This allocator's name, 1 more adviser and 27 more commitments

Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.

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Corporate pension in Maryland

Corporate pension· North Bethesda, Maryland

Corporate pension, based in North Bethesda, Maryland, reporting $140M in assets, for 2,669 participants.

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

Assets
$140M
Funded ratio
111.5%
Fund commitments
11
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Commitments (11)Allocation policy
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, 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 11
Managers
Size, funding, policy and commitments, with their basesCorporate pensionShow
Corporate pension
Assets
$140M
Total assets, Dec 31, 2024 reported
Funded
111.5%
Jan 1, 2024
Private markets target
no policy read
policy Dec 31, 2024
Commitments
11
none on the tape
Plan sponsor: this allocator
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 0.3%
  • Employer securities 9.6%
  • Insurance company general account 0.8%
  • Common/collective trusts 89.3%
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
1 manager on the commitment tape
From the plan’s own commitment disclosures
What changed
5 events
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
30 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024NT Collective S&p 400 Index Fundcollective trustNorthern Trust Investments, Inc.Pooled vehicles$4.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024NT Collective S&p 500 Index Fundcollective trustNorthern Trust Investments, Inc.Pooled vehicles$28.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024NT Collective Emerging Mkts Index Fcollective trustNorthern Trust Investments, Inc.Pooled vehicles$6.3M heldDisclosed holdingaskebsa.dol.gov

+27 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
$140M Dec 31, 2024 reported Form 5500
$146M (2023-12) · $149M (2022-12)
Plan assets
$146M Jan 1, 2024 reported Form 5500
$148M (2023-01) · $201M (2022-01)
Net assets
$139M Dec 31, 2024 reported Form 5500
$146M (2023-12) · $148M (2022-12)
Funded ratio
111.5% Jan 1, 2024 reported Form 5500
107.1% (2023-01) · 119.1% (2022-01)
Funding target
$137M Jan 1, 2024 reported Form 5500
$152M (2023-01) · $158M (2022-01)
Discount rate
4.99% Jan 1, 2024 reported Form 5500
5.11% (2023-01) · 5.27% (2022-01)
Participants
2,669 Jan 1, 2024 reported Form 5500
3,469 (2023-01) · 3,638 (2022-01)
Contributions
$0 Dec 31, 2024 reported Form 5500
$0 (2023-12) · $0 (2022-12)
Benefits paid
$16.9M Dec 31, 2024 reported Form 5500
$20.5M (2023-12) · $14.1M (2022-12)
Net investment income
-$6.8M Dec 31, 2024 reported Form 5500
-$1.9M (2023-12) · -$53.2M (2022-12)
Investment management fees
$158,816 Dec 31, 2024 reported Form 5500
$214,156 (2023-12) · $257,533 (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 20242,669$146M$137M111.5%$140MNot disclosedNot disclosedNot disclosed
2023 to Dec 31, 20233,469$148M$152M107.1%$146MNot disclosedNot disclosedNot disclosed
2022 to Dec 31, 20223,638$201M$158M119.1%$149MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)

+43 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.

Not yet on record: managers.

Capital chain

This record sits on 1 traced path of capital across the graphs.

Consultant to allocator to manager

DFX traced 1 path 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
  • Holding in a pooled vehicle started
    2024-12-31source
  • Holding in a pooled vehicle ended
    2024-12-31source
  • Funded status changed
    2023-01-01source

+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

every published relationship on the graph

+5 connections on the graph

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