Mercer US Small/mid Cap Equity Port
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
- 73
70 more limited partners, 182 more commitment rows and 8 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.
7 days of DFX Intelligence free, then $199/month unless canceled. A card is taken when the trial starts.
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 73), 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 |
+70 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 Dec 31, 2025 | Bangor Hydro Electric Company Pension Plan | Mercer US Small/mid Cap Equity Portcollective trust | Public equity | $723,228 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2025 | AIR Canada U.S. Pension Plan | Mercer US Small/mid Cap Equity Portcollective trust | Public equity | $2.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Oct 31, 2025 | Luck Stone Corporation Retirement Plan and Trust | Mercer US Small/mid Cap Equity Portcollective trust | Public equity | $3.4M held | Disclosed holding | askebsa.dol.gov |
+182 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
- Retirement Income Plan for Employees of Ugi Utilities, Inc. first reports an interest in Mercer US Small/mid Cap Equity Port: $24M at 2024-12-31with Mercer US Small/mid Cap Equity Portaskebsa.dol.gov
- Deaconess Health System, Inc. Retirement Plan no longer reports Mercer US Small/mid Cap Equity Port (last held $10M at 2023-12-31; absent from the 2024-12-31 filing)with Mercer US Small/mid Cap Equity Portaskebsa.dol.gov
- Mountaineer Gas Company Employees' Defined Benefit Pension Plan first reports an interest in Mercer US Small/mid Cap Equity Port: $4M at 2024-12-31with Mercer US Small/mid Cap Equity Portaskebsa.dol.gov
- Waukesha Gas Engines Pension Plan no longer reports Mercer US Small/mid Cap Equity Port (last held $156,023 at 2022-12-31; absent from the 2023-12-31 filing)with Mercer US Small/mid Cap Equity Portaskebsa.dol.gov
- AIR Canada U.S. Pension Plan first reports an interest in Mercer US Small/mid Cap Equity Port: $5M at 2023-12-31with Mercer US Small/mid Cap Equity Portaskebsa.dol.gov
+8 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.