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 INVESTMENT MANAGEMENT | 30-0282430 | BOSTON, MA | FIDUCIARY | $263K | — |
| STATE STREET GLOBAL ADVISORS | 81-4017137 | BOSTON, MA | FIDUCIARY | $2K | — |
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 CORE FIXED INCOME PORTFOLIO MERCER TRUST COMPANY · EIN 45-6178743 / PN 004 | Common Collective Trust | $39.8M | 47.6% |
| INT. US GOVT BOND INDX NL SF CL A STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 209 | Common Collective Trust | $13.7M | 16.3% |
| INT. US GOVT BOND INDX NL SF CL A STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 209 | Common Collective Trust | $13.7M | 16.3% |
| INT. US GOVT BOND INDX NL SF CL A STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 209 | Common Collective Trust | $13.7M | 16.3% |
| MERCER ACTIVE INTER CR FIX INCOME MERCER TRUST COMPANY · EIN 85-2621954 / PN 048 | Common Collective Trust | $10.0M | 11.9% |
| MERCER US LARGE CAP PASSIVE EQUITY MERCER TRUST COMPANY · EIN 03-0566613 / PN 005 | Common Collective Trust | $6.5M | 7.7% |
| MERCER OPPORTUNISTIC FIXED INCOME MERCER TRUST COMPANY · EIN 36-7630030 / PN 020 | Common Collective Trust | $4.2M | 5.0% |
| MERCER OPPORTUNISTIC FIXED INCOME MERCER TRUST COMPANY · EIN 36-7630030 / PN 020 | Common Collective Trust | $4.2M | 5.0% |
| MERCER OPPORTUNISTIC FIXED INCOME MERCER TRUST COMPANY · EIN 36-7630030 / PN 020 | Common Collective Trust | $4.2M | 5.0% |
| MGI LONG DURATION PASSIVE MERCER TRUST COMPANY · EIN 51-0560117 / PN 010 | Common Collective Trust | $2.9M | 3.5% |
| MGI NON US CORE EQUITY MERCER TRUST COMPANY · EIN 03-0566617 / PN 009 | Common Collective Trust | $2.9M | 3.5% |
| MERCER EMERGING MARKETS MERCER TRUST COMPANY · EIN 32-6219484 / PN 017 | Common Collective Trust | $1.3M | 1.5% |
| MGI US SMALL/MID CAP EQUITY MERCER TRUST COMPANY · EIN 03-0566611 / PN 003 | Common Collective Trust | $1.0M | 1.3% |
| MGI US SMALL/MID CAP EQUITY MERCER TRUST COMPANY · EIN 03-0566611 / PN 003 | Common Collective Trust | $1.0M | 1.3% |
| MGI US SMALL/MID CAP EQUITY MERCER TRUST COMPANY · EIN 03-0566611 / PN 003 | Common Collective Trust | $1.0M | 1.3% |
| MGI GL LOW VOL MERCER TRUST COMPANY · EIN 35-7004395 / PN 018 | Common Collective Trust | $510K | 0.6% |
