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Allocators
Burlington, MA
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 Passive Long Credit Fixed in | n/a | Private credit | $12.0M | Sep 30, 2023 | Collective trust | Dol form 5500 pension |
| Ssga Russell All Cap Index N Lendin | State Street Global Advisors Trust | Pooled vehicle | $9.0M | Sep 30, 2023 | Collective trust | Dol form 5500 pension |
| Mercer Long Strips Fixed Income | n/a | Fixed income | $8.3M | Sep 30, 2023 | Collective trust | Dol form 5500 pension |
| CF Ssga Global Equity Ex USA Index | State Street Gbl Equity | Public equity | $7.6M | Sep 30, 2023 | Collective trust | Dol form 5500 pension |
| Mercer Ultra Long Duration Portfoli | n/a | Fixed income | $1.9M | Sep 30, 2023 | Collective trust | Dol form 5500 pension |
| Bucket | Target % | Range low | Range high | Actual % | Actual | Period end | Basis |
|---|---|---|---|---|---|---|---|
| Registered investment companies | n/a | n/a | n/a | 45 | $1.5M | Sep 30, 2024 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| Mercer | actuary | Oct 1, 2022 | Sep 30, 2023 | no | fact | Dol form 5500 pension |
| State Street Bank & Trust Company | custodian | Oct 1, 2022 | Sep 30, 2023 | no | fact | Dol form 5500 pension |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| Mercer Investments LLC | Investment management | Oct 1, 2022 | Sep 30, 2023 | no | fact |