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

Retirement Plan for Employees of Emerson Hospital

Corporate pensionConcord, MA

Assets

$69.1M

Total assets, Sep 30, 2025 reported

Funded

74.0%

Oct 1, 2024

Private markets target

n/a

policy Sep 30, 2025

Commitments

1 managers on Schedule C

Plan sponsor: Emerson Health System, Inc.

Allocation policy

Form 5500, as of Sep 30, 2025

Actual allocation lines without a target (as filed)

Common/collective trusts 94.2%
Registered investment companies 0.9%

Consultants and advisers

3 firms

State Street Bank & Trust Company Custodianthrough Sep 30, 2025 Form 5500
Mercer Investments LLC Actuarythrough Sep 30, 2023 Form 5500
Mercer Actuarythrough Sep 30, 2023 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 2025

Commitments

27 rows, 0 dated closings

Disclosed holdings (from the plan’s performance or holdings report, as of the report date)

Date	Fund	Manager	Bucket	Amount	Status	Source
as of Sep 30, 2025	Mercer Non-Us Core Equity Portfoliocollective trust	Mercer Trust Company	Public equity	$9.1M held	Disclosed holding	askebsa.dol.gov
as of Sep 30, 2025	Mgict US Large Cap Core Passivecollective trust	Mercer Trust Company	Public equity	$19.1M held	Disclosed holding	askebsa.dol.gov
as of Sep 30, 2025	Mercer Passive Long Government Fixecollective trust	Mercer Trust Company	Pooled vehicles	$9.1M held	Disclosed holding	askebsa.dol.gov
as of Sep 30, 2025	Mercer Emerging Markets Equity Portcollective trust	Mercer Trust Company	Public equity	$3.8M held	Disclosed holding	askebsa.dol.gov
as of Sep 30, 2025	Mercer Active Long Corporate Fixedcollective trust	Mercer Trust Company	Fixed income	$12.0M held	Disclosed holding	askebsa.dol.gov
as of Sep 30, 2025	Mercer US Small/mid Cap Equity Portcollective trust	Mercer Trust Company	Public equity	$2.8M held	Disclosed holding	askebsa.dol.gov
as of Sep 30, 2025	Mercer Opportunistic Fixed Incomecollective trust	Mercer Trust Company	Hedge / diversifiers	$4.1M held	Disclosed holding	askebsa.dol.gov
as of Sep 30, 2025	Mercer Erisa Hedge Fund Investorscollective trust	Mercer Trust Company	Hedge / diversifiers	$5.0M held	Disclosed holding	askebsa.dol.gov
as of Sep 30, 2024	Mercer Non-Us Core Equity Portfoliocollective trust	Mercer Trust Company	Public equity	$7.3M held	Disclosed holding	askebsa.dol.gov
as of Sep 30, 2024	Mgict US Large Cap Core Passivecollective trust	Mercer Trust Company	Public equity	$15.0M held	Disclosed holding	askebsa.dol.gov
as of Sep 30, 2024	Mercer Passive Long Government Fixecollective trust	Mercer Trust Company	Pooled vehicles	$13.0M held	Disclosed holding	askebsa.dol.gov
as of Sep 30, 2024	Mercer Emerging Markets Equity Portcollective trust	Mercer Trust Company	Public equity	$3.2M held	Disclosed holding	askebsa.dol.gov
as of Sep 30, 2024	Mercer Global Low Volatility Equitycollective trust	Mercer Trust Company	Public equity	$1.2M held	Disclosed holding	askebsa.dol.gov
as of Sep 30, 2024	Mercer Active Long Corporate Fixedcollective trust	Mercer Trust Company	Fixed income	$16.2M held	Disclosed holding	askebsa.dol.gov
as of Sep 30, 2024	Mercer Opportunistic Fixed Incomecollective trust	Mercer Trust Company	Hedge / diversifiers	$3.5M held	Disclosed holding	askebsa.dol.gov
as of Sep 30, 2024	Mercer Erisa Hedge Fund Investorscollective trust	Mercer Trust Company	Hedge / diversifiers	$4.5M held	Disclosed holding	askebsa.dol.gov
as of Sep 30, 2024	Mercer US Small/mid Cap Equity Portcollective trust	Mercer Trust Company	Public equity	$2.3M held	Disclosed holding	askebsa.dol.gov
as of Sep 30, 2023	Mercer Non-Us Core Equity Portfoliocollective trust	Mercer Trust Company	Public equity	$7.7M held	Disclosed holding	askebsa.dol.gov
as of Sep 30, 2023	Mgict US Large Cap Core Passivecollective trust	Mercer Trust Company	Public equity	$9.6M held	Disclosed holding	askebsa.dol.gov
as of Sep 30, 2023	Mercer Passive Long Government Fixecollective trust	Mercer Trust Company	Pooled vehicles	$7.9M held	Disclosed holding	askebsa.dol.gov
as of Sep 30, 2023	Mercer Emerging Markets Equity Portcollective trust	Mercer Trust Company	Public equity	$4.2M held	Disclosed holding	askebsa.dol.gov
as of Sep 30, 2023	Mercer Global Low Volatility Equitycollective trust	Mercer Trust Company	Public equity	$3.6M held	Disclosed holding	askebsa.dol.gov
as of Sep 30, 2023	Mercer Active Long Corporate Fixedcollective trust	Mercer Trust Company	Fixed income	$12.1M held	Disclosed holding	askebsa.dol.gov
as of Sep 30, 2023	Mercer Long Strips Fixed Incomecollective trust	Mercer Trust Company	Fixed income	$896,538 held	Disclosed holding	askebsa.dol.gov
as of Sep 30, 2023	Mercer Opportunistic Fixed Incomecollective trust	Mercer Trust Company	Hedge / diversifiers	$3.6M held	Disclosed holding	askebsa.dol.gov
as of Sep 30, 2023	Mercer Erisa Hedge Fund Investorscollective trust	Mercer Trust Company	Hedge / diversifiers	$4.0M held	Disclosed holding	askebsa.dol.gov
as of Sep 30, 2023	Mercer US Small/mid Cap Equity Portcollective trust	Mercer Trust Company	Public equity	$2.9M held	Disclosed holding	askebsa.dol.gov

