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 | — | INVESTMENT ADVISOR | $121K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTHERN TRUST INVESTMENTS, INC | 36-1561860 | — | TRUSTEE | $76K | — |
| Name | EIN | Location | Relation | Direct comp |
|---|
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 US LARGE CAP CORE PASSIVE EQ MERCER TRUST COMPANY LLC · EIN 03-0566613 / PN 005 | Common Collective Trust | $29.2M | 29.8% |
| MERCER LONG STRIPS FIXED INCOME POR MERCER TRUST COMPANY LLC · EIN 80-6243236 / PN 019 | Common Collective Trust | $19.1M | 19.5% |
| Indirect comp |
|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-3275867 | — | PLAN ADMINISTRATOR | $291K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERCER | 13-2834414 | — | ACTUARY | $122K | — |
| MERCER NON-US CORE EQUITY PORTFOLIO MERCER TRUST COMPANY LLC · EIN 03-0566617 / PN 009 |
Common Collective Trust |
| $13.1M |
| 13.3% |
| MERCER PASSIVE LONG GOV FIXED INCOM MERCER TRUST COMPANY LLC · EIN 51-0560117 / PN 010 | Common Collective Trust | $9.3M | 9.5% |
| MERCER ACT LONG CORP FIXED INCOME MERCER TRUST COMPANY LLC · EIN 45-6178743 / PN 004 | Common Collective Trust | $7.6M | 7.7% |
| MERCER EMERGING MARKETS EQUITY PORT MERCER TRUST COMPANY LLC · EIN 32-6219484 / PN 017 | Common Collective Trust | $5.9M | 6.0% |
| CF REIT INDX NL SF CL A (CMX2) STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 04-0025081 / PN 352 | Common Collective Trust | $5.8M | 5.9% |
| MERCER US SMALL/MID CAP EQUITY PORT MERCER TRUST COMPANY LLC · EIN 03-0566611 / PN 003 | Common Collective Trust | $5.0M | 5.1% |
| MERCER GLOBAL LOW VOLATILITY EQUITY MERCER TRUST COMPANY LLC · EIN 35-7004395 / PN 018 | Common Collective Trust | $2.2M | 2.3% |
| NT COLLECTIVE SHORT TERM INVT FD NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 084 | Common Collective Trust | $882K | 0.9% |
