DFX Intelligence

Data Factory

AllocatorsPlancorporate pension100m-1b

Mccormick Pension Plan

Allocators

Hunt Valley, MD

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:7b885a73-7c4c-4cbf-a64d-ee764043ea0c

Data as of Sep 15, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 20, 2026, 2:08 PM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 2
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: $633Mlatest reading; see basis
Assets as of: Nov 30, 2024
Assets basis: REPORTED
Funded ratio: 99%
Participants: 5,990
Commitments: 19with an amount; holdings are counted apart
Managers: 1
Funds: 10
Re-ups: 0
First-time managers: 0
Latest commitment: Nov 30, 2024
Consultants: 1
Private markets target, %: 0latest policy, percent of assets
Private equity target, %: 0latest policy, percent of assets
Latest policy: Nov 30, 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

Vehicle	Manager	Bucket	Value	As of	Kind	Source
Mercer Ultra Long Duration Portfoli	Mercer Investments LLC	Fixed income	$148M	Nov 30, 2024	Collective trust	Dol form 5500 pension
Mercer Active Long Corporate Fixed	Mercer Investments LLC	Fixed income	$147M	Nov 30, 2023	Collective trust	Dol form 5500 pension
Mercer Active Long Corporate Fixed	Mercer Investments LLC	Fixed income	$132M	Nov 30, 2024	Collective trust	Dol form 5500 pension
Mercer Active Intermediate Credit F	Mercer Investments LLC	Private credit	$126M	Nov 30, 2024	Collective trust	Dol form 5500 pension
Mercer US Large Cap Core Passive Eq	Mercer Investments LLC	Public equity	$58.7M	Nov 30, 2024	Collective trust	Dol form 5500 pension
Mercer US Large Cap Core Passive Eq	Mercer Investments LLC	Public equity	$51.9M	Nov 30, 2023	Collective trust	Dol form 5500 pension
Mercer Opportunistic Fixed Income	Mercer Investments LLC	Hedge diversifiers	$46.6M	Nov 30, 2023	Collective trust	Dol form 5500 pension
Mercer Non-Us Core Equity Portfolio	Mercer Investments LLC	Public equity	$39.5M	Nov 30, 2023	Collective trust	Dol form 5500 pension
Mercer Opportunistic Fixed Income	Mercer Investments LLC	Hedge diversifiers	$39.1M	Nov 30, 2024	Collective trust	Dol form 5500 pension
Mercer Ultra Long Duration Portfoli	Mercer Investments LLC	Fixed income	$29.6M	Nov 30, 2023	Collective trust	Dol form 5500 pension
Mercer Non-Us Core Equity Portfolio	Mercer Investments LLC	Public equity	$26.9M	Nov 30, 2024	Collective trust	Dol form 5500 pension
Mercer Emerging Markets Equity Port	Mercer Investments LLC	Public equity	$21.4M	Nov 30, 2023	Collective trust	Dol form 5500 pension
Mercer Global Low Volatility Equity	Mercer Investments LLC	Public equity	$18.2M	Nov 30, 2023	Collective trust	Dol form 5500 pension
Mercer US Small/mid Cap Equity Port	Mercer Investments LLC	Public equity	$14.3M	Nov 30, 2023	Collective trust	Dol form 5500 pension
Allspring St Investment Fund S1	n/a	Pooled vehicle	$13.8M	Nov 30, 2023	Collective trust	Dol form 5500 pension
Mercer Emerging Markets Equity Port	Mercer Investments LLC	Public equity	$11.1M	Nov 30, 2024	Collective trust	Dol form 5500 pension
Mercer US Small/mid Cap Equity Port	Mercer Investments LLC	Public equity	$10.2M	Nov 30, 2024	Collective trust	Dol form 5500 pension
Mercer Global Low Volatility Equity	Mercer Investments LLC	Public equity	$4.5M	Nov 30, 2024	Collective trust	Dol form 5500 pension
Allspring St Investment Fund S1	n/a	Pooled vehicle	$4.3M	Nov 30, 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; 12 rows folded into 5

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Non-interest-bearing cash	n/a	n/a	n/a	0	$17,500	Nov 30, 2024	Derived
Insurance company general account	n/a	n/a	n/a	0	$1.2M	Nov 30, 2024	Derived
Partnership/joint venture interests	n/a	n/a	n/a	8	$51.1M	Nov 30, 2024	Derived
Common/collective trusts	n/a	n/a	n/a	89	$561M	Nov 30, 2024	Derived
Real estate (other than employer real property)	n/a	n/a	n/a	3	$19.0M	Nov 30, 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	Pension consultant	Dec 1, 2023	Nov 30, 2024	no	fact	Dol form 5500 pension
Principal	trustee	Dec 1, 2022	Nov 30, 2023	no	fact	Dol form 5500 pension
Mercer Investments LLC	Pension consultant	Dec 1, 2022	Nov 30, 2023	no	fact	Dol form 5500 pension
Mercer	actuary	Dec 1, 2022	Nov 30, 2023	no	fact	Dol form 5500 pension
HCI Equity Partners	Pension consultant	Dec 1, 2022	Nov 30, 2023	no	fact	Dol form 5500 pension
Feg	Pension consultant	Dec 1, 2022	Nov 30, 2023	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	Nov 30, 2024	n/a	yes	fact
Prudential Retirement & Annuity Ins	Investment management	Dec 1, 2022	Nov 30, 2023	no	fact

Relationships

Manages for (2)

← Mercer Investments LLCManager with allocator capital
Nov 30, 2024 to presentfactForm 5500
← Prudential Retirement & Annuity InsManager with allocator capitalInvestment management
Dec 1, 2022 to Nov 30, 2023factForm 5500

Sponsors (1)

← Mccormick & Company, Inc.Plan sponsorPlan sponsor
Dec 1, 2022 to presentfactForm 5500

Advised by (5)

→ PrincipalInvestment consultanttrustee
Dec 1, 2022 to Nov 30, 2023factForm 5500
→ Mercer Investments LLCInvestment consultantPension consultant
Dec 1, 2022 to Nov 30, 2023factForm 5500
→ MercerInvestment consultantactuary
Dec 1, 2022 to Nov 30, 2023factForm 5500
→ HCI Equity PartnersInvestment consultantPension consultant
Dec 1, 2022 to Nov 30, 2023factForm 5500
→ FegInvestment consultantPension consultant
Dec 1, 2022 to Nov 30, 2023factForm 5500

Dated events

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

Occurred
Nov 30, 2024
Holding in a pooled vehicle started
Mccormick Pension Plan first reports an interest in Mercer Active Intermediate Credit F: $126M at 2024-11-30
Mercer Active Intermediate Credit F Form 5500observed 5 days ago
$126M

Show 1 bookkeeping events

Occurred
Dec 1, 2023
Mccormick Pension Plan funded ratio 105.5% -> 98.6% (2022-12-01 to 2023-12-01)

Provenance

Graph: Allocators
Canonical id: dfx:al:7b885a73-7c4c-4cbf-a64d-ee764043ea0c
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 4 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.

Mccormick Pension Plan

Allocators

Hunt Valley, MD

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:7b885a73-7c4c-4cbf-a64d-ee764043ea0c

Vehicle

Manager

Bucket

Value

As of

Kind

Source