2022)
    with Nomura Corporate Research and Assetaskebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    Dodge & Cox no longer appears on General Dynamics Retirement Plan (bath Iron Works)'s Schedule C as investment manager (plan year 2023 vs 2022)
    with Dodge & Coxaskebsa.dol.gov

+5 more dated events

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Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
15 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Treasury U.S. 5 Year Key Rate Duratcollective trustBlackrock Institutional Trust Company, N.A.Fixed income$17.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Developed Real Estate Idx N-L Fd Fcollective trustBlackrock Institutional Trust Company, N.A.Real estate$7.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024High Yield Bond Fundcollective trustBlackrock Institutional Trust Company, N.A.Fixed income$6.8M heldDisclosed holdingaskebsa.dol.gov

+12 more commitments

Every fund and manager this allocator committed to, with the amount, date and source on each.

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Size and funding
33 readings
Total assets
$429M Dec 31, 2024 reported Form 5500
$500M (2023-12) · $485M (2022-12)
Plan assets
$503M Jan 1, 2024 reported Form 5500
$484M (2023-01) · $652M (2022-01)
Net assets
$429M Dec 31, 2024 reported Form 5500
$500M (2023-12) · $480M (2022-12)
Funded ratio
91.9% Jan 1, 2024 reported Form 5500
88.5% (2023-01) · 100.8% (2022-01)
Funding target
$570M Jan 1, 2024 reported Form 5500
$578M (2023-01) · $575M (2022-01)
Discount rate
5.08% Jan 1, 2024 reported Form 5500
5.20% (2023-01) · 5.38% (2022-01)
Participants
6,414 Jan 1, 2024 reported Form 5500
6,497 (2023-01) · 6,551 (2022-01)
Contributions
$6.2M Dec 31, 2024 reported Form 5500
$0 (2023-12) · $0 (2022-12)
Benefits paid
$81.8M Dec 31, 2024 reported Form 5500
$35.8M (2023-12) · $34.5M (2022-12)
Net investment income
-$72.0M Dec 31, 2024 reported Form 5500
$19.4M (2023-12) · -$165M (2022-12)
Investment management fees
$463,084 Dec 31, 2024 reported Form 5500
$260,911 (2023-12) · $474,546 (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 20246,414$503M$570M91.9%$429MNot disclosed$17.1MNot disclosed
2023 to Dec 31, 20236,497$484M$578M88.5%$500MNot disclosed$500MNot disclosed
2022 to Dec 31, 20226,551$652M$575M100.8%$485MNot disclosed$485MNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)

+56 more service providers

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Provenance
Identifiers: EIN-PN 131673581-078
Cross-graph: no entry on another DFX graph
First observed Sep 15, 2026, last observed Sep 29, 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.
Capital chain

General Dynamics Retirement Plan (bath Iron Works) sits on 10 traced paths of capital across the graphs.

Consultant to allocator to manager

DFX traced 10 paths of capital through this record

Every record on each path, what it committed or lent, and as of when.

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Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.

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Record history

10 dated events on the change ledger, latest first
  • Funded status changed
    2023-01-01source
  • Funded status changed
    2024-01-01source
  • Manager relationship ended
    2023-12-31source

+7 more changes on this record's ledger

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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

+15 connections on the graph

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