DFX Intelligence
Data Factory
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Reading the graph
Allocators
Indianapolis, IN
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 | $82.3M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Mercer Active Long Corporate Fixed | Mercer Investments LLC | Fixed income | $80.9M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Mercer Active Long Corporate Fixed | Mercer Investments LLC | Fixed income | $77.7M | 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 | $46.1M | 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 | $43.7M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| 20+ Year U.S. Treasury Strips Index | State Street Global Advisors Trust Company | Fixed income | $40.5M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Ssga S&p 500 (r) Indx Nl Sf Cl a | State Street Global Advisors Trust Company | Pooled vehicle | $38.4M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Ssga S&p 500 (r) Indx Nl Sf Cl a | State Street Global Advisors Trust Company | Pooled vehicle | $34.0M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Ssga S&p 500 (r) Indx Nl Sf Cl a | State Street Global Advisors Trust Company | Pooled vehicle | $33.4M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Mercer Active Intermediate Credit F | Mercer Investments LLC | Private credit | $33.1M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Mercer Active Intermediate Credit F | Mercer Investments LLC | Private credit | $31.8M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Mercer Active Intermediate Credit F | Mercer Investments LLC | Private credit | $30.7M | 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 | $17.8M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Mercer Non-Us Core Equity Portfolio | Mercer Investments LLC | Public equity | $17.0M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| 20+ Year U.S. Treasury Strips Index | State Street Global Advisors Trust Company | Fixed income | $14.9M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Mercer Non-Us Core Equity Portfolio | Mercer Investments LLC | Public equity | $14.7M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| 20+ Year U.S. Treasury Strips Index | State Street Global Advisors Trust Company | Fixed income | $14.5M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Mercer Non-Us Core Equity Portfolio | Mercer Investments LLC | Public equity | $13.6M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Mercer Global Low Volatility Equity | Mercer Investments LLC | Public equity | $13.5M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Mercer Global Low Volatility Equity | Mercer Investments LLC | Public equity | $12.3M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Mercer Opportunistic Fixed Income | Mercer Investments LLC | Hedge diversifiers | $10.3M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Real Asset Nl Series - Class a | State Street Global Advisors Trust | Real assets | $9.8M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Mercer Opportunistic Fixed Income | Mercer Investments LLC | Hedge diversifiers | $9.4M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Mercer Opportunistic Fixed Income | Mercer Investments LLC | Hedge diversifiers | $9.4M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Real Asset Nl Series - Class a | State Street Global Advisors Trust | Real assets | $9.3M | Dec 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 | 1 | $1.8M | Dec 31, 2024 | Derived |
| Common/collective trusts | n/a | n/a | n/a | 97 | $258M | 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 |
| Aon | Pension consultant | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Northern Trust Co. | custodian | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| State Street Global Advisors | custodian | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| Mercer Investments LLC | n/a | Dec 31, 2022 | n/a | yes | fact |
| Mercer Investments LLC | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |