69 more limited partners, 176 more commitment rows and 8 more dated events

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Mercer US Large Cap Core Passive Eq

collective trust (Form 5500 Schedule D)

A direct filing entity on Form 5500. Each row is a plan's interest in the vehicle at its plan year end as filed on Schedule D Part I: a holding value, never a commitment amount.

Public LPs
72
No date on record · this record
Public LPs
72
distinct allocators on the tape
Rows
72
across successive reports
Held, latest filings
$1.5B
one row per plan
Latest
Dec 31, 2025
effective date
Plans holding an interest
72 allocators
AllocatorDisclosedStateApprovedClosedReported
ABS Group Pension PlanNot disclosedheld--Dec 31, 2022
Aleris Cash Balance PlanNot disclosedheld--Dec 31, 2024
Aleris Retirement Plan for Bargained EmployeesNot disclosedheld--Dec 31, 2024

+69 more limited partners in this fund

Every name, record and relationship behind this count, with the source on each.

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Every row
179 rows
DateAllocatorFundBucketAmountVintageStatusSource
as of Dec 31, 2025Bangor Hydro Electric Company Pension PlanMercer US Large Cap Core Passive Eqcollective trustPublic equity$6.1M heldDisclosed holdingaskebsa.dol.gov
as of Oct 31, 2025Luck Stone Corporation Retirement Plan and TrustMercer US Large Cap Core Passive Eqcollective trustPublic equity$26.5M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2025Cubic Corporation Pension PlanMercer US Large Cap Core Passive Eqcollective trustPublic equity$5.0M heldDisclosed holdingaskebsa.dol.gov

+176 more commitment rows

Every name, record and relationship behind this count, with the source on each.

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What changed
  • Employees' Retirement Plan of Bank of Hawaii first reports an interest in Mercer US Large Cap Core Passive Eq: $16M at 2024-12-31
    with Mercer US Large Cap Core Passive Eqaskebsa.dol.gov
  • Dec 31, 2024Holding endedinferenceWTB Financial Corporation Pension Plan
    WTB Financial Corporation Pension Plan no longer reports Mercer US Large Cap Core Passive Eq (last held $4M at 2023-12-31; absent from the 2024-12-31 filing)
    with Mercer US Large Cap Core Passive Eqaskebsa.dol.gov
  • Dec 31, 2024Holding endedinferenceVinson & Elkins LLP Pension Plan
    Vinson & Elkins LLP Pension Plan no longer reports Mercer US Large Cap Core Passive Eq (last held $3M at 2023-12-31; absent from the 2024-12-31 filing)
    with Mercer US Large Cap Core Passive Eqaskebsa.dol.gov
  • Dec 31, 2023Holding endedinferenceWaukesha Gas Engines Pension Plan
    Waukesha Gas Engines Pension Plan no longer reports Mercer US Large Cap Core Passive Eq (last held $619,031 at 2022-12-31; absent from the 2023-12-31 filing)
    with Mercer US Large Cap Core Passive Eqaskebsa.dol.gov
  • Dec 31, 2023Holding endedinferenceCIT Group, Inc. Retirement Plan
    CIT Group, Inc. Retirement Plan no longer reports Mercer US Large Cap Core Passive Eq (last held $7M at 2022-12-31; absent from the 2023-12-31 filing)
    with Mercer US Large Cap Core Passive Eqaskebsa.dol.gov

+8 more dated events

Every name, record and relationship behind this count, with the source on each.

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