DFX Intelligence
Allocator Intelligence
The capital-owner graph behind private markets. Who owns the capital, who decides, how much, under what policy, on whose advice, to which managers, and what changed, with a source and a date behind every row. A target is never an actual, a disclosed holding is never an approval, and an estimate says so.
Corporate pension
Luck Stone Corporation Retirement Plan and Trust
Corporate pensionRichmond, VA
Assets
$138M
Total assets, Oct 31, 2025 reported
Funded
80.1%
Nov 1, 2024
Private markets target
n/a
policy Oct 31, 2025
Commitments
31
none on the tape
Plan sponsor: Luck Stone Corporation
Allocation policy
Form 5500, as of Oct 31, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 0.2%
- Other investments 0.1%
- Common/collective trusts 93.5%
Consultants and advisers
2 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on the commitment tape
From the plan’s own commitment disclosures
- Wellington Trust Company, Na2 rows, latest Oct 31, 2025
From Schedule C (investment management, code 28)
- Mercer Investments LLCplan years 2023
Commitments
31 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Oct 31, 2025 | Mercer Active Long Corporate Fixedcollective trust | Mercer Trust Company LLC | Fixed income | $28.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Oct 31, 2025 | Mercer Emerging Markets Equity Portcollective trust | Mercer Trust Company LLC | Public equity | $5.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Oct 31, 2025 | Mercer Long Strips Fixed Incomecollective trust | Mercer Trust Company LLC | Fixed income | $19.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Oct 31, 2025 | Mercer Non-Us Core Equity Portfoliocollective trust | Mercer Trust Company LLC | Public equity | $12.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Oct 31, 2025 | Mercer Opportunistic Fixed Incomecollective trust | Mercer Trust Company LLC | Hedge / diversifiers | $15.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Oct 31, 2025 | Mercer US Large Cap Core Passive Eqcollective trust | Mercer Trust Company LLC | Public equity | $26.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Oct 31, 2025 | Mercer US Small/mid Cap Equity Portcollective trust | Mercer Trust Company LLC | Public equity | $3.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Oct 31, 2025 | Cohen & Steers Global Realty Fd Clcollective trust | SEI Trust Company | Real estate | $5.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Oct 31, 2025 | Wtc-Cif Select Leaders Series 2collective trust | Wellington Trust Company, Na | Pooled vehicles | $10.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Oct 31, 2025 | Mercer Passive Long Government Fixecollective trust | Mercer Trust Company LLC | Pooled vehicles | $3.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Oct 31, 2024 | Mercer Long Strips Fixed Incomecollective trust | Mercer Trust Company LLC | Fixed income | $14.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Oct 31, 2024 | Mercer Active Long Corporate Fixedcollective trust | Mercer Trust Company LLC | Fixed income | $19.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Oct 31, 2024 | Mercer Emerging Markets Equity Portcollective trust | Mercer Trust Company LLC | Public equity | $5.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Oct 31, 2024 | Mercer Global Low Volatility Equitycollective trust | Mercer Trust Company LLC | Public equity | $2.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Oct 31, 2024 | Mercer Non-Us Core Equity Portfoliocollective trust | Mercer Trust Company LLC | Public equity | $12.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Oct 31, 2024 | Mercer Opportunistic Fixed Incomecollective trust | Mercer Trust Company LLC | Hedge / diversifiers | $16.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Oct 31, 2024 | Mercer US Large Cap Core Passive Eqcollective trust | Mercer Trust Company LLC | Public equity | $25.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Oct 31, 2024 | Mercer US Small/mid Cap Equity Portcollective trust | Mercer Trust Company LLC | Public equity | $3.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Oct 31, 2024 | Cohen & Steers Global Realty Fd Clcollective trust | SEI Trust Company | Real estate | $5.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Oct 31, 2024 | State Street S&p Global Largemidcapcollective trust | State Street Global Advisors Trust Company | Pooled vehicles | $5.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Oct 31, 2024 | Wtc-Cif Select Leaders Series 2collective trust | Wellington Trust Company, Na | Pooled vehicles | $5.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Oct 31, 2023 | Mercer Active Long Corporate Fixedcollective trust | Mercer Trust Company LLC | Fixed income | $15.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Oct 31, 2023 | Mercer Emerging Markets Equity Portcollective trust | Mercer Trust Company LLC | Public equity | $5.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Oct 31, 2023 | Mercer Global Low Volatility Equitycollective trust | Mercer Trust Company LLC | Public equity | $5.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Oct 31, 2023 | Mercer Long Strips Fixed Incomecollective trust | Mercer Trust Company LLC | Fixed income | $10.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Oct 31, 2023 | Mercer Non-Us Core Equity Portfoliocollective trust | Mercer Trust Company LLC | Public equity | $10.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Oct 31, 2023 | Mercer Opportunistic Fixed Incomecollective trust | Mercer Trust Company LLC | Hedge / diversifiers | $13.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Oct 31, 2023 | Mercer US Large Cap Core Passive Eqcollective trust | Mercer Trust Company LLC | Public equity | $13.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Oct 31, 2023 | Mercer US Small/mid Cap Equity Portcollective trust | Mercer Trust Company LLC | Public equity | $3.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Oct 31, 2023 | Cohen & Steers Global Realty Fd Clcollective trust | SEI Trust Company | Real estate | $4.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Oct 31, 2023 | State Street S&p Global Largemidcapcollective trust | State Street Global Advisors Trust Company | Pooled vehicles | $4.4M held | Disclosed holding | askebsa.dol.gov |
Size and funding
32 readings
Form 5500 filings
3 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Oct 31, 2025 | 1,295 | $125M | $96.7M | 80.1% | $138M | n/a | n/a | n/a |
| 2023 to Oct 31, 2024 | 1,234 | $102M | $90.5M | 84.8% | $125M | n/a | n/a | n/a |
| 2022 to Oct 31, 2023 | 1,194 | $97.6M | $83.9M | 89.7% | $102M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Mercer Investments LLC codes 28 50 51 $342,874 PY2024
- Mercer codes 11 14 50 $203,352 PY2024
- US Bank codes 21 50 $31,323 PY2024
- Pbmares, LLP codes 10 50 $20,343 PY2024
- Mercer Long Corporate Fixed Income Sched. D C $28.2M PY2024
- Mercer Emerging Markets Equity Sched. D C $5.2M PY2024
- Mercer Global Low Volatility Equity Sched. D C PY2024
- Mercer Long Strips Fixed Income Sched. D C $19.3M PY2024
- Mercer Non-Us Core Equity Sched. D C $12.1M PY2024
- Mercer Opportunistic Fixed Income Sched. D C $15.3M PY2024
- Mercer US Large Cap Passive Equity Sched. D C $26.5M PY2024
- Mercer US Small-Mid Cap Equity Sched. D C $3.4M PY2024
- Cohen & Steers Cltv Inv Trust Sched. D C $5.0M PY2024
- Ssga S&p Global Natural Resource in Sched. D C PY2024
- Enduring Assets Sched. D C $10.2M PY2024
- Mercer Passive Long Government Fixe Sched. D C $3.9M PY2024
- Mercer codes 11 PY2024
- Mercer Investments LLC codes 28 50 51 $300,982 PY2023
- Mercer codes 11 14 50 $257,654 PY2023
- US Bank codes 21 50 $28,239 PY2023
- Pbmares, LLP codes 10 50 $21,675 PY2023
- Mercer Long Corporate Fixed Income Sched. D C $19.6M PY2023
- Mercer Emerging Markets Equity Sched. D C $5.3M PY2023
- Mercer Global Low Volatility Equity Sched. D C $2.0M PY2023
- Mercer Long Strips Fixed Income Sched. D C $14.3M PY2023
- Mercer Non-Us Core Equity Sched. D C $12.4M PY2023
- Mercer US Large Cap Passive Equity Sched. D C $25.6M PY2023
- Mercer US Small-Mid Cap Equity Sched. D C $3.9M PY2023
- Cohen & Steers Cltv Inv Trust Sched. D C $5.8M PY2023
- Ssga S&p Global Natural Resource in Sched. D C $5.1M PY2023
- Enduring Assets Sched. D C $5.9M PY2023
- Mercer Opportunistic Fixed Income Sched. D C $16.0M PY2023
- Mercer codes 11 PY2023
- Mercer Investments LLC codes 28 50 51 $321,271 PY2022
- Mercer codes 11 14 50 $252,709 PY2022
- Pbmares, LLP codes 10 50 $18,900 PY2022
- US Bank codes 21 50 $10,530 PY2022
- Mercer Long Corporate Fixed Income Sched. D C $15.5M PY2022
- Mercer Emerging Markets Equity Sched. D C $5.8M PY2022
- Mercer Global Low Volatility Equity Sched. D C $5.0M PY2022
- Mercer Long Strips Fixed Income Sched. D C $10.8M PY2022
- Mercer Non-Us Core Equity Sched. D C $10.7M PY2022
- Mercer Opportunistic Fixed Income Sched. D C $13.3M PY2022
- Mercer US Large Cap Passive Equity Sched. D C $13.7M PY2022
- Mercer US Small-Mid Cap Equity Sched. D C $3.8M PY2022
- Cohen & Steers Cltv Inv Trust Sched. D C $4.1M PY2022
- Ssga S&p Global Natural Resource in Sched. D C $4.4M PY2022
- Mercer codes 11 PY2022
What changed
9 events
- Oct 31, 2025Holding startedLuck Stone Corporation Retirement Plan and Trust first reports an interest in Mercer Passive Long Government Fixe: $4M at 2025-10-31with Mercer Passive Long Government Fixeaskebsa.dol.gov
- Oct 31, 2025Holding endedinferenceLuck Stone Corporation Retirement Plan and Trust no longer reports State Street S&p Global Largemidcap (last held $5M at 2024-10-31; absent from the 2025-10-31 filing)with State Street S&p Global Largemidcapaskebsa.dol.gov
- Oct 31, 2025Holding endedinferenceLuck Stone Corporation Retirement Plan and Trust no longer reports Mercer Global Low Volatility Equity (last held $2M at 2024-10-31; absent from the 2025-10-31 filing)with Mercer Global Low Volatility Equityaskebsa.dol.gov
- Oct 31, 2025Assets changedLuck Stone Corporation Retirement Plan and Trust total assets $125M -> $138M (+10.2%, 2024-10-31 to 2025-10-31)
- Nov 1, 2024Funded status changedLuck Stone Corporation Retirement Plan and Trust funded ratio 84.8% -> 80.1% (2023-11-01 to 2024-11-01)
- Nov 1, 2024Assets changedLuck Stone Corporation Retirement Plan and Trust plan assets $102M -> $125M (+23.0%, 2023-11-01 to 2024-11-01)
- Oct 31, 2024Holding startedLuck Stone Corporation Retirement Plan and Trust first reports an interest in Wtc-Cif Select Leaders Series 2 (Wellington Trust Company, Na): $6M at 2024-10-31with Wellington Trust Company, Naaskebsa.dol.gov
- Oct 31, 2024Assets changedLuck Stone Corporation Retirement Plan and Trust total assets $102M -> $125M (+22.8%, 2023-10-31 to 2024-10-31)
- Nov 1, 2023Funded status changedLuck Stone Corporation Retirement Plan and Trust funded ratio 89.7% -> 84.8% (2022-11-01 to 2023-11-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 540630628-001
Cross-graph: no entry on another DFX graph
First observed Sep 15, 2026, last observed Sep 15, 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.