DFX Intelligence
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Reading the graph
Allocators
Richmond, VA
Data as of (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Vehicle | Manager | Bucket | Value | As of | Kind | Source |
|---|---|---|---|---|---|---|
| Mercer Active Long Corporate Fixed | Mercer Investments LLC | Fixed income | $28.2M | Oct 31, 2025 | Collective trust | Dol form 5500 pension |
| Mercer US Large Cap Core Passive Eq | Mercer Investments LLC | Public equity | $26.5M | Oct 31, 2025 | Collective trust | Dol form 5500 pension |
| Mercer US Large Cap Core Passive Eq | Mercer Investments LLC | Public equity | $25.6M | Oct 31, 2024 | Collective trust | Dol form 5500 pension |
| Mercer Active Long Corporate Fixed | Mercer Investments LLC | Fixed income | $19.6M | Oct 31, 2024 | Collective trust | Dol form 5500 pension |
| Mercer Long Strips Fixed Income | Mercer Investments LLC | Fixed income | $19.3M | Oct 31, 2025 | Collective trust | Dol form 5500 pension |
| Mercer Opportunistic Fixed Income | Mercer Investments LLC | Hedge diversifiers | $16.0M | Oct 31, 2024 | Collective trust | Dol form 5500 pension |
| Mercer Active Long Corporate Fixed | Mercer Investments LLC | Fixed income | $15.5M | Oct 31, 2023 | Collective trust | Dol form 5500 pension |
| Mercer Opportunistic Fixed Income | Mercer Investments LLC | Hedge diversifiers | $15.3M | Oct 31, 2025 | Collective trust | Dol form 5500 pension |
| Mercer Long Strips Fixed Income | Mercer Investments LLC | Fixed income | $14.3M | Oct 31, 2024 | Collective trust | Dol form 5500 pension |
| Mercer US Large Cap Core Passive Eq | Mercer Investments LLC | Public equity | $13.7M | Oct 31, 2023 | Collective trust | Dol form 5500 pension |
| Mercer Opportunistic Fixed Income | Mercer Investments LLC | Hedge diversifiers | $13.3M | Oct 31, 2023 | Collective trust | Dol form 5500 pension |
| Mercer Non-Us Core Equity Portfolio | Mercer Investments LLC | Public equity | $12.4M | Oct 31, 2024 | Collective trust | Dol form 5500 pension |
| Mercer Non-Us Core Equity Portfolio | Mercer Investments LLC | Public equity | $12.1M | Oct 31, 2025 | Collective trust | Dol form 5500 pension |
| Mercer Long Strips Fixed Income | Mercer Investments LLC | Fixed income | $10.8M | Oct 31, 2023 | Collective trust | Dol form 5500 pension |
| Mercer Non-Us Core Equity Portfolio | Mercer Investments LLC | Public equity | $10.7M | Oct 31, 2023 | Collective trust | Dol form 5500 pension |
| Wtc-Cif Select Leaders Series 2 | Wellington Trust Company, Na | Pooled vehicle | $10.2M | Oct 31, 2025 | Collective trust | Dol form 5500 pension |
| Wtc-Cif Select Leaders Series 2 | Wellington Trust Company, Na | Pooled vehicle | $5.9M | Oct 31, 2024 | Collective trust | Dol form 5500 pension |
| Cohen & Steers Global Realty Fd Cl | Cohen & Steers | Real estate | $5.8M | Oct 31, 2024 | Collective trust | Dol form 5500 pension |
| Mercer Emerging Markets Equity Port | Mercer Investments LLC | Public equity | $5.8M | Oct 31, 2023 | Collective trust | Dol form 5500 pension |
| Mercer Emerging Markets Equity Port | Mercer Investments LLC | Public equity | $5.3M | Oct 31, 2024 | Collective trust | Dol form 5500 pension |
| Mercer Emerging Markets Equity Port | Mercer Investments LLC | Public equity | $5.2M | Oct 31, 2025 | Collective trust | Dol form 5500 pension |
| State Street S&p Global Largemidcap | State Street Global Advisors Trust | Pooled vehicle | $5.1M | Oct 31, 2024 | Collective trust | Dol form 5500 pension |
| Cohen & Steers Global Realty Fd Cl | Cohen & Steers | Real estate | $5.0M | Oct 31, 2025 | Collective trust | Dol form 5500 pension |
| Mercer Global Low Volatility Equity | Mercer Investments LLC | Public equity | $5.0M | Oct 31, 2023 | Collective trust | Dol form 5500 pension |
| State Street S&p Global Largemidcap | State Street Global Advisors Trust | Pooled vehicle | $4.4M | Oct 31, 2023 | Collective trust | Dol form 5500 pension |
| Bucket | Target % | Range low | Range high | Actual % | Actual | Period end | Basis |
|---|---|---|---|---|---|---|---|
| Interest-bearing cash | n/a | n/a | n/a | 0 | $339,157 | Oct 31, 2025 | Derived |
| Other investments | n/a | n/a | n/a | 0 | $107,338 | Oct 31, 2025 | Derived |
| Common/collective trusts | n/a | n/a | n/a | 94 | $129M | Oct 31, 2025 | Derived |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| Mercer Investments LLC | n/a | Oct 31, 2024 | n/a | yes | fact |
| Cohen & Steers | n/a | Oct 31, 2024 | n/a | yes | fact |
| State Street Global Advisors Trust | n/a | Oct 31, 2023 | n/a | yes | fact |
| Mercer Investments LLC | Investment management | Nov 1, 2022 | Oct 31, 2023 | no | fact |