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 |
|---|---|---|---|---|---|
| TELUS HEALTH | 52-1883918 | — | PENSION RECORDKEEPER | $323K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERCER HR OUTSOURCING | 20-1932099 | — | INVESTMENT MANAGEMENT | $493K | — |
| STATE STREET RESEARCH | 13-3142135 | — | INVESTMENT MANAGEMENT | $7K | — |
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 ACTIVE INTER CR FIXED INCOME MERCER COLLECTIVE TRUST · EIN 03-0566615 / PN 006 | Common Collective Trust | $115.0M | 42.9% |
| MGI ACTIVE LONG CORP INV PORTFOLIO MERCER COLLECTIVE TRUST · EIN 45-6178743 / PN 004 | Common Collective Trust | $58.0M | 21.6% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTHERN TRUST COMPANY | 36-1561860 | — | INVESTMENT MGT TRUSTEE | $115K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COHNREZNICK LLP | 33-4144829 | — | AUDITORS | $38K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AON CONSULTING | 22-2232264 | — | ACTUARY | $180K | — |
| SSGA US INTERM GOVT CREDIT BOND IND STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 184 |
Common Collective Trust |
| $52.2M |
| 19.5% |
| MERCER LONG DURATION PASSIVE FIXED MERCER COLLECTIVE TRUST · EIN 83-2461327 / PN 047 | Common Collective Trust | $14.9M | 5.6% |
| MERCER US LARGE CAP PASSIVE EQUITY MERCER COLLECTIVE TRUST · EIN 03-0566613 / PN 005 | Common Collective Trust | $8.6M | 3.2% |
| MERCER NON-US CORE EQUITY CT MERCER COLLECTIVE TRUST · EIN 03-0566617 / PN 009 | Common Collective Trust | $8.2M | 3.0% |
| SSGA RUSSELL SMALL CAP (R) INDEX NL STATE STREET GLOBAL ADVISORS · EIN 04-0025081 / PN 096 | Common Collective Trust | $5.4M | 2.0% |
| SSGA INT'L INDEX NL SF CLASS A FD STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 157 | Common Collective Trust | $5.0M | 1.9% |
