Mercer Ultra Long Duration Portfoli
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
- 30
27 more limited partners, 51 more commitment rows and 14 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.
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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 30), never a fund size.| Allocator | Disclosed | State | Approved | Closed | Reported |
|---|---|---|---|---|---|
| CIT Group, Inc. Retirement Plan | Not disclosed | held | - | - | Dec 31, 2022 |
| Clark Equipment Company Retirement Plan (plan 50) | Not disclosed | held | - | - | Dec 31, 2024 |
| Deaconess Health System, Inc. Retirement Plan | Not disclosed | held | - | - | Dec 31, 2024 |
+27 more limited partners in this fund
Every name, record and relationship behind this count, with the source on each.
7 days of DFX Intelligence free, then $199/month unless canceled. A card is taken when the trial starts.
Every row
| Date | Allocator | Fund | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Jun 30, 2025 | Stolt-Nielsen US Pension Plan | Mercer Ultra Long Duration Portfolicollective trust | Fixed income | $1.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | The French's Food Company LLC Retirement Plan for Union Employees | Mercer Ultra Long Duration Portfolicollective trust | Fixed income | $1.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Clark Equipment Company Retirement Plan (plan 50) | Mercer Ultra Long Duration Portfolicollective trust | Fixed income | $2.7M held | Disclosed holding | askebsa.dol.gov |
+51 more commitment rows
Every name, record and relationship behind this count, with the source on each.
7 days of DFX Intelligence free, then $199/month unless canceled. A card is taken when the trial starts.
What changed
- Schaeffler Group USA Inc. Pension Plan no longer reports Mercer Ultra Long Duration Portfoli (last held $2M at 2023-09-30; absent from the 2025-09-30 filing)with Mercer Ultra Long Duration Portfoliaskebsa.dol.gov
- The Gibbs & Cox, Inc. Pension Plan no longer reports Mercer Ultra Long Duration Portfoli (last held $1M at 2023-12-31; absent from the 2024-12-31 filing)with Mercer Ultra Long Duration Portfoliaskebsa.dol.gov
- Mercedes-Benz USA, LLC Pension Plan first reports an interest in Mercer Ultra Long Duration Portfoli: $14M at 2024-12-31with Mercer Ultra Long Duration Portfoliaskebsa.dol.gov
- Dometic Corporation Pension Plan no longer reports Mercer Ultra Long Duration Portfoli (last held $1M at 2023-12-31; absent from the 2024-12-31 filing)with Mercer Ultra Long Duration Portfoliaskebsa.dol.gov
- Deaconess Health System, Inc. Retirement Plan first reports an interest in Mercer Ultra Long Duration Portfoli: $4M at 2024-12-31with Mercer Ultra Long Duration Portfoliaskebsa.dol.gov
+14 more dated events
Every name, record and relationship behind this count, with the source on each.
7 days of DFX Intelligence free, then $199/month unless canceled. A card is taken when the trial starts.