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 | 13-2834414 | — | NONE | $351K | — |
| THE BANK OF NEW YORK MELLON | 13-5160382 | — | NONE | $80K | — |
| TELUS HEALTH US LTD | 52-1883918 | — | NONE | $62K | — |
| CALIBRE CPA GROUP PLLC | 47-0900880 | — | NONE | $21K | — |
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 PASSIVE LONG CREDIT THE BANK OF NEW YORK MELLON · EIN 26-6700496 / PN 016 | Common Collective Trust | $28.0M | 19.7% |
| MERCER PASSIVE LONG GOVERNMENT THE BANK OF NEW YORK MELLON · EIN 51-0560117 / PN 010 | Common Collective Trust | $27.8M | 19.6% |
| MERCER US LARGE CAP PASSIVE EQUITY THE BANK OF NEW YORK MELLON · EIN 03-0566613 / PN 005 |
Common Collective Trust |
| $25.2M |
| 17.7% |
| MERCER NON-US CORE EQUITY THE BANK OF NEW YORK MELLON · EIN 03-0566617 / PN 009 | Common Collective Trust | $24.2M | 17.1% |
| MERCER GLOBAL LOW VOLATILITY EQUITY THE BANK OF NEW YORK MELLON · EIN 35-7004395 / PN 018 | Common Collective Trust | $15.4M | 10.9% |
| MERCER EMERGING MARKETS EQUITY CT THE BANK OF NEW YORK MELLON · EIN 32-6219484 / PN 017 | Common Collective Trust | $13.8M | 9.7% |
| MERCER US SMALL/MID CAP GROWTH THE BANK OF NEW YORK MELLON · EIN 03-0566611 / PN 003 | Common Collective Trust | $5.6M | 3.9% |
| EB TEMPORARY INVESTMENT THE BANK OF NEW YORK MELLON · EIN 25-6078093 / PN 023 | Common Collective Trust | $380K | 0.3% |
