DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Allocators
Atlanta, 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 Corporate Fixed | Mercer Investments LLC | Fixed income | $1.6M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Mercer Active Long Corporate Fixed | Mercer Investments LLC | Fixed income | $1.5M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Mercer Active Long Corporate Fixed | Mercer Investments LLC | Fixed income | $1.4M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Mercer Passive Long Government Fixe | Mercer Investments LLC | Pooled vehicle | $681,232 | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Mercer US Large Cap Core Passive Eq | Mercer Investments LLC | Public equity | $456,971 | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Mercer Passive Long Government Fixe | Mercer Investments LLC | Pooled vehicle | $446,575 | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Mercer Long Strips Fixed Income | Mercer Investments LLC | Fixed income | $359,682 | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Mercer Long Strips Fixed Income | Mercer Investments LLC | Fixed income | $352,904 | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Mercer US Large Cap Core Passive Eq | Mercer Investments LLC | Public equity | $309,986 | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Mercer Passive Long Government Fixe | Mercer Investments LLC | Pooled vehicle | $289,342 | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Mercer US Large Cap Equity | Mercer Investments LLC | Public equity | $279,560 | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Mercer Non-Us Core Equity Portfolio | Mercer Investments LLC | Public equity | $275,601 | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Mercer Non-Us Core Equity Portfolio | Mercer Investments LLC | Public equity | $241,806 | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Mercer Non-Us Core Equity Portfolio | Mercer Investments LLC | Public equity | $203,934 | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Mercer US Core Real Estate Portfoli | Mercer Investments LLC | Real estate | $192,929 | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Mercer Erisa Hedge Fund Investors | Mercer Investments LLC | Hedge diversifiers | $189,166 | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Mercer US Large Cap Core Passive Eq | Mercer Investments LLC | Public equity | $185,438 | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Mercer US Core Real Estate Portfoli | Mercer Investments LLC | Real estate | $172,570 | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Mercer US Core Real Estate Portfoli | Mercer Investments LLC | Real estate | $169,056 | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Mercer Opportunistic Fixed Income | Mercer Investments LLC | Hedge diversifiers | $165,402 | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Mercer Emerging Markets Equity Port | Mercer Investments LLC | Public equity | $163,666 | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Mercer Erisa Hedge Fund Investors | Mercer Investments LLC | Hedge diversifiers | $153,344 | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Mercer Global Low Volatility Equity | Mercer Investments LLC | Public equity | $146,155 | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Mercer Erisa Hedge Fund Investors | Mercer Investments LLC | Hedge diversifiers | $139,224 | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Mercer Emerging Markets Equity Port | Mercer Investments LLC | Public equity | $130,009 | Dec 31, 2023 | 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 | $42,929 | Dec 31, 2024 | Derived |
| Common/collective trusts | n/a | n/a | n/a | 99 | $3.6M | Dec 31, 2024 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| Aon | General consultant | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| JP Morgan Chase and Co. | Pension consultant | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Principal Trust Co. | trustee | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Willis Towers Watson US LLC | 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, 2023 | n/a | yes | fact |
| CAP Financial | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| Mercer Investments LLC | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |