DFX Intelligence

1 more adviser, 3 more managers, 19 more commitments and 4 more dated events

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Operating Eng Cons Ind Misc. Pension Fund

Taft-Hartley plan· Pittsburgh, Pennsylvania

Taft-Hartley plan, based in Pittsburgh, Pennsylvania, reporting $932M in assets, for 10,156 participants.

Composed from this allocator's classification, location and filed figures.

As of 2025-12-31 · the latest dated event for this allocator; each figure carries its own filing or report date

Assets: $932M
Funded ratio: 96.5%
Fund commitments: 6
Managers: 20

Open searches Plans backing its top manager Similar plans, same strategy

Commitments (6)Allocation policy Consultants

As of 2025-12-31 · the latest dated event for this allocator; each figure carries its own filing or report date

Nothing material in the last 90 days. Last change: 31 Dec 2025, CS Mckee appears on Operating Eng Cons Ind Misc. Pension Fund's Schedule C as investment manager (plan year 2025 vs 2024).

Capital path

who backs this record, through what, into what; each name opens its own path

Operating Eng Cons Ind Misc. Pension Fund

Funds committed to

Ullico Infrastructure Tax Exempt Fu4 commitments
Nhit Multisector Full Discretion Tr4 commitments
Causeway Collective Investment Trus4 commitments

All 6

Managers

Ullico Investment Advisors4 commitments
Loomis Sayles Trust Company4 commitments
Causeway4 commitments

All 6

Size, funding, policy and commitments, with their basesTaft-Hartley planShow

Taft-Hartley plan

Assets

$932M

Total assets, Dec 31, 2025 reported

Funded

96.5%

Jan 1, 2025

Private markets target

no policy read

policy Dec 31, 2025

Commitments

20 managers on Schedule C

Plan sponsor: BD of Tr Oper Eng Cons. Industry Miscellaneous Pension Fund

Allocation policy

Form 5500, as of Dec 31, 2025

Actual allocation lines without a target (as filed)

Interest-bearing cash 2.0%
Non-interest-bearing cash 0.0%
Corporate debt instruments (preferred) 4.4%
U.S. Government securities 4.8%
Other investments 10.1%
Partnership/joint venture interests 2.4%
103-12 investment entities 4.0%
Common/collective trusts 20.3%
Registered investment companies 27.5%
Common stock 23.5%

Consultants and advisers

4 firms

Mariner (andco) Investment adviser (plan)through Dec 31, 2025 Form 5500
PNC Bank Association Custodianthrough Dec 31, 2025 Form 5500
Acrisure Actuarythrough Dec 31, 2025 Form 5500

+1 more consultant or adviser advise this allocator

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

People

No investment staff or executives have been read for this allocator yet.

Manager roster

6 managers on the commitment tape

From the plan’s own commitment disclosures

Ullico Investment Advisors4 rows, latest Dec 31, 2025
Loomis Sayles Trust Company4 rows, latest Dec 31, 2025
Causeway4 rows, latest Dec 31, 2025

+3 more managers received commitments

Every name, record and relationship behind this count, with the source on each.

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From Schedule C (investment management, code 28)

Causewayplan years
Comerica Bankplan years 2022
Victory Capital Management Inc.plan years

+17 more Schedule C managers

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

What changed

9 events

Dec 31, 2025Manager relationship started
CS Mckee appears on Operating Eng Cons Ind Misc. Pension Fund's Schedule C as investment manager (plan year 2025 vs 2024)
with CSM Advisorsaskebsa.dol.gov
Dec 31, 2025Assets changed
Operating Eng Cons Ind Misc. Pension Fund total assets $846M -> $932M (+10.2%, 2024-12-31 to 2025-12-31)
askebsa.dol.gov
Dec 31, 2024Holding endedinference
Operating Eng Cons Ind Misc. Pension Fund no longer reports Comerica Medium Cap Index Fund (last held $121M at 2023-12-31; absent from the 2024-12-31 filing)
with Comerica Medium Cap Index Fundaskebsa.dol.gov
Dec 31, 2024Manager relationship endedinference
Comerica no longer appears on Operating Eng Cons Ind Misc. Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)
with Comerica Bankaskebsa.dol.gov
Dec 31, 2024Manager relationship started
Newton Investment Management appears on Operating Eng Cons Ind Misc. Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)
with Newton Investment Managementaskebsa.dol.gov

+4 more dated events

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Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.

Commitments

22 rows, 0 dated closings

Date	Fund	Manager	Bucket	Amount	Status	Source
as of Dec 31, 2025	Ullico Infrastructure Tax Exempt Fu103 12 ie	Ullico Investment Advisors	Infrastructure	$37.5M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2025	Nhit Multisector Full Discretion Trcollective trust	Loomis Sayles Trust Company	Pooled vehicles	$47.1M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2025	Causeway Collective Investment Truscollective trust	Causeway	Pooled vehicles	$58.6M held	Disclosed holding	askebsa.dol.gov

+19 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

40 readings

Total assets

$932M Dec 31, 2025 reported Form 5500

$846M (2024-12) · $801M (2023-12) · $742M (2022-12)

Plan assets

$845M Jan 1, 2025 reported Form 5500

$800M (2024-01) · $741M (2023-01) · $867M (2022-01)

Net assets

$931M Dec 31, 2025 reported Form 5500

$845M (2024-12) · $800M (2023-12) · $741M (2022-12)

Funded ratio

96.5% Jan 1, 2025 reported Form 5500

94.6% (2024-01) · 91.9% (2023-01) · 94.9% (2022-01)

Participants

10,156 Jan 1, 2025 reported Form 5500

10,076 (2024-01) · 10,057 (2023-01) · 10,098 (2022-01)

Contributions

$50.4M Dec 31, 2025 reported Form 5500

$46.8M (2024-12) · $44.8M (2023-12) · $46.0M (2022-12)

Benefits paid

$63.7M Dec 31, 2025 reported Form 5500

$63.1M (2024-12) · $63.3M (2023-12) · $61.9M (2022-12)

Net investment income

$86.0M Dec 31, 2025 reported Form 5500

$44.8M (2024-12) · $58.5M (2023-12) · -$124M (2022-12)

Investment management fees

$3.0M Dec 31, 2025 reported Form 5500

$2.6M (2024-12) · $2.6M (2023-12) · $2.5M (2022-12)

Form 5500 filings

4 plan years

Plan year	Participants	Assets (SB market)	Funding target	FTAP	Total assets (H)	Partnerships / JV	Master trust	Real estate
2025 to Dec 31, 2025	10,156	Not disclosed	Not disclosed	n/a	$932M	$21.9M	Not disclosed	Not disclosed
2024 to Dec 31, 2024	10,076	Not disclosed	Not disclosed	n/a	$846M	$19.7M	Not disclosed	Not disclosed
2023 to Dec 31, 2023	10,057	Not disclosed	Not disclosed	n/a	$801M	$18.7M	Not disclosed	Not disclosed
2022 to Dec 31, 2022	10,098	Not disclosed	Not disclosed	n/a	$742M	$0	Not disclosed	Not disclosed

Service providers and investment entities as filed (Schedule C and D, latest year first)

Ullico codes 28 51 $547,703 PY2025
IFM Investors codes 28 40 52 $390,507 PY2025
Champlain Investment Partners, LLC codes 28 51 68 71 $279,088 PY2025

+104 more service providers

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

Provenance

Identifiers: EIN-PN 256135579-001

Cross-graph: no entry on another DFX graph

First observed Sep 15, 2026, last observed Sep 29, 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.

Capital chain

Operating Eng Cons Ind Misc. Pension Fund sits on 1 traced path of capital across the graphs.

Allocator commitments to a manager

DFX traced 1 path 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 $299/month unless canceled.

Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.

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Record history

9 dated events on the change ledger, latest first

Holding in a pooled vehicle ended
2024-12-31source
Funded status changed
2023-01-01source
Funded status changed
2024-01-01source

+6 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

+28 connections on the graph

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