DFX Intelligence
Data Factory
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Reading the graph
Allocators
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 Core Passive Fixed Income | n/a | Fixed income | $46.6M | Mar 31, 2023 | Collective trust | Dol form 5500 pension |
| Mercer Passive Long Credit Fixed in | n/a | Private credit | $28.0M | Mar 31, 2025 | Collective trust | Dol form 5500 pension |
| Mercer Passive Long Government Fixe | n/a | Pooled vehicle | $27.8M | Mar 31, 2025 | Collective trust | Dol form 5500 pension |
| Mercer Passive Long Credit Fixed in | n/a | Private credit | $26.0M | Mar 31, 2024 | Collective trust | Dol form 5500 pension |
| Mercer Passive Long Government Fixe | n/a | Pooled vehicle | $25.5M | Mar 31, 2024 | Collective trust | Dol form 5500 pension |
| Mercer US Large Cap Core Passive Eq | Mercer (US) LLC | Public equity | $25.2M | Mar 31, 2024 | Collective trust | Dol form 5500 pension |
| Mercer US Large Cap Core Passive Eq | Mercer (US) LLC | Public equity | $25.2M | Mar 31, 2025 | Collective trust | Dol form 5500 pension |
| Mercer Non-Us Core Equity Portfolio | n/a | Public equity | $24.2M | Mar 31, 2025 | Collective trust | Dol form 5500 pension |
| Mercer Non-Us Core Equity Portfolio | n/a | Public equity | $22.7M | Mar 31, 2024 | Collective trust | Dol form 5500 pension |
| Mercer US Large Cap Core Passive Eq | Mercer (US) LLC | Public equity | $22.1M | Mar 31, 2023 | Collective trust | Dol form 5500 pension |
| Mercer Non-Us Core Equity Portfolio | n/a | Public equity | $19.9M | Mar 31, 2023 | Collective trust | Dol form 5500 pension |
| Mercer Global Low Volatility Equity | Mercer Global Advisors | Public equity | $15.4M | Mar 31, 2025 | Collective trust | Dol form 5500 pension |
| Mercer Global Low Volatility Equity | Mercer Global Advisors | Public equity | $14.1M | Mar 31, 2024 | Collective trust | Dol form 5500 pension |
| Mercer Emerging Markets Equity Port | n/a | Public equity | $13.8M | Mar 31, 2025 | Collective trust | Dol form 5500 pension |
| Mercer Emerging Markets Equity Port | n/a | Public equity | $13.0M | Mar 31, 2024 | Collective trust | Dol form 5500 pension |
| Mercer Global Low Volatility Equity | Mercer Global Advisors | Public equity | $12.7M | Mar 31, 2023 | Collective trust | Dol form 5500 pension |
| Mercer Emerging Markets Equity Port | n/a | Public equity | $12.4M | Mar 31, 2023 | Collective trust | Dol form 5500 pension |
| Mercer US Small/mid Cap Equity Port | Mercer (US) LLC | Public equity | $5.8M | Mar 31, 2024 | Collective trust | Dol form 5500 pension |
| Mercer US Small/mid Cap Equity Port | Mercer (US) LLC | Public equity | $5.6M | Mar 31, 2025 | Collective trust | Dol form 5500 pension |
| Mercer US Small/mid Cap Equity Port | Mercer (US) LLC | Public equity | $4.7M | Mar 31, 2023 | Collective trust | Dol form 5500 pension |
| EB Temporary Investment | BNY Mellon | Pooled vehicle | $2.2M | Mar 31, 2023 | Collective trust | Dol form 5500 pension |
| EB Temporary Investment | BNY Mellon | Pooled vehicle | $380,073 | Mar 31, 2025 | Collective trust | Dol form 5500 pension |
| EB Temporary Investment | BNY Mellon | Pooled vehicle | $298,653 | Mar 31, 2024 | Collective trust | Dol form 5500 pension |
| Bucket | Target % | Range low | Range high | Actual % | Actual | Period end | Basis |
|---|---|---|---|---|---|---|---|
| Partnership/joint venture interests | n/a | n/a | n/a | 1 | $1.1M | Mar 31, 2025 | Derived |
| Common/collective trusts | n/a | n/a | n/a | 99 | $140M | Mar 31, 2025 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| Mercer | actuary | Apr 1, 2022 | Mar 31, 2023 | no | fact | Dol form 5500 pension |
| Bank of New York Mellon | trustee | Apr 1, 2022 | Mar 31, 2023 | no | fact | Dol form 5500 pension |
| Calibre CPA | General consultant | Apr 1, 2022 | Mar 31, 2023 | no | fact | Dol form 5500 pension |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| Mercer Global Advisors | n/a | Mar 31, 2024 | n/a | yes | fact |
| Mercer (US) LLC | n/a | Mar 31, 2024 | n/a | yes | fact |