3 more managers, 15 more commitments and 8 more dated events

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Pension Fund of Operating Engineers Local 513

Taft-Hartley plan· Bridgeton, Missouri

Taft-Hartley plan, based in Bridgeton, Missouri, reporting $811M in assets, for 5,287 participants.

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

Assets
$811M
Funded ratio
91.8%
Fund commitments
6
Managers
3
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Commitments (6)Allocation policyManagers
As of · 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 2024, Mellon Capital Management Group no longer appears on Pension Fund of Operating Engineers Local 513's Schedule C as investment manager (plan year 2024 vs 2023).

Capital path

who backs this record, through what, into what; each name opens its own path
Pension Fund of Operating Engineers Local 513
Funds committed to
All 6
Managers
All 6
Size, funding, policy and commitments, with their basesTaft-Hartley planShow
Taft-Hartley plan
Assets
$811M
Total assets, Apr 30, 2025 reported
Funded
91.8%
May 1, 2024
Private markets target
no policy read
policy Apr 30, 2025
Commitments
6
3 managers on Schedule C
Plan sponsor: Board of Trustees of Pension Fund of Operating Engineers Local 513
Allocation policy
Form 5500, as of Apr 30, 2025
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 4.8%
  • Corporate debt instruments (other) 1.6%
  • U.S. Government securities 0.9%
  • Other investments 4.4%
  • Partnership/joint venture interests 46.3%
  • Common/collective trusts 22.2%
  • Registered investment companies 12.3%
  • Common stock 3.7%
  • Real estate (other than employer real property) 2.8%
Consultants and advisers
3 firms
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

+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)

+20 more Schedule C managers

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What changed
13 events
  • Dec 31, 2024Manager relationship endedinference
    Mellon Capital Management Group no longer appears on Pension Fund of Operating Engineers Local 513's Schedule C as investment manager (plan year 2024 vs 2023)
    with Mellon Capital Managementaskebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    Jpmorgan Chase no longer appears on Pension Fund of Operating Engineers Local 513's Schedule C as investment manager (plan year 2024 vs 2023)
    with Jpmorgan Chaseaskebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    Newton Investment Management no longer appears on Pension Fund of Operating Engineers Local 513's Schedule C as investment manager (plan year 2024 vs 2023)
    with Newton Investment Managementaskebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    ASB Capital Management LLC no longer appears on Pension Fund of Operating Engineers Local 513's Schedule C as investment manager (plan year 2024 vs 2023)
    with ASB Capital Management LLCaskebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    Panagora Asset Management appears on Pension Fund of Operating Engineers Local 513's Schedule C as investment manager (plan year 2024 vs 2023)
    with Panagora Asset Management, Inc.askebsa.dol.gov

+8 more dated events

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Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
18 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Apr 30, 2025John Hancock Strategic Fixed Incomecollective trustManulife Asset Mgmt Tst Co LLCFixed income$19.0M heldDisclosed holdingaskebsa.dol.gov
as of Apr 30, 2025ASB Allegiance Real Estate Fundcollective trustABS Allegiance Real EstateReal estate$15.5M heldDisclosed holdingaskebsa.dol.gov
as of Apr 30, 2025Bnym Mellon Afl-Cio Sl Stock Indexcollective trustBNY MellonPublic equity$64.2M heldDisclosed holdingaskebsa.dol.gov

+15 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
30 readings
Total assets
$811M Apr 30, 2025 reported Form 5500
$752M (2024-04) · $700M (2023-04)
Plan assets
$751M May 1, 2024 reported Form 5500
$699M (2023-05) · $692M (2022-05)
Net assets
$810M Apr 30, 2025 reported Form 5500
$751M (2024-04) · $699M (2023-04)
Funded ratio
91.8% May 1, 2024 reported Form 5500
90.4% (2023-05) · 89.0% (2022-05)
Participants
5,287 May 1, 2024 reported Form 5500
5,219 (2023-05) · 5,058 (2022-05)
Contributions
$61.6M Apr 30, 2025 reported Form 5500
$57.0M (2024-04) · $55.8M (2023-04)
Benefits paid
$58.1M Apr 30, 2025 reported Form 5500
$55.7M (2024-04) · $53.8M (2023-04)
Net investment income
$59.1M Apr 30, 2025 reported Form 5500
$52.2M (2024-04) · $6.9M (2023-04)
Investment management fees
$2.3M Apr 30, 2025 reported Form 5500
$2.1M (2024-04) · $1.8M (2023-04)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Apr 30, 20255,287Not disclosedNot disclosedn/a$811M$376MNot disclosed$22.7M
2023 to Apr 30, 20245,219Not disclosedNot disclosedn/a$752M$324MNot disclosed$24.4M
2022 to Apr 30, 20235,058Not disclosedNot disclosedn/a$700M$277MNot disclosed$30.9M
Service providers and investment entities as filed (Schedule C and D, latest year first)

+88 more service providers

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Provenance
Identifiers: EIN-PN 430827344-001
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

Pension Fund of Operating Engineers Local 513 sits on 5 traced paths of capital across the graphs.

Consultant to allocator to manager

DFX traced 5 paths of capital through this record

Every record on each path, what it committed or lent, and as of when.

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

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Record history

13 dated events on the change ledger, latest first
  • Manager relationship ended
    2023-12-31source
  • Manager relationship started
    2023-12-31source
  • Manager relationship ended
    2023-12-31source

+10 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

+27 connections on the graph

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