This allocator's name, 3 more advisers, 2 more managers, 14 more commitments and 7 more dated events
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Corporate pension in Maryland
Corporate pension, based in Upper Marlboro, Maryland, reporting $888M in assets, for 2,732 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $888M
- Funded ratio
- 79.6%
- Fund commitments
- 7
Nothing material in the last 90 days. Last change: 31 Dec 2024, Manager relationship ended.
Capital path
who backs this record, through what, into what; each name opens its own path- ASB Labor Equity Index Fund3 commitments
- Bnym-M Db Sl Lt Credit Bif3 commitments
- State Street 20 Year U.S. Treasury3 commitments
- BNY Mellon5 commitments
- Chevy Chase Trust Company3 commitments
- State Street Global Advisors Trust3 commitments
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
- Interest-bearing cash 0.2%
- Non-interest-bearing cash 1.2%
- Corporate debt instruments (other) 1.2%
- U.S. Government securities 3.4%
- Other investments 0.8%
- Partnership/joint venture interests 30.7%
- 103-12 investment entities 0.9%
- Common/collective trusts 49.9%
- Registered investment companies 10.4%
- Common stock 0.9%
- Preferred stock 0.0%
- Morgan Stanley Smith Barney, LLC Custodianthrough Dec 31, 2024 Form 5500
- Morgan Stanley Smith Barney Custodianthrough Dec 31, 2022 Form 5500
- Cheiron Actuarythrough Dec 31, 2022 Form 5500
+3 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
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- BNY Mellon5 rows, latest Dec 31, 2024
- Chevy Chase Trust Company3 rows, latest Dec 31, 2024
- State Street Global Advisors Trust3 rows, latest Dec 31, 2024
+2 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- Metlife Investment Managementplan years 2022
- Dodge & Coxplan years 2022
- Salient Capital, LPplan years 2022
+9 more Schedule C managers
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- Dec 31, 2024Manager relationship endedinferencewith Metlife Investment Managementaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferencewith Wilshireaskebsa.dol.gov
- Jan 1, 2024Funded status changeddown 3 pointsaskebsa.dol.gov
- Dec 31, 2023Holding endedinference
- Dec 31, 2023Holding started
+7 more dated events
Every name, record and relationship behind this count, with the source on each.
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| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | ASB Labor Equity Index Fundcollective trust | Chevy Chase Trust Company | Public equity | $44.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Bnym-M Db Sl Lt Credit Bifcollective trust | BNY Mellon | Private credit | $176M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Bnym-M Db Sl Long Bifcollective trust | BNY Mellon | Pooled vehicles | $168M held | Disclosed holding | askebsa.dol.gov |
+14 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
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| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 2,732 | $896M | $818M | 79.6% | $888M | $272M | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 2,737 | $867M | $813M | 82.7% | $896M | $256M | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 2,733 | $1.1B | $789M | 88.6% | $868M | $254M | Not disclosed | Not disclosed |
- Morgan Stanley Smith Barney codes 19 27 49 50 72 99 $2.3M PY2024
- American Realty Advisors codes 28 51 $454,084 PY2024
- IAM & Aw codes 14 50 $442,251 PY2024
+75 more service providers
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Provenance
Not yet on record: managers.
Record history
- Holding in a pooled vehicle ended2023-12-31source
- Holding in a pooled vehicle started2023-12-31source
- Holding in a pooled vehicle started2023-12-31source
+9 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
+19 connections on the graph
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