This allocator's name, 2 more advisers and 16 more commitments

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Corporate pension in Maryland

Corporate pension· Hunt Valley, Maryland

Corporate pension, based in Hunt Valley, Maryland, reporting $633M in assets, for 5,990 participants.

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

Assets
$633M
Funded ratio
98.6%
Fund commitments
10
Managers
2
Open searchesPlans backing its top managerSimilar plans, same strategy
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Commitments (10)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: 30 Nov 2024, Holding started.

Capital path

who backs this record, through what, into what; each name opens its own path
Corporate pension in Maryland
Funds committed to
All 10
Managers
Size, funding, policy and commitments, with their basesCorporate pensionShow
Corporate pension
Assets
$633M
Total assets, Nov 30, 2024 reported
Funded
98.6%
Dec 1, 2023
Private markets target
no policy read
policy Nov 30, 2024
Commitments
10
2 managers on Schedule C
Plan sponsor: this allocator
Allocation policy
Form 5500, as of Nov 30, 2024
Actual allocation lines without a target (as filed)
  • Non-interest-bearing cash 0.0%
  • Insurance company general account 0.2%
  • Partnership/joint venture interests 8.1%
  • Common/collective trusts 88.7%
  • Real estate (other than employer real property) 3.0%
Consultants and advisers
5 firms
  • Mercer Pension consultantActuarythrough Nov 30, 2024 Form 5500
  • HCI Equity Partners Pension consultantthrough Nov 30, 2023 Form 5500
  • Feg Pension consultantthrough Nov 30, 2023 Form 5500

+2 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
2 managers on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)
What changed
2 events
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
19 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Nov 30, 2024Mercer US Small/mid Cap Equity Portcollective trustMercer Investments LLCPublic equity$10.2M heldDisclosed holdingaskebsa.dol.gov
as of Nov 30, 2024Mercer Non-Us Core Equity Portfoliocollective trustMercer Investments LLCPublic equity$26.9M heldDisclosed holdingaskebsa.dol.gov
as of Nov 30, 2024Mercer Opportunistic Fixed Incomecollective trustMercer Investments LLCHedge / diversifiers$39.1M heldDisclosed holdingaskebsa.dol.gov

+16 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
21 readings
Total assets
$633M Nov 30, 2024 reported Form 5500
$598M (2023-11)
Plan assets
$597M Dec 1, 2023 reported Form 5500
$622M (2022-12)
Net assets
$632M Nov 30, 2024 reported Form 5500
$597M (2023-11)
Funded ratio
98.6% Dec 1, 2023 reported Form 5500
105.5% (2022-12)
Funding target
$600M Dec 1, 2023 reported Form 5500
$583M (2022-12)
Discount rate
5.24% Dec 1, 2023 reported Form 5500
5.41% (2022-12)
Participants
5,990 Dec 1, 2023 reported Form 5500
6,096 (2022-12)
Contributions
$8,363 Nov 30, 2024 reported Form 5500
Benefits paid
$36.8M Nov 30, 2024 reported Form 5500
$35.6M (2023-11)
Net investment income
$34.8M Nov 30, 2024 reported Form 5500
-$24.5M (2023-11)
Investment management fees
$823,052 Nov 30, 2024 reported Form 5500
$283,417 (2023-11)
Form 5500 filings
2 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2023 to Nov 30, 20245,990$597M$600M98.6%$633M$51.1MNot disclosed$19.0M
2022 to Nov 30, 20236,096$622M$583M105.5%$598M$75.4MNot disclosed$14.8M
Service providers and investment entities as filed (Schedule C and D, latest year first)

+34 more service providers

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

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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 9 traced paths of capital across the graphs.

Allocator commitments to a managerConsultant to allocator to manager

DFX traced 9 paths of capital through this record

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

Includes 3 days of DFX Intelligence. Then $299/month unless canceled.

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

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Record history

2 dated events on the change ledger, latest first
  • Holding in a pooled vehicle started
    2024-11-30source
  • Funded status changed
    2023-12-01source

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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+10 connections on the graph

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