Kansas Construction Trades Open End Pension Trust Fund
Taft-Hartley plan, based in Topeka, Kansas, reporting $203M in assets, for 8,550 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Lazard Asset Management no longer appears on Kansas Construction Trades Open End Pension Trust Fund's Schedule C as investment manager (plan year 2024 vs 2023).
1 more adviser, 9 more commitments and 3 more dated events
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- Afl-Cio Building Investment Trust3 commitments
- Bnym-M Db Sl Aggregate Bif3 commitments
- Bnym Mellon Db Sl Acwi Ex-Us Fund3 commitments
- BNY Mellon9 commitments
- Great Gray Trust Company3 commitments
Relationship network
39 connected entities12 observed commitments7 repeat counterpartiescommitments 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 3.0%
- Non-interest-bearing cash 1.1%
- Other investments 32.6%
- Common/collective trusts 50.0%
- Registered investment companies 12.8%
Consultants and advisers
- H.I.G Whitehorse Principal Lending Investment adviser (plan)through Dec 31, 2023 Form 5500
- Marquette Associates Inc. Investment adviser (plan)through Dec 31, 2022 Form 5500
- BMO Harris Bank, N.A. Custodianthrough Dec 31, 2022 Form 5500
+1 more consultant or adviser 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 Mellon9 rows, latest Dec 31, 2024
- Great Gray Trust Company3 rows, latest Dec 31, 2024
- Siguler Guff Advisorsplan years 2024
- American Realty Advisorsplan years 2024
- Midwest Trust Companyplan years 2024
+5 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
- Dec 31, 2024Manager relationship endedinferenceLazard Asset Management no longer appears on Kansas Construction Trades Open End Pension Trust Fund's Schedule C as investment manager (plan year 2024 vs 2023)with Lazard Asset Management LLCaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedMidwest Institutional Trust Company appears on Kansas Construction Trades Open End Pension Trust Fund's Schedule C as investment manager (plan year 2024 vs 2023)with Midwest Trust Companyaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedPgim Capital Partners VI, L.P. appears on Kansas Construction Trades Open End Pension Trust Fund's Schedule C as investment manager (plan year 2024 vs 2023)with Pgim Capital Partners VI, L.P.askebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferencePrudential Capital Partners V LP no longer appears on Kansas Construction Trades Open End Pension Trust Fund's Schedule C as investment manager (plan year 2024 vs 2023)with Prudential Capital Partners V LPaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedSiguler Guff Advisers, LLC appears on Kansas Construction Trades Open End Pension Trust Fund's Schedule C as investment manager (plan year 2024 vs 2023)with Siguler Guff Advisorsaskebsa.dol.gov
+3 more dated events
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 Dec 31, 2024 | Afl-Cio Building Investment Trustcollective trust | Great Gray Trust Company | Pooled vehicles | $2.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Bnym-M Db Sl Aggregate Bifcollective trust | BNY Mellon | Pooled vehicles | $7.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Bnym Mellon Db Sl Acwi Ex-Us Fundcollective trust | BNY Mellon | Pooled vehicles | $13.9M held | Disclosed holding | askebsa.dol.gov |
+9 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 | 8,550 | Not disclosed | Not disclosed | n/a | $203M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 7,515 | Not disclosed | Not disclosed | n/a | $155M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 8,145 | Not disclosed | Not disclosed | n/a | $148M | Not disclosed | Not disclosed | Not disclosed |
- Marquette Associates codes 27 51 $195,000 PY2024
- KBT Health & Welfare codes 15 50 $182,651 PY2024
- Federal Insurance Company codes 22 $81,613 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
Kansas Construction Trades Open End Pension Trust Fund sits on 4 traced paths of capital across the graphs.
DFX traced 4 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
- Manager relationship ended2024-12-31source on record
- Manager relationship started2024-12-31source on record
- Manager relationship started2024-12-31source on record
+5 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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