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
Greater Kansas City Laborers Pension Plan
Taft-Hartley planKansas City, MO
Assets
$442M
Total assets, Oct 31, 2025 reported
Funded
95.9%
Nov 1, 2024
Private markets target
n/a
policy Oct 31, 2025
Commitments
17
2 managers on Schedule C
Plan sponsor: Greater Kansas City Laborers Pension Plan
Allocation policy
Form 5500, as of Oct 31, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 1.2%
- Non-interest-bearing cash 0.3%
- Corporate debt instruments (other) 5.8%
- U.S. Government securities 5.9%
- Other investments 1.2%
- Partnership/joint venture interests 15.2%
- 103-12 investment entities 6.1%
- Common/collective trusts 53.4%
- Pooled separate accounts 4.2%
- Registered investment companies 4.6%
Consultants and advisers
6 firms
- Segal Marco Advisors Investment adviser (plan)through Oct 31, 2023 Form 5500
- Commerce Bank Custodianthrough Oct 31, 2025 Form 5500
- State Street Global Advisors Custodianthrough Oct 31, 2023 Form 5500
- Segal Actuarythrough Oct 31, 2023 Form 5500
- Commerce Trust Custodianthrough Oct 31, 2023 Form 5500
- Ullico Investment Advisors, Inc. Custodianthrough Oct 31, 2023 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
5 managers on the commitment tape
From the plan’s own commitment disclosures
- State Street - Russell 20003 rows, latest Oct 31, 2025
- State Street Global Advisors Trust3 rows, latest Oct 31, 2025
- Ullico Investment Advisors3 rows, latest Oct 31, 2025
- Prudential Insurance Company of Ame3 rows, latest Oct 31, 2025
- Loomis Sayles Trust Company2 rows, latest Oct 31, 2024
From Schedule C (investment management, code 28)
- Ullico Investment Advisors, Inc.plan years 2024
- State Street Bank & Trust Companyplan years 2024
- Loomis Sayles Trust Companyplan years 2023
- Rockpointplan years 2023
- Stonepeakplan years 2023
- Commerce Trustplan years 2023
- Aresplan years 2023
- Apolloplan years 2023
- American Realty Advisorsplan years 2023
- Starwoodplan years 2023
- Bank of Laborplan years 2023
- Prudential Insurance Company of Ameplan years 2023
Commitments
17 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Oct 31, 2025 | Russell 3000 Indexcollective trust | State Street - Russell 2000 | Pooled vehicles | $162M held | Disclosed holding | askebsa.dol.gov | |
| as of Oct 31, 2025 | Msci Acwi Imi Index Nl Fundcollective trust | State Street Global Advisors Trust | Pooled vehicles | $73.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Oct 31, 2025 | International Group Trust103 12 ie | Ullico Investment Advisors Inc. | Pooled vehicles | $20.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Oct 31, 2025 | Ullico Infrastructure Tax Exempt Fu103 12 ie | Ullico Investment Advisors | Infrastructure | $6.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Oct 31, 2025 | Prisaseparate account | Prudential Insurance Company of Ame | Pooled vehicles | $18.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Oct 31, 2024 | Russell 3000 Indexcollective trust | State Street - Russell 2000 | Pooled vehicles | $148M held | Disclosed holding | askebsa.dol.gov | |
| as of Oct 31, 2024 | Msci Acwi Imi Index Nl Fundcollective trust | State Street Global Advisors Trust | Pooled vehicles | $65.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Oct 31, 2024 | Loomis Sayles World Bond Trustcollective trust | Loomis Sayles Trust Company | Fixed income | $23.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Oct 31, 2024 | International Group Trust103 12 ie | Ullico Investment Advisors Inc. | Pooled vehicles | $16.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Oct 31, 2024 | Ullico Infrastructure Tax Exempt Fu103 12 ie | Ullico Investment Advisors | Infrastructure | $5.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Oct 31, 2024 | Prisaseparate account | Prudential Insurance Company of Ame | Pooled vehicles | $17.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Oct 31, 2023 | Russell 3000 Indexcollective trust | State Street - Russell 2000 | Pooled vehicles | $119M held | Disclosed holding | askebsa.dol.gov | |
| as of Oct 31, 2023 | Msci Acwi Imi Index Nl Fundcollective trust | State Street Global Advisors Trust | Pooled vehicles | $52.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Oct 31, 2023 | Loomis Sayles World Bond Trustcollective trust | Loomis Sayles Trust Company | Fixed income | $21.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Oct 31, 2023 | International Group Trust103 12 ie | Ullico Investment Advisors Inc. | Pooled vehicles | $13.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Oct 31, 2023 | Ullico Infrastructure Tax Exempt Fu103 12 ie | Ullico Investment Advisors | Infrastructure | $5.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Oct 31, 2023 | Prisaseparate account | Prudential Insurance Company of Ame | Pooled vehicles | $22.5M held | Disclosed holding | askebsa.dol.gov |
Size and funding
30 readings
Form 5500 filings
3 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Oct 31, 2025 | 3,755 | n/a | n/a | n/a | $442M | $67.2M | n/a | n/a |
| 2023 to Oct 31, 2024 | 3,369 | n/a | n/a | n/a | $395M | $39.2M | n/a | n/a |
| 2022 to Oct 31, 2023 | 3,307 | n/a | n/a | n/a | $334M | $40.2M | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Wilson Mcshane codes 13 14 36 50 $381,927 PY2024
- Ullico Investment Advisors Inc. codes 28 51 $233,604 PY2024
- The Segal Company codes 11 50 $143,895 PY2024
- Arnold Newbold Sollars & Hollins PC codes 29 50 $122,353 PY2024
- Segal Marco Advisors, Inc. codes 27 50 70 $120,833 PY2024
- Commerce Trust codes 28 51 $118,397 PY2024
- State Street Global Advisors codes 28 51 $99,973 PY2024
- Prudential Insurance Co. codes 28 51 $95,382 PY2024
- Loomis Sayles Trust Company codes 28 51 $87,208 PY2024
- Construction Benefits Audit Corp codes 10 50 $80,395 PY2024
- Rockpoint codes 28 51 $65,877 PY2024
- Segal Select Insurance Services codes 22 50 $50,096 PY2024
- Rubinbrown LLP codes 10 50 $40,490 PY2024
- Bank of Labor codes 28 51 $20,398 PY2024
- Commerce Bank codes 18 50 $14,705 PY2024
- Pension Benefit Information codes 49 50 $5,101 PY2024
- International Group Trust Sched. D E $20.8M PY2024
- Infrastructure Tax Exempt Fund LP Sched. D E $6.2M PY2024
- Prisa Sa Sched. D P $18.5M PY2024
- Loomis Sayles World Bond Trust Sched. D C PY2024
- Ssga Msci Acwi Imi Index Fund Sched. D C $73.6M PY2024
- Russell 3000 Index Sl Fund Sched. D C $162M PY2024
- Segal codes 11 PY2024
- Wilson Mcshane codes 13 14 36 50 $428,000 PY2023
- Ullico Investment Advisors Inc. codes 28 51 $195,829 PY2023
- Arnold Newbold Sollars & Hollins PC codes 29 50 $158,945 PY2023
- The Segal Company codes 11 50 $129,166 PY2023
- Segal Advisors, Inc. codes 27 50 70 $119,108 PY2023
- Loomis Sayles Trust Company codes 28 51 $107,930 PY2023
- Prudential Insurance Co. codes 28 51 $107,777 PY2023
- Construction Benefits Audit Corp codes 10 50 $102,025 PY2023
- TIC International Corporation codes 13 14 36 50 $79,771 PY2023
- Commerce Trust codes 28 51 $60,154 PY2023
- Segal Select Insurance Services codes 22 50 $56,916 PY2023
- Rockpoint codes 28 51 $43,839 PY2023
- Rubinbrown LLP codes 10 50 $25,100 PY2023
- State Street Global Advisors codes 28 51 $25,013 PY2023
- Bank of Labor codes 28 51 $14,458 PY2023
- Commerce Bank codes 18 50 $12,924 PY2023
- International Foundation of Ee Ben codes 49 50 $11,497 PY2023
- Seven Corners Print & Promo codes 49 50 $5,003 PY2023
- Loomis Sayles World Bond Trust Sched. D C $23.3M PY2023
- International Group Trust Sched. D E $16.8M PY2023
- Russell 3000 Index Sl Fund Sched. D C $148M PY2023
- Prisa Sa Sched. D P $17.5M PY2023
- Infrastructure Tax Exempt Fund LP Sched. D E $5.9M PY2023
- Ssga Msci Acwi Imi Index Fund Sched. D C $65.1M PY2023
- Segal codes 11 PY2023
- TIC International Corporation codes 13 14 36 50 $300,000 PY2022
- Prudential Insurance Co. of America codes 28 51 $254,435 PY2022
- American Realty Advisors codes 28 51 $182,133 PY2022
- Ullico Investment Advisors, Inc. codes 19 28 51 $174,134 PY2022
- Segal Advisors, Inc. codes 27 50 70 $150,000 PY2022
- Arnold Newbold Sollars & Hollins PC codes 29 50 $121,199 PY2022
- Construction Benefits Audit Corp codes 10 50 $108,109 PY2022
- Loomis Sayles Trust Company codes 28 51 $97,756 PY2022
- Commerce Trust codes 28 51 $81,297 PY2022
- State Street Global Advisors codes 18 19 51 52 99 $80,106 PY2022
- The Segal Company codes 11 50 $74,858 PY2022
- Rockpoint codes 28 51 $60,227 PY2022
- Segal Select Insurance Services codes 22 50 $51,652 PY2022
- Rubinbrown LLP codes 10 50 $25,500 PY2022
- Stonepeak codes 28 51 $23,985 PY2022
- US Postal Service codes 38 50 $17,273 PY2022
- Bank of Labor codes 28 51 $15,190 PY2022
- Commerce Bank codes 18 50 $13,117 PY2022
- Lee's Printing Company codes 36 49 50 $9,267 PY2022
- Ares codes 28 51 $5,676 PY2022
- Apollo codes 28 51 $4,700 PY2022
- Starwood codes 28 51 $1,486 PY2022
- Ssga Msci Acwi Imi Index Fund Sched. D C $52.2M PY2022
- Loomis Sayles World Bond Trust Sched. D C $21.3M PY2022
- Infrastructure Tax Exempt Fund LP Sched. D E $5.6M PY2022
- Prisa Sa Sched. D P $22.5M PY2022
- International Group Trust Sched. D E $13.6M PY2022
- Russell 3000 Index Sl Fund Sched. D C $119M PY2022
- Segal codes 11 PY2022
What changed
12 events
- Oct 31, 2025Holding endedinferenceGreater Kansas City Laborers Pension Plan no longer reports Loomis Sayles World Bond Trust (Loomis Sayles Trust Company) (last held $23M at 2024-10-31; absent from the 2025-10-31 filing)with Loomis Sayles Trust Companyaskebsa.dol.gov
- Oct 31, 2025Assets changedGreater Kansas City Laborers Pension Plan total assets $395M -> $442M (+11.9%, 2024-10-31 to 2025-10-31)
- Nov 1, 2024Funded status changedGreater Kansas City Laborers Pension Plan funded ratio 91.8% -> 95.9% (2023-11-01 to 2024-11-01)
- Nov 1, 2024Assets changedGreater Kansas City Laborers Pension Plan plan assets $332M -> $392M (+18.1%, 2023-11-01 to 2024-11-01)
- Oct 31, 2024Assets changedGreater Kansas City Laborers Pension Plan total assets $334M -> $395M (+18.1%, 2023-10-31 to 2024-10-31)
- Dec 31, 2023Manager relationship endedinferenceApollo no longer appears on Greater Kansas City Laborers Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Apolloaskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceAres no longer appears on Greater Kansas City Laborers Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Aresaskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceStonepeak no longer appears on Greater Kansas City Laborers Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Stonepeakaskebsa.dol.gov
- Dec 31, 2023Manager relationship startedState Street Global Advisors appears on Greater Kansas City Laborers Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with State Street Bank & Trust Companyaskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceAmerican Realty Advisors no longer appears on Greater Kansas City Laborers Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with American Realty Advisorsaskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceStarwood no longer appears on Greater Kansas City Laborers Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Starwoodaskebsa.dol.gov
- Nov 1, 2023Funded status changedGreater Kansas City Laborers Pension Plan funded ratio 94.0% -> 91.8% (2022-11-01 to 2023-11-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 436141953-001
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.