Mo-Kan Iron Workers Pension Fund
Taft-Hartley plan, based in Kansas City, Missouri, reporting $266M in assets, for 2,048 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: Jan 31, 2025, Mo-Kan Iron Workers Pension Fund total assets $241M -> $266M (+10.1%, 2024-01-31 to 2025-01-31).
1 more adviser 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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Relationship network
16 connected entities
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
- 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 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
- 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
+1 more consultant or adviser advise this allocator
Every name, record and relationship behind this count, with the source on each.
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People
Manager roster
- F/m Investments LLCplan years 2025
- Ziegler Capital Management, LLCplan years 2023
- Foundry Partners LLCplan years 2023
+2 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
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What changed
- 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
+1 more dated event
Every name, record and relationship behind this count, with the source on each.
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Commitments
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 Jan 31, 2025 | 2,048 | Not disclosed | Not disclosed | n/a | $266M | $16.3M | Not disclosed | $5.1M |
| 2023 to Jan 31, 2024 | 1,794 | Not disclosed | Not disclosed | n/a | $241M | $16.3M | Not disclosed | $5.4M |
| 2022 to Jan 31, 2023 | 2,039 | Not disclosed | Not disclosed | n/a | $234M | $17.8M | Not disclosed | $6.4M |
- 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
+36 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Not yet on record: fund commitments.
Record history
- Total assets changed2025-01-31source on record
- Manager relationship started2024-12-31source on record
- Manager relationship started2024-12-31source 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
+10 connections on the graph
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