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Mo-Kan Teamsters Pension Fund

Allocators

Kansas City, MO

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Search this name across graphsid dfx:al:d340ab7c-19e6-4364-8a0e-ba758236c80b

Data as of Sep 15, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 20, 2026, 9:28 PM UTC and rebuilt at most every 15 minutes.

Relationships: 12
Dated events: 6
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: $232Mlatest reading; see basis
Assets as of: Dec 31, 2024
Assets basis: REPORTED
Funded ratio: 129%
Participants: 2,002
Commitments: 16with an amount; holdings are counted apart
Managers: 4
Funds: 6
Re-ups: 0
First-time managers: 0
Latest commitment: Dec 31, 2024
Consultants: 0
Private markets target, %: 0latest policy, percent of assets
Private equity target, %: 0latest policy, percent of assets
Latest policy: Dec 31, 2024
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
ASB Labor Equity Index Fund	Chevy Chase Trust Company	Public equity	$83.1M	Dec 31, 2024	Collective trust	Dol form 5500 pension
ASB Labor Equity Index Fund	Chevy Chase Trust Company	Public equity	$79.2M	Dec 31, 2023	Collective trust	Dol form 5500 pension
ASB Labor Equity Index Fund	Chevy Chase Trust Company	Public equity	$70.2M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Msci United States Index Sl Ctf	n/a	Pooled vehicle	$31.6M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Msci United States Index Sl Ctf	State Street Global Advisors Trust	Pooled vehicle	$28.9M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Msci Acwi Ex USA Sl Fund (zvgm)	State Street Global Advisors Trust	Pooled vehicle	$17.2M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Prisa	Prudential Insurance Company of Ame	Pooled vehicle	$16.2M	Dec 31, 2022	Separate account	Dol form 5500 pension
Msci Acwi Ex USA Sl Fund (zvgm)	State Street Global Advisors Trust	Pooled vehicle	$15.8M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Msci Acwi Ex USA Sl Fund (zvgm)	State Street Global Advisors Trust	Pooled vehicle	$15.1M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Msci United States Index Sl Ctf	State Street Global Advisors Trust	Pooled vehicle	$15.1M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Prisa	Prudential Insurance Company of Ame	Pooled vehicle	$13.9M	Dec 31, 2023	Separate account	Dol form 5500 pension
Prisa	Prudential Insurance Company of Ame	Pooled vehicle	$13.1M	Dec 31, 2024	Separate account	Dol form 5500 pension
Prudential High Yield Fund	Prudential Trust Co.	Fixed income	$10.5M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Prudential High Yield Fund	Prudential Trust Co.	Fixed income	$9.8M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Prudential High Yield Fund	Prudential Trust Co.	Fixed income	$8.8M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Prudential Core Conserv Fund	Prudential Trust Co.	Pooled vehicle	$4.2M	Dec 31, 2022	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; 24 rows folded into 9

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Interest-bearing cash	n/a	n/a	n/a	2	$4.8M	Dec 31, 2024	Derived
Non-interest-bearing cash	n/a	n/a	n/a	0	$36,932	Dec 31, 2024	Derived
U.S. Government securities	n/a	n/a	n/a	2	$5.6M	Dec 31, 2024	Derived
Other investments	n/a	n/a	n/a	0	$557,827	Dec 31, 2024	Derived
Partnership/joint venture interests	n/a	n/a	n/a	13	$29.4M	Dec 31, 2024	Derived
Common/collective trusts	n/a	n/a	n/a	61	$141M	Dec 31, 2024	Derived
Pooled separate accounts	n/a	n/a	n/a	6	$13.1M	Dec 31, 2024	Derived
Registered investment companies	n/a	n/a	n/a	12	$28.2M	Dec 31, 2024	Derived
Common stock	n/a	n/a	n/a	3	$6.7M	Dec 31, 2024	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
Segal	actuary	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
Segal Marco Advisors	Investment adviser	Jan 1, 2022	Dec 31, 2022	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
State Street Global Advisors Trust	n/a	Dec 31, 2023	n/a	yes	fact
Bank of Labor	Investment management	Jan 1, 2024	Dec 31, 2024	no	fact
Ullico Investment Advisors, Inc.	Investment management	Jan 1, 2023	Dec 31, 2023	no	fact
Jpmorgan Chase Bank, N.A.	Investment management	Jan 1, 2023	Dec 31, 2023	no	fact
Ullico Investment Advisors	Investment management	Jan 1, 2022	Dec 31, 2022	no	fact
State Street Global Advisors	Investment management	Jan 1, 2022	Dec 31, 2022	no	fact
Prudential Trust Co.	Investment management	Jan 1, 2022	Dec 31, 2022	no	fact
Prudential Insurance Company of Ame	Investment management	Jan 1, 2022	Dec 31, 2022	no	fact
American Core	Investment management	Jan 1, 2022	Dec 31, 2022	no	fact

Relationships

Manages for (9)

← State Street Global Advisors TrustInvestment consultant
Dec 31, 2023 to presentfactForm 5500
← Prudential Insurance Company of AmeManager with allocator capitalInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
← American CoreManager with allocator capitalInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
← Ullico Investment AdvisorsInvestment consultantInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
← State Street Global AdvisorsInvestment consultantInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
← Prudential Trust Co.Manager with allocator capitalInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
← Jpmorgan Chase Bank, N.A.Investment consultantInvestment management
Jan 1, 2023 to Dec 31, 2023factForm 5500
← Ullico Investment Advisors, Inc.Manager with allocator capitalInvestment management
Jan 1, 2023 to Dec 31, 2023factForm 5500
← Bank of LaborInvestment consultantInvestment management
Jan 1, 2024 to Dec 31, 2024factForm 5500

Sponsors (1)

← Mo-Kan Teamsters Pension FundPlan sponsorPlan sponsor
Jan 1, 2022 to presentfactForm 5500

Advised by (2)

→ SegalInvestment consultantactuary
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Segal Marco AdvisorsInvestment consultantInvestment adviser
Jan 1, 2022 to Dec 31, 2022factForm 5500

Dated events

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

Occurred
Dec 31, 2024
Manager relationship started
Commerce Trust Co appears on Mo-Kan Teamsters Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)
Bank of Labor Form 5500observed 5 days ago
Occurred
Dec 31, 2023
Manager relationship started
JP Morgan Chase Bank appears on Mo-Kan Teamsters Pension Fund's Schedule C as investment manager (plan year 2023 vs 2022)
Jpmorgan Chase Bank, N.A.Form 5500observed 5 days ago
Occurred
Dec 31, 2023
Holding in a pooled vehicle ended
Mo-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)
Prudential Trust Co.Form 5500observed 5 days ago
$4.2M

Show 3 bookkeeping events

Occurred
Jan 1, 2024
Mo-Kan Teamsters Pension Fund funded ratio 123.9% -> 128.8% (2023-01-01 to 2024-01-01)
Occurred
Jan 1, 2023
Mo-Kan Teamsters Pension Fund funded ratio 120.3% -> 123.9% (2022-01-01 to 2023-01-01)
Occurred
Jan 1, 2023
Mo-Kan Teamsters Pension Fund plan assets $231M -> $194M (-16.0%, 2022-01-01 to 2023-01-01)

Provenance

Graph: Allocators
Canonical id: dfx:al:d340ab7c-19e6-4364-8a0e-ba758236c80b
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 5 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.