DFX Intelligence

55 more advisory clients, 8 more other clients, 397 more Schedule C rows and 35 more dated events

Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.

Mercer Investments LLC

OCIO

OCIOprobableDC plan focusCRD 133449

Suggest a correction

55 more advisory clients, 8 more other clients, 397 more Schedule C rows and 35 more dated events

Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.

Advisory clients on the tape

Schedule C, ACFR

Public-system clients

ACFR and seeds

ADV institutional clients

1,346

filed Aug 11, 2026

ADV institutional RAUM

$203B

pension, government, charity, insurance, sovereign

ADV discretionary RAUM

$220B

Item 5.F

Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.90; discretionary RAUM $220B. An OCIO holds discretion over at least $5B of institutional assets; a consultant advises.

Advisory clients

58 allocators

Pottstown Memorial Medical Center Retirement Income Plan Investment adviser (plan)through Dec 31, 2025 Form 5500
Moog Inc. Employees' Retirement Plan Investment adviser (plan)through Sep 30, 2025 Form 5500
National Cargo Bureau, Inc. Pension Plan Investment adviser (plan)through Jun 30, 2025 Form 5500

+55 more advisory clients

Every name, record and relationship behind this count, with the source on each.

Other roles

11 allocators

Employees Annuity Plan - Products (se)pipe Line Corporation Actuarythrough Dec 31, 2024
Sharp Corporation Retirement Plan Actuarythrough Dec 31, 2024
American President Lines, LLC Retirement Account Plan Actuarythrough Dec 31, 2023

+8 more clients

Every name, record and relationship behind this count, with the source on each.

Schedule C rows

400 rows, $156M direct compensation as filed

Plan	Plan year	Codes	Relationship as filed	Direct compensation
Federated Mutual Retirement Plan	2025	51 52	NONE	$601,708
AIR Canada U.S. Pension Plan	2025	51 52	NONE	$268,219
Bangor Hydro Electric Company Pension Plan	2025	51 52	FIDUCIARY	$197,042

+397 more Schedule C rows

Every name, record and relationship behind this count, with the source on each.

Form ADV readings

charity clients 1,034 Aug 11, 2026 reported
institutional clients 1,346 Aug 11, 2026 reported
pension plan clients 312 Aug 11, 2026 reported
raum discretionary $220B Aug 11, 2026 reported
raum institutional $203B Aug 11, 2026 reported
raum total $226B Aug 11, 2026 reported

What changed

Dec 31, 2025Consultant changedinferencePottstown Memorial Medical Center Retirement Income Plan
Mercer Investments LLC appears on Pottstown Memorial Medical Center Retirement Income Plan's Schedule C as investment adviser (plan) (plan year 2025 vs 2024)
with Mercer Investments LLCaskebsa.dol.gov
Dec 31, 2025Manager relationship startedFinancial Accounting Foundation Employees' Pension Plan
Mercer Investments LLC appears on Financial Accounting Foundation Employees' Pension Plan's Schedule C as investment manager (plan year 2025 vs 2024)
with Mercer Investments LLCaskebsa.dol.gov
Sep 30, 2025Holding startedMoog Inc. Employees' Retirement Plan
Moog Inc. Employees' Retirement Plan first reports an interest in Mercer US Core Real Estate Portfoli (Mercer Investments LLC): $17M at 2025-09-30
with Mercer Investments LLCaskebsa.dol.gov
Dec 31, 2024Consultant changedinferenceNational Cargo Bureau, Inc. Pension Plan
Mercer appears on National Cargo Bureau, Inc. Pension Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)
with Mercer Investments LLCaskebsa.dol.gov
Dec 31, 2024Consultant changedinferenceMoog Inc. Employees' Retirement Plan
Mercer Investments LLC appears on Moog Inc. Employees' Retirement Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)
with Mercer Investments LLCaskebsa.dol.gov

+35 more dated events

Every name, record and relationship behind this count, with the source on each.