DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Allocators
EL Segundo, CA
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 | $2.6M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Mercer Active Intermediate Credit F | Mercer Investments LLC | Private credit | $2.2M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Ssga Intermed U.S. Govt Bond Indx | State Street Global Advisors Trust Company | Fixed income | $2.2M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Mercer Opportunistic Fixed Income | Mercer Investments LLC | Hedge diversifiers | $1.3M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Mercer Active Intermediate Credit F | Mercer Investments LLC | Private credit | $1.2M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Ssga Intermed U.S. Govt Bond Indx | State Street Global Advisors Trust Company | Fixed income | $1.2M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Mercer Non-Us Core Equity Portfolio | Mercer Investments LLC | Public equity | $1.2M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Mercer US Large Cap Core Passive Eq | Mercer Investments LLC | Public equity | $1.0M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Mercer Passive Long Credit Fixed in | Mercer Investments LLC | Private credit | $996,694 | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Mercer Passive Long Government Fixe | Mercer Investments LLC | Pooled vehicle | $963,613 | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Mercer Non-Us Core Equity Portfolio | Mercer Investments LLC | Public equity | $807,691 | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Mercer Opportunistic Fixed Income | Mercer Investments LLC | Hedge diversifiers | $727,947 | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Mercer Passive Long Credit Fixed in | Mercer Investments LLC | Private credit | $584,705 | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Mercer Passive Long Government Fixe | Mercer Investments LLC | Pooled vehicle | $583,094 | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Mercer Emerging Markets Equity Port | Mercer Investments LLC | Public equity | $511,236 | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Mercer Emerging Markets Equity Port | Mercer Investments LLC | Public equity | $430,366 | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Mercer US Small/mid Cap Equity Port | Mercer Investments LLC | Public equity | $429,422 | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Mercer Active Intermediate Credit F | Mercer Investments LLC | Private credit | $379,611 | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Ssga Intermed U.S. Govt Bond Indx | State Street Global Advisors Trust Company | Fixed income | $373,388 | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Mercer Global Low Volatility Equity | Mercer Investments LLC | Public equity | $365,238 | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Mercer US Large Cap Core Passive Eq | Mercer Investments LLC | Public equity | $354,525 | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Mercer US Small/mid Cap Equity Port | Mercer Investments LLC | Public equity | $303,119 | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Mercer Opportunistic Fixed Income | Mercer Investments LLC | Hedge diversifiers | $228,322 | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Mercer Non-Us Core Equity Portfolio | Mercer Investments LLC | Public equity | $215,981 | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Mercer Global Low Volatility Equity | Mercer Investments LLC | Public equity | $206,944 | 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 | 0 | $26,037 | Dec 31, 2024 | Derived |
| Common/collective trusts | n/a | n/a | n/a | 71 | $12.5M | Dec 31, 2024 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| AON Consulting, Inc. | actuary | Jan 1, 2023 | Dec 31, 2023 | no | fact | Dol form 5500 pension |
| Jpmorgan Chase Bank, N.A. | trustee | Jan 1, 2023 | Dec 31, 2023 | no | fact | Dol form 5500 pension |
| Deloitte | General consultant | Jan 1, 2023 | Dec 31, 2023 | no | fact | Dol form 5500 pension |
| AON Consulting, Inc. | 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 |
| J.P. Morgan Investment Management | Investment management | Jan 1, 2023 | Dec 31, 2023 | no | fact |
| Jpmorgan Chase Bank, N.A. | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |