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AllocatorsPlancorporate pension100m-1b

NEW Century Energies, Inc. Retirement Plan for Public Service Company of Colorado Bargaining Unit Ees and Former Non-Bargaining Unit Ees

Allocators

Minneapolis, MN

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:e0695386-8bb1-422a-848f-aa39cc0780b3

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, 11:18 AM UTC and rebuilt at most every 15 minutes.

Relationships: 22
Dated events: 8
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: $860Mlatest reading; see basis
Assets as of: Dec 31, 2024
Assets basis: REPORTED
Funded ratio: 90%
Participants: 6,509
Commitments: 0with an amount; holdings are counted apart
Managers: 0
Funds: 0
Re-ups: 0
First-time managers: 0
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

Policy targets, latest period

the latest period this plan published, every item quoted from its own report; a target is never an actual; 3 rows folded into 1

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Master trust investment accounts	n/a	n/a	n/a	100	$860M	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
Jpmorgan Chase Bank, N.A.	Discretionary trustee	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
Nisa Investment Advisors, LLC	Investment management	Jan 1, 2024	Dec 31, 2024	no	fact
Wilshire	Investment management	Jan 1, 2024	Dec 31, 2024	no	fact
Morgan Stanley Smith Barney, LLC	Investment management	Jan 1, 2023	Dec 31, 2023	no	fact
Stepstone Capital Partners	Investment management	Jan 1, 2023	Dec 31, 2023	no	fact
Crescent	Investment management	Jan 1, 2023	Dec 31, 2023	no	fact
MFS Heritage Trust Company	Investment management	Jan 1, 2022	Dec 31, 2022	no	fact
Legal & General Inv Mgmt America	Investment management	Jan 1, 2022	Dec 31, 2022	no	fact
Pgim Inc	Investment management	Jan 1, 2022	Dec 31, 2022	no	fact
Allspring Funds	Investment management	Jan 1, 2022	Dec 31, 2022	no	fact
Townsend Great Lakes & Plains, LLP	Investment management	Jan 1, 2022	Dec 31, 2022	no	fact
Blackrock Institutional Trust Co,na	Investment management	Jan 1, 2022	Dec 31, 2022	no	fact
Wellington Trust Company	Investment management	Jan 1, 2022	Dec 31, 2022	no	fact
Blackrock Financial Management, Inc	Investment management	Jan 1, 2022	Dec 31, 2022	no	fact
Eaton Vance	Investment management	Jan 1, 2022	Dec 31, 2022	no	fact
Boston Partners Trust Company	Investment management	Jan 1, 2022	Dec 31, 2022	no	fact
Principal Trust Co.	Investment management	Jan 1, 2022	Dec 31, 2022	no	fact
Goldman Sachs Asset Management	Investment management	Jan 1, 2022	Dec 31, 2022	no	fact
Marathon Asset Management, LP	Investment management	Jan 1, 2022	Dec 31, 2022	no	fact
Prudential Trust Co.	Investment management	Jan 1, 2022	Dec 31, 2022	no	fact

Relationships

Sponsors (1)

← Xcel Energy Inc.Plan sponsorPlan sponsor
Jan 1, 2022 to presentfactForm 5500

Advised by (2)

→ Willis Towers Watson US LLCInvestment consultantactuary
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Jpmorgan Chase Bank, N.A.Investment consultantDiscretionary trustee
Jan 1, 2022 to Dec 31, 2022factForm 5500

Manages for (19)

← Principal Trust Co.Investment consultantInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
← Goldman Sachs Asset ManagementInvestment consultantInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
← Marathon Asset Management, LPInvestment consultantInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
← Prudential Trust Co.Manager with allocator capitalInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
← MFS Heritage Trust CompanyInvestment consultantInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
← Legal & General Inv Mgmt AmericaManager with allocator capitalInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
← Pgim IncManager with allocator capitalInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
← Allspring FundsManager with allocator capitalInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
← Boston Partners Trust CompanyManager with allocator capitalInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
← Townsend Great Lakes & Plains, LLPManager with allocator capitalInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
← Wellington Trust CompanyInvestment consultantInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
← Blackrock Financial Management, IncInvestment consultantInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
← Eaton VanceInvestment consultantInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
← Blackrock Institutional Trust Co,naInvestment consultantInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
← Morgan Stanley Smith Barney, LLCInvestment consultantInvestment management
Jan 1, 2023 to Dec 31, 2023factForm 5500
← Stepstone Capital PartnersManager with allocator capitalInvestment management
Jan 1, 2023 to Dec 31, 2023factForm 5500
← CrescentManager with allocator capitalInvestment management
Jan 1, 2023 to Dec 31, 2023factForm 5500
← WilshireInvestment consultantInvestment management
Jan 1, 2024 to Dec 31, 2024factForm 5500
← Nisa Investment Advisors, LLCInvestment consultantInvestment management
Jan 1, 2024 to Dec 31, 2024factForm 5500

Dated events

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

Occurred
Dec 31, 2024
Manager relationship ended
Crescent no longer appears on NEW Century Energies, Inc. Retirement Plan for Public Service Company of Colorado Bargaining Unit Ees and Former Non-Bargaining Unit Ees's Schedule C as investment manager (plan year 2024 vs 2023)
Crescent Form 5500observed 4 days ago
Occurred
Dec 31, 2024
Manager relationship ended
Marathon Asset Management no longer appears on NEW Century Energies, Inc. Retirement Plan for Public Service Company of Colorado Bargaining Unit Ees and Former Non-Bargaining Unit Ees's Schedule C as investment manager (plan year 2024 vs 2023)
Marathon Asset Management, LP Form 5500observed 4 days ago
Occurred
Dec 31, 2024
Manager relationship started
Wilshire Advisors LLC appears on NEW Century Energies, Inc. Retirement Plan for Public Service Company of Colorado Bargaining Unit Ees and Former Non-Bargaining Unit Ees's Schedule C as investment manager (plan year 2024 vs 2023)
Wilshire Form 5500observed 4 days ago
Occurred
Dec 31, 2024
Manager relationship started
Nisa Investment Advisors LLC appears on NEW Century Energies, Inc. Retirement Plan for Public Service Company of Colorado Bargaining Unit Ees and Former Non-Bargaining Unit Ees's Schedule C as investment manager (plan year 2024 vs 2023)
Nisa Investment Advisors, LLC Form 5500observed 4 days ago
Occurred
Dec 31, 2023
Manager relationship started
Crescent appears on NEW Century Energies, Inc. Retirement Plan for Public Service Company of Colorado Bargaining Unit Ees and Former Non-Bargaining Unit Ees's Schedule C as investment manager (plan year 2023 vs 2022)
Crescent Form 5500observed 4 days ago
Occurred
Dec 31, 2023
Manager relationship started
Stepstone Capital Partners appears on NEW Century Energies, Inc. Retirement Plan for Public Service Company of Colorado Bargaining Unit Ees and Former Non-Bargaining Unit Ees's Schedule C as investment manager (plan year 2023 vs 2022)
Stepstone Capital Partners Form 5500observed 4 days ago

Show 2 bookkeeping events

Occurred
Jan 1, 2023
NEW Century Energies, Inc. Retirement Plan for Public Service Company of Colorado Bargaining Unit Ees and Former Non-Bargaining Unit Ees plan assets $1.2B -> $909M (-25.4%, 2022-01-01 to 2023-01-01)
Occurred
Jan 1, 2023
NEW Century Energies, Inc. Retirement Plan for Public Service Company of Colorado Bargaining Unit Ees and Former Non-Bargaining Unit Ees funded ratio 103.8% -> 88.3% (2022-01-01 to 2023-01-01)

Provenance

Graph: Allocators
Canonical id: dfx:al:e0695386-8bb1-422a-848f-aa39cc0780b3
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.

NEW Century Energies, Inc. Retirement Plan for Public Service Company of Colorado Bargaining Unit Ees and Former Non-Bargaining Unit Ees

Allocators

Minneapolis, MN

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:e0695386-8bb1-422a-848f-aa39cc0780b3

Bucket

Target %

Range low

Range high

Actual %

Actual

Period end

Basis

Master trust investment accounts

n/a

100

$860M

Dec 31, 2024

Derived

Consultant

Role

From

Current

Evidence

Source

Willis Towers Watson US LLC

actuary

Jan 1, 2022

Dec 31, 2022

fact

Dol form 5500 pension

Jpmorgan Chase Bank, N.A.

Discretionary trustee

Jan 1, 2022

Dec 31, 2022

fact

Dol form 5500 pension

Manager

Mandate

From

Current

Evidence

Nisa Investment Advisors, LLC

Investment management

Jan 1, 2024

Dec 31, 2024

fact

Wilshire

Investment management

Jan 1, 2024

Dec 31, 2024

fact

Morgan Stanley Smith Barney, LLC

Investment management

Jan 1, 2023

Dec 31, 2023

fact

Stepstone Capital Partners

Investment management

Jan 1, 2023

Dec 31, 2023

fact

Crescent

Investment management

Jan 1, 2023

Dec 31, 2023

fact

MFS Heritage Trust Company

Investment management

Jan 1, 2022

Dec 31, 2022

fact

Legal & General Inv Mgmt America

Investment management

Jan 1, 2022

Dec 31, 2022

fact

Pgim Inc

Investment management

Jan 1, 2022

Dec 31, 2022

fact

Allspring Funds

Investment management

Jan 1, 2022

Dec 31, 2022

fact

Townsend Great Lakes & Plains, LLP

Investment management

Jan 1, 2022

Dec 31, 2022

fact

Blackrock Institutional Trust Co,na

Investment management

Jan 1, 2022

Dec 31, 2022

fact

Wellington Trust Company

Investment management

Jan 1, 2022

Dec 31, 2022

fact

Blackrock Financial Management, Inc

Investment management

Jan 1, 2022

Dec 31, 2022

fact

Eaton Vance

Investment management

Jan 1, 2022

Dec 31, 2022

fact

Boston Partners Trust Company

Investment management

Jan 1, 2022

Dec 31, 2022

fact

Principal Trust Co.

Investment management

Jan 1, 2022

Dec 31, 2022

fact

Goldman Sachs Asset Management

Investment management

Jan 1, 2022

Dec 31, 2022

fact

Marathon Asset Management, LP

Investment management

Jan 1, 2022

Dec 31, 2022

fact

Prudential Trust Co.

Investment management

Jan 1, 2022

Dec 31, 2022

fact