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 INVESTMENT | 30-0282430 | — | INVESTMENT MANAGEMENT | $759K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL | 51-0099493 | — | TRUSTEE | $48K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|
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 CORE FIXED INCOME MERCER GLOBAL INVESTMENTS, INC. · EIN 03-0566615 / PN 006 | Common Collective Trust | $84.6M | 38.3% |
| MERCER US LARGE CAP CORE PASSIVE EQ MERCER GLOBAL INVESTMENTS, INC. · EIN 03-0566613 / PN 005 | Common Collective Trust | $54.1M | 24.5% |
| BDO USA, P.C. | 13-5381590 | — | AUDITOR | $27K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERCER | 13-2834414 | — | ACTUARY | $184K | — |
| MERCER NON-US CORE EQ MERCER GLOBAL INVESTMENTS, INC. · EIN 03-0566617 / PN 009 |
Common Collective Trust |
| $46.3M |
| 21.0% |
| MERCER US SMALL/MID CAP GROWTH EQ MERCER GLOBAL INVESTMENTS, INC. · EIN 03-0566611 / PN 003 | Common Collective Trust | $21.3M | 9.6% |
| REIT INDEX NON-LENDING FUND CLASS A STATE STREET GLOBAL ADVISORS · EIN 04-0025081 / PN 489 | Common Collective Trust | $10.1M | 4.6% |
