Ohio Operating Engineers Pension Plan
Taft-Hartley plan, based in Columbus, Ohio, reporting $3.9B in assets, for 19,523 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Jul 2025, Ohio Operating Engineers Pension Plan first reports an interest in Loomis Sayles Core Plus Fixed Incom (Loomis Sayles): $245M at 2025-07-31.
1 more manager, 10 more commitments 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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Capital path
who backs this record, through what, into what; each name opens its own path- Blackrock US Equity Market Index Fd3 commitments
- Blackrock Msci Acwi Ex-Us Imi Index3 commitments
- Parametric Global Defensive Equity3 commitments
- Blackrock Institutional Trust Company, N.A.6 commitments
- Parametric Portfolio Associates3 commitments
- Harris Associates LP3 commitments
Relationship network
82 connected entities13 observed commitments7 repeat counterparties12 dated commitments shown here, 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 2.7%
- 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
- Segal Actuarythrough Jul 31, 2023 Form 5500
People
Manager roster
- Blackrock Institutional Trust Company, N.A.6 rows, latest Jul 31, 2025
- Parametric Portfolio Associates3 rows, latest Jul 31, 2025
- Harris Associates LP3 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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- Blackrock Institutional Trust Company, N.A.plan years
- Parametric Portfolio Associatesplan years 2023
- Harris Associates LPplan years
+17 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
- Jul 31, 2025Holding startedOhio Operating Engineers Pension Plan first reports an interest in Loomis Sayles Core Plus Fixed Incom (Loomis Sayles): $245M at 2025-07-31with Loomis Saylesaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedHarbourvest 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 startedDover 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 startedBlackstone 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 changedOhio Operating Engineers Pension Plan funded ratio 126.0% -> 130.4% (2023-08-01 to 2024-08-01)
+1 more dated event
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 | Blackrock US Equity Market Index Fdcollective trust | Blackrock Institutional Trust Company, N.A. | Public equity | $668M held | Disclosed holding | askebsa.dol.gov | |
| as of Jul 31, 2025 | Blackrock Msci Acwi Ex-Us Imi Indexcollective trust | Blackrock Institutional Trust Company, N.A. | Pooled vehicles | $561M held | Disclosed holding | askebsa.dol.gov | |
| as of Jul 31, 2025 | Parametric Global Defensive Equity103 12 ie | Parametric Portfolio Associates | Public equity | $184M held | Disclosed holding | askebsa.dol.gov |
+10 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 | 19,523 | Not disclosed | Not disclosed | n/a | $3.9B | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Jul 31, 2024 | 19,066 | Not disclosed | Not disclosed | n/a | $3.6B | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Jul 31, 2023 | 18,677 | Not disclosed | Not disclosed | n/a | $3.4B | Not disclosed | Not disclosed | Not disclosed |
- Parnassus Investments Inc codes 28 $1.2M PY2024
- T Rowe Price Associates codes 28 $1.0M PY2024
- Prudential Investments codes 28 $834,898 PY2024
+161 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Record history
- Holding in a pooled vehicle started2025-07-31source 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
+23 connections on the graph
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