Oregon Laborers-Employers Pension Plan
Taft-Hartley plan, based in Portland, Oregon, reporting $449M in assets, for 6,937 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Oregon Laborers-Employers Pension Plan first reports an interest in S&p 500 Flagship Nl Fund (State Street - Russell 2000): $110M at 2024-12-31.
2 more advisers, 11 more managers, 34 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.
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Capital path
who backs this record, through what, into what; each name opens its own path- Jpmcb International Equity Fund3 commitments
- Nhit Credit Asset Trust3 commitments
- Axiom Investors Collective Investme3 commitments
- JP Morgan Chase5 commitments
- Loomis Sayles Trust Company3 commitments
- Axiom Investors, LLC3 commitments
Relationship network
63 connected entities37 observed commitments24 repeat counterparties22 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
- Non-interest-bearing cash 0.6%
- 103-12 investment entities 10.3%
- Common/collective trusts 78.3%
- Registered investment companies 10.4%
Consultants and advisers
- J.P. Morgan Investment Management Investment adviser (plan)through Dec 31, 2022 Form 5500
- Nepc, LLC Pension consultantthrough Dec 31, 2022 Form 5500
- Milliman, Inc. Actuarythrough Dec 31, 2022 Form 5500
+2 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
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People
Manager roster
- JP Morgan Chase5 rows, latest Dec 31, 2024
- Loomis Sayles Trust Company3 rows, latest Dec 31, 2024
- Axiom Investors, LLC3 rows, latest Dec 31, 2024
+11 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- Axiom Investors, LLCplan years
- JP Morgan Chaseplan years
- Pimcoplan years
+9 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, 2024Holding startedOregon Laborers-Employers Pension Plan first reports an interest in S&p 500 Flagship Nl Fund (State Street - Russell 2000): $110M at 2024-12-31with State Street Global Advisors Trust Companyaskebsa.dol.gov
- Dec 31, 2024Holding endedinferenceOregon Laborers-Employers Pension Plan no longer reports Ssga Russell 1000 Index Nl Fund (State Street Global Advisors Trust) (last held $90M at 2023-12-31; absent from the 2024-12-31 filing)with State Street Global Advisors Trustaskebsa.dol.gov
- Dec 31, 2024Holding endedinferenceOregon Laborers-Employers Pension Plan no longer reports COM Pen Trusst Fd International Eq (last held $10M at 2023-12-31; absent from the 2024-12-31 filing)with COM Pen Trusst Fd International Eqaskebsa.dol.gov
- Dec 31, 2024Holding startedOregon Laborers-Employers Pension Plan first reports an interest in Jpmcb Strategic Property Fund (J.P. Morgan Chase): $9M at 2024-12-31with J.P. Morgan Chaseaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedNewton Investment Management appears on Oregon Laborers-Employers Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with BNY Mellonaskebsa.dol.gov
+6 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, 2024 | Jpmcb International Equity Fundcollective trust | JP Morgan Chase | Public equity | $42.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Nhit Credit Asset Trustcollective trust | Loomis Sayles Trust Company | Private credit | $20.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Axiom Investors Collective Investmecollective trust | Axiom Investors, LLC | Pooled vehicles | $19.1M held | Disclosed holding | askebsa.dol.gov |
+34 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 | 6,937 | Not disclosed | Not disclosed | n/a | $449M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 6,355 | Not disclosed | Not disclosed | n/a | $420M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 6,239 | Not disclosed | Not disclosed | n/a | $365M | Not disclosed | Not disclosed | Not disclosed |
- The William C. Earhart Co. Inc. codes 13 50 $357,888 PY2024
- Loomis, Sayles & Company, LP codes 28 51 $299,097 PY2024
- Milliman, Inc codes 11 17 50 $275,797 PY2024
+95 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Oregon Laborers-Employers Pension Plan sits on 10 traced paths of capital across the graphs.
DFX traced 10 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 started2024-12-31source on record
- Holding in a pooled vehicle ended2024-12-31source on record
- Holding in a pooled vehicle ended2024-12-31source 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
+19 connections on the graph
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