DFX Intelligence
Allocator Intelligence
The capital-owner graph behind private markets. Who owns the capital, who decides, how much, under what policy, on whose advice, to which managers, and what changed, with a source and a date behind every row. A target is never an actual, a disclosed holding is never an approval, and an estimate says so.
Taft-Hartley plan
Mo-Kan Iron Workers Pension Fund
Taft-Hartley planKansas City, MO
Assets
$266M
Total assets, Jan 31, 2025 reported
Funded
91.6%
Feb 1, 2024
Private markets target
n/a
policy Jan 31, 2025
Commitments
0
1 managers on Schedule C
Plan sponsor: Joint Board of Trustees Mo-Kan Iron Workers Pension Plan
Allocation policy
Form 5500, as of Jan 31, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 1.6%
- Non-interest-bearing cash 0.5%
- Corporate debt instruments (other) 5.3%
- U.S. Government securities 4.8%
- Other investments 1.2%
- Partnership/joint venture interests 6.1%
- Registered investment companies 71.9%
- Common stock 5.8%
- Real estate (other than employer real property) 1.9%
Consultants and advisers
4 firms
- Fiducient Advisors LLC Investment adviser (plan)through Jan 31, 2023 Form 5500
- Midwest Institutional Trust Company Custodianthrough Jan 31, 2025 Form 5500
- BMO Harris Bank, N.A. Custodianthrough Jan 31, 2023 Form 5500
- Segal Actuarythrough Jan 31, 2023 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
5 managers on Schedule C
From Schedule C (investment management, code 28)
- F/m Investments LLCplan years 2025
- Ziegler Capital Management, LLCplan years 2023
- Foundry Partners LLCplan years 2023
- Intercontinental Real Estate Corp.plan years 2023
- Commerce Trustplan years 2023
Commitments
No fund commitments are on the tape for this allocator. The tape holds the plans that publish their own private-markets reports; a plan that publishes one and is not here is a gap we can close.
Size and funding
30 readings
Investment management fees
$335,331 (2024-01) · $304,693 (2023-01)
Form 5500 filings
3 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Jan 31, 2025 | 2,048 | n/a | n/a | n/a | $266M | $16.3M | n/a | $5.1M |
| 2023 to Jan 31, 2024 | 1,794 | n/a | n/a | n/a | $241M | $16.3M | n/a | $5.4M |
| 2022 to Jan 31, 2023 | 2,039 | n/a | n/a | n/a | $234M | $17.8M | n/a | $6.4M |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Wilson Mcshane Corporation codes 13 $200,583 PY2024
- The Segal Company codes 11 $101,408 PY2024
- Arnold, Newbold, Sollars & Hollins codes 29 $72,560 PY2024
- Commerce Bank codes 28 51 $72,527 PY2024
- Construction Benefits Audit Corp codes 10 $72,230 PY2024
- Fiducient Advisors codes 27 $69,700 PY2024
- Foundry Partners LLC codes 28 51 71 $44,601 PY2024
- F/m Investments LLC codes 28 $36,149 PY2024
- Ziegler Capital Management, LLC codes 28 51 68 71 $33,896 PY2024
- Segal Select Insurance Services codes 23 $32,269 PY2024
- Midwest Institutional Trust Company codes 18 28 50 51 61 62 63 71 $31,500 PY2024
- Anders Minkler Huber Helm LLP codes 10 $26,400 PY2024
- Segal codes 11 PY2024
- Wilson Mcshane Corporation codes 13 50 $194,656 PY2023
- Fiducient Advisors codes 27 50 $104,550 PY2023
- The Segal Company codes 11 50 $83,644 PY2023
- Commerce Bank codes 28 51 $74,142 PY2023
- Arnold, Newbold, Sollars & Hollins codes 29 50 $69,144 PY2023
- Foundry Partners LLC codes 28 51 71 $54,178 PY2023
- Intercontinental Real Estate Corp codes 28 $53,213 PY2023
- Construction Benefits Audit Corp codes 10 50 $35,550 PY2023
- Segal Select Insurance Services codes 23 50 $32,906 PY2023
- BMO Harris Bank N.A. codes 18 28 50 51 61 62 63 71 $31,500 PY2023
- Ziegler Capital Management, LLC codes 28 51 68 71 $31,060 PY2023
- Anders Minkler Huber Helm LLP codes 10 50 $25,760 PY2023
- Segal codes 11 PY2023
- Wilson Mcshane Corporation codes 13 50 $186,663 PY2022
- The Segal Company codes 11 50 $108,471 PY2022
- Commerce Bank codes 28 51 $100,183 PY2022
- Arnold, Newbold, Sollars & Hollins codes 29 50 $93,305 PY2022
- Fiducient Advisors codes 27 50 $52,275 PY2022
- Ziegler Capital Management, LLC codes 28 51 68 71 $43,210 PY2022
- Foundry Partners LLC codes 28 51 71 $38,787 PY2022
- Intercontinental Real Estate Corp codes 28 $38,737 PY2022
- Segal Select Insurance Services codes 23 50 $34,023 PY2022
- BMO Harris Bank N.A. codes 18 28 50 51 61 62 63 71 $31,500 PY2022
- Rubinbrown LLP codes 10 50 $29,930 PY2022
- Construction Benefits Audit Corp codes 10 50 $22,136 PY2022
- Segal codes 11 PY2022
What changed
6 events
- Jan 31, 2025Assets changedMo-Kan Iron Workers Pension Fund total assets $241M -> $266M (+10.1%, 2024-01-31 to 2025-01-31)
- Dec 31, 2024Manager relationship startedMidwest Institutional Trust Company appears on Mo-Kan Iron Workers Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)with Midwest Institutional Trust Companyaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceBMO Harris Bank N.A. no longer appears on Mo-Kan Iron Workers Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)with BMO Harris Bank, N.A.askebsa.dol.gov
- Dec 31, 2024Manager relationship startedF/m Investments LLC appears on Mo-Kan Iron Workers Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)with F/m Investments LLCaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceIntercontinental Real Estate Corp no longer appears on Mo-Kan Iron Workers Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)with Intercontinental Real Estate Corp.askebsa.dol.gov
- Feb 1, 2023Assets changedMo-Kan Iron Workers Pension Fund plan assets $261M -> $234M (-10.6%, 2022-02-01 to 2023-02-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 436130595-001
Cross-graph: no entry on another DFX graph
First observed Sep 15, 2026, last observed Sep 15, 2026. Classification confirmed. Every row above carries its source; a reported figure is the subject’s own, a derived one is arithmetic on reported figures, an estimated one is a model or a survey imputation and is never summed into a headline.