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AllocatorsPlancorporate pension<100m

LAW Companies Group, Inc. Pension Plan

Allocators

NEW York, NY

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:b2f05472-c3f1-48b9-873f-3b495f906e8f

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, 5:33 AM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 14
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: $2.6Mlatest reading; see basis
Assets as of: Dec 31, 2024
Assets basis: REPORTED
Funded ratio: 92%
Participants: 984
Commitments: 15with an amount; holdings are counted apart
Managers: 2
Funds: 12
Re-ups: 0
First-time managers: 0
Latest commitment: Dec 31, 2023
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 Intermediate Credit F	Mercer Investments LLC	Private credit	$17.8M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Mercer Active Long Corporate Fixed	Mercer Investments LLC	Fixed income	$13.3M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Mercer Passive Long Government Fixe	Mercer Investments LLC	Pooled vehicle	$9.8M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Mercer Active Long Corporate Fixed	Mercer Investments LLC	Fixed income	$8.5M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Mercer US Large Cap Core Passive Eq	Mercer Investments LLC	Public equity	$7.0M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Mercer Passive Long Government Fixe	Mercer Investments LLC	Pooled vehicle	$5.3M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Mercer Non-Us Core Equity Portfolio	Mercer Investments LLC	Public equity	$4.7M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Mercer Emerging Markets Equity Port	Mercer Investments LLC	Public equity	$3.0M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Mercer Global Low Volatility Equity	Mercer Investments LLC	Public equity	$3.0M	Dec 31, 2022	Collective trust	Dol form 5500 pension
CF Ssga Intermediate US Govt Bond I	State Street Global Advisors Trust	Fixed income	$2.9M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Mercer Erisa Hedge Fund Investors	Mercer Investments LLC	Hedge diversifiers	$2.8M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Mercer US Small/mid Cap Equity Port	Mercer Investments LLC	Public equity	$1.8M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Mercer Ultra Long Duration Portfoli	Mercer Investments LLC	Fixed income	$1.7M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Mercer Long Strips Fixed Income	Mercer Investments LLC	Fixed income	$1.5M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Mercer Erisa Hedge Fund Investors	Mercer Investments LLC	Hedge diversifiers	$99,094	Dec 31, 2023	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; 6 rows folded into 1

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Interest-bearing cash	n/a	n/a	n/a	100	$2.6M	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
Principal Trust Co.	Directed trustee	Jan 1, 2023	Dec 31, 2023	no	fact	Dol form 5500 pension
Mercer	actuary	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
Wells Fargo Bank	Directed trustee	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
Capfinancial Partners, LLC	Investment adviser	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, 2023	n/a	yes	fact
Mercer Investments LLC	Investment management	Jan 1, 2022	Dec 31, 2022	no	fact
Reliance Trust Company	Investment management	Jan 1, 2022	Dec 31, 2022	no	fact
Kiltearn Partners	Investment management	Jan 1, 2022	Dec 31, 2022	no	fact

Relationships

Manages for (4)

← Mercer Investments LLCManager with allocator capital
Dec 31, 2023 to presentfactForm 5500
← Mercer Investments LLCInvestment consultantInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
← Reliance Trust CompanyInvestment consultantInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
← Kiltearn PartnersInvestment consultantInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500

Sponsors (1)

← WSP USA Environment & Infrastructure Inc.Plan sponsorPlan sponsor
Jan 1, 2022 to presentfactForm 5500

Advised by (4)

→ MercerInvestment consultantactuary
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Wells Fargo BankInvestment consultantDirected trustee
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Capfinancial Partners, LLCInvestment consultantInvestment adviser
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Principal Trust Co.Investment consultantDirected trustee
Jan 1, 2023 to Dec 31, 2023factForm 5500

