DFX Intelligence
Allocator Intelligence
The capital-owner graph behind private markets. Who owns the capital, who decides, how much, under what policy, on whose advice, to which managers, and what changed, with a source and a date behind every row. A target is never an actual, a disclosed holding is never an approval, and an estimate says so.
Corporate pension
JSJ Corporation Employees' Retirement Income Plan
Corporate pensionGrand Haven, MI
Assets
$44.3M
Total assets, Dec 31, 2024 reported
Funded
79.6%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
24
none on the tape
Plan sponsor: JSJ Corporation
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 1.6%
- Common/collective trusts 96.8%
Consultants and advisers
2 firms
- Mercer Actuarythrough Dec 31, 2022 Form 5500
- Fifth Third Bank Trusteethrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on Schedule C
From Schedule C (investment management, code 28)
- Mercer Investments LLCplan years 2022
Commitments
24 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Mercer US Small/mid Cap Equity Portcollective trust | Mercer Trust Company | Public equity | $1.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Mercer US Large Cap Core Passive Eqcollective trust | Mercer Trust Company | Public equity | $10.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Mercer Non-Us Core Equity Portfoliocollective trust | Mercer Trust Company | Public equity | $4.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Mercer Emerging Markets Equity Portcollective trust | Mercer Trust Company | Public equity | $2.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Mercer Global Low Volatility Equitycollective trust | Mercer Trust Company | Public equity | $762,661 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Mercer Opportunistic Fixed Incomecollective trust | Mercer Trust Company | Hedge / diversifiers | $6.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Mercer Active Long Corporate Fixedcollective trust | Mercer Trust Company | Fixed income | $9.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Mercer Long Strips Fixed Incomecollective trust | Mercer Trust Company | Fixed income | $8.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Mercer US Small/mid Cap Equity Portcollective trust | Mercer Trust Company | Public equity | $2.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Mercer US Large Cap Core Passive Eqcollective trust | Mercer Trust Company | Public equity | $7.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Mercer Non-Us Core Equity Portfoliocollective trust | Mercer Trust Company | Public equity | $6.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Mercer Passive Long Government Fixecollective trust | Mercer Trust Company | Pooled vehicles | $6.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Mercer Emerging Markets Equity Portcollective trust | Mercer Trust Company | Public equity | $3.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Mercer Global Low Volatility Equitycollective trust | Mercer Trust Company | Public equity | $2.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Mercer Opportunistic Fixed Incomecollective trust | Mercer Trust Company | Hedge / diversifiers | $2.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Mercer Active Long Corporate Fixedcollective trust | Mercer Trust Company | Fixed income | $10.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Mercer US Small/mid Cap Equity Portcollective trust | Mercer Trust Company | Public equity | $2.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Mercer US Large Cap Core Passive Eqcollective trust | Mercer Trust Company | Public equity | $11.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Mercer Non-Us Core Equity Portfoliocollective trust | Mercer Trust Company | Public equity | $7.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Mercer Passive Long Government Fixecollective trust | Mercer Trust Company | Pooled vehicles | $8.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Mercer Emerging Markets Equity Portcollective trust | Mercer Trust Company | Public equity | $4.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Mercer Global Low Volatility Equitycollective trust | Mercer Trust Company | Public equity | $3.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Mercer Opportunistic Fixed Incomecollective trust | Mercer Trust Company | Hedge / diversifiers | $3.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Mercer Active Long Corporate Fixedcollective trust | Mercer Trust Company | Fixed income | $12.3M held | Disclosed holding | askebsa.dol.gov |