Size and funding

32 readings

Total assets

$69.1M Sep 30, 2025 reported Form 5500

$71.2M (2024-09) · $62.3M (2023-09)

Plan assets

$68.4M Oct 1, 2024 reported Form 5500

$59.6M (2023-10) · $58.2M (2022-10)

Net assets

$68.9M Sep 30, 2025 reported Form 5500

$71.1M (2024-09) · $62.2M (2023-09)

Funded ratio

74.0% Oct 1, 2024 reported Form 5500

76.0% (2023-10) · 74.8% (2022-10)

Funding target

$83.2M Oct 1, 2024 reported Form 5500

$85.7M (2023-10) · $85.6M (2022-10)

Discount rate

5.32% Oct 1, 2024 reported Form 5500

5.17% (2023-10) · 5.34% (2022-10)

Participants

1,706 Oct 1, 2024 reported Form 5500

1,727 (2023-10) · 1,746 (2022-10)

Contributions

$3.4M Sep 30, 2025 reported Form 5500

$4.1M (2024-09) · $4.8M (2023-09)

Benefits paid

$9.3M Sep 30, 2025 reported Form 5500

$5.7M (2024-09) · $5.6M (2023-09)

Net investment income

$-2.2M Sep 30, 2025 reported Form 5500

$8.9M (2024-09) · $2.7M (2023-09)

Investment management fees

$244,125 Sep 30, 2025 reported Form 5500

$12,500 (2023-09)

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 Sep 30, 2025	1,706	$68.4M	$83.2M	74.0%	$69.1M	n/a	n/a	n/a
2023 to Sep 30, 2024	1,727	$59.6M	$85.7M	76.0%	$71.2M	n/a	n/a	n/a
2022 to Sep 30, 2023	1,746	$58.2M	$85.6M	74.8%	$62.3M	n/a	n/a	n/a

Service providers and investment entities as filed (Schedule C and D, latest year first)

