This allocator's name and 4 more advisers

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Corporate pension in Maryland

Corporate pension· Oakland, Maryland

Corporate pension, based in Oakland, Maryland, reporting $41.8M in assets, for 452 participants.

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

Assets
$41.8M
Funded ratio
86.8%
Fund commitments
2
Managers
1
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Commitments (2)Allocation policyConsultants
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, Changed investment consultant to Sterling Capital Management LLC.

Capital path

who backs this record, through what, into what; each name opens its own path
Corporate pension in Maryland
Funds committed to
Managers
Size, funding, policy and commitments, with their basesCorporate pensionShow
Corporate pension
Assets
$41.8M
Total assets, Jun 30, 2025 reported
Funded
86.8%
Jul 1, 2024
Private markets target
no policy read
policy Jun 30, 2025
Commitments
2
1 manager on Schedule C
Allocation policy
Form 5500, as of Jun 30, 2025
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 2.7%
  • Master trust investment accounts 96.6%
Consultants and advisers
7 firms

+4 more consultants and advisers advise this allocator

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

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People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 manager on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)
What changed
5 events
  • Dec 31, 2024Consultant changedinference
    with Sterling Capital Management LLCaskebsa.dol.gov
  • Dec 31, 2024Consultant changedinference
    with Concurrent Investment Advisors, LLCaskebsa.dol.gov
  • Jul 1, 2024Funded status changed
    3 pointsaskebsa.dol.gov
  • Dec 31, 2023Manager relationship started
    with State Street Bank & Trust Companyaskebsa.dol.gov
  • Jul 1, 2023Funded status changed
    3 pointsaskebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
2 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Jun 30, 2024SLC Mgmnt Strips Citcollective trustWvuhs Strips PoolPooled vehicles$9.8M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024SLC Mgmnt Long Credit Citcollective trustSLC ManagementPrivate credit$9.8M heldDisclosed holdingaskebsa.dol.gov
Size and funding
33 readings
Total assets
$41.8M Jun 30, 2025 reported Form 5500
$41.0M (2024-06) · $38.6M (2023-06)
Plan assets
$40.7M Jul 1, 2024 reported Form 5500
$38.5M (2023-07) · $35.9M (2022-07)
Net assets
$41.8M Jun 30, 2025 reported Form 5500
$40.7M (2024-06) · $38.6M (2023-06)
Funded ratio
86.8% Jul 1, 2024 reported Form 5500
83.6% (2023-07) · 80.7% (2022-07)
Funding target
$46.8M Jul 1, 2024 reported Form 5500
$46.1M (2023-07) · $44.5M (2022-07)
Discount rate
5.40% Jul 1, 2024 reported Form 5500
5.32% (2023-07) · 5.49% (2022-07)
Participants
452 Jul 1, 2024 reported Form 5500
455 (2023-07) · 462 (2022-07)
Contributions
$802,976 Jun 30, 2025 reported Form 5500
$810,765 (2024-06) · $1.5M (2023-06)
Benefits paid
$2.5M Jun 30, 2025 reported Form 5500
$2.3M (2024-06) · $2.2M (2023-06)
Net investment income
$1.1M Jun 30, 2025 reported Form 5500
$2.1M (2024-06) · $2.6M (2023-06)
Investment management fees
$65,887 Jun 30, 2025 reported Form 5500
$61,745 (2024-06) · $52,024 (2023-06)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Jun 30, 2025452$40.7M$46.8M86.8%$41.8MNot disclosed$40.4MNot disclosed
2023 to Jun 30, 2024455$38.5M$46.1M83.6%$41.0MNot disclosedNot disclosedNot disclosed
2022 to Jun 30, 2023462$35.9M$44.5M80.7%$38.6MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)

+13 more service providers

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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.
Capital chain

This record sits on 2 traced paths of capital across the graphs.

Consultant to allocator to manager

DFX traced 2 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

5 dated events on the change ledger, latest first
  • Funded status changed
    2023-07-01source
  • Funded status changed
    2024-07-01source
  • Manager relationship started
    2023-12-31source

+2 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

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+11 connections on the graph

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