DFX Intelligence
Data Factory
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Reading the graph
Allocators
Mclean, VA
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 Intermediate Credit F | Mercer Investments LLC | Private credit | $118M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Mercer Active Intermediate Credit F | Mercer Investments LLC | Private credit | $111M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Mercer Active Intermediate Credit F | Mercer Investments LLC | Private credit | $94.9M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| CF Ssga Intermediate US Govt Bond I | State Street Global Advisors Trust | Fixed income | $41.3M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Mercer US Large Cap Core Passive Eq | Mercer Investments LLC | Public equity | $38.1M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Ssga Intermed U.S. Govt Bond Indx | State Street Global Advisors Trust Company | Fixed income | $34.8M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Mercer US Large Cap Core Passive Eq | Mercer Investments LLC | Public equity | $26.3M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Mercer Active Long Corporate Fixed | Mercer Investments LLC | Fixed income | $25.9M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Mercer US Large Cap Core Passive Eq | Mercer Investments LLC | Public equity | $24.0M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Ssga Intermed U.S. Govt Bond Indx | State Street Global Advisors Trust Company | Fixed income | $22.7M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Mercer Non-Us Core Equity Portfolio | Mercer Investments LLC | Public equity | $17.4M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Mercer Non-Us Core Equity Portfolio | Mercer Investments LLC | Public equity | $17.3M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Mercer Non-Us Core Equity Portfolio | Mercer Investments LLC | Public equity | $16.3M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Mercer Active Long Corporate Fixed | Mercer Investments LLC | Fixed income | $12.5M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Mercer Emerging Markets Equity Port | Mercer Investments LLC | Public equity | $11.3M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Mercer Global Low Volatility Equity | Mercer Investments LLC | Public equity | $11.0M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Mercer Global Low Volatility Equity | Mercer Investments LLC | Public equity | $10.5M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Mercer Emerging Markets Equity Port | Mercer Investments LLC | Public equity | $10.4M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Mercer Opportunistic Fixed Income | Mercer Investments LLC | Hedge diversifiers | $8.1M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Mercer Opportunistic Fixed Income | Mercer Investments LLC | Hedge diversifiers | $8.0M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Mercer Opportunistic Fixed Income | Mercer Investments LLC | Hedge diversifiers | $7.7M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Mercer Emerging Markets Equity Port | Mercer Investments LLC | Public equity | $7.7M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Mercer US Small/mid Cap Equity Port | Mercer Investments LLC | Public equity | $7.2M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Mercer US Small/mid Cap Equity Port | Mercer Investments LLC | Public equity | $6.5M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Mercer Passive Long Government Fixe | Mercer Investments LLC | Pooled vehicle | $6.2M | Dec 31, 2022 | 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 | $1.5M | Dec 31, 2024 | Derived |
| Common/collective trusts | n/a | n/a | n/a | 99 | $245M | 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 |
| State Street Bank & Trust Company | 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 |