Size and funding
33 readings
Investment management fees
$257,700 (2023-12) · $285,056 (2022-12)
Form 5500 filings
3 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 569 | $43.9M | $60.2M | 79.6% | $44.3M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 774 | $55.9M | $76.5M | 80.0% | $43.9M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 785 | $75.3M | $74.6M | 94.0% | $56.0M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Mercer codes 11 15 50 $184,900 PY2024
- Mercer Investment Management codes 51 52 $159,059 PY2024
- Fifth Third Bank Retirement Service codes 21 27 $16,746 PY2024
- Mercer Non-Us Core Equity Portfolio Sched. D C $4.7M PY2024
- Mercer Passive Long Govt Fixed Inc Sched. D C PY2024
- Mercer Emerging Mkts Eqty Portfolio Sched. D C $2.0M PY2024
- Mercer Opportunistic Fixed Inc Sched. D C $6.4M PY2024
- Mercer Active Long Corp Fixed Inc Sched. D C $9.5M PY2024
- Mercer Long Strips Fixed Income Sched. D C $8.0M PY2024
- Mercer Global Low Volatility Equity Sched. D C $762,661 PY2024
- Mercer US Sm/md Cap Eqty Portfolio Sched. D C $1.6M PY2024
- Mercer US Lg Cap Core Passive Eq Sched. D C $10.0M PY2024
- Mercer codes 11 PY2024
- Mercer Investment Management codes 51 52 $257,700 PY2023
- Mercer codes 11 15 50 $171,500 PY2023
- Fifth Third Bank Retirement Service codes 21 27 $22,012 PY2023
- Mercer Non-Us Core Equity Portfolio Sched. D C $6.1M PY2023
- Mercer US Sm/md Cap Eqty Portfolio Sched. D C $2.3M PY2023
- Mercer US Lg Cap Core Passive Eq Sched. D C $7.7M PY2023
- Mercer Passive Long Govt Fixed Inc Sched. D C $6.7M PY2023
- Mercer Emerging Mkts Eqty Portfolio Sched. D C $3.2M PY2023
- Mercer Global Low Volatility Equity Sched. D C $2.7M PY2023
- Mercer Opportunistic Fixed Inc Sched. D C $2.4M PY2023
- Mercer Active Long Corp Fixed Inc Sched. D C $10.1M PY2023
- Mercer codes 11 PY2023
- Mercer Investment Management codes 51 52 $261,102 PY2022
- Mercer codes 11 15 50 $149,082 PY2022
- Fifth Third Bank Retirement Service codes 21 27 $23,954 PY2022
- Mercer US Sm/md Cap Eqty Portfolio Sched. D C $2.9M PY2022
- Mercer US Lg Cap Core Passive Eq Sched. D C $11.6M PY2022
- Mercer Non-Us Core Equity Portfolio Sched. D C $7.5M PY2022
- Mercer Passive Long Govt Fixed Inc Sched. D C $8.0M PY2022
- Mercer Emerging Mkts Eqty Portfolio Sched. D C $4.2M PY2022
- Mercer Global Low Volatility Equity Sched. D C $3.8M PY2022
- Mercer Opportunistic Fixed Inc Sched. D C $3.3M PY2022
- Mercer Active Long Corp Fixed Inc Sched. D C $12.3M PY2022
- Mercer codes 11 PY2022
What changed
6 events
- Dec 31, 2024Holding endedinferenceJSJ Corporation Employees' Retirement Income Plan no longer reports Mercer Passive Long Government Fixe (last held $7M at 2023-12-31; absent from the 2024-12-31 filing)with Mercer Passive Long Government Fixeaskebsa.dol.gov
- Dec 31, 2024Holding startedJSJ Corporation Employees' Retirement Income Plan first reports an interest in Mercer Long Strips Fixed Income: $8M at 2024-12-31with Mercer Long Strips Fixed Incomeaskebsa.dol.gov
- Jan 1, 2024Assets changedJSJ Corporation Employees' Retirement Income Plan plan assets $56M -> $44M (-21.6%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Assets changedJSJ Corporation Employees' Retirement Income Plan total assets $56M -> $44M (-21.6%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedJSJ Corporation Employees' Retirement Income Plan funded ratio 94.0% -> 80.0% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedJSJ Corporation Employees' Retirement Income Plan plan assets $75M -> $56M (-25.7%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 381941886-001
Cross-graph: no entry on another DFX graph
First observed Sep 15, 2026, last observed Sep 15, 2026. Classification confirmed. Every row above carries its source; a reported figure is the subject’s own, a derived one is arithmetic on reported figures, an estimated one is a model or a survey imputation and is never summed into a headline.