1 more manager, 28 more commitments and 4 more dated events
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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.
- Assets
- $138M
- Funded ratio
- 80.1%
- Fund commitments
- 12
- Managers
- 4
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.
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
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
- Interest-bearing cash 0.2%
- Other investments 0.1%
- Common/collective trusts 93.5%
- 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
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- Mercer Investments LLCplan years
- Cohen & Steersplan years
- State Street Global Advisors Trustplan years
+2 more Schedule C managers
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- 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.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
| 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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| 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
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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.
Checking your plan…
Record history
- Holding in a pooled vehicle started2024-10-31source
- Holding in a pooled vehicle started2025-10-31source
- Holding in a pooled vehicle ended2025-10-31source
+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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