Mercer Opportunistic Fixed Income
A direct filing entity on Form 5500. Each row is a plan's interest in the vehicle at its plan year end as filed on Schedule D Part I: a holding value, never a commitment amount.
- Public LPs
- 66
63 more limited partners, 159 more commitment rows and 10 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.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Plans holding an interest
How limited partners are countedOne line per allocator, folded across every filing, report and board record that names this vehicle, so an allocator that reported the same commitment in eight annual filings counts once. A line is closed only when a closing date exists; held means the allocator reports the position with no closing date on this graph. The dollars are what the allocators that print a number disclosed (0 of 66), never a fund size.| Allocator | Disclosed | State | Approved | Closed | Reported |
|---|---|---|---|---|---|
| ABS Group Pension Plan | Not disclosed | held | - | - | Dec 31, 2022 |
| AIR Canada U.S. Pension Plan | Not disclosed | held | - | - | Dec 31, 2025 |
| Aleris Cash Balance Plan | Not disclosed | held | - | - | Dec 31, 2024 |
+63 more limited partners in this fund
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Every row
| Date | Allocator | Fund | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2025 | AIR Canada U.S. Pension Plan | Mercer Opportunistic Fixed Incomecollective trust | Hedge / diversifiers | $12.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2025 | Bangor Hydro Electric Company Pension Plan | Mercer Opportunistic Fixed Incomecollective trust | Hedge / diversifiers | $1.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Oct 31, 2025 | Luck Stone Corporation Retirement Plan and Trust | Mercer Opportunistic Fixed Incomecollective trust | Hedge / diversifiers | $15.3M held | Disclosed holding | askebsa.dol.gov |
+159 more commitment rows
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
What changed
- Stolt-Nielsen US Pension Plan first reports an interest in Mercer Opportunistic Fixed Income: $5M at 2025-06-30with Mercer Opportunistic Fixed Incomeaskebsa.dol.gov
- Sysco Corporation Retirement Plan first reports an interest in Mercer Opportunistic Fixed Income: $46M at 2024-12-31with Mercer Opportunistic Fixed Incomeaskebsa.dol.gov
- Dec 31, 2024Holding startedOAK Ridge Reservation Cleanup Contract Pension Plan for Grandfathered EmployeesOAK Ridge Reservation Cleanup Contract Pension Plan for Grandfathered Employees first reports an interest in Mercer Opportunistic Fixed Income: $22M at 2024-12-31with Mercer Opportunistic Fixed Incomeaskebsa.dol.gov
- ST. Joseph Health Services of Rhode Island Retirement Plan first reports an interest in Mercer Opportunistic Fixed Income: $990,225 at 2024-06-30with Mercer Opportunistic Fixed Incomeaskebsa.dol.gov
- Waukesha Gas Engines Pension Plan no longer reports Mercer Opportunistic Fixed Income (last held $174,477 at 2022-12-31; absent from the 2023-12-31 filing)with Mercer Opportunistic Fixed Incomeaskebsa.dol.gov
+10 more dated events
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.