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OAK Ridge Reservation Cleanup Contract Pension Plan for Grandfathered Employees

Allocators

OAK Ridge, TN

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Search this name across graphsid dfx:al:9b501456-142e-4aae-857c-29fe15728393

Data as of Sep 15, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 21, 2026, 8:23 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 12
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: $343Mlatest reading; see basis
Assets as of: Dec 31, 2024
Assets basis: REPORTED
Funded ratio: 101%
Participants: 1,946
Commitments: 25with an amount; holdings are counted apart
Managers: 1
Funds: 12
Re-ups: 0
First-time managers: 0
Latest commitment: Dec 31, 2024
Consultants: 0
Private markets target, %: 0latest policy, percent of assets
Private equity target, %: 0latest policy, percent of assets
Latest policy: Dec 31, 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 Active Long Corporate Fixed	Mercer Investments LLC	Fixed income	$78.4M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Mercer US Large Cap Core Passive Eq	Mercer Investments LLC	Public equity	$71.6M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Mercer US Large Cap Core Passive Eq	Mercer Investments LLC	Public equity	$59.5M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Mercer US Large Cap Core Passive Eq	Mercer Investments LLC	Public equity	$58.7M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Mercer Long Strips Fixed Income	Mercer Investments LLC	Fixed income	$50.3M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Mercer Core Passive Fixed Income	Mercer Investments LLC	Fixed income	$48.0M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Mercer Active Intermediate Credit F	Mercer Investments LLC	Private credit	$47.5M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Mercer Active Intermediate Credit F	Mercer Investments LLC	Private credit	$46.1M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Mercer Non-Us Core Equity Portfolio	Mercer Investments LLC	Public equity	$45.9M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Mercer Core Passive Fixed Income	Mercer Investments LLC	Fixed income	$45.6M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Mercer Non-Us Core Equity Portfolio	Mercer Investments LLC	Public equity	$36.3M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Non-Us Core Equity	Mercer Investments LLC	Public equity	$32.9M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Mercer Emerging Markets Equity Port	Mercer Investments LLC	Public equity	$25.6M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Mercer Opportunistic Fixed Income	Mercer Investments LLC	Hedge diversifiers	$22.5M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Mercer Erisa Hedge Fund Investors	Mercer Investments LLC	Hedge diversifiers	$22.3M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Mercer Emerging Markets Equity Port	Mercer Investments LLC	Public equity	$21.6M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Mercer Global Low Volatility Equity	Mercer Investments LLC	Public equity	$21.1M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Mercer Erisa Hedge Fund Investors	Mercer Investments LLC	Hedge diversifiers	$19.9M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Mercer Global Low Volatility Equity	Mercer Investments LLC	Public equity	$19.0M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Mercer US Small/mid Cap Equity Port	Mercer Investments LLC	Public equity	$16.9M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Mercer US Small/mid Cap Equity Port	Mercer Investments LLC	Public equity	$15.0M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Mercer Emerging Markets Equity Port	Mercer Investments LLC	Public equity	$13.5M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Mercer Erisa Hedge Fund Investors	Mercer Investments LLC	Hedge diversifiers	$12.6M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Mercer US Small/mid Cap Equity Port	Mercer Investments LLC	Public equity	$11.4M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Mercer Global Low Volatility Equity	Mercer Investments LLC	Public equity	$5.3M	Dec 31, 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; 15 rows folded into 5

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Partnership/joint venture interests	n/a	n/a	n/a	5	$18.0M	Dec 31, 2024	Derived
Common/collective trusts	n/a	n/a	n/a	87	$299M	Dec 31, 2024	Derived
Registered investment companies	n/a	n/a	n/a	1	$4.1M	Dec 31, 2024	Derived
Common stock	n/a	n/a	n/a	0	$29,702	Dec 31, 2024	Derived
Real estate (other than employer real property)	n/a	n/a	n/a	3	$9.3M	Dec 31, 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 Investments LLC	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
Truist Bank	trustee	Jan 1, 2022	Dec 31, 2022	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	Dec 31, 2024	n/a	yes	fact

Relationships

Manages for (1)

← Mercer Investments LLCManager with allocator capital
Dec 31, 2024 to presentfactForm 5500

Sponsors (1)

