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Allocators
Parsippany, NJ
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 US Large Cap Core Passive Eq | Mercer Investments LLC | Public equity | $104M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Mercer US Large Cap Core Passive Eq | Mercer Investments LLC | Public equity | $58.4M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Mercer US Large Cap Core Passive Eq | Mercer Investments LLC | Public equity | $58.2M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Mercer Non-Us Core Equity Portfolio | Mercer Investments LLC | Public equity | $46.9M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Mercer Non-Us Core Equity Portfolio | Mercer Investments LLC | Public equity | $46.6M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Mercer Active Intermediate Credit F | Mercer Investments LLC | Private credit | $43.6M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| CF Ssga Intermediate US Govt Bond I | State Street Global Advisors Trust | Fixed income | $43.3M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Mercer Active Intermediate Credit F | Mercer Investments LLC | Private credit | $37.7M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| CF Ssga Intermediate US Govt Bond I | State Street Global Advisors Trust | Fixed income | $36.9M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Mercer Non-Us Core Equity Portfolio | Mercer Investments LLC | Public equity | $34.9M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Mercer Active Long Corporate Fixed | Mercer Investments LLC | Fixed income | $34.6M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Mercer Passive Long Government Fixe | Mercer Investments LLC | Pooled vehicle | $33.4M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Mercer Active Long Corporate Fixed | Mercer Investments LLC | Fixed income | $32.2M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Mercer Passive Long Government Fixe | Mercer Investments LLC | Pooled vehicle | $32.0M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Mercer Active Intermediate Credit F | Mercer Investments LLC | Private credit | $29.7M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| CF Ssga Intermediate US Govt Bond I | State Street Global Advisors Trust | Fixed income | $29.1M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Mercer Emerging Markets Equity Port | Mercer Investments LLC | Public equity | $24.8M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Mercer Active Long Corporate Fixed | Mercer Investments LLC | Fixed income | $23.9M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Mercer Opportunistic Fixed Income | Mercer Investments LLC | Hedge diversifiers | $23.7M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Mercer Passive Long Government Fixe | Mercer Investments LLC | Pooled vehicle | $23.5M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Mercer Global Low Volatility Equity | Mercer Investments LLC | Public equity | $21.0M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Mercer Opportunistic Fixed Income | Mercer Investments LLC | Hedge diversifiers | $20.9M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Mercer Emerging Markets Equity Port | Mercer Investments LLC | Public equity | $20.7M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Mercer Emerging Markets Equity Port | Mercer Investments LLC | Public equity | $19.2M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Mercer US Core Real Estate Portfoli | Mercer Investments LLC | Real estate | $18.9M | Dec 31, 2023 | 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 | 0 | $2.0M | Dec 31, 2024 | Derived |
| Common/collective trusts | n/a | n/a | n/a | 92 | $393M | 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 |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| Mercer Investments LLC | n/a | Dec 31, 2024 | n/a | yes | fact |
| State Street Global Advisors | Investment management | Jan 1, 2024 | Dec 31, 2024 | no | fact |
| Mercer Investments LLC | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |