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Opeiu Locals 30 & 537 Retirement Fund

Allocators

LOS Angeles, CA

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Search this name across graphsid dfx:al:92a737dd-7bb8-4b40-90c0-6d391aecbf48

Data as of Sep 15, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 19, 2026, 1:39 PM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 1
On other graphs: 0
Observed: Sep 15, 2026 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Total assets: $152Mlatest reading; see basis
Assets as of: Jan 31, 2025
Assets basis: REPORTED
Funded ratio: 98%
Participants: 1,336
Commitments: 12with an amount; holdings are counted apart
Managers: 4
Funds: 4
Re-ups: 0
First-time managers: 0
Latest commitment: Jan 31, 2025
Consultants: 0
Private markets target, %: 0latest policy, percent of assets
Private equity target, %: 0latest policy, percent of assets
Latest policy: Jan 31, 2025
People: 0

Holdings (a value, never a commitment)

a Schedule D plan interest or a 990-PF other investment: a value on a date, never an approval

Vehicle	Manager	Bucket	Value	As of	Kind	Source
Bnym Mellon Afl-Cio Sl Stock Index	BNY Mellon	Public equity	$70.6M	Jan 31, 2025	Collective trust	Dol form 5500 pension
Bnym Mellon Afl-Cio Sl Stock Index	BNY Mellon	Public equity	$60.2M	Jan 31, 2024	Collective trust	Dol form 5500 pension
Bnym Mellon Afl-Cio Sl Stock Index	BNY Mellon	Public equity	$53.4M	Jan 31, 2023	Collective trust	Dol form 5500 pension
LS Core Plus Full Discretion Trust	Loomis Sayles	Fixed income	$23.0M	Jan 31, 2025	Collective trust	Dol form 5500 pension
LS Core Plus Full Discretion Trust	Loomis Sayles	Fixed income	$21.6M	Jan 31, 2024	Collective trust	Dol form 5500 pension
LS Core Plus Full Discretion Trust	Loomis Sayles	Fixed income	$17.6M	Jan 31, 2023	Collective trust	Dol form 5500 pension
Jpmcb Strategic Property Fund	J.P. Morgan Chase	Real estate	$9.1M	Jan 31, 2023	Collective trust	Dol form 5500 pension
Jpmcb Strategic Property Fund	J.P. Morgan Chase	Real estate	$8.2M	Jan 31, 2024	Collective trust	Dol form 5500 pension
Jpmcb Strategic Property Fund	J.P. Morgan Chase	Real estate	$8.1M	Jan 31, 2025	Collective trust	Dol form 5500 pension
Afl-Cio Building Investment Trust	Great Gray Trust Company	Pooled vehicle	$7.4M	Jan 31, 2023	Collective trust	Dol form 5500 pension
Afl-Cio Building Investment Trust	Great Gray Trust Company	Pooled vehicle	$4.9M	Jan 31, 2025	Collective trust	Dol form 5500 pension
Afl-Cio Building Investment Trust	Great Gray Trust Company	Pooled vehicle	$4.9M	Jan 31, 2024	Collective trust	Dol form 5500 pension

Policy targets, latest period

the latest period this plan published, every item quoted from its own report; a target is never an actual; 15 rows folded into 5

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Interest-bearing cash	n/a	n/a	n/a	0	$2,099	Jan 31, 2025	Derived
Non-interest-bearing cash	n/a	n/a	n/a	1	$1.1M	Jan 31, 2025	Derived
Partnership/joint venture interests	n/a	n/a	n/a	1	$2.1M	Jan 31, 2025	Derived
Common/collective trusts	n/a	n/a	n/a	70	$107M	Jan 31, 2025	Derived
Registered investment companies	n/a	n/a	n/a	27	$41.3M	Jan 31, 2025	Derived

Consultants

Form 5500 Schedule C, Form ADV and the plan's own reports; a Schedule C relationship is current for 24 months after the plan year end

Consultant	Role	From	To	Current	Evidence	Source
Rael & Letson	actuary	Feb 1, 2022	Jan 31, 2023	no	fact	Dol form 5500 pension
US Bank N.A.	trustee	Feb 1, 2022	Jan 31, 2023	no	fact	Dol form 5500 pension
US Bank	custodian	Feb 1, 2022	Jan 31, 2023	no	fact	Dol form 5500 pension
Segal Marco Advisors	Investment adviser	Feb 1, 2022	Jan 31, 2023	no	fact	Dol form 5500 pension

Managers

managers this plan names on Schedule C or in its reports; a manager here is a reference node keyed to the private equity, venture and real estate fund graphs, never a new identity

Manager	Mandate	From	To	Current	Evidence
Mellon Investments Corporation	Investment management	Feb 1, 2024	Jan 31, 2025	no	fact
J.P. Morgan Investment Management	Investment management	Feb 1, 2022	Jan 31, 2023	no	fact
Loomis Sayles	Investment management	Feb 1, 2022	Jan 31, 2023	no	fact

Relationships

Sponsors (1)

← Board of Trustees, Opeiu Locals 30 & 537Plan sponsorPlan sponsor
Feb 1, 2022 to presentfactForm 5500

Advised by (4)

→ Rael & LetsonInvestment consultantactuary
Feb 1, 2022 to Jan 31, 2023factForm 5500
→ US Bank N.A.Investment consultanttrustee
Feb 1, 2022 to Jan 31, 2023factForm 5500
→ US BankInvestment consultantcustodian
Feb 1, 2022 to Jan 31, 2023factForm 5500
→ Segal Marco AdvisorsInvestment consultantInvestment adviser
Feb 1, 2022 to Jan 31, 2023factForm 5500

Manages for (3)

← J.P. Morgan Investment ManagementInvestment consultantInvestment management
Feb 1, 2022 to Jan 31, 2023factForm 5500
← Loomis SaylesManager with allocator capitalInvestment management
Feb 1, 2022 to Jan 31, 2023factForm 5500
← Mellon Investments CorporationManager with allocator capitalInvestment management
Feb 1, 2024 to Jan 31, 2025factForm 5500

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Show 1 bookkeeping events

Occurred
Jan 31, 2025
Opeiu Locals 30 & 537 Retirement Fund total assets $137M -> $152M (+10.6%, 2024-01-31 to 2025-01-31)

Provenance

Graph: Allocators
Canonical id: dfx:al:92a737dd-7bb8-4b40-90c0-6d391aecbf48
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 3 days ago
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.