Mercer codes 11 13 $453,162 PY2024
Mercer Investments LLC codes 28 51 $244,125 PY2024
State Street Bank and Trust Company codes 19 25 $62,500 PY2024
Schwab Retirement Plan Services codes 15 50 64 $30,210 PY2024
E.J. Callahan & Associates, LLC codes 10 $10,000 PY2024
Mercer US Small/mid Cap Mutual Fun Sched. D C $2.8M PY2024
Mercer Collective Tr Mutual Fund Sched. D C $4.1M PY2024
Mercer Erisa Hedge Fund Invest Mgi Sched. D C $5.0M PY2024
MGI Group Act Long Corp Mutual Fund Sched. D C $12.0M PY2024
MGI Collective Tr Non US Core Equit Sched. D C $9.1M PY2024
MGI Collective Tr US Large Cap Core Sched. D C $19.1M PY2024
MGI Collective Tr US Long Duration Sched. D C $9.1M PY2024
Mercer Collective Tr Emerging Mrkts Sched. D C $3.8M PY2024
Mercer codes 11 PY2024
Mercer codes 11 28 50 $152,632 PY2023
Schwab Retirement Plan Services codes 15 50 64 $91,716 PY2023
Mercer Small/mid Cap Equity Sched. D C $2.3M PY2023
MGI Collective Tr Non US Core Equit Sched. D C $7.3M PY2023
Mgict US Large Cap Core Passive Sched. D C $15.0M PY2023
Mercer Long Duration Passive Fixed Sched. D C $13.0M PY2023
Mercer Emerging Mrkts Equity Sched. D C $3.2M PY2023
Mercer Global Low Volatility Equity Sched. D C $1.2M PY2023
Mercer Active Long Corporate Fixed Sched. D C $16.2M PY2023
Mercer Long Strips Fixed Income Sched. D C PY2023
Mercer Opportunistic Fixed Income Sched. D C $3.5M PY2023
Mercer Erisa Hedge Fund Investors Sched. D C $4.5M PY2023
Mercer codes 11 PY2023
Mercer codes 11 28 50 $339,173 PY2022
Schwab Retirement Plan Services codes 15 50 64 $148,849 PY2022
EJ Callahan and Associates LLC codes 10 50 $15,000 PY2022
MGI Collective Tr Non US Core Equit Sched. D C $7.7M PY2022
Mgict US Large Cap Core Passive Sched. D C $9.6M PY2022
Mercer Long Duration Passive Fixed Sched. D C $7.9M PY2022
Mercer Emerging Mrkts Equity Sched. D C $4.2M PY2022
Mercer Global Low Volatility Equity Sched. D C $3.6M PY2022
Mercer Active Long Corporate Fixed Sched. D C $12.1M PY2022
Mercer Long Strips Fixed Income Sched. D C $896,538 PY2022
Mercer Opportunistic Fixed Income Sched. D C $3.6M PY2022
Mercer Erisa Hedge Fund Investors Sched. D C $4.0M PY2022
Mercer Small/mid Cap Equity Sched. D C $2.9M PY2022
Mercer codes 11 PY2022

What changed

5 events

Sep 30, 2025Holding endedinference
Retirement Plan for Employees of Emerson Hospital no longer reports Mercer Global Low Volatility Equity (last held $1M at 2024-09-30; absent from the 2025-09-30 filing)
with Mercer Global Low Volatility Equityaskebsa.dol.gov
Oct 1, 2024Funded status changed
Retirement Plan for Employees of Emerson Hospital funded ratio 76.0% -> 74.0% (2023-10-01 to 2024-10-01)
askebsa.dol.gov
Oct 1, 2024Assets changed
Retirement Plan for Employees of Emerson Hospital plan assets $60M -> $68M (+14.7%, 2023-10-01 to 2024-10-01)
askebsa.dol.gov
Sep 30, 2024Holding endedinference
Retirement Plan for Employees of Emerson Hospital no longer reports Mercer Long Strips Fixed Income (last held $896,538 at 2023-09-30; absent from the 2024-09-30 filing)
with Mercer Long Strips Fixed Incomeaskebsa.dol.gov
Sep 30, 2024Assets changed
Retirement Plan for Employees of Emerson Hospital total assets $62M -> $71M (+14.3%, 2023-09-30 to 2024-09-30)
askebsa.dol.gov

Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.

Provenance

Identifiers: EIN-PN 042770977-001

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.