Original filing (PDF)20251014165433NAL0001672643003

CONSOLIDATED NUCLEAR SECURITY, LLC

Name: CONSOLIDATED NUCLEAR SECURITY, LLC — RETIREMENT PROGRAM PLAN FOR EMPLOYEES OF CONSOLIDATED NUCLEAR SECURITY, LLC AT THE U.S. DEPARTMENT OF ENERGY AT OAK RIDGE, TENNESSEE, Form 5500 (2024)
Creator: CONSOLIDATED NUCLEAR SECURITY, LLC

Form 5500

FILING_RECEIVED

RETIREMENT PROGRAM PLAN FOR EMPLOYEES OF CONSOLIDATED NUCLEAR SECURITY, LLC AT THE U.S. DEPARTMENT OF ENERGY AT OAK RIDGE, TENNESSEE

Defined-benefit pension plan

Signals · 4

No auditor on file33% in single holdingNo recordkeeper disclosed9 service providers

Active participants

2,368

Accounts w/ balance

—

Plan assets (EOY)

$2.0B

Net assets (EOY)

$2.0B

How this plan invests

This plan

10 pooled trusts

Schedule D

107 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

/ 100

Grade D

Below-average — multiple flags

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

Total plan cost

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CONSOLIDATED NUCLEAR SECURITY, LLC.

Plan sponsor

Name

CONSOLIDATED NUCLEAR SECURITY, LLC

EIN

45-4482782

Address

P.O. BOX 2115 · OAK RIDGE, TN · 378318258

Phone

(865) 574-1500

Industry

Admin Support & Waste Mgmtsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Pension benefit codes

1A · Pay-related DB formula

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

9 rows

Investment manager

Name	EIN	Location	Relation	Direct comp	Indirect comp
LEGAL & GENERAL INVESTMENT MGMT INC	20-8058531	CHICAGO, IL	NONE	$394K	—
JENNISON ASSOCIATES LLC	13-2631108	NEW YORK, NY	NONE	$280K	—
PRUDENTIAL ASSET MANAGEMENT	22-2550816	NEWARK, NJ	NONE	$80K

Investments

107 direct securities · 10 pooled funds· $1.8B(92% 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.

Master Trust

$1.4B

2 holdings

Common Collective Trusts

$242.8M

4 holdings

Common Collective Trust

$97.8M

2 holdings

Other securities

$59.3M

93 holdings

103-12 Investment Entity

$3.1M

6 holdings

Cash / Money Market

$327K

5 holdings

Common Stock

$269K

5 holdings

Fund families in this plan

Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.

Loomis Sayles$56.9M JPMorgan$327K Northern Trust$25K

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Similar-size Admin Support & Waste Mgmt plans

BOT OF IUOE STATIONARY ENGINEERS LOCAL 39 PENSION PLAN

					% of plan
DEFINED BENEFIT PLANS MTIA CONSOLIDATED NUCLEAR SECURITY, LLC · EIN 62-1407069 / PN 006	Master Trust	—	—	$1.1B	56.0%
CNS, LLC DB/DC SHARED ACCOUNTS MTIA CONSOLIDATED NUCLEAR SECURITY, LLC · EIN 62-1407069 / PN 022	Master Trust	—	—	$299.7M	15.2%
MFO ACADIAN COLLECTIVE INVT TR ALL CNTRY CIT FD CL F	Common Collective Trusts	7,266,324.152	$77.3M	$100.1M	5.1%
MFO HARDING LOEVNER COLLECTIVE INVT TR FOR RETIREMENT 327	Common Collective Trusts	6,182,342.388	$62.3M	$90.7M	4.6%
L&G LONG DURATION US CREDIT CIT RELIANCE TRUST COMPANY · EIN 35-7085469 / PN 020	Common Collective Trust	—	—	$58.2M	2.9%
MFO LOOMIS SAYLES SMALL/MID CAP GROWTH TRUST CLASS C	Other securities	2,173,939.665	$34.3M	$56.9M	2.9%
MFO BOSTON PARTNERS COLLECTIVE INVT TR SMALL/MID CAP VALUE EQUITY FD CL C	Common Collective Trusts	4,855,823.707	$51.5M	$52.0M	2.6%
NT COLLECTIVE ST INVESTMENT FUND NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 084	Common Collective Trust	—	—	$39.6M	2.0%
ADAMS ST. PARTNERSHIP 2009 US FUND ADAMS STREET PARTNERS, LLC · EIN 26-3337918 / PN 001	103-12 Investment Entity	—	—	$1.9M	<0.1%
ADAMS ST. PARTNERSHIP 2009 NON-US ADAMS STREET PARTNERS, LLC · EIN 26-3338089 / PN 001	103-12 Investment Entity	—	—	$773K	<0.1%
Accel London IV	Other securities	—	$110K	$332K	<0.1%
Serent Capital II	Other securities	—	$74K	$200K	<0.1%
ADAMS ST. PARTNERSHIP 2007 US FUND ADAMS STREET PARTNERS, LLC · EIN 20-5740413 / PN 001	103-12 Investment Entity	—	—	$183K	<0.1%
Energy & Minerals Group Fund III	Common Stock	—	$306K	$156K	<0.1%
Palamon European Equity III 'A'	Other securities	—	$152K	$149K	<0.1%
JPMorgan US Government Money Market Fund	Cash / Money Market	—	$139K	$139K	<0.1%
Benchmark Capital Partners VIII	Other securities	—	$53K	$128K	<0.1%
Energy & Minerals Group Fund II	Common Stock	—	$88K	$110K	<0.1%
Aleph	Other securities	—	$57K	$100K	<0.1%
Redpoint Ventures V	Other securities	—	$71K	$99K	<0.1%
Homebrew Ventures I	Other securities	—	$0	$98K	<0.1%
JPMorgan US Government Money Market Fund	Cash / Money Market	—	$96K	$96K	<0.1%
Matrix Partners X	Other securities	—	$9K	$95K	<0.1%
Odyssey V	Other securities	—	$133K	$93K	<0.1%
Battery Ventures X	Other securities	—	$59K	$89K	<0.1%
Oakley Capital Private Equity II-B	Other securities	—	$104K	$80K	<0.1%
ADAMS ST. PARTNERSHIP 2003 US FUND ADAMS STREET PARTNERS, LLC · EIN 30-0134062 / PN 001	103-12 Investment Entity	—	—	$76K	<0.1%
ADAMS ST. PARTNERSHIP 2002 US FUND ADAMS STREET PARTNERS, LLC · EIN 36-4488500 / PN 001	103-12 Investment Entity	—	—	$73K	<0.1%
Benchmark Capital Partners VII LP	Other securities	—	$31K	$73K	<0.1%
Fortress Investment Fund V	Other securities	—	$0	$66K	<0.1%
Ignition Venture Partners V	Other securities	—	$64K	$66K	<0.1%
ACP Investment Fund II	Other securities	—	$95K	$66K	<0.1%
Resource Capital VI	Other securities	—	$151K	$63K	<0.1%
JPMorgan US Government Money Market Fund	Cash / Money Market	—	$53K	$53K	<0.1%
Battery Ventures X Side Fund	Other securities	—	$22K	$50K	<0.1%
Water Street Healthcare Partners III LP	Other securities	—	$69K	$50K	<0.1%
EMG Iron Ore Holdco	Other securities	—	$32K	$48K	<0.1%
August Capital VI	Other securities	—	$56K	$45K	<0.1%
August Capital VI Special Opportunities	Other securities	—	$47K	$44K	<0.1%
HCI Equity Partners IV	Other securities	—	$50K	$40K	<0.1%
Nordic Capital VIII Beta	Other securities	—	$105K	$35K	<0.1%
ADAMS ST. PARTNERSHIP 2007 NON-US ADAMS STREET PARTNERS, LLC · EIN 20-5740506 / PN 001	103-12 Investment Entity	—	—	$33K	<0.1%
Wing Ventures	Other securities	—	$16K	$32K	<0.1%
Clayton, Dubilier & Rice Fund IX	Other securities	—	$20K	$30K	<0.1%
JPMorgan US Government Money Market Fund	Cash / Money Market	—	$28K	$28K	<0.1%
Vitruvian Investment Partnership II-B LP	Other securities	—	$46K	$27K	<0.1%
Fortress Investment Fund V	Other securities	—	$16K	$25K	<0.1%
NT COLLECTIVE SHORT TERM INVT FD	Common Collective Trusts	24,612.637	$25K	$25K	<0.1%
Fortress Florida Coinvestment Fund	Other securities	—	$14K	$14K	<0.1%
TDR Capital II	Other securities	—	$39K	$14K	<0.1%

1–50 of 117

1 / 3

Name	EIN	Location	Relation	Direct comp	Indirect comp
METROPOLITAN LIFE INSURANCE CO	13-5581829	NEW YORK, NY	NONE	$539K	—
THE NORTHERN TRUST COMPANY	36-1561860	CHICAGO, IL	NONE	$273K	—
KILPATRICK TOWNSEND & STOCKTON LLP	58-0511774	ATLANTA, GA	NONE	$39K	—
ALSTON & BIRD LLP	58-0137615	ATLANTA, GA	NONE	$16K	—