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AllocatorsPlancorporate pension100m-1b

Massachusetts Teachers Association Retirement Plan

Allocators

Quincy, MA

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Search this name across graphsid dfx:al:8fa11404-9a44-46dd-afa1-4bc5c6e948d2

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, 12:23 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 3
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: $242Mlatest reading; see basis
Assets as of: Jun 30, 2025
Assets basis: REPORTED
Funded ratio: 100%
Participants: 369
Commitments: 28with an amount; holdings are counted apart
Managers: 2
Funds: 10
Re-ups: 0
First-time managers: 0
Latest commitment: Jun 30, 2025
Consultants: 0
Private markets target, %: 0latest policy, percent of assets
Private equity target, %: 0latest policy, percent of assets
Latest policy: Jun 30, 2025
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; showing 25 of 28

Vehicle	Manager	Bucket	Value	As of	Kind	Source
Mercer Active Long Corporate Fixed	Mercer Investments LLC	Fixed income	$74.3M	Jun 30, 2025	Collective trust	Dol form 5500 pension
Mercer Active Long Corporate Fixed	Mercer Investments LLC	Fixed income	$72.9M	Jun 30, 2024	Collective trust	Dol form 5500 pension
Mercer Active Long Corporate Fixed	Mercer Investments LLC	Fixed income	$71.1M	Jun 30, 2023	Collective trust	Dol form 5500 pension
Mercer US Large Cap Core Passive Eq	Mercer Investments LLC	Public equity	$52.9M	Jun 30, 2025	Collective trust	Dol form 5500 pension
Mercer Passive Long Government Fixe	Mercer Investments LLC	Pooled vehicle	$37.5M	Jun 30, 2025	Collective trust	Dol form 5500 pension
Mercer Passive Long Government Fixe	Mercer Investments LLC	Pooled vehicle	$37.4M	Jun 30, 2024	Collective trust	Dol form 5500 pension
Mercer US Large Cap Core Passive Eq	Mercer Investments LLC	Public equity	$36.7M	Jun 30, 2024	Collective trust	Dol form 5500 pension
Mercer Passive Long Government Fixe	Mercer Investments LLC	Pooled vehicle	$36.4M	Jun 30, 2023	Collective trust	Dol form 5500 pension
Mercer US Large Cap Core Passive Eq	Mercer Investments LLC	Public equity	$30.1M	Jun 30, 2023	Collective trust	Dol form 5500 pension
Mercer Non-Us Core Equity Portfolio	Mercer Investments LLC	Public equity	$23.3M	Jun 30, 2025	Collective trust	Dol form 5500 pension
Mercer Non-Us Core Equity Portfolio	Mercer Investments LLC	Public equity	$23.2M	Jun 30, 2023	Collective trust	Dol form 5500 pension
Mercer Non-Us Core Equity Portfolio	Mercer Investments LLC	Public equity	$19.9M	Jun 30, 2024	Collective trust	Dol form 5500 pension
Mercer Emerging Markets Equity Port	Mercer Investments LLC	Public equity	$12.5M	Jun 30, 2023	Collective trust	Dol form 5500 pension
Mercer Global Low Volatility Equity	Mercer Investments LLC	Public equity	$10.6M	Jun 30, 2023	Collective trust	Dol form 5500 pension
Mercer Opportunistic Fixed Income	Mercer Investments LLC	Hedge diversifiers	$10.5M	Jun 30, 2023	Collective trust	Dol form 5500 pension
Mercer Opportunistic Fixed Income	Mercer Investments LLC	Hedge diversifiers	$10.5M	Jun 30, 2025	Collective trust	Dol form 5500 pension
Real Asset Nl Series - Class a	State Street Global Advisors Trust	Real assets	$10.5M	Jun 30, 2025	Collective trust	Dol form 5500 pension
Real Asset Nl Series - Class a	State Street Global Advisors Trust	Real assets	$9.7M	Jun 30, 2024	Collective trust	Dol form 5500 pension
Mercer Opportunistic Fixed Income	Mercer Investments LLC	Hedge diversifiers	$9.7M	Jun 30, 2024	Collective trust	Dol form 5500 pension
Mercer US Core Real Estate Portfoli	Mercer Investments LLC	Real estate	$9.6M	Jun 30, 2025	Collective trust	Dol form 5500 pension
Mercer US Core Real Estate Portfoli	Mercer Investments LLC	Real estate	$9.4M	Jun 30, 2024	Collective trust	Dol form 5500 pension
Mercer US Small/mid Cap Equity Port	Mercer Investments LLC	Public equity	$9.2M	Jun 30, 2024	Collective trust	Dol form 5500 pension
Mercer Emerging Markets Equity Port	Mercer Investments LLC	Public equity	$9.0M	Jun 30, 2025	Collective trust	Dol form 5500 pension
Mercer US Small/mid Cap Equity Port	Mercer Investments LLC	Public equity	$8.6M	Jun 30, 2023	Collective trust	Dol form 5500 pension
Mercer Emerging Markets Equity Port	Mercer Investments LLC	Public equity	$8.4M	Jun 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; 7 rows folded into 2

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Interest-bearing cash	n/a	n/a	n/a	1	$1.8M	Jun 30, 2025	Derived
Common/collective trusts	n/a	n/a	n/a	97	$234M	Jun 30, 2025	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	actuary	Jul 1, 2022	Jun 30, 2023	no	fact	Dol form 5500 pension
Principal Spectrum Asset Management	trustee	Jul 1, 2022	Jun 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	Jun 30, 2023	n/a	yes	fact
Mercer Investments LLC	Investment management	Jul 1, 2022	Jun 30, 2023	no	fact

Relationships

Manages for (2)

← Mercer Investments LLCManager with allocator capital
Jun 30, 2023 to presentfactForm 5500
← Mercer Investments LLCInvestment consultantInvestment management
Jul 1, 2022 to Jun 30, 2023factForm 5500

Sponsors (1)

← Massachusetts Teachers AssociationPlan sponsorPlan sponsor
Jul 1, 2022 to presentfactForm 5500

Advised by (2)

→ MercerInvestment consultantactuary
Jul 1, 2022 to Jun 30, 2023factForm 5500
→ Principal Spectrum Asset ManagementInvestment consultanttrustee
Jul 1, 2022 to Jun 30, 2023factForm 5500

Dated events

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

Occurred
Jun 30, 2025
Holding in a pooled vehicle ended
Massachusetts Teachers Association Retirement Plan no longer reports Mercer Global Low Volatility Equity (last held $7M at 2024-06-30; absent from the 2025-06-30 filing)
Mercer Global Low Volatility Equity Form 5500observed 4 days ago
$6.6M
Occurred
Jun 30, 2024
Holding in a pooled vehicle started
Massachusetts Teachers Association Retirement Plan first reports an interest in Real Asset Nl Series - Class a (State Street Global Advisors Trust): $10M at 2024-06-30
State Street Global Advisors Trust Form 5500observed 4 days ago
$9.7M

Show 1 bookkeeping events

Occurred
Jul 1, 2024
Massachusetts Teachers Association Retirement Plan funded ratio 107.0% -> 100.3% (2023-07-01 to 2024-07-01)

Provenance

Graph: Allocators
Canonical id: dfx:al:8fa11404-9a44-46dd-afa1-4bc5c6e948d2
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.

Massachusetts Teachers Association Retirement Plan

Allocators

Quincy, MA

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:8fa11404-9a44-46dd-afa1-4bc5c6e948d2

Vehicle

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