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AllocatorsPlancorporate pension100m-1b

STP Nuclear Operating Company Retirement Plan

Allocators

Wadsworth, TX

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Search this name across graphsid dfx:al:41796263-1619-414c-a4f6-8db45882ac19

Data as of Sep 15, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 21, 2026, 10:31 AM UTC and rebuilt at most every 15 minutes.

Relationships: 16
Dated events: 9
On other graphs: 0
Observed: Sep 15, 2026 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Total assets: $400Mlatest reading; see basis
Assets as of: Dec 31, 2024
Assets basis: REPORTED
Funded ratio: 97%
Participants: 1,166
Commitments: 15with an amount; holdings are counted apart
Managers: 5
Funds: 6
Re-ups: 0
First-time managers: 0
Latest commitment: Dec 31, 2024
Consultants: 0
Private markets target, %: 0latest policy, percent of assets
Private equity target, %: 0latest policy, percent of assets
Latest policy: Dec 31, 2024
People: 0

Holdings (a value, never a commitment)

a Schedule D plan interest or a 990-PF other investment: a value on a date, never an approval

Vehicle	Manager	Bucket	Value	As of	Kind	Source
Capital Group Long Duration Credit	Capital Guardian Trust Company	Private credit	$58.0M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Prudential Core Plus Bond Fund	Prudential Trust Co.	Fixed income	$55.6M	Dec 31, 2024	Collective trust	Dol form 5500 pension
NT Collective S&p 500 Index Fund	Northern Trust Investments, Inc.	Pooled vehicle	$49.9M	Dec 31, 2023	Collective trust	Dol form 5500 pension
NT Collective S&p 500 Index Fund	Northern Trust Investments, Inc.	Pooled vehicle	$45.3M	Dec 31, 2024	Collective trust	Dol form 5500 pension
NT Collective S&p 500 Index Fund	Northern Trust Investments, Inc.	Pooled vehicle	$45.0M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Prudential Core Plus Bond Fund	Prudential Trust Co.	Fixed income	$36.5M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Prudential Core Plus Bond Fund	Prudential Trust Co.	Fixed income	$33.2M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Collective Eafe Index Fund-Non Lend	Northern Trust Investments, Incorporated	Pooled vehicle	$23.1M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Collective Eafe Index Fund-Non Lend	Northern Trust Investments, Incorporated	Pooled vehicle	$19.6M	Dec 31, 2022	Collective trust	Dol form 5500 pension
CF Blackrock Msci Acwi Minimum	Blackrock Insti. Trust Company, N.A	Pooled vehicle	$18.7M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Collective Eafe Index Fund-Non Lend	Northern Trust Investments, Incorporated	Pooled vehicle	$17.9M	Dec 31, 2024	Collective trust	Dol form 5500 pension
CF Blackrock Msci Acwi Minimum	Blackrock Insti. Trust Company, N.A	Pooled vehicle	$17.8M	Dec 31, 2022	Collective trust	Dol form 5500 pension
NT Collective S&p 500 Index Fund	Northern Trust Investments, Inc.	Pooled vehicle	$3.6M	Dec 31, 2024	Collective trust	Dol form 5500 pension
NT Collective S&p 500 Index Fund	Northern Trust Investments, Inc.	Pooled vehicle	$2.8M	Dec 31, 2022	Collective trust	Dol form 5500 pension
NT Collective S&p 500 Index Fund	Northern Trust Investments, Inc.	Pooled vehicle	$1.4M	Dec 31, 2023	Collective trust	Dol form 5500 pension

Policy targets, latest period

the latest period this plan published, every item quoted from its own report; a target is never an actual; 24 rows folded into 6

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Non-interest-bearing cash	n/a	n/a	n/a	0	$66,967	Dec 31, 2024	Derived
Other investments	n/a	n/a	n/a	13	$53.3M	Dec 31, 2024	Derived
Partnership/joint venture interests	n/a	n/a	n/a	23	$91.9M	Dec 31, 2024	Derived
Common/collective trusts	n/a	n/a	n/a	45	$180M	Dec 31, 2024	Derived
Registered investment companies	n/a	n/a	n/a	15	$61.4M	Dec 31, 2024	Derived
Common stock	n/a	n/a	n/a	0	$27,780	Dec 31, 2024	Derived

Consultants

Form 5500 Schedule C, Form ADV and the plan's own reports; a Schedule C relationship is current for 24 months after the plan year end

Consultant	Role	From	To	Current	Evidence	Source
Willis Towers Watson US LLC	actuary	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
Northern Trust Co.	Directed trustee	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
Wilshire	Investment adviser	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
Lockton Investment Advisors, LLC	Investment adviser	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
Creative Planning	Investment adviser	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension

Managers

managers this plan names on Schedule C or in its reports; a manager here is a reference node keyed to the private equity, venture and real estate fund graphs, never a new identity

