DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Allocators
Mebane, NC
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 |
|---|---|---|---|---|---|---|
| State Street Intermediate U.S. Cred | State Street - Russell 2000 | Pooled vehicle | $226M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| State Street Intermediate U.S. Cred | State Street - Russell 2000 | Pooled vehicle | $223M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Mercer Active Long Corporate Fixed | n/a | Fixed income | $206M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Mercer Active Long Corporate Fixed | n/a | Fixed income | $185M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Mercer Active Long Corporate Fixed | n/a | Fixed income | $169M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| State Street Intermediate U.S. Cred | State Street - Russell 2000 | Pooled vehicle | $162M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| CF Ssga U.S.LONG Govt Bond Indx Sf | State Street Global Advisors Trust | Fixed income | $146M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| CF Ssga U.S.LONG Govt Bond Indx Sf | State Street Global Advisors Trust | Fixed income | $132M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| CF Ssga U.S.LONG Govt Bond Indx Sf | State Street Global Advisors Trust | Fixed income | $94.7M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Mercer Long Strips Fixed Income | n/a | Fixed income | $40.3M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Mercer Passive Long Credit Fixed in | n/a | Private credit | $37.1M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Mercer US Large Cap Core Passive Eq | n/a | Public equity | $33.1M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Mercer US Large Cap Core Passive Eq | n/a | Public equity | $24.1M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Mercer US Large Cap Core Passive Eq | n/a | Public equity | $23.9M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Mercer Non-Us Core Equity Portfolio | n/a | Public equity | $14.3M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Mercer Non-Us Core Equity Portfolio | n/a | Public equity | $11.0M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Mercer US Small/mid Cap Equity Port | n/a | Public equity | $10.6M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Mercer US Small/mid Cap Equity Port | n/a | Public equity | $10.5M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Mercer Non-Us Core Equity Portfolio | n/a | Public equity | $10.0M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Mercer Global Low Volatility Equity | n/a | Public equity | $9.4M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Mercer Global Low Volatility Equity | n/a | Public equity | $8.7M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Ssga Emerging Mkts Equity Indx a | State Street - Russell 2000 | Public equity | $7.5M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Ssga Emerging Mkts Equity Indx a | State Street - Russell 2000 | Public equity | $6.9M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Ssga Emerging Mkts Equity Indx a | State Street - Russell 2000 | Public equity | $6.1M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Mercer US Small/mid Cap Equity Port | n/a | Public equity | $5.2M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Bucket | Target % | Range low | Range high | Actual % | Actual | Period end | Basis |
|---|---|---|---|---|---|---|---|
| Common/collective trusts | n/a | n/a | n/a | 99 | $586M | Dec 31, 2024 | Derived |
| Registered investment companies | n/a | n/a | n/a | 1 | $3.2M | Dec 31, 2024 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| Mercer | actuary | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Buck Global, LLC | Investment adviser | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| Mercer Investments LLC | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| State Street - Russell 2000 | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| State Street Global Advisors Trust | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |