Operating Engineers Local 101 Pension Fund
Taft-Hartley plan, based in Kansas City, Missouri, reporting $1.0B in assets, for 7,555 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, AON Hewitt Investment Consulting in no longer appears on Operating Engineers Local 101 Pension Fund's Schedule C as general consultant (plan year 2024 vs 2023).
4 more advisers, 3 more managers, 15 more commitments and 6 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.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Capital path
who backs this record, through what, into what; each name opens its own path- Blackrock Msci Acwi Ex-Us Imi Index3 commitments
- Bnym-M Db Nsl Aggregate Bif3 commitments
- Jpmcb Strategic Property Fund3 commitments
- Blackrock Institutional Trust Company, N.A.3 commitments
- BNY Mellon3 commitments
- J.P. Morgan Chase3 commitments
Relationship network
67 connected entities18 observed commitments13 repeat counterparties12 dated commitments shown here, 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 2.7%
- Non-interest-bearing cash 3.9%
- U.S. Government securities 0.6%
- Other investments 14.1%
- Partnership/joint venture interests 4.5%
- 103-12 investment entities 6.6%
- Common/collective trusts 48.5%
- Common stock 18.2%
- Real estate (other than employer real property) 0.4%
Consultants and advisers
- Sigma Financial Corporation General consultantthrough Dec 31, 2024 Form 5500
- AON Investments USA Inc General consultantthrough Dec 31, 2022 Form 5500
- J.P. Morgan Investment Management Investment adviser (plan)through Dec 31, 2022 Form 5500
+4 more consultants and advisers 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
- Blackrock Institutional Trust Company, N.A.3 rows, latest Dec 31, 2024
- BNY Mellon3 rows, latest Dec 31, 2024
- J.P. Morgan Chase3 rows, latest Dec 31, 2024
+3 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
- Blackrock Institutional Trust Company, N.A.plan years
- Parametric Portfolio Associatesplan years 2022
- Kohlberg, Kravis, Roberts & Co., LPplan years 2024
+9 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 startedKohlberg Kravis Roberts & Co. L.P. appears on Operating Engineers Local 101 Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)with Kohlberg, Kravis, Roberts & Co., LPaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceAON Hewitt Investment Consulting in no longer appears on Operating Engineers Local 101 Pension Fund's Schedule C as general consultant (plan year 2024 vs 2023)with AON Investments USA Incaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceAON Investments Usa,inc. appears on Operating Engineers Local 101 Pension Fund's Schedule C as general consultant (plan year 2024 vs 2023)with AON Investments USA Incaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceSigma Financial Corporation appears on Operating Engineers Local 101 Pension Fund's Schedule C as general consultant (plan year 2024 vs 2023)with Sigma Financial Corporationaskebsa.dol.gov
- Dec 31, 2023Manager relationship startedReams Asset Management appears on Operating Engineers Local 101 Pension Fund's Schedule C as investment manager (plan year 2023 vs 2022)with Scout Investmentsaskebsa.dol.gov
+6 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 | Blackrock Msci Acwi Ex-Us Imi Indexcollective trust | Blackrock Institutional Trust Company, N.A. | Pooled vehicles | $86.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Bnym-M Db Nsl Aggregate Bifcollective trust | BNY Mellon | Pooled vehicles | $45.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Jpmcb Strategic Property Fundcollective trust | J.P. Morgan Chase | Real estate | $40.1M held | Disclosed holding | askebsa.dol.gov |
+15 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 | 7,555 | Not disclosed | Not disclosed | n/a | $1.0B | $45.6M | Not disclosed | $3.9M |
| 2023 to Dec 31, 2023 | 7,004 | Not disclosed | Not disclosed | n/a | $930M | $21.0M | Not disclosed | $8.0M |
| 2022 to Dec 31, 2022 | 6,765 | Not disclosed | Not disclosed | n/a | $852M | Not disclosed | Not disclosed | $5.4M |
- Stoneridge Pmg Advisors, LLC codes 28 51 $902,216 PY2024
- Zenith American Solutions, Inc codes 13 50 $547,968 PY2024
- Clarion Partners codes 28 51 $525,425 PY2024
+111 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
Operating Engineers Local 101 Pension Fund sits on 15 traced paths of capital across the graphs.
DFX traced 15 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
- Consultant changed2024-12-31source on record
- Consultant changed2024-12-31source on record
- Consultant changed2024-12-31source on record
+8 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
+21 connections on the graph
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