Manager	Mandate	From	To	Current	Evidence
Northern Trust Investments, Incorporated	n/a	Dec 31, 2024	n/a	yes	fact
Blackrock Insti. Trust Company, N.A	n/a	Dec 31, 2022	n/a	yes	fact
Blackrock Institutional Trust Compa	Investment management	Jan 1, 2024	Dec 31, 2024	no	fact
Davis Hamilton Jackson & Associates	Investment management	Jan 1, 2022	Dec 31, 2022	no	fact
Blackrock	Investment management	Jan 1, 2022	Dec 31, 2022	no	fact
Clarion Partners	Investment management	Jan 1, 2022	Dec 31, 2022	no	fact
Prudential Bank & Trust Company	Investment management	Jan 1, 2022	Dec 31, 2022	no	fact
Acadian Asset Management	Investment management	Jan 1, 2022	Dec 31, 2022	no	fact
Clarion Partners	Investment management	Jan 1, 2022	Dec 31, 2022	no	fact
UBS Global Asset Management	Investment management	Jan 1, 2022	Dec 31, 2022	no	fact

Relationships

Manages for (9)

← Northern Trust Investments, IncorporatedManager with allocator capital
Dec 31, 2024 to presentfactForm 5500
← Blackrock Insti. Trust Company, N.AManager with allocator capital
Dec 31, 2022 to presentfactForm 5500
← Davis Hamilton Jackson & AssociatesManager with allocator capitalInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
← BlackrockInvestment consultantInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
← Clarion PartnersInvestment consultantInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
← Prudential Bank & Trust CompanyInvestment consultantInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
← Acadian Asset ManagementInvestment consultantInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
← UBS Global Asset ManagementInvestment consultantInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
← Blackrock Institutional Trust CompaInvestment consultantInvestment management
Jan 1, 2024 to Dec 31, 2024factForm 5500

Sponsors (1)

← STP Nuclear Operating CompanyPlan sponsorPlan sponsor
Jan 1, 2022 to presentfactForm 5500

Advised by (5)

→ Willis Towers Watson US LLCInvestment consultantactuary
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Northern Trust Co.Investment consultantDirected trustee
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ WilshireInvestment consultantInvestment adviser
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Lockton Investment Advisors, LLCInvestment consultantInvestment adviser
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Creative PlanningInvestment consultantInvestment adviser
Jan 1, 2022 to Dec 31, 2022factForm 5500

Dated events

3 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Dec 31, 2024
Manager relationship ended
UBS Global Asset Management no longer appears on STP Nuclear Operating Company Retirement Plan's Schedule C as investment manager (plan year 2024 vs 2023)
UBS Global Asset Management Form 5500observed 6 days ago
Occurred
Dec 31, 2024
Manager relationship started
Prudential Bank & Trust Company appears on STP Nuclear Operating Company Retirement Plan's Schedule C as investment manager (plan year 2024 vs 2023)
Prudential Bank & Trust Company Form 5500observed 6 days ago
Occurred
Dec 31, 2024
Holding in a pooled vehicle ended
STP Nuclear Operating Company Retirement Plan no longer reports CF Blackrock Msci Acwi Minimum (last held $19M at 2023-12-31; absent from the 2024-12-31 filing)
Blackrock Msci Aci Min Vol Index Form 5500observed 5 days ago
$18.7M
Occurred
Dec 31, 2024
Holding in a pooled vehicle started
STP Nuclear Operating Company Retirement Plan first reports an interest in Capital Group Long Duration Credit (Capital Guardian Trust Company): $58M at 2024-12-31
Capital Guardian Trust Company Form 5500observed 5 days ago
$58.0M
Occurred
Dec 31, 2023
Manager relationship ended
Prudential Bank & Trust Company no longer appears on STP Nuclear Operating Company Retirement Plan's Schedule C as investment manager (plan year 2023 vs 2022)
Prudential Bank & Trust Company Form 5500observed 6 days ago
Occurred
Dec 31, 2023
Consultant changed
Lockton Investment Advisors, LLC no longer appears on STP Nuclear Operating Company Retirement Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)
Lockton Investment Advisors, LLC Form 5500observed 6 days ago

Show 3 bookkeeping events

Occurred
Jan 1, 2024
STP Nuclear Operating Company Retirement Plan funded ratio 100.7% -> 97.2% (2023-01-01 to 2024-01-01)
Occurred
Jan 1, 2023
STP Nuclear Operating Company Retirement Plan plan assets $494M -> $386M (-21.9%, 2022-01-01 to 2023-01-01)
Occurred
Jan 1, 2023
STP Nuclear Operating Company Retirement Plan funded ratio 107.7% -> 100.7% (2022-01-01 to 2023-01-01)

Provenance

Graph: Allocators
Canonical id: dfx:al:41796263-1619-414c-a4f6-8db45882ac19
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 5 days ago
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.