This allocator's name, 1 more adviser and 4 more commitments

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Corporate pension in Maryland

Corporate pension· Owings Mills, Maryland

Corporate pension, based in Owings Mills, Maryland, reporting $546M in assets, for 4,682 participants.

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

Assets
$546M
Funded ratio
95.1%
Fund commitments
3
Managers
2
Open searchesPlans backing its top managerSimilar plans, same strategy
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Commitments (3)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 2023, 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
Managers
Size, funding, policy and commitments, with their basesCorporate pensionShow
Corporate pension
Assets
$546M
Total assets, Dec 31, 2024 reported
Funded
95.1%
Jan 1, 2024
Private markets target
no policy read
policy Dec 31, 2024
Commitments
3
2 managers on Schedule C
Plan sponsor: this allocator
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Non-interest-bearing cash 1.6%
  • Corporate debt instruments (other) 13.2%
  • Corporate debt instruments (preferred) 11.3%
  • U.S. Government securities 35.4%
  • Other investments 4.5%
  • Common/collective trusts 4.6%
  • Common stock 28.8%
Consultants and advisers
4 firms

+1 more consultant or adviser 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
3 managers on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)

+5 more Schedule C managers

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What changed
3 events
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
7 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Ssga Emerging Market Fund Zvep103 12 ieState Street Global Advisors Trust CompanyPublic equity$11.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024State Street Real Asset Non-Lendingcollective trustState Street Global Advisors TrustReal assets$13.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Ssga Emerging Market Fund Zvepcollective trustState Street Global Advisors Trust CompanyPublic equity$13.4M heldDisclosed holdingaskebsa.dol.gov

+4 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
$546M Dec 31, 2024 reported Form 5500
$573M (2023-12) · $572M (2022-12)
Plan assets
$577M Jan 1, 2024 reported Form 5500
$574M (2023-01) · $758M (2022-01)
Net assets
$545M Dec 31, 2024 reported Form 5500
$573M (2023-12) · $572M (2022-12)
Funded ratio
95.1% Jan 1, 2024 reported Form 5500
93.4% (2023-01) · 117.0% (2022-01)
Funding target
$574M Jan 1, 2024 reported Form 5500
$584M (2023-01) · $619M (2022-01)
Discount rate
5.06% Jan 1, 2024 reported Form 5500
5.18% (2023-01) · 5.35% (2022-01)
Participants
4,682 Jan 1, 2024 reported Form 5500
4,822 (2023-01) · 5,035 (2022-01)
Contributions
$0 Dec 31, 2024 reported Form 5500
$5.4M (2023-12) · $0 (2022-12)
Benefits paid
$49.2M Dec 31, 2024 reported Form 5500
$46.8M (2023-12) · $64.7M (2022-12)
Net investment income
-$27.4M Dec 31, 2024 reported Form 5500
$847,000 (2023-12) · -$186M (2022-12)
Investment management fees
$1.4M Dec 31, 2024 reported Form 5500
$1.5M (2023-12) · $1.5M (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 20244,682$577M$574M95.1%$546MNot disclosedNot disclosedNot disclosed
2023 to Dec 31, 20234,822$574M$584M93.4%$573MNot disclosedNot disclosedNot disclosed
2022 to Dec 31, 20225,035$758M$619M117.0%$572M$0Not disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)

+40 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.

Record history

3 dated events on the change ledger, latest first
  • Holding in a pooled vehicle ended
    2023-12-31source
  • Funded status changed
    2023-01-01source
  • Total assets changed
    2023-01-01source

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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+13 connections on the graph

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