Kansas City Cement Masons Pension Fund
Taft-Hartley plan, based in Kansas City, Missouri, reporting $114M in assets, for 1,434 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, The Union Labor Life Insurance Co no longer appears on Kansas City Cement Masons Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023).
1 more manager, 9 more commitments and 4 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- Mawer Global Equity Collective Fund3 commitments
- Wtc-Cif II International Opportunit3 commitments
- Invesco International Growth Trust3 commitments
- Global Trust Company3 commitments
- Wellington Trust Company, Na3 commitments
- Invesco Trust Company3 commitments
Relationship network
31 connected entities12 observed commitments9 repeat counterpartiescommitments 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 2.4%
- Corporate debt instruments (other) 4.2%
- U.S. Government securities 3.9%
- Other investments 13.7%
- Partnership/joint venture interests 14.7%
- Common/collective trusts 15.2%
- Pooled separate accounts 4.7%
- Registered investment companies 26.1%
- Common stock 14.5%
Consultants and advisers
- Marquette Associates Inc. Investment adviser (plan)General consultantthrough Jul 31, 2025 Form 5500
- Commerce Bank Custodianthrough Jul 31, 2025 Form 5500
- United Actuarial Services, Inc. Actuarythrough Jul 31, 2023 Form 5500
People
Manager roster
- Global Trust Company3 rows, latest Jul 31, 2025
- Wellington Trust Company, Na3 rows, latest Jul 31, 2025
- Invesco Trust Company3 rows, latest Jul 31, 2025
+1 more manager received commitments
Every name, record and relationship behind this count, with the source on each.
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- F/m Investments LLCplan years 2025
- Ullico Investment Advisors, Inc.plan years 2024
- Union Labor Life Insurance Companyplan years 2023
+5 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, 2024Manager relationship endedinferenceThe Union Labor Life Insurance Co no longer appears on Kansas City Cement Masons Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)with Union Labor Life Insurance Companyaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceZiegler Capital Management no longer appears on Kansas City Cement Masons Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)with Ziegler Capital Management, LLCaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedCommerce Bank appears on Kansas City Cement Masons Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)with Commerce Bankaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedF/m Investments appears on Kansas City Cement Masons Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)with F/m Investments LLCaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceMacquarie Group Limited no longer appears on Kansas City Cement Masons Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)with Macquarie Groupaskebsa.dol.gov
+4 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 Jul 31, 2025 | Mawer Global Equity Collective Fundcollective trust | Global Trust Company | Public equity | $6.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Jul 31, 2025 | Wtc-Cif II International Opportunitcollective trust | Wellington Trust Company, Na | Pooled vehicles | $5.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Jul 31, 2025 | Invesco International Growth Trustcollective trust | Invesco Trust Company | Pooled vehicles | $5.2M 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 Jul 31, 2025 | 1,434 | Not disclosed | Not disclosed | n/a | $114M | $16.7M | Not disclosed | Not disclosed |
| 2023 to Jul 31, 2024 | 1,106 | Not disclosed | Not disclosed | n/a | $105M | $14.9M | Not disclosed | Not disclosed |
| 2022 to Jul 31, 2023 | 1,090 | Not disclosed | Not disclosed | n/a | $94.6M | $13.3M | Not disclosed | Not disclosed |
- Wilson Mcshane codes 10 $114,511 PY2024
- Commerce Bank codes 19 28 $74,527 PY2024
- DF Dent and Company codes 28 $65,956 PY2024
+52 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Kansas City Cement Masons Pension 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 started2024-12-31source on record
- Manager relationship ended2024-12-31source on record
- Manager relationship started2024-12-31source on record
+6 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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