DFX Intelligence
Data Factory
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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 |
|---|---|---|---|---|---|---|
| Russell 1000 Pooled Index Trust | n/a | Pooled vehicle | $72.8M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Russell 1000 Pooled Index Trust | n/a | Pooled vehicle | $58.5M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Mercer Active Long Corporate Fixed | n/a | Fixed income | $51.4M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Mercer Active Long Corporate Fixed | n/a | Fixed income | $50.6M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Mercer Active Long Corporate Fixed | n/a | Fixed income | $46.5M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Russell 1000 Pooled Index Trust | n/a | Pooled vehicle | $46.2M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Mercer Passive Long Government Fixe | n/a | Pooled vehicle | $29.8M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Mercer Passive Long Government Fixe | n/a | Pooled vehicle | $28.7M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Mercer Passive Long Government Fixe | n/a | Pooled vehicle | $27.8M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Mercer Global Low Volatility Equity | n/a | Public equity | $25.4M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Mercer Emerging Markets Equity Port | n/a | Public equity | $21.1M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Mercer Global Low Volatility Equity | n/a | Public equity | $19.7M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Mercer Emerging Markets Equity Port | n/a | Public equity | $17.0M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| International | Globeflex Capital L.P. | Pooled vehicle | $14.8M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Mercer Global Low Volatility Equity | n/a | Public equity | $14.7M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Mercer Long Strips Fixed Income | n/a | Fixed income | $14.1M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Mercer Long Strips Fixed Income | n/a | Fixed income | $14.0M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Mercer Long Strips Fixed Income | n/a | Fixed income | $13.9M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Mercer Emerging Markets Equity Port | n/a | Public equity | $13.5M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Mercer Opportunistic Fixed Income | n/a | Hedge diversifiers | $13.3M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| International | Globeflex Capital L.P. | Pooled vehicle | $13.2M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| International | Globeflex Capital L.P. | Pooled vehicle | $11.7M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Mercer Opportunistic Fixed Income | n/a | Hedge diversifiers | $11.0M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Mercer Non-Us Core Equity Portfolio | n/a | Public equity | $10.2M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Mercer Non-Us Core Equity Portfolio | n/a | Public equity | $8.9M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Bucket | Target % | Range low | Range high | Actual % | Actual | Period end | Basis |
|---|---|---|---|---|---|---|---|
| Non-interest-bearing cash | n/a | n/a | n/a | 4 | $9.6M | Dec 31, 2024 | Derived |
| Common/collective trusts | n/a | n/a | n/a | 90 | $237M | Dec 31, 2024 | Derived |
| Common stock | n/a | n/a | n/a | 5 | $13.3M | 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 |
| Bank of New York Mellon | trustee | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| Mercer Investments LLC | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| Ariel Investments, LLC | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| Globeflex Capital L.P. | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| Rhumbline Advisers Corp | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |