DFX Intelligence
Data Factory
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Reading the graph
Allocators
Spring Grove, PA
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 | $72.9M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Mercer Active Long Corporate Fixed | Mercer Investments LLC | Fixed income | $68.0M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Mercer Active Long Corporate Fixed | Mercer Investments LLC | Fixed income | $66.1M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Mercer US Large Cap Core Passive Eq | Mercer Investments LLC | Public equity | $34.0M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Mercer Passive Long Government Fixe | Mercer Investments LLC | Pooled vehicle | $27.8M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Mercer Passive Long Government Fixe | Mercer Investments LLC | Pooled vehicle | $27.1M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Mercer Passive Long Government Fixe | Mercer Investments LLC | Pooled vehicle | $26.1M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Mercer US Large Cap Core Passive Eq | Mercer Investments LLC | Public equity | $23.3M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Mercer Active Intermediate Credit F | Mercer Investments LLC | Private credit | $22.7M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Mercer US Large Cap Core Passive Eq | Mercer Investments LLC | Public equity | $22.1M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Mercer Active Intermediate Credit F | Mercer Investments LLC | Private credit | $20.7M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Mercer Active Intermediate Credit F | Mercer Investments LLC | Private credit | $20.3M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Mercer Non-Us Core Equity Portfolio | Mercer Investments LLC | Public equity | $19.7M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Mercer Non-Us Core Equity Portfolio | Mercer Investments LLC | Public equity | $18.4M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Mercer Long Strips Fixed Income | Mercer Investments LLC | Fixed income | $17.4M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Mercer Non-Us Core Equity Portfolio | Mercer Investments LLC | Public equity | $15.6M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Mercer Global Low Volatility Equity | Mercer Investments LLC | Public equity | $14.8M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Mercer Ultra Long Duration Portfoli | Mercer Investments LLC | Fixed income | $11.1M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Mercer Emerging Markets Equity Port | Mercer Investments LLC | Public equity | $10.1M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Mercer Long Strips Fixed Income | Mercer Investments LLC | Fixed income | $10.1M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Mercer Emerging Markets Equity Port | Mercer Investments LLC | Public equity | $9.9M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Mercer Ultra Long Duration Portfoli | Mercer Investments LLC | Fixed income | $9.3M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Mercer Long Strips Fixed Income | Mercer Investments LLC | Fixed income | $9.0M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Mercer Global Low Volatility Equity | Mercer Investments LLC | Public equity | $8.6M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Mercer Opportunistic Fixed Income | Mercer Investments LLC | Hedge diversifiers | $8.2M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Bucket | Target % | Range low | Range high | Actual % | Actual | Period end | Basis |
|---|---|---|---|---|---|---|---|
| Common/collective trusts | n/a | n/a | n/a | 100 | $202M | Dec 31, 2024 | Derived |
| Registered investment companies | n/a | n/a | n/a | 0 | $857,970 | Dec 31, 2024 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| Mercer | actuary | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Transamerica Retirement Solutions | actuary | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| US Bank | trustee | 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, 2022 | n/a | yes | fact |
| Mercer Investments LLC | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |