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

Ohio Operating Engineers Pension Plan

Taft-Hartley planColumbus, OH
Assets
$3.9B
Total assets, Jul 31, 2025 reported
Funded
130.4%
Aug 1, 2024
Private markets target
n/a
policy Jul 31, 2025
Commitments
13
4 managers on Schedule C
Plan sponsor: Ohio Operating Engineers Pension Plan
Allocation policy
Form 5500, as of Jul 31, 2025
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 2.7%
  • Non-interest-bearing cash 0.4%
  • Corporate debt instruments (other) 2.3%
  • U.S. Government securities 2.7%
  • Other investments 5.2%
  • 103-12 investment entities 4.7%
  • Common/collective trusts 48.3%
  • Registered investment companies 3.8%
  • Common stock 27.8%
  • Preferred stock 0.0%
Consultants and advisers
1 firms
  • Segal Actuarythrough Jul 31, 2023 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
2 managers on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)
Commitments
13 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Jul 31, 2025Blackrock US Equity Market Index Fdcollective trustBlackrock Institutional Trust Company, NaPublic equity$668M heldDisclosed holdingaskebsa.dol.gov
as of Jul 31, 2025Blackrock Msci Acwi Ex-Us Imi Indexcollective trustBlackrock Msci Acwi Imi IndexPooled vehicles$561M heldDisclosed holdingaskebsa.dol.gov
as of Jul 31, 2025Parametric Global Defensive Equity103 12 ieParametric Portfolio Associates LLCPublic equity$184M heldDisclosed holdingaskebsa.dol.gov
as of Jul 31, 2025Harris Associates Collective Inv Trcollective trustSEI Trust CompanyPooled vehicles$145M heldDisclosed holdingaskebsa.dol.gov
as of Jul 31, 2025Loomis Sayles Core Plus Fixed Incomcollective trustLoomis SaylesFixed income$245M heldDisclosed holdingaskebsa.dol.gov
as of Jul 31, 2024Blackrock US Equity Market Index Fdcollective trustBlackrock Institutional Trust Company, NaPublic equity$578M heldDisclosed holdingaskebsa.dol.gov
as of Jul 31, 2024Blackrock Msci Acwi Ex-Us Imi Indexcollective trustBlackrock Msci Acwi Imi IndexPooled vehicles$488M heldDisclosed holdingaskebsa.dol.gov
as of Jul 31, 2024Parametric Global Defensive Equity103 12 ieParametric Portfolio Associates LLCPublic equity$166M heldDisclosed holdingaskebsa.dol.gov
as of Jul 31, 2024Harris Associates Collective Inv Trcollective trustSEI Trust CompanyPooled vehicles$134M heldDisclosed holdingaskebsa.dol.gov
as of Jul 31, 2023Blackrock US Equity Market Index Fdcollective trustBlackrock Institutional Trust Company, NaPublic equity$477M heldDisclosed holdingaskebsa.dol.gov
as of Jul 31, 2023Blackrock Msci Acwi Ex-Us Imi Indexcollective trustBlackrock Msci Acwi Imi IndexPooled vehicles$444M heldDisclosed holdingaskebsa.dol.gov
as of Jul 31, 2023Parametric Global Defensive Equity103 12 ieParametric Portfolio Associates LLCPublic equity$149M heldDisclosed holdingaskebsa.dol.gov
as of Jul 31, 2023Harris Associates Collective Inv Trcollective trustSEI Trust CompanyPooled vehicles$127M heldDisclosed holdingaskebsa.dol.gov
Size and funding
30 readings
Total assets
$3.9B Jul 31, 2025 reported Form 5500
$3.6B (2024-07) · $3.4B (2023-07)
Plan assets
$3.4B Aug 1, 2024 reported Form 5500
$3.1B (2023-08) · $3.0B (2022-08)
Net assets
$3.7B Jul 31, 2025 reported Form 5500
$3.4B (2024-07) · $3.1B (2023-07)
Funded ratio
130.4% Aug 1, 2024 reported Form 5500
126.0% (2023-08) · 123.5% (2022-08)
Participants
19,523 Aug 1, 2024 reported Form 5500
19,066 (2023-08) · 18,677 (2022-08)
Contributions
$112M Jul 31, 2025 reported Form 5500
$107M (2024-07) · $101M (2023-07)
Benefits paid
$176M Jul 31, 2025 reported Form 5500
$172M (2024-07) · $169M (2023-07)
Net investment income
$322M Jul 31, 2025 reported Form 5500
$312M (2024-07) · $135M (2023-07)
Investment management fees
$8.5M Jul 31, 2025 reported Form 5500
$7.8M (2024-07) · $6.9M (2023-07)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Jul 31, 202519,523n/an/an/a$3.9Bn/an/an/a
2023 to Jul 31, 202419,066n/an/an/a$3.6Bn/an/an/a
2022 to Jul 31, 202318,677n/an/an/a$3.4Bn/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
6 events
  • Jul 31, 2025Holding started
    Ohio Operating Engineers Pension Plan first reports an interest in Loomis Sayles Core Plus Fixed Incom (Loomis Sayles): $245M at 2025-07-31
    with Loomis Saylesaskebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    Harbourvest 2024 Global Feeder Fund appears on Ohio Operating Engineers Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with Harbourvest 2024 Global Feeder Fundaskebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    Dover Street Xi Feeder Fund L.P. appears on Ohio Operating Engineers Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with Dover Street Xi Feeder Fund L.P.askebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    Blackstone Infrastructure Partners appears on Ohio Operating Engineers Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with Blackstone Infrastructure Partnersaskebsa.dol.gov
  • Aug 1, 2024Funded status changed
    Ohio Operating Engineers Pension Plan funded ratio 126.0% -> 130.4% (2023-08-01 to 2024-08-01)
    askebsa.dol.gov
  • Aug 1, 2023Funded status changed
    Ohio Operating Engineers Pension Plan funded ratio 123.5% -> 126.0% (2022-08-01 to 2023-08-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 316129968-001
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.