International Union of Operating Engineers Local 14-14b Pension Fd
Taft-Hartley plan, based in Flushing, New York, reporting $356M in assets, for 1,747 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 30 Jun 2025, International Union of Operating Engineers Local 14-14b Pension Fd first reports an interest in Bnym Afl-Cio Sl Small Cap Stock Ind (BNY Mellon): $32M at 2025-06-30.
2 more advisers, 2 more managers, 13 more commitments and 1 more dated event
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
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Capital path
who backs this record, through what, into what; each name opens its own path- Pimco Collective Investment Trust3 commitments
- Bnym Mellon Afl-Cio Sl Stock Index3 commitments
- Wtc-Cif II International Opportunit3 commitments
Relationship network
37 connected entities16 observed commitments11 repeat counterparties15 dated commitments shown here, 2023 to 2025
From board minutes, annual reports, Form 5500 filings and public records of commitments, consultants and staff in the allocator graph. Commitment amounts are those the allocator disclosed; many are not printed, and none is estimated.
Some relationships on this record are counted rather than named here. They open with the full profile.
Click any name or line for the commitments and sources behind it. Line weight is commitments together; dashed lines are inferred.
- Sponsor
- Fund or vehicle
- Service provider
- Organization
›How strength and recency are read
Managers, funds and consultants are read from the commitments: three or more is a strong observed relationship, two a repeat counterparty. No consultant link is marked current on the source, so none is labelled current or former here. Related plans, people and plan service providers are ordered by what the filing shows.
Darker lines were active in the last 24 months or are current; lighter lines are older or undated.
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
Allocation policy
- Interest-bearing cash 0.3%
- Non-interest-bearing cash 0.5%
- Corporate debt instruments (other) 4.7%
- U.S. Government securities 10.9%
- Other investments 0.3%
- Partnership/joint venture interests 13.7%
- Common/collective trusts 66.8%
- Registered investment companies 1.8%
Consultants and advisers
- Segal Marco Advisors Investment adviser (plan)through Jun 30, 2023 Form 5500
- Wilmington Trust Custodianthrough Jun 30, 2024 Form 5500
- Bank of New York Mellon Custodianthrough Jun 30, 2023 Form 5500
+2 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
People
Manager roster
- BNY Mellon5 rows, latest Jun 30, 2025
- Pimco3 rows, latest Jun 30, 2025
- Wellington Trust Company, Na3 rows, latest Jun 30, 2025
+2 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- Pimcoplan years
- Loomis Sayles Trust Companyplan years 2023
- Allspring Global Investments LLCplan years 2023
+3 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
What changed
- Jun 30, 2025Holding startedInternational Union of Operating Engineers Local 14-14b Pension Fd first reports an interest in Bnym Afl-Cio Sl Small Cap Stock Ind (BNY Mellon): $32M at 2025-06-30with BNY Mellonaskebsa.dol.gov
- Jun 30, 2025Holding endedinferenceInternational Union of Operating Engineers Local 14-14b Pension Fd no longer reports Victory Thb Small Cap Fund, LLC (Victory Capital Management) (last held $34M at 2024-06-30; absent from the 2025-06-30 filing)with Victory Capital Managementaskebsa.dol.gov
- Jul 1, 2024Funded status changedInternational Union of Operating Engineers Local 14-14b Pension Fd funded ratio 126.1% -> 114.0% (2023-07-01 to 2024-07-01)
- Jun 30, 2024Holding endedinferenceInternational Union of Operating Engineers Local 14-14b Pension Fd no longer reports EB Temporary Investment (BNY Mellon) (last held $12M at 2023-06-30; absent from the 2024-06-30 filing)with BNY Mellonaskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceLSV Asset Management no longer appears on International Union of Operating Engineers Local 14-14b Pension Fd's Schedule C as investment manager (plan year 2023 vs 2022)with LSV Asset Managementaskebsa.dol.gov
+1 more dated event
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Jun 30, 2025 | Pimco Collective Investment Trustcollective trust | Pimco | Pooled vehicles | $51.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | Bnym Mellon Afl-Cio Sl Stock Indexcollective trust | BNY Mellon | Public equity | $86.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | Wtc-Cif II International Opportunitcollective trust | Wellington Trust Company, Na | Pooled vehicles | $35.6M held | Disclosed holding | askebsa.dol.gov |
+13 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
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Size and funding
Form 5500 filings
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Jun 30, 2025 | 1,747 | Not disclosed | Not disclosed | n/a | $356M | $48.7M | Not disclosed | Not disclosed |
| 2023 to Jun 30, 2024 | 1,739 | Not disclosed | Not disclosed | n/a | $328M | $42.4M | Not disclosed | Not disclosed |
| 2022 to Jun 30, 2023 | 1,797 | Not disclosed | Not disclosed | n/a | $304M | $13.2M | Not disclosed | Not disclosed |
- Wellington Trust Company, Na codes 28 51 68 $207,622 PY2024
- Loomis Sayles Trust Company codes 28 51 $141,090 PY2024
- Allspring Global Investments codes 28 51 $140,931 PY2024
+57 more service providers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Provenance
Provenance
International Union of Operating Engineers Local 14-14b Pension Fd sits on 5 traced paths of capital across the graphs.
DFX traced 5 paths of capital through this record
Every record on each path, what it committed or lent, and as of when.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
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Record history
- Holding in a pooled vehicle started2025-06-30source on record
- Holding in a pooled vehicle ended2025-06-30source on record
- Funded status changed2024-07-01source on record
+3 more changes on this record's ledger
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The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.
›Connections
every published relationship on the graph
+12 connections on the graph
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