International Union of Operating Engineers Local 4 Pension Fund
Taft-Hartley plan, based in Medway, Massachusetts, reporting $1.3B in assets, for 7,038 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: Dec 31, 2024, International Union of Operating Engineers Local 4 Pension Fund total assets $1.2B -> $1.3B (+12.0%, 2023-12-31 to 2024-12-31).
2 more advisers, 3 more managers, 18 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- Commingled Pension Trust Fund (spec3 commitments
- SS Intm US Govt Crd Bd Indx Sl Fund3 commitments
- CM Pen Trst Fd (emg Mkts Eq) of Jpm3 commitments
- State Street Global Advisors Trust Company6 commitments
- Jpmorgan Special Situations3 commitments
- JP Morgan Chase3 commitments
Relationship network
50 connected entities21 observed commitments13 repeat counterparties19 dated commitments shown here, 2022 to 2024
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 2.6%
- Corporate debt instruments (other) 8.0%
- Corporate debt instruments (preferred) 0.6%
- U.S. Government securities 1.6%
- Other investments 0.0%
- Other loans 2.0%
- Partnership/joint venture interests 4.5%
- 103-12 investment entities 0.0%
- Common/collective trusts 54.2%
- Registered investment companies 3.3%
- Common stock 21.2%
- Preferred stock 0.1%
Consultants and advisers
- Segal Marco Advisors Investment adviser (plan)through Dec 31, 2022 Form 5500
- Cbiz Ris Actuarythrough Dec 31, 2022 Form 5500
- Cbiz Actuarythrough Dec 31, 2022 Form 5500
+2 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
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People
Manager roster
- State Street Global Advisors Trust Company6 rows, latest Dec 31, 2024
- Jpmorgan Special Situations3 rows, latest Dec 31, 2024
- JP Morgan Chase3 rows, latest Dec 31, 2024
+3 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- JP Morgan Chaseplan years
- Oaktree Capital Management, LPplan years
- BNY Mellonplan years 2022
+4 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
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What changed
- Dec 31, 2024Assets changedInternational Union of Operating Engineers Local 4 Pension Fund total assets $1.2B -> $1.3B (+12.0%, 2023-12-31 to 2024-12-31)
- Jan 1, 2024Funded status changedInternational Union of Operating Engineers Local 4 Pension Fund funded ratio 115.0% -> 119.6% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedInternational Union of Operating Engineers Local 4 Pension Fund plan assets $1.0B -> $1.1B (+12.6%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Assets changedInternational Union of Operating Engineers Local 4 Pension Fund total assets $1.0B -> $1.2B (+12.7%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedInternational Union of Operating Engineers Local 4 Pension Fund funded ratio 111.6% -> 115.0% (2022-01-01 to 2023-01-01)
+1 more dated event
Every name, record and relationship behind this count, with the source on each.
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Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Commingled Pension Trust Fund (speccollective trust | Jpmorgan Special Situations | Pooled vehicles | $21.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | SS Intm US Govt Crd Bd Indx Sl Fundcollective trust | State Street Global Advisors Trust Company | Pooled vehicles | $105M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | CM Pen Trst Fd (emg Mkts Eq) of Jpmcollective trust | JP Morgan Chase | Pooled vehicles | $49.0M held | Disclosed holding | askebsa.dol.gov |
+18 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 Dec 31, 2024 | 7,038 | Not disclosed | Not disclosed | n/a | $1.3B | $60.0M | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 6,971 | Not disclosed | Not disclosed | n/a | $1.2B | $58.1M | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 6,817 | Not disclosed | Not disclosed | n/a | $1.0B | $32.0M | Not disclosed | Not disclosed |
- Jpmorgan Chase Bank National Associ codes 28 51 $629,232 PY2024
- Boston Partners Global Investors, I codes 28 51 52 68 $539,626 PY2024
- Loomis Sayles & Company codes 28 51 $366,033 PY2024
+103 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
International Union of Operating Engineers Local 4 Pension Fund sits on 10 traced paths of capital across the graphs.
DFX traced 10 paths of capital through this record
Every record on each path, what it committed or lent, and as of when.
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Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
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Record history
- Total assets changed2024-12-31source on record
- Funded status changed2024-01-01source on record
- Total assets changed2024-01-01source 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
+13 connections on the graph
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