Dated events

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

Occurred
Dec 31, 2023
Consultant changed
Captrust no longer appears on LAW Companies Group, Inc. Pension Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)
Capfinancial Partners, LLC Form 5500observed 4 days ago
Occurred
Dec 31, 2023
Holding in a pooled vehicle ended
LAW Companies Group, Inc. Pension Plan no longer reports Mercer Long Strips Fixed Income (last held $1M at 2022-12-31; absent from the 2023-12-31 filing)
Mercer Long Strips Fixed Income Form 5500observed 4 days ago
$1.5M
Occurred
Dec 31, 2023
Holding in a pooled vehicle ended
LAW Companies Group, Inc. Pension Plan no longer reports Mercer US Small/mid Cap Equity Port (last held $2M at 2022-12-31; absent from the 2023-12-31 filing)
Mercer US Small/mid Cap Equity Port Form 5500observed 4 days ago
$1.8M
Occurred
Dec 31, 2023
Holding in a pooled vehicle ended
LAW Companies Group, Inc. Pension Plan no longer reports Mercer Global Low Volatility Equity (last held $3M at 2022-12-31; absent from the 2023-12-31 filing)
Mercer Global Low Volatility Equity Form 5500observed 4 days ago
$3.0M
Occurred
Dec 31, 2023
Holding in a pooled vehicle ended
LAW Companies Group, Inc. Pension Plan no longer reports Mercer Emerging Markets Equity Port (last held $3M at 2022-12-31; absent from the 2023-12-31 filing)
Mercer Emerging Markets Equity Port Form 5500observed 4 days ago
$3.0M
Occurred
Dec 31, 2023
Holding in a pooled vehicle started
LAW Companies Group, Inc. Pension Plan first reports an interest in Mercer Active Intermediate Credit F: $18M at 2023-12-31
Mercer Active Intermediate Credit F Form 5500observed 4 days ago
$17.8M
Occurred
Dec 31, 2023
Holding in a pooled vehicle ended
LAW Companies Group, Inc. Pension Plan no longer reports Mercer US Large Cap Core Passive Eq (last held $7M at 2022-12-31; absent from the 2023-12-31 filing)
Mercer US Large Cap Core Passive Eq Form 5500observed 4 days ago
$7.0M
Occurred
Dec 31, 2023
Holding in a pooled vehicle started
LAW Companies Group, Inc. Pension Plan first reports an interest in CF Ssga Intermediate US Govt Bond I (State Street Global Advisors Trust): $3M at 2023-12-31
State Street Global Advisors Trust Form 5500observed 4 days ago
$2.9M
Occurred
Dec 31, 2023
Holding in a pooled vehicle ended
LAW Companies Group, Inc. Pension Plan no longer reports Mercer Non-Us Core Equity Portfolio (last held $5M at 2022-12-31; absent from the 2023-12-31 filing)
Mercer Non-Us Core Equity Portfolio Form 5500observed 4 days ago
$4.7M
Occurred
Dec 31, 2023
Holding in a pooled vehicle started
LAW Companies Group, Inc. Pension Plan first reports an interest in Mercer Ultra Long Duration Portfoli: $2M at 2023-12-31
Mercer Ultra Long Duration Portfoli Form 5500observed 4 days ago
$1.7M

Show 4 bookkeeping events

Occurred
Dec 31, 2024
LAW Companies Group, Inc. Pension Plan total assets $59M -> $3M (-95.6%, 2023-12-31 to 2024-12-31)
Occurred
Dec 31, 2023
LAW Companies Group, Inc. Pension Plan total assets $51M -> $59M (+15.7%, 2022-12-31 to 2023-12-31)
Occurred
Jan 1, 2023
LAW Companies Group, Inc. Pension Plan plan assets $69M -> $51M (-26.5%, 2022-01-01 to 2023-01-01)
Occurred
Jan 1, 2023
LAW Companies Group, Inc. Pension Plan funded ratio 107.2% -> 91.6% (2022-01-01 to 2023-01-01)

Provenance

Graph: Allocators
Canonical id: dfx:al:b2f05472-c3f1-48b9-873f-3b495f906e8f
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.

LAW Companies Group, Inc. Pension Plan

Allocators

NEW York, NY

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:b2f05472-c3f1-48b9-873f-3b495f906e8f

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Value

As of

Kind

Source