DFX Intelligence

This allocator's name, 6 more commitments and 10 more dated events

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· Bethesda, Maryland

Corporate pension, based in Bethesda, Maryland, reporting $31.3M in assets, for 280 participants.

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

As of 2025-12-31 · the latest dated event for this allocator; each figure carries its own filing or report date

Assets: $31.3M
Funded ratio: 81.3%
Fund commitments: 3
Managers: 4

Open searches Plans backing its top manager Similar plans, same strategy

Commitments (3)Allocation policy Managers

As of 2025-12-31 · 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 2025, Holding ended.

Capital path

who backs this record, through what, into what; each name opens its own path

Corporate pension in Maryland

Funds committed to

NT Collective Short Term Investment4 commitments
Blackrock Broad Market Bond Fund3 commitments
CG Long Duration Credit Trust US2 commitments

Managers

Northern Trust Investments, Inc.4 commitments
Metropolitan Life Insurance Company3 commitments
Capital Guardian Trust Company2 commitments

Size, funding, policy and commitments, with their basesCorporate pensionShow

Corporate pension

Assets

$31.3M

Total assets, Dec 31, 2025 reported

Funded

81.3%

Jan 1, 2025

Private markets target

no policy read

policy Dec 31, 2025

Commitments

4 managers on Schedule C

Plan sponsor: this allocator

Allocation policy

Form 5500, as of Dec 31, 2025

Actual allocation lines without a target (as filed)

Other investments 4.4%
Common/collective trusts 0.6%
Registered investment companies 94.7%

Consultants and advisers

3 firms

Willis Towers Watson US LLC Actuarythrough Dec 31, 2025 Form 5500
Towers Watson Pennsylvania, Inc. Actuarythrough Dec 31, 2025 Form 5500
Northern Trust Co. Trusteethrough Dec 31, 2025 Form 5500

People

No investment staff or executives have been read for this allocator yet.

Manager roster

3 managers on the commitment tape

From the plan’s own commitment disclosures

Northern Trust Investments, Inc.4 rows, latest Dec 31, 2025
Metropolitan Life Insurance Company3 rows, latest Dec 31, 2024
Capital Guardian Trust Company2 rows, latest Dec 31, 2023

From Schedule C (investment management, code 28)

Metropolitan Life Insurance Companyplan years 2025
Vanguard Advisors Inc.plan years 2025
Metropolitan Life Insurance Coplan years 2025

+5 more Schedule C managers

Every name, record and relationship behind this count, with the source on each.

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What changed

15 events

Dec 31, 2025Holding endedinference
with Metropolitan Life Insurance Company$1.1Maskebsa.dol.gov
Dec 31, 2025Manager relationship endedinference
with Capital Guardian Trust Companyaskebsa.dol.gov
Dec 31, 2025Manager relationship endedinference
with AXA Investment Managers N.A.askebsa.dol.gov
Jan 1, 2025Funded status changed
down 19 pointsaskebsa.dol.gov
Jan 1, 2025Assets changed
down $232Maskebsa.dol.gov

+10 more dated events

Every name, record and relationship behind this count, with the source on each.

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Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.

Commitments

9 rows, 0 dated closings

Date	Fund	Manager	Bucket	Amount	Status	Source
as of Dec 31, 2025	NT Collective Short Term Investmentcollective trust	Northern Trust Investments, Inc.	Cash	$186,903 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	NT Collective Short Term Investmentcollective trust	Northern Trust Investments, Inc.	Cash	$592,994 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Blackrock Broad Market Bond Fundseparate account	Metropolitan Life Insurance Company	Fixed income	$1.1M held	Disclosed holding	askebsa.dol.gov

+6 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

44 readings

Total assets

$31.3M Dec 31, 2025 reported Form 5500

$31.1M (2024-12) · $264M (2023-12) · $457M (2022-12)

Plan assets

$31.0M Jan 1, 2025 reported Form 5500

$263M (2024-01) · $456M (2023-01) · $633M (2022-01)

Net assets

$31.2M Dec 31, 2025 reported Form 5500

$30.9M (2024-12) · $263M (2023-12) · $456M (2022-12)

Funded ratio

81.3% Jan 1, 2025 reported Form 5500

100.6% (2024-01) · 91.8% (2023-01) · 106.8% (2022-01)

Funding target

$27.3M Jan 1, 2025 reported Form 5500

$272M (2024-01) · $509M (2023-01) · $525M (2022-01)

Discount rate

5.40% Jan 1, 2025 reported Form 5500

5.11% (2024-01) · 5.13% (2023-01) · 5.30% (2022-01)

Participants

280 Jan 1, 2025 reported Form 5500

1,600 (2024-01) · 3,108 (2023-01) · 3,220 (2022-01)

Contributions

$0 Dec 31, 2025 reported Form 5500

$0 (2024-12) · $0 (2023-12) · $0 (2022-12)

Benefits paid

$1.5M Dec 31, 2025 reported Form 5500

$241M (2024-12) · $218M (2023-12) · $47.0M (2022-12)

Net investment income

$304,359 Dec 31, 2025 reported Form 5500

-$238M (2024-12) · -$192M (2023-12) · -$177M (2022-12)

Investment management fees

$150,784 Dec 31, 2025 reported Form 5500

$192,374 (2024-12) · $376,511 (2023-12) · $472,270 (2022-12)

Form 5500 filings

4 plan years

Plan year	Participants	Assets (SB market)	Funding target	FTAP	Total assets (H)	Partnerships / JV	Master trust	Real estate
2025 to Dec 31, 2025	280	$31.0M	$27.3M	81.3%	$31.3M	Not disclosed	Not disclosed	Not disclosed
2024 to Dec 31, 2024	1,600	$263M	$272M	100.6%	$31.1M	Not disclosed	Not disclosed	Not disclosed
2023 to Dec 31, 2023	3,108	$456M	$509M	91.8%	$264M	Not disclosed	Not disclosed	Not disclosed
2022 to Dec 31, 2022	3,220	$633M	$525M	106.8%	$457M	Not disclosed	Not disclosed	Not disclosed

Service providers and investment entities as filed (Schedule C and D, latest year first)

Towers Watson Pennsylvania, Inc. codes 11 $255,933 PY2025
USI Consulting Group codes 13 $200,921 PY2025
Vanguard Advisors, Inc. codes 28 $142,877 PY2025

+46 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

Identifiers: none on file

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.

Record history

15 dated events on the change ledger, latest first

Holding in a pooled vehicle ended
2024-12-31source
Holding in a pooled vehicle ended
2025-12-31source
Funded status changed
2023-01-01source

+12 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

+12 connections on the graph

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