DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Allocators
NEW York, NY
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 Passive Long Credit Fixed in | n/a | Private credit | $175M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Mercer Passive Long Credit Fixed in | n/a | Private credit | $169M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Mercer Passive Long Credit Fixed in | n/a | Private credit | $162M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Mercer Passive Long Government Fixe | n/a | Pooled vehicle | $140M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Mercer Passive Long Government Fixe | n/a | Pooled vehicle | $133M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Mercer Passive Long Government Fixe | n/a | Pooled vehicle | $127M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| International Index Non-Lending Ser | State Street Global Advisors Trust | Pooled vehicle | $42.6M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| International Index Non-Lending Ser | State Street Global Advisors Trust | Pooled vehicle | $42.4M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Mercer US Large Cap Core Passive Eq | n/a | Public equity | $41.1M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Mercer US Large Cap Core Passive Eq | n/a | Public equity | $40.2M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| International Index Non-Lending Ser | State Street Global Advisors Trust | Pooled vehicle | $39.9M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Mercer US Large Cap Core Passive Eq | n/a | Public equity | $39.2M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Mercer Long Strips Fixed Income | n/a | Fixed income | $37.8M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Mercer Long Strips Fixed Income | n/a | Fixed income | $35.1M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Mercer Long Strips Fixed Income | n/a | Fixed income | $15.2M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| CF Russell Small Cap (r) Indx Nl Sf | State Street - Russell 2000 | Public equity | $14.8M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| CF Russell Small Cap (r) Indx Nl Sf | State Street - Russell 2000 | Public equity | $13.3M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Ssga Emerging Mkts Equity Indx a | State Street - Russell 2000 | Public equity | $13.3M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| CF Russell Small Cap (r) Indx Nl Sf | State Street - Russell 2000 | Public equity | $13.2M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Ssga Emerging Mkts Equity Indx a | State Street - Russell 2000 | Public equity | $13.0M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Ssga Emerging Mkts Equity Indx a | State Street - Russell 2000 | Public equity | $11.9M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Separate Account 174 | Aetna Life Insurance Company | Pooled vehicle | $2.8M | Dec 31, 2024 | Separate account | Dol form 5500 pension |
| Separate Account 174 | Aetna Life Insurance Company | Pooled vehicle | $2.7M | Dec 31, 2023 | Separate account | Dol form 5500 pension |
| Separate Account 174 | Aetna Life Insurance Company | Pooled vehicle | $2.6M | Dec 31, 2022 | Separate account | Dol form 5500 pension |
| NT Collective Short Term Investment | Northern Trust Collective Eafe Inde | cash | $2.5M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Bucket | Target % | Range low | Range high | Actual % | Actual | Period end | Basis |
|---|---|---|---|---|---|---|---|
| Insurance company general account | n/a | n/a | n/a | 1 | $3.4M | Dec 31, 2024 | Derived |
| Common/collective trusts | n/a | n/a | n/a | 99 | $424M | Dec 31, 2024 | Derived |
| Pooled separate accounts | n/a | n/a | n/a | 1 | $2.8M | Dec 31, 2024 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| Pension Benefit Information, LLC | General consultant | Jan 1, 2024 | Dec 31, 2024 | no | fact | Dol form 5500 pension |
| Mercer | actuary | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Northern Trust Co. | trustee | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Wallach & Associates, Inc. | General consultant | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| State Street Global Advisors | custodian | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| State Street Research & Management | Investment management | Jan 1, 2024 | Dec 31, 2024 | no | fact |
| Mercer Investments LLC | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |