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 | 30-0282430 | — | NONE | $153K | — |
| SCHWAB RETIREMENT PLAN SERVICES | 34-1479833 | — | NONE | $92K | — |
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 · EIN 45-6178743 / PN 004 | Common Collective Trust | $16.2M | 22.7% |
| MGICT US LARGE CAP CORE PASSIVE MERCER TRUST COMPANY · EIN 03-0566613 / PN 009 | Common Collective Trust | $15.0M | 21.0% |
| MERCER LONG DURATION PASSIVE FIXED |
Common Collective Trust |
| $13.0M |
| 18.2% |
| MGI COLLECTIVE TR NON US CORE EQUIT MERCER TRUST COMPANY · EIN 03-0566617 / PN 009 | Common Collective Trust | $7.3M | 10.2% |
| MERCER ERISA HEDGE FUND INVESTORS MERCER TRUST COMPANY · EIN 47-2199849 / PN 021 | Common Collective Trust | $4.5M | 6.3% |
| MERCER OPPORTUNISTIC FIXED INCOME MERCER TRUST COMPANY · EIN 36-7630030 / PN 020 | Common Collective Trust | $3.5M | 4.8% |
| MERCER EMERGING MRKTS EQUITY MERCER TRUST COMPANY · EIN 32-6219484 / PN 017 | Common Collective Trust | $3.2M | 4.5% |
| MERCER SMALL/MID CAP EQUITY MERCER TRUST COMPANY · EIN 03-0566611 / PN 003 | Common Collective Trust | $2.3M | 3.2% |
| MERCER GLOBAL LOW VOLATILITY EQUITY MERCER TRUST COMPANY · EIN 35-7004395 / PN 018 | Common Collective Trust | $1.2M | 1.7% |
| MERCER LONG STRIPS FIXED INCOME MERCER TRUST COMPANY · EIN 80-6243236 / PN 019 | Common Collective Trust | $0 | <0.1% |
