DFX Intelligence
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Reading the graph
Allocators
Clewiston, FL
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 | $10.2M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Mercer Active Long Corporate Fixed | Mercer Investments LLC | Fixed income | $10.0M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Mercer Passive Long Government Fixe | Mercer Investments LLC | Pooled vehicle | $5.5M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Mercer Passive Long Government Fixe | Mercer Investments LLC | Pooled vehicle | $5.2M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Mercer Active Intermediate Credit F | Mercer Investments LLC | Private credit | $4.5M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Mercer Active Intermediate Credit F | Mercer Investments LLC | Private credit | $4.3M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Mercer US Large Cap Core Passive Eq | Mercer Investments LLC | Public equity | $3.6M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Mercer US Large Cap Core Passive Eq | Mercer Investments LLC | Public equity | $2.4M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| CF Ssga Intermediate US Govt Bond I | State Street Global Advisors Trust | Fixed income | $2.0M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| CF Ssga Intermediate US Govt Bond I | State Street Global Advisors Trust | Fixed income | $2.0M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Mercer Non-Us Core Equity Portfolio | Mercer Investments LLC | Public equity | $1.9M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Mercer Non-Us Core Equity Portfolio | Mercer Investments LLC | Public equity | $1.7M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Mercer Emerging Markets Equity Port | Mercer Investments LLC | Public equity | $1.0M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Mercer Global Low Volatility Equity | Mercer Investments LLC | Public equity | $909,808 | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Mercer Opportunistic Fixed Income | Mercer Investments LLC | Hedge diversifiers | $854,403 | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Mercer Opportunistic Fixed Income | Mercer Investments LLC | Hedge diversifiers | $835,525 | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Mercer Emerging Markets Equity Port | Mercer Investments LLC | Public equity | $771,214 | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Mercer US Small/mid Cap Equity Port | Mercer Investments LLC | Public equity | $720,229 | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Mercer US Small/mid Cap Equity Port | Mercer Investments LLC | Public equity | $608,783 | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Mercer Global Low Volatility Equity | Mercer Investments LLC | Public equity | $301,771 | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Bucket | Target % | Range low | Range high | Actual % | Actual | Period end | Basis |
|---|---|---|---|---|---|---|---|
| Non-interest-bearing cash | n/a | n/a | n/a | 1 | $214,334 | Dec 31, 2024 | Derived |
| Common/collective trusts | n/a | n/a | n/a | 99 | $29.6M | Dec 31, 2024 | Derived |
| Registered investment companies | n/a | n/a | n/a | 0 | $128,407 | Dec 31, 2024 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| Mercer | actuary | Jan 1, 2023 | Dec 31, 2023 | no | fact | Dol form 5500 pension |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| Mercer Investments LLC | n/a | Dec 31, 2024 | n/a | yes | fact |
| Mercer Investments LLC | Investment management | Jan 1, 2023 | Dec 31, 2023 | no | fact |
| Principal Spectrum Asset Management | Investment management | Jan 1, 2023 | Dec 31, 2023 | no | fact |