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AllocatorsPlancorporate pension100m-1b

Meriter Health Services Employee Retirement Plan

Allocators

Madison, WI

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Search this name across graphsid dfx:al:dab68c39-46fc-4539-9b1d-beddd37573ba

Data as of Sep 15, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 19, 2026, 8:23 PM UTC and rebuilt at most every 15 minutes.

Relationships: 13
Dated events: 10
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: $192Mlatest reading; see basis
Assets as of: Dec 31, 2024
Assets basis: REPORTED
Funded ratio: 105%
Participants: 2,657
Commitments: 8with an amount; holdings are counted apart
Managers: 1
Funds: 4
Re-ups: 0
First-time managers: 0
Latest commitment: Dec 31, 2024
Consultants: 1
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
Long Liability Corporate Cit Fund	Legal and General	Pooled vehicle	$155M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Long Liability Corporate Cit Fund	Legal and General	Pooled vehicle	$130M	Dec 31, 2024	Collective trust	Dol form 5500 pension
L&g Liability Corp Cit Fund	Legal and General	Pooled vehicle	$70.1M	Dec 31, 2022	Collective trust	Dol form 5500 pension
L&g Long Liability Treasury Cit	Legal and General	Fixed income	$26.8M	Dec 31, 2022	Collective trust	Dol form 5500 pension
L&g Long Liability Treasury Cit	Legal and General	Fixed income	$22.8M	Dec 31, 2023	Collective trust	Dol form 5500 pension
L&g Long Liability Treasury Cit	Legal and General	Fixed income	$20.6M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Long Liability Corporate Cit Fund	Legal and General	Pooled vehicle	$11.4M	Dec 31, 2022	Collective trust	Dol form 5500 pension
L&g Liability Treasury 3x Cit Fund	Legal and General	Fixed income	$5.7M	Dec 31, 2022	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; 13 rows folded into 4

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Interest-bearing cash	n/a	n/a	n/a	12	$22.5M	Dec 31, 2024	Derived
Common/collective trusts	n/a	n/a	n/a	78	$150M	Dec 31, 2024	Derived
Registered investment companies	n/a	n/a	n/a	9	$17.2M	Dec 31, 2024	Derived
Common stock	n/a	n/a	n/a	1	$2.2M	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
Legal & General Inv Mgmt America	Investment adviser	Jan 1, 2024	Dec 31, 2024	no	fact	Dol form 5500 pension
Reliance Trust Company of Delaware	Investment adviser	Jan 1, 2023	Dec 31, 2023	no	fact	Dol form 5500 pension
Leeward Investments LLC	Investment adviser	Jan 1, 2023	Dec 31, 2023	no	fact	Dol form 5500 pension
Pershing LLC	Pension consultant	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
Leeward Investments LLC	Pension consultant	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
Stephens Investment Management Gr	Investment adviser	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
Mercer	Investment adviser	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
Wellington Trust Company	Investment adviser	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
Leeward Investments LLC	Investment adviser	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
Fidelity Workplace Investing LLC	actuary	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
FID Mgmt Trust Co	Pension consultant	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
U.S. Bank, N.A.	trustee	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension

Relationships

Sponsors (1)

← Meriter Health Services, Inc.Plan sponsorPlan sponsor
Jan 1, 2022 to presentfactForm 5500

Advised by (10)

→ MercerInvestment consultantInvestment adviser
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ FID Mgmt Trust CoInvestment consultantPension consultant
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ U.S. Bank, N.A.Investment consultanttrustee
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Pershing LLCInvestment consultantPension consultant
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Leeward Investments LLCInvestment consultantPension consultant
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Stephens Investment Management GrInvestment consultantInvestment adviser
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Fidelity Workplace Investing LLCInvestment consultantactuary
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Wellington Trust CompanyInvestment consultantInvestment adviser
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Reliance Trust Company of DelawareInvestment consultantInvestment adviser
Jan 1, 2023 to Dec 31, 2023factForm 5500
→ Legal & General Inv Mgmt AmericaManager with allocator capitalInvestment adviser
Jan 1, 2024 to Dec 31, 2024factForm 5500

Dated events

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

Occurred
Dec 31, 2024
Consultant changed
Reliance Trust Company of Delaware no longer appears on Meriter Health Services Employee Retirement Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)
Reliance Trust Company of Delaware Form 5500observed 4 days ago
Occurred
Dec 31, 2024
Consultant changed
LG Invest Mgmt America Inc appears on Meriter Health Services Employee Retirement Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)
Legal & General Inv Mgmt America Form 5500observed 4 days ago
Occurred
Dec 31, 2023
Consultant changed
Reliance Trust Company of Delaware appears on Meriter Health Services Employee Retirement Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)
Reliance Trust Company of Delaware Form 5500observed 4 days ago
Occurred
Dec 31, 2023
Consultant changed
Stephens Investment Management Gr no longer appears on Meriter Health Services Employee Retirement Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)
Stephens Investment Management Gr Form 5500observed 4 days ago
Occurred
Dec 31, 2023
Consultant changed
Wellington Management Company LLP no longer appears on Meriter Health Services Employee Retirement Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)
Wellington Trust Company Form 5500observed 4 days ago
Occurred
Dec 31, 2023
Consultant changed
LEE Munder Capital Group LLC no longer appears on Meriter Health Services Employee Retirement Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)
Leeward Investments LLC Form 5500observed 4 days ago
Occurred
Dec 31, 2023
Holding in a pooled vehicle ended
Meriter Health Services Employee Retirement Plan no longer reports L&g Liability Treasury 3x Cit Fund (Legal and General) (last held $6M at 2022-12-31; absent from the 2023-12-31 filing)
Legal and General Form 5500observed 4 days ago
$5.7M
Occurred
Dec 31, 2023
Holding in a pooled vehicle ended
Meriter Health Services Employee Retirement Plan no longer reports L&g Liability Corp Cit Fund (Legal and General) (last held $70M at 2022-12-31; absent from the 2023-12-31 filing)
Legal and General Form 5500observed 4 days ago
$70.1M

Show 2 bookkeeping events

Occurred
Jan 1, 2023
Meriter Health Services Employee Retirement Plan plan assets $267M -> $205M (-23.2%, 2022-01-01 to 2023-01-01)
Occurred
Jan 1, 2023
Meriter Health Services Employee Retirement Plan funded ratio 116.8% -> 107.0% (2022-01-01 to 2023-01-01)

Provenance

Graph: Allocators
Canonical id: dfx:al:dab68c39-46fc-4539-9b1d-beddd37573ba
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.