# Locke Lord LLP Retirement Savings Plan

Locke Lord LLP Retirement Savings Plan is a Pension Fund based in Dallas, United States.

## Overview

- **Organization type:** Pension Fund
- **Headquarters:** Dallas, United States
- **Region:** North America
- **Address:** 2200 Ross Avenue Suite 2800, Dallas, TX, United States
- **Assets under management:** 941 (Altss estimate)
- **Website:** www.lockelord.com
- **LinkedIn:** https://www.linkedin.com/company/locke-lord-llp

## Regulatory record

- **Reports private funds:** No

## About

Locke Lord LLP Retirement Savings Plan is a private-sector pension plan for the Dallas-based law firm Locke Lord. No founding year is recorded. The plan allocates across registered investment companies valued at $407 million, collective investment trusts at $307 million, interest-bearing cash at $41 million, insurance contracts, partnership interests and participant loans. Allspring Global Investments serves as trustee and investment manager for the collective trusts. Geographic exposure is concentrated in the United States. The plan maintains service relationships with Milliman as recordkeeper and Charles Schwab as custodian. Locke Lord LLP announced a merger with Troutman Pepper effective January 1, 2025. The combined firm will operate as Troutman Pepper Locke. The plan operates under ERISA fiduciary rules that separate it from the law firm's own investment activities and from any family-office structures.

## People

- E. Philip Bush — Plan Administrator

## Questions

### Who runs investment decisions at Locke Lord LLP Retirement Savings Plan?

E. Philip Bush serves as plan administrator. Allspring Global Investments acts as trustee and investment manager for collective trusts held in the plan.

### What asset classes does the plan hold?

Holdings include registered mutual funds, collective investment trusts, interest-bearing cash, insurance company general accounts, partnership interests and participant loans.

### Does the plan make direct investments or only fund commitments?

The plan invests through mutual funds, collective trusts and limited partnership interests. No direct company-level investments are disclosed.

### How is the plan related to Locke Lord LLP?

Locke Lord LLP is the plan sponsor and employer. The plan provides retirement savings benefits to the firm's employees.

## Related profiles

- [The Minneapolis Foundation](https://altss.com/profile/the-minneapolis-foundation)
- [Wisconsin Laborers' Pension Fund](https://altss.com/profile/wisconsin-laborers-health-fund)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/locke-lord-llp-retirement-savings-plan

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology