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 |
|---|---|---|---|---|---|
| MERCER INVESTMENTS LLC | 30-0282430 | — | FIDUCIARY | $279K | — |
| TIAA | 13-1624203 | — | NONE | $61K | — |
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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| MERCER ACTIVE LONG CORPORATE FIXED MERCER TRUST COMPANY, LLC · EIN 45-6178743 / PN 004 | Common Collective Trust | $31.2M | 33.4% |
| MERCER PASSIVE LONG FIXED INCOME MERCER TRUST COMPANY, LLC · EIN 51-0560117 / PN 010 | Common Collective Trust | $11.3M | 12.1% |
| MERCER LONG STRIPS FIXED INCOME POR MERCER TRUST COMPANY, LLC · EIN 80-6243236 / PN 019 |
Common Collective Trust |
| $10.6M |
| 11.3% |
| MERCER ACTIVE INTERMEDIATE CREDIT MERCER TRUST COMPANY, LLC · EIN 85-2621954 / PN 048 | Common Collective Trust | $9.5M | 10.2% |
| MERCER US LARGE CAP CORE PASSIVE EQ MERCER TRUST COMPANY, LLC · EIN 03-0566613 / PN 005 | Common Collective Trust | $8.0M | 8.6% |
| MERCER OPPORTUNISTIC FIXED INCOME P MERCER TRUST COMPANY, LLC · EIN 36-7630030 / PN 020 | Common Collective Trust | $6.6M | 7.1% |
| MERCER NON-US CORE EQUITY PORTFOLIO MERCER TRUST COMPANY, LLC · EIN 03-0566617 / PN 009 | Common Collective Trust | $4.3M | 4.6% |
| REAL ASSET NL SERIES - CLASS A(CMGV STATE STREET GLOBAL ADVISOR TRUST COMPANY · EIN 90-0337987 / PN 374 | Common Collective Trust | $2.6M | 2.8% |
| MERCER EMERGING MARKETS EQUITY PORT MERCER TRUST COMPANY, LLC · EIN 32-6219484 / PN 017 | Common Collective Trust | $1.8M | 1.9% |
| MERCER US SMALL/MID CAP EQUITY PORT MERCER TRUST COMPANY, LLC · EIN 03-0566611 / PN 003 | Common Collective Trust | $1.6M | 1.7% |
| MERCER GLOBAL LOW VOLATILITY EQUITY MERCER TRUST COMPANY, LLC · EIN 35-7004395 / PN 018 | Common Collective Trust | $1.4M | 1.5% |
| MERCER ULTRA LONG DURATION PORTFOLI MERCER TRUST COMPANY, LLC · EIN 83-2461327 / PN 047 | Common Collective Trust | $0 | <0.1% |
