DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Allocators
Alpharetta, GA
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 Corp Fixed Incom | Mercer Investments LLC | Fixed income | $113M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Mercer Long Duration Inv Grade Fixe | Mercer Investments LLC | Fixed income | $72.7M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Mercer Active Intermediate Credit F | Mercer Investments LLC | Private credit | $65.8M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Mercer Active Intermediate Credit F | Mercer Investments LLC | Private credit | $60.6M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Mercer Active Long Corp Fixed Incom | Mercer Investments LLC | Fixed income | $59.4M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Mercer Passive Long Government Fixe | Mercer Investments LLC | Pooled vehicle | $54.4M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Mercer Core Passive Fixed Income | Mercer Investments LLC | Fixed income | $33.5M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Mercer Non-Us Core Equity Portfolio | Mercer Investments LLC | Public equity | $27.1M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Mercer US Large Cap Core Passive Eq | Mercer Investments LLC | Public equity | $26.5M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Mercer Active Intermediate Credit F | Mercer Investments LLC | Private credit | $25.1M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Mercer Active Long Corp Fixed Incom | Mercer Investments LLC | Fixed income | $23.7M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Mercer Opportunistic Fixed Income | Mercer Investments LLC | Hedge diversifiers | $17.2M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Mercer Long Duration Inv Grade Fixe | Mercer Investments LLC | Fixed income | $15.9M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Mercer Core Passive Fixed Income | Mercer Investments LLC | Fixed income | $14.7M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Mercer Emerging Markets Equity Port | Mercer Investments LLC | Public equity | $14.5M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Mercer Global Low Volatility Equity | Mercer Investments LLC | Public equity | $14.5M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Mercer US Large Cap Core Passive Eq | Mercer Investments LLC | Public equity | $13.5M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Mercer US Large Cap Core Passive Eq | Mercer Investments LLC | Public equity | $13.2M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Mercer Opportunistic Fixed Income | Mercer Investments LLC | Hedge diversifiers | $12.6M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Mercer Non-Us Core Equity Portfolio | Mercer Investments LLC | Public equity | $11.8M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Mercer US Small/mid Cap Equity Port | Mercer Investments LLC | Public equity | $10.3M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Mercer Emerging Markets Equity Port | Mercer Investments LLC | Public equity | $5.3M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Mercer Long Duration Inv Grade Fixe | Mercer Investments LLC | Fixed income | $4.6M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Mercer US Small/mid Cap Equity Port | Mercer Investments LLC | Public equity | $4.2M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Mercer Global Low Volatility Equity | Mercer Investments LLC | Public equity | $2.9M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Bucket | Target % | Range low | Range high | Actual % | Actual | Period end | Basis |
|---|---|---|---|---|---|---|---|
| U.S. Government securities | n/a | n/a | n/a | 1 | $3.2M | Dec 31, 2024 | Derived |
| Common/collective trusts | n/a | n/a | n/a | 99 | $339M | Dec 31, 2024 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| Ascensus | actuary | Jan 1, 2023 | Dec 31, 2023 | no | fact | Dol form 5500 pension |
| Investment Research & Advisory Grp | Investment adviser | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Mercer | actuary | 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, 2024 | n/a | yes | fact |
| Mercer | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |