Luck Stone Corporation Retirement Plan and Trust
Corporate pension, based in Richmond, Virginia, reporting $138M in assets, for 1,295 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Oct 2025, Luck Stone Corporation Retirement Plan and Trust first reports an interest in Mercer Passive Long Government Fixe: $4M at 2025-10-31.
1 more manager, 28 more commitments and 4 more dated events
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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Capital path
who backs this record, through what, into what; each name opens its own path- Mercer Long Strips Fixed Income3 commitments
- Mercer Emerging Markets Equity Port3 commitments
- Mercer Non-Us Core Equity Portfolio3 commitments
- Mercer Investments LLC24 commitments
- Cohen & Steers3 commitments
- Wellington Trust Company, Na2 commitments
Relationship network
34 connected entities31 observed commitments15 repeat counterparties29 dated commitments shown here, 2023 to 2025
From board minutes, annual reports, Form 5500 filings and public records of commitments, consultants and staff in the allocator graph. Commitment amounts are those the allocator disclosed; many are not printed, and none is estimated.
Some relationships on this record are counted rather than named here. They open with the full profile.
Click any name or line for the commitments and sources behind it. Line weight is commitments together; dashed lines are inferred.
- Sponsor
- Fund or vehicle
- Service provider
- Organization
›How strength and recency are read
Managers, funds and consultants are read from the commitments: three or more is a strong observed relationship, two a repeat counterparty. No consultant link is marked current on the source, so none is labelled current or former here. Related plans, people and plan service providers are ordered by what the filing shows.
Darker lines were active in the last 24 months or are current; lighter lines are older or undated.
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
Allocation policy
- Interest-bearing cash 0.2%
- Other investments 0.1%
- Common/collective trusts 93.5%
Consultants and advisers
People
Manager roster
- Mercer Investments LLC24 rows, latest Oct 31, 2025
- Cohen & Steers3 rows, latest Oct 31, 2025
- Wellington Trust Company, Na2 rows, latest Oct 31, 2025
+1 more manager received commitments
Every name, record and relationship behind this count, with the source on each.
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- Mercer Investments LLCplan years
- Cohen & Steersplan years
- State Street Global Advisors Trustplan years
+2 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
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What changed
- 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)
+4 more dated events
Every name, record and relationship behind this count, with the source on each.
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Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Oct 31, 2025 | Mercer Long Strips Fixed Incomecollective trust | Mercer Investments LLC | Fixed income | $19.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Oct 31, 2025 | Mercer Emerging Markets Equity Portcollective trust | Mercer Investments LLC | Public equity | $5.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Oct 31, 2025 | Mercer Non-Us Core Equity Portfoliocollective trust | Mercer Investments LLC | Public equity | $12.1M held | Disclosed holding | askebsa.dol.gov |
+28 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
Form 5500 filings
| 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 | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Oct 31, 2024 | 1,234 | $102M | $90.5M | 84.8% | $125M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Oct 31, 2023 | 1,194 | $97.6M | $83.9M | 89.7% | $102M | Not disclosed | Not disclosed | Not disclosed |
- 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
+45 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Luck Stone Corporation Retirement Plan and Trust sits on 1 traced path of capital across the graphs.
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
- Holding in a pooled vehicle started2025-10-31source on record
- Holding in a pooled vehicle ended2025-10-31source on record
- Holding in a pooled vehicle ended2025-10-31source on record
+6 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
+8 connections on the graph
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