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 | $105K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERCER INVESTMENTS, LLC | 36-2668272 | — | TRUSTEE | $188K | — |
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 US LARGE CAP CORE PASSIVE EQ MERCER · EIN 03-0566613 / PN 005 | Common Collective Trust | $9.4M | 24.4% |
| MERCER ACTIVE LONG CORP FI PORTFOLI MERCER · EIN 45-6178743 / PN 004 | Common Collective Trust | $5.7M | 14.8% |
| MERCER NON-US CORE EQUITY PORTFOLIO MERCER · EIN 03-0566617 / PN 009 | Common Collective Trust | $4.1M | 10.7% |
| MERCER OPPORTUNISTIC FI PORTFOLIO MERCER · EIN 36-7630030 / PN 020 | Common Collective Trust | $3.4M | 8.9% |
| MERCER LONG STRIPS FI PORTFOLIO MERCER · EIN 80-6243236 / PN 019 | Common Collective Trust | $2.5M | 6.4% |
| MERCER EMERGING MARKETS EQUITY PORT MERCER · EIN 32-6219484 / PN 017 | Common Collective Trust | $1.8M | 4.7% |
| MERCER US SMALL/MID CAP GROWTH EQUI MERCER · EIN 03-0566611 / PN 003 | Common Collective Trust | $1.6M | 4.2% |
| MERCER ULTRA LONG DURATION MERCER · EIN 83-2461327 / PN 047 | Common Collective Trust | $1.5M | 4.0% |
| MERCER GLOBAL LOW VOL EQUITY PORTFO MERCER · EIN 35-7000439 / PN 018 | Common Collective Trust | $704K | 1.8% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SB & COMPANY, LLC | 20-2153727 | — | ACCOUNTANT | $23K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COVINGTON & BURLING, LLP | 53-0188411 | — | LEGAL | $30K | — |
