American Maritime Officers Pension Plan
Taft-Hartley plan, based in Dania Beach, Florida, reporting $765M in assets, for 4,494 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Alliant Cybersecurity, LLC no longer appears on American Maritime Officers Pension Plan's Schedule C as pension consultant (plan year 2024 vs 2023).
7 more advisers 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.
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- Great Gray Cit III No. 255543 commitments
Relationship network
24 connected entities3 observed commitments1 repeat counterpartycommitments 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 1.1%
- Non-interest-bearing cash 1.3%
- Corporate debt instruments (other) 1.9%
- U.S. Government securities 4.2%
- Partnership/joint venture interests 3.7%
- Common/collective trusts 2.9%
- Registered investment companies 75.8%
- Real estate (other than employer real property) 7.0%
Consultants and advisers
- Merrill Lynch,pierce,fenner & Smith CustodianInvestment adviser (plan)through Sep 30, 2025 Form 5500
- Oksana Kochergina General consultantthrough Sep 30, 2025 Form 5500
- Alliant Cybersecurity, LLC Pension consultantthrough Sep 30, 2024 Form 5500
+7 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
- Metropolitan West Asset Managementplan years 2023
What changed
- Dec 31, 2024Consultant changedinferenceAlliant Cybersecurity, LLC no longer appears on American Maritime Officers Pension Plan's Schedule C as pension consultant (plan year 2024 vs 2023)with Alliant Cybersecurity, LLCaskebsa.dol.gov
- Oct 1, 2024Funded status changedAmerican Maritime Officers Pension Plan funded ratio 93.2% -> 89.5% (2023-10-01 to 2024-10-01)
- Oct 1, 2024Assets changedAmerican Maritime Officers Pension Plan plan assets $506M -> $583M (+15.2%, 2023-10-01 to 2024-10-01)
- Sep 30, 2024Assets changedAmerican Maritime Officers Pension Plan total assets $637M -> $731M (+14.7%, 2023-09-30 to 2024-09-30)
- Dec 31, 2023Consultant changedinferenceAlliant Cybersecurity, LLC appears on American Maritime Officers Pension Plan's Schedule C as pension consultant (plan year 2023 vs 2022)with Alliant Cybersecurity, LLCaskebsa.dol.gov
+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 Sep 30, 2025 | Great Gray Cit III No. 25554collective trust | Great Gray Trust Company, LLC | Pooled vehicles | $22.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Sep 30, 2024 | Great Gray Cit III No. 25554collective trust | Great Gray Trust Company, LLC | Pooled vehicles | $23.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Sep 30, 2023 | Great Gray Cit III No. 25554collective trust | Wilmington Trust, N.A. | Pooled vehicles | $24.7M held | Disclosed holding | askebsa.dol.gov |
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 Sep 30, 2025 | 4,494 | Not disclosed | Not disclosed | n/a | $765M | $28.2M | Not disclosed | $53.3M |
| 2023 to Sep 30, 2024 | 4,653 | Not disclosed | Not disclosed | n/a | $731M | $25.5M | Not disclosed | $52.1M |
| 2022 to Sep 30, 2023 | 4,705 | Not disclosed | Not disclosed | n/a | $637M | Not disclosed | Not disclosed | $50.7M |
- AMO Master Operating Trust codes 12 15 49 50 $2.1M PY2024
- Meketa Investment Group, Inc codes 17 27 51 $214,407 PY2024
- Withumsmith+brown, PC codes 10 50 $183,510 PY2024
+44 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
Not yet on record: managers.
Record history
- Consultant changed2024-12-31source on record
- Funded status changed2024-10-01source on record
- Total assets changed2024-10-01source on record
+3 more changes on this record's ledger
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
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
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.