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 |
|---|---|---|---|---|---|
| PRINCIPAL | 42-1466678 | — | CUSTODIAN | $12K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERCER INVESTMENTS, LLC | 36-2668272 | — | TRUSTEE | $257K | — |
| FRANK RUSSELL TRUST CO. |
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 ACTIVE LONG CORP FL PORTFOLI MERCER · EIN 45-6178743 / PN 004 | Common Collective Trust | $5.8M | 15.5% |
| MERCER US LG CAP CORE PASSIVE EQ MERCER · EIN 03-0566613 / PN 005 | Common Collective Trust | $5.5M | 14.8% |
| MERCER NON-US CORE EQ PORTFOLIO MERCER · EIN 03-0566617 / PN 009 | Common Collective Trust | $4.4M | 11.7% |
| MERCER OPPORTUNISTIC FL PORTFOLIO MERCER · EIN 36-7630030 / PN 020 | Common Collective Trust | $3.1M | 8.3% |
| MERCER LONG STRIPS FL PORTFOLIO MERCER · EIN 80-6243236 / PN 019 | Common Collective Trust | $2.7M | 7.3% |
| MERCER EMERGING MARKET EQ PORTFOLIO MERCER · EIN 32-6219484 / PN 017 | Common Collective Trust | $2.4M | 6.3% |
| MERCER GLOBAL LOW VOL EQ PORTFOLIO MERCER · EIN 35-7004395 / PN 018 | Common Collective Trust | $2.0M | 5.3% |
| MERCER ULTRA LONG DURATION MERCER · EIN 83-2461327 / PN 047 | Common Collective Trust | $1.9M | 5.0% |
| MERCER US SM/MID CAP GRW EQ MERCER · EIN 03-0566611 / PN 003 | Common Collective Trust | $1.6M | 4.2% |
| RITC REAL ESTATE EQUITY FUND RUSSELL INVESTMENTS TRUST COMPANY · EIN 91-1177282 / PN 008 | Common Collective Trust | $1.4M | 3.8% |
| 91-1116938 |
| TACOMA, WA |
| TRUSTEE |
| $90K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SB & COMPANY, LLC | 20-2153727 | — | ACCOUNTANT | $22K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERCER HUMAN RESOURCE CONSULTING | 13-2834414 | — | ACTUARY | $171K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COVINGTON & BURLING, LLP | 53-0188411 | — | LEGAL | $65K | — |
