This allocator's name, 3 more advisers, 4 more managers, 21 more commitments and 3 more dated events
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Corporate pension in Maryland
Corporate pension, based in Silver Spring, Maryland, reporting $90.9M in assets, for 176 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $90.9M
- Funded ratio
- 89.2%
- Fund commitments
- 9
- Managers
- 2
Nothing material in the last 90 days. Last change: 31 Dec 2024, Changed investment consultant to Morgan Stanley Smith Barney, LLC.
Capital path
who backs this record, through what, into what; each name opens its own path- U.S. Core Partners Collective Inves3 commitments
- ASB Labor Equity Index Fund3 commitments
- Wamco3 commitments
- this allocator6 commitments
- Chevy Chase Trust Company3 commitments
- Western Asset Mgmt Company, LLC3 commitments
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
- Interest-bearing cash 9.3%
- Non-interest-bearing cash 0.2%
- Insurance company general account 1.2%
- Other investments 2.4%
- Partnership/joint venture interests 23.9%
- Common/collective trusts 29.6%
- Pooled separate accounts 5.5%
- Registered investment companies 22.9%
- Preferred stock 2.2%
- Morgan Stanley Smith Barney, LLC Investment adviser (plan)through Dec 31, 2024 Form 5500
- Gallagher Fiduciary Advisors Investment adviser (plan)through Dec 31, 2022 Form 5500
- this allocator Custodianthrough Dec 31, 2024 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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- this allocator6 rows, latest Dec 31, 2024
- Chevy Chase Trust Company3 rows, latest Dec 31, 2024
- Western Asset Mgmt Company, LLC3 rows, latest Dec 31, 2024
+4 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- Crescent Capitalplan years
- Western Asset Mgmt Company, LLCplan years
- this allocatorplan years 2022
+2 more Schedule C managers
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- Dec 31, 2024Holding started
- Dec 31, 2024Holding endedinference
- Dec 31, 2024Consultant changedinferencewith Morgan Stanley Smith Barney, LLCaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedwith this allocatoraskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferencewith ABS Allegiance Real Estateaskebsa.dol.gov
+3 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 | U.S. Core Partners Collective Invescollective trust | Benefit Trust Company | Pooled vehicles | $2.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | ASB Labor Equity Index Fundcollective trust | Chevy Chase Trust Company | Public equity | $9.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Crescent Capital Trust IIcollective trust | Crescent Capital | Pooled vehicles | $4.5M held | Disclosed holding | askebsa.dol.gov |
+21 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 | 176 | $88.3M | $104M | 89.2% | $90.9M | $21.8M | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 174 | $86.5M | $99.8M | 95.4% | $88.4M | $22.3M | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 170 | $98.8M | $101M | 95.0% | $86.6M | $16.3M | Not disclosed | Not disclosed |
- Cheiron codes 11 $43,291 PY2024
- Slevin and Hart codes 29 $29,910 PY2024
- Morgan Stanley codes 27 $27,500 PY2024
+46 more service providers
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Provenance
This record sits on 17 traced paths of capital across the graphs.
DFX traced 17 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
- Holding in a pooled vehicle started2024-12-31source
- Holding in a pooled vehicle ended2024-12-31source
- Funded status changed2024-01-01source
+5 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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