This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL FINANCIAL GROUP | 42-1520346 | — | NONE | $36K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERCER INVESTMENTS LLC | 30-0282430 | — | F | $605K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| % of plan | |||
|---|---|---|---|
| MERCER ACTIVE LONG CORPORATE FI MERCER TRUST COMPANY · EIN 45-6178743 / PN 004 | Common Collective Trust | $72.9M | 31.9% |
| MERCER US LONG DURATION PASSIVE FI MERCER TRUST COMPANY · EIN 51-0560117 / PN 010 | Common Collective Trust | $37.4M | 16.3% |
| MERCER US LARGE CAP PASSIVE EQUITY MERCER TRUST COMPANY · EIN 03-0566613 / PN 005 | Common Collective Trust | $36.7M | 16.0% |
| MERCER NON-US CORE EQUITY PORTFOLIO MERCER TRUST COMPANY · EIN 03-0566617 / PN 009 | Common Collective Trust | $19.9M | 8.7% |
| REAL ASSET NL SERIES-CLASS A(CMGV1) STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 374 | Common Collective Trust | $9.7M | 4.3% |
| MERCER OPPORTUNISTIC FIXED INCOME MERCER TRUST COMPANY · EIN 36-7630030 / PN 020 | Common Collective Trust | $9.7M | 4.2% |
| MERCER US CORE REAL ESTATE MERCER TRUST COMPANY · EIN 87-1321612 / PN 022 | Common Collective Trust | $9.4M | 4.1% |
| MERCER US SMALL/MID CAP GROWTH EQTY MERCER TRUST COMPANY · EIN 03-0566611 / PN 003 | Common Collective Trust | $9.2M | 4.0% |
| MERCER EMERGING MARKETS EQUITY PORT MERCER TRUST COMPANY · EIN 32-6219484 / PN 017 | Common Collective Trust | $8.4M | 3.7% |
| MERCER GLOBAL LOW VOLATILITY EQUITY MERCER TRUST COMPANY · EIN 35-7004395 / PN 018 | Common Collective Trust | $6.6M | 2.9% |
| MERCER |
| 13-2834414 |
| — |
| NONE |
| $443K |
| — |
| ISLER DARE, P.C. | 54-1844836 | — | NONE | $34K | — |
| CBIZ CPAS, P.C. | 43-1947695 | — | F | $8K | — |
| PARKER, BROWN, MACAULEY & SHEERIN | 04-3422478 | — | NONE | $625 | — |
