Pipeline Industry Pension Fund
Taft-Hartley plan, based in Tulsa, Oklahoma, reporting $1.9B in assets, for 7,849 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2025, Pipeline Industry Pension Fund first reports an interest in Vanguard Institutional Total Stock: $834M at 2025-12-31.
1 more adviser, 1 more manager, 14 more commitments and 13 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.
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Capital path
who backs this record, through what, into what; each name opens its own path- Fiam Grp Trst Core Plus Commingled4 commitments
- ASB Allegiance Real Estate Fund4 commitments
- Msci Acwi Imi Index Nl Fund4 commitments
- State Street Global Advisors Trust8 commitments
- Fidelity Institutional Asset Mgmt4 commitments
- ABS Allegiance Real Estate4 commitments
Relationship network
82 connected entities17 observed commitments8 repeat counterpartiescommitments 2022 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 2.9%
- Corporate debt instruments (preferred) 3.0%
- U.S. Government securities 4.2%
- Other investments 0.0%
- Partnership/joint venture interests 3.9%
- Common/collective trusts 75.3%
- Registered investment companies 8.4%
- Real estate (other than employer real property) 2.1%
Consultants and advisers
- Segal Marco Advisors Investment adviser (plan)through Dec 31, 2025 Form 5500
- The Trust Company of Oklahoma Custodianthrough Dec 31, 2025 Form 5500
- ASB Capital Trusteethrough Dec 31, 2025 Form 5500
+1 more consultant or adviser advise this allocator
Every name, record and relationship behind this count, with the source on each.
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People
Manager roster
- State Street Global Advisors Trust8 rows, latest Dec 31, 2025
- Fidelity Institutional Asset Mgmt4 rows, latest Dec 31, 2025
- ABS Allegiance Real Estate4 rows, latest Dec 31, 2025
+1 more manager received commitments
Every name, record and relationship behind this count, with the source on each.
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- Vanguard Fiduciary Trust Companyplan years
- Oaktreeplan years 2025
- Morgan Stanleyplan years 2025
+13 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
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What changed
- Dec 31, 2025Holding startedPipeline Industry Pension Fund first reports an interest in Vanguard Institutional Total Stock: $834M at 2025-12-31with Vanguard Institutional Total Stockaskebsa.dol.gov
- Dec 31, 2025Assets changedPipeline Industry Pension Fund total assets $1.7B -> $1.9B (+11.1%, 2024-12-31 to 2025-12-31)
- Jan 1, 2025Funded status changedPipeline Industry Pension Fund funded ratio 119.8% -> 117.4% (2024-01-01 to 2025-01-01)
- Dec 31, 2024Manager relationship startedKohlberg Te Investors appears on Pipeline Industry Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)with Kohlberg Te Investorsaskebsa.dol.gov
- Jan 1, 2024Funded status changedPipeline Industry Pension Fund funded ratio 117.8% -> 119.8% (2023-01-01 to 2024-01-01)
+13 more dated events
Every name, record and relationship behind this count, with the source on each.
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Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2025 | Fiam Grp Trst Core Plus Commingledcollective trust | Fidelity Institutional Asset Mgmt | Fixed income | $140M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2025 | ASB Allegiance Real Estate Fundcollective trust | ABS Allegiance Real Estate | Real estate | $28.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2025 | Msci Acwi Imi Index Nl Fundcollective trust | State Street Global Advisors Trust | Pooled vehicles | $188M held | Disclosed holding | askebsa.dol.gov |
+14 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 |
|---|---|---|---|---|---|---|---|---|
| 2025 to Dec 31, 2025 | 7,849 | Not disclosed | Not disclosed | n/a | $1.9B | $73.6M | Not disclosed | $40.0M |
| 2024 to Dec 31, 2024 | 7,980 | Not disclosed | Not disclosed | n/a | $1.7B | $80.4M | Not disclosed | $39.0M |
| 2023 to Dec 31, 2023 | 7,694 | Not disclosed | Not disclosed | n/a | $1.6B | $84.1M | Not disclosed | $39.3M |
| 2022 to Dec 31, 2022 | 8,059 | Not disclosed | Not disclosed | n/a | $1.4B | $82.2M | Not disclosed | $41.7M |
- Pipeline Industry Benefit Fund codes 30 50 $2.2M PY2025
- Prime Property Fund codes 28 51 $1.9M PY2025
- Segal Marco Advisors codes 27 50 $323,454 PY2025
+148 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Pipeline Industry Pension Fund sits on 4 traced paths of capital across the graphs.
DFX traced 4 paths of capital through this record
Every record on each path, what it committed or lent, and as of when.
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Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
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Record history
- Holding in a pooled vehicle started2025-12-31source on record
- Total assets changed2025-12-31source on record
- Funded status changed2025-01-01source on record
+15 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
+22 connections on the graph
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