DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Allocators
Evansville, IN
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 | n/a | Fixed income | $156M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Mercer Active Long Corporate Fixed | n/a | Fixed income | $95.7M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Mercer Active Long Corporate Fixed | n/a | Fixed income | $88.8M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Mercer Active Intermediate Credit F | n/a | Private credit | $42.8M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Ssga S&p 500 (r) Indx Nl Sf Cl a | State Street - Russell 2000 | Pooled vehicle | $37.7M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| U.S. Long Treasury Indx Nl Sf Cl a | State Street Global Advisors Trust | Fixed income | $35.1M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| U.S. Long Treasury Indx Nl Sf Cl a | State Street Global Advisors Trust | Fixed income | $34.6M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Ssga S&p 500 (r) Indx Nl Sf Cl a | State Street - Russell 2000 | Pooled vehicle | $33.8M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| U.S. Long Treasury Indx Nl Sf Cl a | State Street Global Advisors Trust | Fixed income | $33.2M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| CF Ssga Intermediate US Govt Bond I | State Street Global Advisors Trust | Fixed income | $24.3M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Ssga Emerging Mkts Equity Indx a | State Street - Russell 2000 | Public equity | $16.2M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Ssga Emerging Mkts Equity Indx a | State Street - Russell 2000 | Public equity | $16.0M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Mercer Global Low Volatility Equity | n/a | Public equity | $15.6M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Mercer Global Low Volatility Equity | n/a | Public equity | $14.5M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| International Index Non-Lending Ser | State Street Global Advisors Trust | Pooled vehicle | $12.6M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Mercer Non-Us Core Equity Portfolio | n/a | Public equity | $12.5M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| International Index Non-Lending Ser | State Street Global Advisors Trust | Pooled vehicle | $11.4M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Mercer Non-Us Core Equity Portfolio | n/a | Public equity | $11.4M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Mercer US Small/mid Cap Equity Port | n/a | Public equity | $10.0M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Mercer US Small/mid Cap Equity Port | n/a | Public equity | $8.7M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| WA Multi-Asset Credit Portfolio LLC | n/a | Private credit | $6.7M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Cohen & Steers Global Realty Fd Cl | n/a | Real estate | $6.6M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| WTC Cif Enduring Assets | n/a | Pooled vehicle | $6.4M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| WTC Cif Enduring Assets | n/a | Pooled vehicle | $6.1M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| WA Multi-Asset Credit Portfolio LLC | n/a | Private credit | $6.1M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Bucket | Target % | Range low | Range high | Actual % | Actual | Period end | Basis |
|---|---|---|---|---|---|---|---|
| Interest-bearing cash | n/a | n/a | n/a | 1 | $1.7M | Dec 31, 2024 | Derived |
| Common/collective trusts | n/a | n/a | n/a | 99 | $260M | 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 |
| Fifth Third Bank | trustee | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |