Original filing (PDF)20250915204646NAL0001482385001

XEROX CORPORATION

Name: XEROX CORPORATION — RETIREMENT INCOME GUARANTEE PLAN OF XEROX CORPORATION AND THE XEROGRAPHIC DIVISION, ROCHESTER REGIONAL JOINT BOARD ON BEHALF OF ITSELF AND O, Form 5500 (2023)
Creator: XEROX CORPORATION

Form 5500

FILING_RECEIVED

RETIREMENT INCOME GUARANTEE PLAN OF XEROX CORPORATION AND THE XEROGRAPHIC DIVISION, ROCHESTER REGIONAL JOINT BOARD ON BEHALF OF ITSELF AND O

Defined-benefit pension plan

Signals · 1

7 service providers

Active participants

180

Accounts w/ balance

—

Plan assets (EOY)

$66.5M

Net assets (EOY)

$66.5M

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

/ 100

Grade C

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for XEROX CORPORATION.

Plan sponsor

Name

XEROX CORPORATION

EIN

16-0468020

Address

201 MERRITT 7 · NORWALK, CT · 06851

Phone

(585) 427-3941

Industry

Manufacturingsee all

Plan administrator

Name

XEROX CORPORATION JOINT ADMINISTRATIVE BOARD

EIN

06-1212339

City

NORWALK, CT

Phone

(585) 427-3941

Plan characteristics

Plan number

003

Plan year

2023

Plan year begin

2023-12-01

Tax period

2024-11-30

Filed

2025-09-15

Pension benefit codes

1A · Pay-related DB formula

1F · Section 414(k) arrangement

1I · Frozen plan — no new benefit accrual

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

PRICEWATERHOUSECOOPERS LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

7 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
CONDUENT INCORPORATED	81-2983623	—	NONE	$76K	—

Investment manager

Name	EIN	Location	Relation	Direct comp	Indirect comp
ROCATON INVESTMENT ADVISORS, LLC	04-3638035	—	NONE	$19K	—

Investments

1 pooled fund· $65.7M(99% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.