Mercer Wise
All Marsh McLennan (Mercer) fundsSearch the plans that use it
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Filings through .
Plans holding
1
1 with $250K or more; main series of 1 plan
Dollars
$351M
all plans, all vintages
In the collective trust
100%
1 plans; 0 in mutual funds
Style
Unknown
not classified yet
Plans whose main series is Mercer Wise
The largest 10 plans by assets, most dollars in the series first.
| Ingram Micro 401(k) Investment Savings Plan$837M plan · Ingram Micro Inc., CA · Fidelity (FMR) | $351M |
Plans whose main target-date series is Mercer Wise.
Where these plans keep their records
| Recordkeeper | Plans | In the series |
|---|---|---|
| Fidelity (FMR) | 1 | $351M |
Dollars by vintage
All plans, all classes and vehicles.
| Vintage | Dollars | Plans |
|---|---|---|
| 2015 | $2.5M | 1 |
| 2020 | $9.4M | 1 |
| 2025 | $22.5M | 1 |
| 2030 | $52.0M | 1 |
| 2035 | $61.6M | 1 |
| 2040 | $55.6M | 1 |
| 2045 | $42.3M | 1 |
| 2050 | $44.7M | 1 |
| 2055 | $35.3M | 1 |
| 2060 | $17.6M | 1 |
| 2065 | $4.9M | 1 |
| Income | $2.3M | 1 |
Funds in the series
| Fund | Plans | Dollars |
|---|---|---|
| Mercer Wise 2035 Trust | 1 | $61.6M |
| Mercer Wise 2040 Trust | 1 | $55.6M |
| Mercer Wise 2030 Trust | 1 | $52.0M |
| Mercer Wise 2050 Trust | 1 | $44.7M |
| Mercer Wise 2045 Trust | 1 | $42.3M |
| Mercer Wise 2055 Trust | 1 | $35.3M |
| Mercer Wise 2025 Trust | 1 | $22.5M |
| Mercer Wise 2060 Trust | 1 | $17.6M |
| Mercer Wise 2020 Trust | 1 | $9.4M |
| Mercer Wise 2065 Trust | 1 | $4.9M |
| Mercer Wise 2015 Trust | 1 | $2.5M |
| Mercer Wise Income Trust | 1 | $2.3M |
Switches from 2024 to 2025
No plan moved to or away from Mercer Wise.