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 |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $188K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERCER INVESTMENTS LLC | 30-0282430 | — | FIDUCIARY | $158K | — |
| MERCER | 13-2834414 | — | NONE | $68K | — |
| U.S. BANK NATIONAL ASSOCIATION | 31-0841368 | — |
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 LONG CORP FIXEDINCOME MERCER TRUST COMPANY LLC · EIN 45-6178743 / PN 004 | Common Collective Trust | $66.1M | 32.5% |
| MERCER US LARGE CAP CORE PASS EQ PF MERCER TRUST COMPANY LLC · EIN 03-0566613 / PN 005 | Common Collective Trust | $34.0M | 16.7% |
| NONE |
| $26K |
| — |
| MERCER PASS LONGGOVT FIXEDINCOME PF MERCER TRUST COMPANY LLC · EIN 51-0560117 / PN 010 |
Common Collective Trust |
| $26.1M |
| 12.8% |
| MERCER ACT INTERMEDIATE FI PRT MERCER TRUST COMPANY LLC · EIN 85-2621954 / PN 048 | Common Collective Trust | $20.7M | 10.2% |
| MERCER LONG STRIPS FIXED INCOME PF MERCER TRUST COMPANY LLC · EIN 80-6243236 / PN 019 | Common Collective Trust | $17.4M | 8.6% |
| MERCER NON-US CORE EQ PF MERCER TRUST COMPANY LLC · EIN 03-0566617 / PN 009 | Common Collective Trust | $15.6M | 7.7% |
| MERCER OPPORTUNISTIC FIXEDINCOME PF MERCER TRUST COMPANY LLC · EIN 36-7630030 / PN 020 | Common Collective Trust | $7.2M | 3.6% |
| MERCER EMERGING MARKETS EQ PF MERCER TRUST COMPANY LLC · EIN 32-6219484 / PN 017 | Common Collective Trust | $6.7M | 3.3% |
| MERCER US SMALL/MID CAP EQ PF MERCER TRUST COMPANY LLC · EIN 03-0566611 / PN 003 | Common Collective Trust | $5.4M | 2.6% |
| MERCER GLOBAL LOW VOLATILITY EQ PF MERCER TRUST COMPANY LLC · EIN 35-7004395 / PN 018 | Common Collective Trust | $2.7M | 1.3% |
| MERCER ULTRA LONG DURATION PF MERCER TRUST COMPANY LLC · EIN 83-2461327 / PN 047 | Common Collective Trust | $511K | 0.3% |
