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 | 13-2834414 | — | FIDUCIARY | $34K | — |
| KENNEDY CAPITAL MANAGEMENT | — | ST. LOUIS, MO | NONE | $30K | — |
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 SMALL/MID CAP EQUITY MERCER TRUST COMPANY LLC · EIN 03-0566611 / PN 003 | Common Collective Trust | $0 | — |
| MERCER CORE FIXED INCOME MERCER TRUST COMPANY LLC · EIN 03-0566615 / PN 006 | Common Collective Trust | $0 | — |
| MERCER NON-US CORE EQUITY |
Common Collective Trust |
| $0 |
| — |
| MERCER GLOBAL LOW VOLATILITY EQUITY MERCER TRUST COMPANY LLC · EIN 35-7004395 / PN 018 | Common Collective Trust | $0 | — |
| MERCER OPPORTUNISTIC FIXED INCOME MERCER TRUST COMPANY LLC · EIN 36-7630030 / PN 020 | Common Collective Trust | $0 | — |
| MERCER ACTIVE LONG CORPORATE FIXED MERCER TRUST COMPANY LLC · EIN 45-6178743 / PN 004 | Common Collective Trust | $0 | — |
| EMG MKTS INDX NL SF CL A MERCER INVESTMENTS LLC · EIN 04-0025081 / PN 496 | Common Collective Trust | $0 | — |
| INTL INDX NL SF CL A MERCER INVESTMENTS LLC · EIN 90-0337987 / PN 157 | Common Collective Trust | $0 | — |
| S&P 500 (R) INDX NL SF CL A MERCER INVESTMENTS LLC · EIN 04-0025081 / PN 097 | Common Collective Trust | $0 | — |
| U.S. LONG TREASURY INDX NL SF CL A MERCER INVESTMENTS LLC · EIN 90-0337987 / PN 183 | Common Collective Trust | $0 | — |
| WTC CIF ENDURING ASSETS WELLINGTON TRUST COMPANY, NA · EIN 04-2767481 / PN 185 | Common Collective Trust | $0 | — |
