DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Allocators
Birmingham, AL
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 | $95.1M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Mercer Active Long Corporate Fixed | n/a | Fixed income | $81.3M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Mercer Active Long Corporate Fixed | n/a | Fixed income | $56.8M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Mercer Long Strips Fixed Income | n/a | Fixed income | $53.2M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Mercer Long Strips Fixed Income | n/a | Fixed income | $48.2M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Mercer Long Strips Fixed Income | n/a | Fixed income | $43.0M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| NT Collective S&p 500 Index Fund | Northern Trust Collective Eafe Inde | Pooled vehicle | $42.2M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Mercer Non-Us Core Equity Portfolio | n/a | Public equity | $28.1M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| NT Collective S&p 500 Index Fund | Northern Trust Collective Eafe Inde | Pooled vehicle | $26.7M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| NT Collective S&p 500 Index Fund | Northern Trust Collective Eafe Inde | Pooled vehicle | $20.0M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Mercer Non-Us Core Equity Portfolio | n/a | Public equity | $19.9M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Mercer Non-Us Core Equity Portfolio | n/a | Public equity | $18.6M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Mercer Global Low Volatility Equity | n/a | Public equity | $16.1M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Mercer Emerging Markets Equity Port | n/a | Public equity | $15.4M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Mercer US Small/mid Cap Equity Port | n/a | Public equity | $14.8M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Mercer US Small/mid Cap Equity Port | n/a | Public equity | $11.7M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Mercer Emerging Markets Equity Port | n/a | Public equity | $11.2M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Mercer Global Low Volatility Equity | n/a | Public equity | $10.4M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Mercer Emerging Markets Equity Port | n/a | Public equity | $7.6M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Mercer US Small/mid Cap Equity Port | n/a | Public equity | $6.9M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Mercer Global Low Volatility Equity | n/a | Public equity | $3.1M | Dec 31, 2024 | 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 | $1.5M | Dec 31, 2024 | Derived |
| Common/collective trusts | n/a | n/a | n/a | 99 | $213M | Dec 31, 2024 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| Mercer Investments LLC | actuary | 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 |
| Regions | trustee | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| Mercer | Investment management | Jan 1, 2023 | Dec 31, 2023 | no | fact |
| Mercer Investments LLC | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |