DFX Intelligence

Data Factory

AllocatorsPlancorporate pension<100m

Shure Incorporated Employees' Retirement Plan

Allocators

Niles, IL

This is the graph view. The full profile, with its team, deals and sources, is on Allocators.Open the full profile →

Search this name across graphsid dfx:al:0aeb3951-f3fd-4603-befb-c997405dde44

Data as of Sep 15, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 21, 2026, 12:58 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 9
On other graphs: 0
Observed: Sep 15, 2026 to Sep 15, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Total assets: $14.6Mlatest reading; see basis
Assets as of: Dec 31, 2024
Assets basis: REPORTED
Funded ratio: 74%
Participants: 310
Commitments: 27with an amount; holdings are counted apart
Managers: 3
Funds: 12
Re-ups: 0
First-time managers: 0
Latest commitment: Dec 31, 2024
Consultants: 0
Private markets target, %: 0latest policy, percent of assets
Private equity target, %: 0latest policy, percent of assets
Latest policy: Dec 31, 2024
People: 0

Holdings (a value, never a commitment)

a Schedule D plan interest or a 990-PF other investment: a value on a date, never an approval; showing 25 of 27

Vehicle	Manager	Bucket	Value	As of	Kind	Source
Mercer Passive Long Credit Fixed in	Mercer Investments LLC	Private credit	$5.7M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Mercer Passive Long Credit Fixed in	Mercer Investments LLC	Private credit	$4.4M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Mercer Passive Long Credit Fixed in	Mercer Investments LLC	Private credit	$4.2M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Mercer US Large Cap Core Passive Eq	Mercer Investments LLC	Public equity	$2.7M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Mercer Long Strips Fixed Income	Mercer Investments LLC	Fixed income	$2.5M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Mercer US Large Cap Core Passive Eq	Mercer Investments LLC	Public equity	$2.3M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Mercer US Large Cap Core Passive Eq	Mercer Investments LLC	Public equity	$2.2M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Mercer Passive Long Government Fixe	Mercer Investments LLC	Pooled vehicle	$1.9M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Mercer Non-Us Core Equity Portfolio	Mercer Investments LLC	Public equity	$1.7M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Mercer Opportunistic Fixed Income	Mercer Investments LLC	Hedge diversifiers	$1.7M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Mercer Passive Long Government Fixe	Mercer Investments LLC	Pooled vehicle	$1.6M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Mercer Non-Us Core Equity Portfolio	Mercer Investments LLC	Public equity	$1.5M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Mercer Non-Us Core Equity Portfolio	Mercer Investments LLC	Public equity	$1.2M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Mercer Emerging Markets Equity Port	Mercer Investments LLC	Public equity	$996,706	Dec 31, 2022	Collective trust	Dol form 5500 pension
Mercer Global Low Volatility Equity	Mercer Investments LLC	Public equity	$962,089	Dec 31, 2022	Collective trust	Dol form 5500 pension
Mercer Emerging Markets Equity Port	Mercer Investments LLC	Public equity	$899,658	Dec 31, 2023	Collective trust	Dol form 5500 pension
Mercer Global Low Volatility Equity	Mercer Investments LLC	Public equity	$813,838	Dec 31, 2023	Collective trust	Dol form 5500 pension
Mercer Opportunistic Fixed Income	Mercer Investments LLC	Hedge diversifiers	$680,940	Dec 31, 2023	Collective trust	Dol form 5500 pension
Mercer Opportunistic Fixed Income	Mercer Investments LLC	Hedge diversifiers	$671,420	Dec 31, 2022	Collective trust	Dol form 5500 pension
Mercer US Small/mid Cap Equity Port	Mercer Investments LLC	Public equity	$628,338	Dec 31, 2023	Collective trust	Dol form 5500 pension
CF Russell Small Cap (r) Indx Nl Sf	State Street Global Advisors Trust Company	Public equity	$568,785	Dec 31, 2022	Collective trust	Dol form 5500 pension
Mercer Active Intermediate Credit F	Mercer Investments LLC	Private credit	$541,756	Dec 31, 2023	Collective trust	Dol form 5500 pension
Ssga Intermediate US Govt Bond Indx	State Street Global Advisors Trust Company	Fixed income	$532,491	Dec 31, 2023	Collective trust	Dol form 5500 pension
Mercer Emerging Markets Equity Port	Mercer Investments LLC	Public equity	$516,524	Dec 31, 2024	Collective trust	Dol form 5500 pension
Mercer US Small/mid Cap Equity Port	Mercer Investments LLC	Public equity	$445,166	Dec 31, 2024	Collective trust	Dol form 5500 pension

