Operating Engineers Pension Trust
Taft-Hartley plan, based in Pasadena, California, reporting $3.8B in assets, for 38,296 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 30 Jun 2025, Operating Engineers Pension Trust no longer reports Alcentra European Credit Opportunit (last held $22,697 at 2024-06-30; absent from the 2025-06-30 filing).
6 more advisers, 9 more managers, 45 more commitments 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.
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Capital path
who backs this record, through what, into what; each name opens its own path- Crescent Capital Trust II3 commitments
- Wacap-O Trans Infra Cap Ptrs Feeder3 commitments
- Wtc-Ctf Opportunistic Fixed Income3 commitments
- Alcentra Ltd11 commitments
- Washington Capital Management, Inc.6 commitments
- Crescent Capital3 commitments
Relationship network
72 connected entities48 observed commitments29 repeat counterparties32 dated commitments shown here, 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 0.9%
- Non-interest-bearing cash 0.0%
- Partnership/joint venture interests 10.2%
- 103-12 investment entities 16.8%
- Common/collective trusts 32.2%
- Registered investment companies 6.9%
- Real estate (other than employer real property) 31.7%
Consultants and advisers
- The Segal Co (western States), Inc. Pension consultantthrough Jun 30, 2023 Form 5500
- Nepc, LLC Pension consultantthrough Jun 30, 2023 Form 5500
- Life Status 360 LLC General consultantthrough Jun 30, 2023 Form 5500
+6 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
- Alcentra Ltd11 rows, latest Jun 30, 2025
- Washington Capital Management, Inc.6 rows, latest Jun 30, 2025
- Crescent Capital3 rows, latest Jun 30, 2025
+9 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- Mcmorgan & Company, LLCplan years
- Wellington Trust Company, Naplan years
- Crescent Capitalplan years
+9 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
What changed
- Jun 30, 2025Holding endedinferenceOperating Engineers Pension Trust no longer reports Alcentra European Credit Opportunit (last held $22,697 at 2024-06-30; absent from the 2025-06-30 filing)with Alcentra European Credit Opportunitaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferencePemberton no longer appears on Operating Engineers Pension Trust's Schedule C as investment manager (plan year 2024 vs 2023)with Pembertonaskebsa.dol.gov
- Jun 30, 2024Holding endedinferenceOperating Engineers Pension Trust no longer reports TCW Capital Trust (last held $182,308 at 2023-06-30; absent from the 2024-06-30 filing)with TCW Capital Trustaskebsa.dol.gov
- Dec 31, 2023Consultant changedinferenceLife Status 360 LLC no longer appears on Operating Engineers Pension Trust's Schedule C as general consultant (plan year 2023 vs 2022)with Life Status 360 LLCaskebsa.dol.gov
- Dec 31, 2023Manager relationship startedPemberton appears on Operating Engineers Pension Trust's Schedule C as investment manager (plan year 2023 vs 2022)with Pembertonaskebsa.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 Jun 30, 2025 | Crescent Capital Trust IIcollective trust | Crescent Capital | Pooled vehicles | $34.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | Wacap-O Trans Infra Cap Ptrs Feeder103 12 ie | Washington Capital Management, Inc. | Infrastructure | $38.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | Wtc-Ctf Opportunistic Fixed Incomecollective trust | Wellington Trust Company, Na | Hedge / diversifiers | $148M held | Disclosed holding | askebsa.dol.gov |
+45 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 Jun 30, 2025 | 38,296 | Not disclosed | Not disclosed | n/a | $3.8B | $383M | Not disclosed | $1.2B |
| 2023 to Jun 30, 2024 | 38,149 | Not disclosed | Not disclosed | n/a | $3.5B | $295M | Not disclosed | $1.2B |
| 2022 to Jun 30, 2023 | 38,133 | Not disclosed | Not disclosed | n/a | $3.3B | $97.4M | Not disclosed | $1.2B |
- Operating Engineers Funds, Inc. codes 14 $7.4M PY2024
- Washington Capital Management, Inc codes 51 $6.5M PY2024
- BNY Mellon Investment Adviser, Inc. codes 51 $1.9M PY2024
+107 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Operating Engineers Pension Trust sits on 22 traced paths of capital across the graphs.
DFX traced 22 paths of capital through this record
Every record on each path, what it committed or lent, and as of when.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
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 ended2025-06-30source on record
- Manager relationship ended2024-12-31source on record
- Holding in a pooled vehicle ended2024-06-30source on record
+3 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
+23 connections on the graph
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