← Ucor LLCPlan sponsorPlan sponsor
Jan 1, 2022 to presentfactForm 5500

Advised by (3)

→ Mercer Investments LLCInvestment consultantInvestment adviser
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ MercerInvestment consultantactuary
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Truist BankInvestment consultanttrustee
Jan 1, 2022 to Dec 31, 2022factForm 5500

Dated events

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

Occurred
Dec 31, 2024
Holding in a pooled vehicle ended
OAK Ridge Reservation Cleanup Contract Pension Plan for Grandfathered Employees no longer reports Mercer Active Intermediate Credit F (last held $48M at 2023-12-31; absent from the 2024-12-31 filing)
Mercer Active Intermediate Credit F Form 5500observed 5 days ago
$47.5M
Occurred
Dec 31, 2024
Holding in a pooled vehicle started
OAK Ridge Reservation Cleanup Contract Pension Plan for Grandfathered Employees first reports an interest in Mercer Long Strips Fixed Income: $50M at 2024-12-31
Mercer Long Strips Fixed Income Form 5500observed 5 days ago
$50.3M
Occurred
Dec 31, 2024
Holding in a pooled vehicle started
OAK Ridge Reservation Cleanup Contract Pension Plan for Grandfathered Employees first reports an interest in Mercer Opportunistic Fixed Income: $22M at 2024-12-31
Mercer Opportunistic Fixed Income Form 5500observed 5 days ago
$22.5M
Occurred
Dec 31, 2024
Holding in a pooled vehicle ended
OAK Ridge Reservation Cleanup Contract Pension Plan for Grandfathered Employees no longer reports Mercer Core Passive Fixed Income (last held $48M at 2023-12-31; absent from the 2024-12-31 filing)
Mercer Core Passive Fixed Income Form 5500observed 5 days ago
$48.0M
Occurred
Dec 31, 2024
Holding in a pooled vehicle started
OAK Ridge Reservation Cleanup Contract Pension Plan for Grandfathered Employees first reports an interest in Non-Us Core Equity: $33M at 2024-12-31
Non-Us Core Equity Form 5500observed 5 days ago
$32.9M
Occurred
Dec 31, 2024
Holding in a pooled vehicle ended
OAK Ridge Reservation Cleanup Contract Pension Plan for Grandfathered Employees no longer reports Mercer Non-Us Core Equity Portfolio (last held $46M at 2023-12-31; absent from the 2024-12-31 filing)
Mercer Non-Us Core Equity Portfolio Form 5500observed 5 days ago
$45.9M
Occurred
Dec 31, 2024
Holding in a pooled vehicle started
OAK Ridge Reservation Cleanup Contract Pension Plan for Grandfathered Employees first reports an interest in Mercer Active Long Corporate Fixed: $78M at 2024-12-31
Mercer Active Long Corporate Fixed Form 5500observed 5 days ago
$78.4M

Show 5 bookkeeping events

Occurred
Jan 1, 2024
OAK Ridge Reservation Cleanup Contract Pension Plan for Grandfathered Employees plan assets $295M -> $327M (+10.8%, 2023-01-01 to 2024-01-01)
Occurred
Jan 1, 2024
OAK Ridge Reservation Cleanup Contract Pension Plan for Grandfathered Employees funded ratio 97.0% -> 100.7% (2023-01-01 to 2024-01-01)
Occurred
Dec 31, 2023
OAK Ridge Reservation Cleanup Contract Pension Plan for Grandfathered Employees total assets $295M -> $327M (+10.8%, 2022-12-31 to 2023-12-31)
Occurred
Jan 1, 2023
OAK Ridge Reservation Cleanup Contract Pension Plan for Grandfathered Employees plan assets $354M -> $295M (-16.7%, 2022-01-01 to 2023-01-01)
Occurred
Jan 1, 2023
OAK Ridge Reservation Cleanup Contract Pension Plan for Grandfathered Employees funded ratio 86.8% -> 97.0% (2022-01-01 to 2023-01-01)

Provenance

Graph: Allocators
Canonical id: dfx:al:9b501456-142e-4aae-857c-29fe15728393
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 5 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.

OAK Ridge Reservation Cleanup Contract Pension Plan for Grandfathered Employees

Allocators

OAK Ridge, TN

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:9b501456-142e-4aae-857c-29fe15728393

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