Policy targets, latest period

the latest period this plan published, every item quoted from its own report; a target is never an actual; 6 rows folded into 2

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Interest-bearing cash	n/a	n/a	n/a	2	$345,868	Dec 31, 2024	Derived
Common/collective trusts	n/a	n/a	n/a	95	$13.9M	Dec 31, 2024	Derived

Consultants

Form 5500 Schedule C, Form ADV and the plan's own reports; a Schedule C relationship is current for 24 months after the plan year end

Consultant	Role	From	To	Current	Evidence	Source
Mercer	actuary	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
US Bank	custodian	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension

Managers

managers this plan names on Schedule C or in its reports; a manager here is a reference node keyed to the private equity, venture and real estate fund graphs, never a new identity

Manager	Mandate	From	To	Current	Evidence
Mercer Investments LLC	n/a	Dec 31, 2024	n/a	yes	fact
Mercer Investments LLC	Investment management	Jan 1, 2022	Dec 31, 2022	no	fact

Relationships

Manages for (2)

← Mercer Investments LLCManager with allocator capital
Dec 31, 2024 to presentfactForm 5500
← Mercer Investments LLCInvestment consultantInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500

Sponsors (1)

← Shure IncorporatedPlan sponsorPlan sponsor
Jan 1, 2022 to presentfactForm 5500

Advised by (2)

→ MercerInvestment consultantactuary
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ US BankInvestment consultantcustodian
Jan 1, 2022 to Dec 31, 2022factForm 5500

Dated events

2 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Dec 31, 2024
Holding in a pooled vehicle ended
Shure Incorporated Employees' Retirement Plan no longer reports Mercer Passive Long Government Fixe (last held $2M at 2023-12-31; absent from the 2024-12-31 filing)
Mercer Passive Long Government Fixe Form 5500observed 5 days ago
$1.9M
Occurred
Dec 31, 2024
Holding in a pooled vehicle started
Shure Incorporated Employees' Retirement Plan first reports an interest in Mercer Long Strips Fixed Income: $3M at 2024-12-31
Mercer Long Strips Fixed Income Form 5500observed 5 days ago
$2.5M
Occurred
Dec 31, 2024
Holding in a pooled vehicle ended
Shure Incorporated Employees' Retirement Plan no longer reports Ssga Intermediate US Govt Bond Indx (State Street Gbl Equity) (last held $532,491 at 2023-12-31; absent from the 2024-12-31 filing)
State Street Global Advisors Trust Company Form 5500observed 5 days ago
$532,491
Occurred
Dec 31, 2023
Holding in a pooled vehicle started
Shure Incorporated Employees' Retirement Plan first reports an interest in Mercer Active Intermediate Credit F: $541,756 at 2023-12-31
Mercer Active Intermediate Credit F Form 5500observed 5 days ago
$541,756
Occurred
Dec 31, 2023
Holding in a pooled vehicle ended
Shure Incorporated Employees' Retirement Plan no longer reports CF Russell Small Cap (r) Indx Nl Sf (State Street - Russell 2000) (last held $568,785 at 2022-12-31; absent from the 2023-12-31 filing)
State Street Global Advisors Trust Company Form 5500observed 5 days ago
$568,785
Occurred
Dec 31, 2023
Holding in a pooled vehicle started
Shure Incorporated Employees' Retirement Plan first reports an interest in Mercer US Small/mid Cap Equity Port: $628,338 at 2023-12-31
Mercer US Small/mid Cap Equity Port Form 5500observed 5 days ago
$628,338
Occurred
Dec 31, 2023
Holding in a pooled vehicle started
Shure Incorporated Employees' Retirement Plan first reports an interest in Ssga Intermediate US Govt Bond Indx (State Street Gbl Equity): $532,491 at 2023-12-31
State Street Global Advisors Trust Company Form 5500observed 5 days ago
$532,491

Show 2 bookkeeping events

Occurred
Jan 1, 2023
Shure Incorporated Employees' Retirement Plan funded ratio 89.7% -> 73.5% (2022-01-01 to 2023-01-01)
Occurred
Jan 1, 2023
Shure Incorporated Employees' Retirement Plan plan assets $22M -> $15M (-32.0%, 2022-01-01 to 2023-01-01)

Provenance

Graph: Allocators
Canonical id: dfx:al:0aeb3951-f3fd-4603-befb-c997405dde44
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 5 days ago
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

Shure Incorporated Employees' Retirement Plan

Allocators

Niles, IL

This is the graph view. The full profile, with its team, deals and sources, is on Allocators.Open the full profile →

Search this name across graphsid dfx:al:0aeb3951-f3fd-4603-befb-c997405dde44

Vehicle

Manager

Bucket

Value

As of

Kind

Source