National Laboratory of the Rockies Shared Security Pension Plan
Corporate pension, based in Golden, Colorado, reporting $436M in assets, for 4,877 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 1 Jun 2024, National Laboratory of the Rockies Shared Security Pension Plan funded ratio 92.7% -> 86.1% (2023-06-01 to 2024-06-01).
33 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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Capital path
who backs this record, through what, into what; each name opens its own path- International Index Fund - Series13 commitments
- Russell 25 Plus Yr Strips Fixed Inc3 commitments
- Russell Multi-Manager Bond Fund3 commitments
- Russell Trust Company30 commitments
- Russell Investments3 commitments
Relationship network
32 connected entities36 observed commitments14 repeat counterparties33 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 0.4%
- Common/collective trusts 97.7%
Consultants and advisers
- Mercer Actuarythrough May 31, 2023 Form 5500
- US Bank National Association Trusteethrough May 31, 2023 Form 5500
People
Manager roster
- Russell Trust Company30 rows, latest May 31, 2025
- Russell Investments3 rows, latest May 31, 2025
- Russell Trust Companyplan years
- Russell Investmentsplan years
- Russell Investmentsplan years 2023
What changed
- Jun 1, 2024Funded status changedNational Laboratory of the Rockies Shared Security Pension Plan funded ratio 92.7% -> 86.1% (2023-06-01 to 2024-06-01)
- Jun 1, 2023Funded status changedNational Laboratory of the Rockies Shared Security Pension Plan funded ratio 96.8% -> 92.7% (2022-06-01 to 2023-06-01)
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of May 31, 2025 | International Index Fund - Series1collective trust | Russell Trust Company | Pooled vehicles | $26.0M held | Disclosed holding | askebsa.dol.gov | |
| as of May 31, 2025 | Russell 25 Plus Yr Strips Fixed Inccollective trust | Russell Trust Company | Fixed income | $131M held | Disclosed holding | askebsa.dol.gov | |
| as of May 31, 2025 | Russell Multi-Manager Bond Fundcollective trust | Russell Trust Company | Fixed income | $58.7M held | Disclosed holding | askebsa.dol.gov |
+33 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
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 May 31, 2025 | 4,877 | $406M | $462M | 86.1% | $436M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to May 31, 2024 | 4,487 | $385M | $432M | 92.7% | $406M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to May 31, 2023 | 4,068 | $393M | $400M | 96.8% | $385M | Not disclosed | Not disclosed | Not disclosed |
- Russell Investments codes 28 50 $800,803 PY2024
- Mercer (US) Inc. codes 11 50 $244,504 PY2024
- US Bank National Association codes 21 50 $241,252 PY2024
+48 more service providers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Provenance
Provenance
National Laboratory of the Rockies Shared Security Pension Plan sits on 3 traced paths of capital across the graphs.
DFX traced 3 paths of capital through this record
Every record on each path, what it committed or lent, and as of when.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
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Record history
- Funded status changed2024-06-01source on record
- Funded status changed2023-06-01source on record
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
+6 connections on the graph
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.