Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Mercer International Stock Index Fund in their Schedule of Assets, totaling $9.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | TIAA, FSB TO BE KNOWN AS EVERBANK, N.A. EVERBANK, N.A. 401(K) PLAN | JACKSONVILLE FL | 1,576 | $42.9M | $1.7M |
| 2 | HERITAGE DISTRIBUTION HOLDINGS OPCO LLC HERITAGE DISTRIBUTION HOLDINGS 401(K) PLAN | ATLANTA GA | 1,165 | $89.3M | $1.7M |
| 3 | SOLSTICE CONSULTING, LLC DBA KIN AND CARTA |
CHICAGO IL |
| 0 |
| $54.6M |
| $1.5M |
| 4 | SYNAGRO TECHNOLOGIES INC. SYNAGRO TECHNOLOGIES INC. 401(K) PLAN | BALTIMORE MD | 1,041 | $76.7M | $1.5M |
| 5 | ALTASCIENCES USA LLC ALTASCIENCES USA LLC 401(K) PLAN | EVERETT WA | 1,187 | $48.5M | $1.5M |
| 6 | HEALTHCARE EMPLOYEE SERVICES, LLC / PHYSICAL REHABILITATION NETWORK PRNPT 401(K) PLAN | FRISCO TX | 2,418 | $46.3M | $531K |
| 7 | GREAT WESTERN MALTING CO. GREAT WESTERN MALTING CO. SAVINGS PLAN AND TRUST | VANCOUVER WA | 288 | $31.2M | $449K |
| 8 | COVORO MINING SOLUTIONS LLC COVORO MINING SOLUTIONS 401(K) PLAN | MEMPHIS TN | 190 | $27.7M | $336K |
| 9 | CHARLES ROSS & SON COMPANY CHARLES ROSS & SON COMPANY 401(K) PLAN | HAUPPAUGE NY | 137 | $12.8M | $185K |
| 10 | PARACO GAS CORPORATION PARACO GAS & AFFILIATES 401(K) SAVINGS AND RETIREMENT PLAN | RYE BROOK NY | 388 | $24.0M | $112K |
