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
Mo-Kan Teamsters Pension Fund
Taft-Hartley planKansas City, MO
Assets
$232M
Total assets, Dec 31, 2024 reported
Funded
128.8%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
16
1 managers on Schedule C
Plan sponsor: Mo-Kan Teamsters Pension Fund
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 2.1%
- Non-interest-bearing cash 0.0%
- U.S. Government securities 2.4%
- Other investments 0.2%
- Partnership/joint venture interests 12.7%
- Common/collective trusts 60.8%
- Pooled separate accounts 5.6%
- Registered investment companies 12.1%
- Common stock 2.9%
Consultants and advisers
2 firms
- Segal Marco Advisors Investment adviser (plan)through Dec 31, 2022 Form 5500
- Segal Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
4 managers on the commitment tape
From the plan’s own commitment disclosures
- Prudential Trust Co.4 rows, latest Dec 31, 2024
- Prudential Insurance Company of Ame3 rows, latest Dec 31, 2024
- State Street Global Advisors Trust3 rows, latest Dec 31, 2024
- Afl-Cio Equity Fund3 rows, latest Dec 31, 2024
From Schedule C (investment management, code 28)
- Bank of Laborplan years 2024
- Ullico Investment Advisors, Inc.plan years 2023
- Jpmorgan Chase Bank, N.A.plan years 2023
- American Coreplan years 2022
- Ullico Investment Advisorsplan years 2022
- State Street Global Advisorsplan years 2022
- Prudential Trust Co.plan years 2022
- Prudential Insurance Company of Ameplan years 2022
Commitments
16 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 Dec 31, 2024 | Prudential High Yield Fundcollective trust | Prudential Trust Co. | Fixed income | $10.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Prisaseparate account | Prudential Insurance Company of Ame | Pooled vehicles | $13.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Msci Acwi Ex USA Sl Fund (zvgm)collective trust | State Street Global Advisors Trust | Pooled vehicles | $15.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Msci United States Index Sl Ctfcollective trust | State Street Gloabal Advisors | Pooled vehicles | $31.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | ASB Labor Equity Index Fundcollective trust | Afl-Cio Equity Fund | Public equity | $83.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Prudential High Yield Fundcollective trust | Prudential Trust Co. | Fixed income | $9.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Prisaseparate account | Prudential Insurance Company of Ame | Pooled vehicles | $13.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Msci Acwi Ex USA Sl Fund (zvgm)collective trust | State Street Global Advisors Trust | Pooled vehicles | $17.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Msci United States Index Sl Ctfcollective trust | State Street Global Advisors | Pooled vehicles | $28.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | ASB Labor Equity Index Fundcollective trust | Afl-Cio Equity Fund | Public equity | $79.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Prudential High Yield Fundcollective trust | Prudential Trust Co. | Fixed income | $8.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Prisaseparate account | Prudential Insurance Company of Ame | Pooled vehicles | $16.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Prudential Core Conserv Fundcollective trust | Prudential Trust Co. | Pooled vehicles | $4.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | ASB Labor Equity Index Fundcollective trust | Afl-Cio Equity Fund | Public equity | $70.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Msci Acwi Ex USA Sl Fund (zvgm)collective trust | State Street Global Advisors Trust | Pooled vehicles | $15.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Msci United States Index Sl Ctfcollective trust | State Street Global Advisors | Pooled vehicles | $15.1M held | Disclosed holding | askebsa.dol.gov |
Size and funding
30 readings
Investment management fees
$599,671 (2023-12) · $529,576 (2022-12)
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 Dec 31, 2024 | 2,002 | n/a | n/a | n/a | $232M | $29.4M | n/a | n/a |
| 2023 to Dec 31, 2023 | 1,860 | n/a | n/a | n/a | $213M | $29.4M | n/a | n/a |
| 2022 to Dec 31, 2022 | 1,857 | n/a | n/a | n/a | $195M | $25.7M | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Wilson-Mcshane Corp codes 10 13 50 $223,887 PY2024
- JP Morgan Chase Bank codes 28 50 $178,337 PY2024
- American Stable Advisors codes 28 52 $112,893 PY2024
- Segal Consulting codes 11 17 50 $90,152 PY2024
- Empower Annuity Insurance Company codes 28 52 $71,152 PY2024
- Ullico Investment Advisors Inc. codes 28 52 $68,937 PY2024
- Segal Marco Advisors codes 27 50 $66,000 PY2024
- Arnold Newbold Sollars & Hollins codes 29 50 $65,175 PY2024
- State Street Global Advisors codes 28 51 $46,736 PY2024
- Prudential Trust Co codes 28 $39,584 PY2024
- Construction Benefit Audit Corp codes 10 50 $38,586 PY2024
- Anders CPAS & Advisors codes 10 50 $38,400 PY2024
- Commerce Trust Co codes 28 $23,918 PY2024
- Prisa Sa Sched. D P $13.1M PY2024
- Msci Acwi Ex USA Sl Fund (zvgm) Sched. D C $15.8M PY2024
- Prudential High Yield Fund Sched. D C $10.5M PY2024
- Chevy Chase Tr Co As Lab Equity Ind Sched. D C $83.1M PY2024
- Msci United States Indx Sl Ctf Sched. D C $31.6M PY2024
- Segal codes 11 PY2024
- Wilson-Mcshane Corp codes 10 13 50 $192,365 PY2023
- American Stable Advisors codes 28 52 $128,045 PY2023
- Arnold Newbold Sollars & Hollins codes 29 50 $111,287 PY2023
- Segal Consulting codes 11 17 50 $99,738 PY2023
- Prudential Insurance Co codes 28 52 $82,756 PY2023
- Ullico Investment Advisors Inc. codes 28 52 $65,675 PY2023
- JP Morgan Chase Bank codes 28 50 $65,187 PY2023
- Segal Marco Advisors codes 27 50 $64,250 PY2023
- State Street Global Advisors codes 28 51 $41,724 PY2023
- Prudential Trust Co codes 28 52 $38,076 PY2023
- Anders CPAS & Advisors codes 10 50 $18,000 PY2023
- Construction Benefit Audit Corp codes 10 50 $13,714 PY2023
- Iron Mountain codes 15 50 $7,310 PY2023
- Prisa Sched. D P $13.9M PY2023
- Msci Acwi Ex USA Sl Fund (zvgm) Sched. D C $17.2M PY2023
- Prudential High Yield Fund Sched. D C $9.8M PY2023
- Chevy Chase Tr Asb Lab Equity Index Sched. D C $79.2M PY2023
- Msci United States Indx Sl Ctf Sched. D C $28.9M PY2023
- Segal codes 11 PY2023
- Wilson-Mcshane Corp codes 10 13 15 50 $218,795 PY2022
- American Stable Advisors codes 28 52 $146,302 PY2022
- Segal Consulting codes 11 17 50 $115,868 PY2022
- Arnold Newbold Sollars & Hollins codes 29 50 $89,981 PY2022
- Prudential Insurance Co codes 28 52 $88,827 PY2022
- Segal Marco Advisors codes 27 50 $78,750 PY2022
- Ullico codes 28 52 $70,644 PY2022
- Prudential Trust Co codes 28 52 $46,696 PY2022
- State Street Global Advisors codes 28 51 $41,430 PY2022
- Construction Benefit Audit Corp codes 10 50 $37,392 PY2022
- SSC CPAS, P.A. codes 10 50 $17,500 PY2022
- PRU High Yield Fund Sched. D C $8.8M PY2022
- Chevy Chase Asb Labor Equity Index Sched. D C $70.2M PY2022
- Msci Acwi Ex USA Sl Fund (zvgm) Sched. D C $15.1M PY2022
- Msci United States Idx Sl Ctf Sched. D C $15.1M PY2022
- Prisa Sched. D P $16.2M PY2022
- PRU Core Conerv Bond Fund Sched. D C $4.2M PY2022
- Segal codes 11 PY2022
What changed
6 events
- Dec 31, 2024Manager relationship startedCommerce Trust Co appears on Mo-Kan Teamsters Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)with Bank of Laboraskebsa.dol.gov
- Jan 1, 2024Funded status changedMo-Kan Teamsters Pension Fund funded ratio 123.9% -> 128.8% (2023-01-01 to 2024-01-01)
- Dec 31, 2023Holding endedinferenceMo-Kan Teamsters Pension Fund no longer reports Prudential Core Conserv Fund (Prudential Trust Co.) (last held $4M at 2022-12-31; absent from the 2023-12-31 filing)with Prudential Trust Co.askebsa.dol.gov
- Dec 31, 2023Manager relationship startedJP Morgan Chase Bank appears on Mo-Kan Teamsters Pension Fund's Schedule C as investment manager (plan year 2023 vs 2022)with Jpmorgan Chase Bank, N.A.askebsa.dol.gov
- Jan 1, 2023Funded status changedMo-Kan Teamsters Pension Fund funded ratio 120.3% -> 123.9% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedMo-Kan Teamsters Pension Fund plan assets $231M -> $194M (-16.0%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 436142288-001
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.