DFX Intelligence

Data Factory

AllocatorsPlancorporate pension100m-1b

SSL Pension Plan

Allocators

Palo Alto, CA

This is the graph view. The full profile, with its team, deals and sources, is on Allocators.Open the full profile →

Search this name across graphsid dfx:al:8db27c26-8496-4c8c-a8d3-8922afa4cb9a

Data as of Sep 15, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 19, 2026, 9:02 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 10
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: $321Mlatest reading; see basis
Assets as of: Dec 31, 2024
Assets basis: REPORTED
Funded ratio: 88%
Participants: 3,184
Commitments: 30with an amount; holdings are counted apart
Managers: 1
Funds: 12
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; showing 25 of 30

Vehicle	Manager	Bucket	Value	As of	Kind	Source
Russell Small Cap Fund	Russell Trust Company	Public equity	$246M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Russell 1000 Index Fund-Series I	Russell Trust Company	Pooled vehicle	$65.2M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Russell 1000 Index Fund-Series I	Russell Trust Company	Pooled vehicle	$65.0M	Dec 31, 2022	Collective trust	Dol form 5500 pension
World Equity Fund	Russell Trust Company	Public equity	$59.2M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Russell 1000 Index Fund-Series I	Russell Trust Company	Pooled vehicle	$55.4M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Russell Investments Russell 1000 in	Russell Trust Company	Pooled vehicle	$52.9M	Dec 31, 2023	Collective trust	Dol form 5500 pension
World Equity Fund	Russell Trust Company	Public equity	$41.6M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Russell Investments Russell 1000 in	Russell Trust Company	Pooled vehicle	$41.1M	Dec 31, 2024	Collective trust	Dol form 5500 pension
International Index Fund - Series1	Russell Trust Company	Pooled vehicle	$28.1M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Russell All International Mkts Fund	Russell Trust Company	Pooled vehicle	$25.5M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Russell Multi-Manager Bond Fund	Russell Trust Company	Fixed income	$24.5M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Emerging Markets Fund	Russell Trust Company	Public equity	$23.2M	Dec 31, 2023	Collective trust	Dol form 5500 pension
International Index Fund - Series1	Russell Trust Company	Pooled vehicle	$22.7M	Dec 31, 2024	Collective trust	Dol form 5500 pension
High Yield Bond Fund	n/a	Fixed income	$19.4M	Dec 31, 2023	Collective trust	Dol form 5500 pension
High Yield Bond Fund	n/a	Fixed income	$18.6M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Emerging Markets Fund	Russell Trust Company	Public equity	$15.4M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Global Real Estate Securities Fund	Russell Trust Company	Real estate	$14.5M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Ritc Global Listed Infrastructure F	Russell Trust Company	infrastructure	$12.4M	Dec 31, 2023	Collective trust	Dol form 5500 pension
World Equity Fund	Russell Trust Company	Public equity	$12.0M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Russell Small Cap Fund	Russell Trust Company	Public equity	$11.0M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Russell Multi-Manager Bond Fund	Russell Trust Company	Fixed income	$10.8M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Ritc Global Listed Infrastructure F	Russell Trust Company	infrastructure	$10.8M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Global Real Estate Securities Fund	Russell Trust Company	Real estate	$10.8M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Russell Small Cap Fund	Russell Trust Company	Public equity	$9.2M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Commodities Fd	Russell Trust Company	Natural resources	$9.1M	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; 6 rows folded into 2

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Partnership/joint venture interests	n/a	n/a	n/a	0	$100,885	Dec 31, 2024	Derived
Common/collective trusts	n/a	n/a	n/a	98	$316M	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
State Street Bank & Trust Company	custodian	Jan 1, 2023	Dec 31, 2023	no	fact	Dol form 5500 pension
Russell Trust Company	trustee	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
Milliman, Inc.	actuary	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
UBS Financial Services Inc.	Investment adviser	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
Comerica Bank	custodian	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension

Relationships

Sponsors (1)

← Maxar Space, LLCPlan sponsorPlan sponsor
Jan 1, 2022 to presentfactForm 5500

Advised by (5)

→ Russell Trust CompanyManager with allocator capitaltrustee
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Milliman, Inc.Investment consultantactuary
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ UBS Financial Services Inc.Plan sponsorInvestment adviser
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Comerica BankInvestment consultantcustodian
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ State Street Bank & Trust CompanyInvestment consultantcustodian
Jan 1, 2023 to Dec 31, 2023factForm 5500

Dated events

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

Occurred
Dec 31, 2023
Holding in a pooled vehicle started
SSL Pension Plan first reports an interest in Ritc Global Listed Infrastructure F (Russell Trust Company): $12M at 2023-12-31
Russell Trust Company Form 5500observed 3 days ago
$12.4M
Occurred
Dec 31, 2023
Holding in a pooled vehicle started
SSL Pension Plan first reports an interest in Commodities Fd (Russell Trust Company): $9M at 2023-12-31
Russell Trust Company Form 5500observed 3 days ago
$9.1M
Occurred
Dec 31, 2023
Holding in a pooled vehicle started
SSL Pension Plan first reports an interest in International Index Fund - Series1 (Russell Trust Company): $28M at 2023-12-31
Russell Trust Company Form 5500observed 3 days ago
$28.1M
Occurred
Dec 31, 2023
Holding in a pooled vehicle started
SSL Pension Plan first reports an interest in Emerging Markets Fund (Russell Trust Company): $23M at 2023-12-31
Russell Trust Company Form 5500observed 3 days ago
$23.2M
Occurred
Dec 31, 2023
Holding in a pooled vehicle started
SSL Pension Plan first reports an interest in Russell Investments Russell 1000 in (Russell Trust Company): $53M at 2023-12-31
Russell Trust Company Form 5500observed 3 days ago
$52.9M
Occurred
Dec 31, 2023
Holding in a pooled vehicle started
SSL Pension Plan first reports an interest in High Yield Bond Fund: $19M at 2023-12-31
High Yield Bond Fund Form 5500observed 3 days ago
$19.4M

Show 4 bookkeeping events

Occurred
Dec 31, 2024
SSL Pension Plan total assets $359M -> $321M (-10.5%, 2023-12-31 to 2024-12-31)
Occurred
Jan 1, 2024
SSL Pension Plan funded ratio 85.1% -> 87.9% (2023-01-01 to 2024-01-01)
Occurred
Jan 1, 2023
SSL Pension Plan plan assets $462M -> $347M (-25.0%, 2022-01-01 to 2023-01-01)
Occurred
Jan 1, 2023
SSL Pension Plan funded ratio 97.6% -> 85.1% (2022-01-01 to 2023-01-01)

Provenance

Graph: Allocators
Canonical id: dfx:al:8db27c26-8496-4c8c-a8d3-8922afa4cb9a
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 3 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.

SSL Pension Plan

Allocators

Palo Alto, CA

This is the graph view. The full profile, with its team, deals and sources, is on Allocators.Open the full profile →

Search this name across graphsid dfx:al:8db27c26-8496-4c8c-a8d3-8922afa4cb9a

Vehicle

Manager

Bucket

Value

As of

Kind

Source