Ohio Operating Engineers Pension Plan's EIN is 31-6129968.
Download the official 2023 Form 5500 (PDF) for Ohio Operating Engineers Pension Plan from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Holdings are itemized directly on this plan's Schedule of Assets, below.
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PACIFIC INVESTMENT MANAGEMENT CO. | 33-0629048 | — | — | $627K | — |
| LAZARD ASSET MANAGEMENT | 13-5545100 | — | — | $623K | — |
| PARAMETRIC PORTFOLIO ASSOCIATES LLC | 20-0292745 | — | — | $612K | — |
| BLACKROCK INSTITUTIONAL TRUST | 94-0288125 | — | — | $301K | — |
| REAMS ASSET MANAGEMENT | 35-1913089 | — | — | $293K | — |
| C&P ADVISORS LLC | 34-1322309 | — | — | $61K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PARNASSUS INVESTMENTS INC | 94-2943858 | — | — | $1.1M | — |
| T ROWE PRICE ASSOCIATES | 52-0556948 | — | — | $1.0M | — |
| PRUDENTIAL INVESTMENTS | 22-1211670 | — | — | $881K | — |
| SIERRA INVESTMENT PARTNERS, INC. | 68-0370668 | — | — | $741K | — |
| KKR DIVERSIFIED CORE INFRASTRUCTURE | — | NEW YORK, NY | — | $456K | — |
| UBS TRUMBULL PROPERTY FUND | 61-1553760 | — | — | $289K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| BLACKROCK US EQUITY MARKET INDEX FD BLACKROCK INSTITUTIONAL TRUST COMPANY, NA · EIN 94-3071854 / PN 001 | Common Collective Trust | — | $58.6M | $577.6M | 16.1% | |
| BLACKROCK MSCI ACWI EX-US IMI INDEX BLACKROCK INSTITUTIONAL TRUST COMPANY, NA · EIN 33-6371939 / PN 001 | Common Collective Trust | — | $259.5M | $487.6M | 13.6% | |
| PARAMETRIC DEFENSE EQUITY FUND LLC PARAMETRIC PORTFOLIO ASSOCIATES LLC · EIN 32-0463932 / PN 001 | 103-12 Investment Entity | — | $102.0M | $166.4M | 4.6% | |
| Beneficiaries | Other securities | — | — | $165.7M | 4.6% | |
| HARRIS ASSOCIATES COLLECTIVE INV TR SEI TRUST COMPANY · EIN 26-4757392 / PN 001 | Common Collective Trust | — | $58.8M | $133.5M | 3.7% | |
| PRUDENTIAL REAL ESTATE INVESTORS | Other securities | — | $71.4M | $89.5M | 2.5% | |
| KKR DIVERSIFIED CORE INFRASTRUCTURE USD FEEDER FUND L.P. | Other securities | — | $75.0M | $81.5M | 2.3% | |
| PIMCO SHORT-TERM FLOATING NAV PORTFOLIO FUND | Mutual Funds | — | $62.5M | $62.6M | 1.7% | |
| MICROSOFT CORP COMMON STOCK USD 0.00000625 | Common Stocks | — | $5.6M | $42.1M | 1.2% | |
| PIMCO MORTGAGE PORTFOLIO FUND | Mutual Funds | — | $50.2M | $38.4M | 1.1% | |
| NVIDIA CORP COMMON STOCK USD 0.001 | Common Stocks | — | $7.1M | $34.3M | 1.0% | |
| UBS TRUMBULL PROPERTY FUND | Other securities | — | $42.4M | $31.4M | 0.9% | |
| JPMORGAN US GOVT MMKT FUND CAPITAL SHARES - FUND 12/31/2049 | Other securities | — | $28.4M | $28.4M | 0.8% | |
| APPLE INC COMMON STOCK USD 0.00001 | Common Stocks | — | $6.9M | $26.2M | 0.7% | |
| AMAZON.COM INC COMMON STOCK USD 0.01 | Common Stocks | — | $1.1M | $25.6M | 0.7% | |
| UNITED STATES OF AMERICA NOTES FIXED 4.25% 06/30/2031 | Bonds / Notes | — | $25.3M | $25.4M | 0.7% | |
| funds * MORGAN STANLEY PRIME PROPERTY FUND | Real Estate | — | $23.8M | $24.4M | 0.7% | |
| ALPHABET INC COMMON STOCK USD 0.001 | Common Stocks | — | $1.5M | $21.4M | 0.6% | |
| MICROSOFT CORP COMMON STOCK USD 0.00000625 | Common Stocks | — | $6.9M | $20.3M | 0.6% | |
| NVIDIA CORP COMMON STOCK USD 0.001 | Common Stocks | — | $4.1M | $19.9M | 0.6% | |
| ALPHABET INC COMMON STOCK USD 0.001 | Common Stocks | — | $10.0M | $19.0M | 0.5% | |
| META PLATFORMS INC COMMON STOCK USD 0.000006 | Common Stocks | — | $5.6M | $15.6M | 0.4% | |
| APPLE INC COMMON STOCK USD 0.00001 | Common Stocks | — | $7.3M | $14.8M | 0.4% | |
| TBA UMBS SINGLE FAMILY 30YR 5.5 08/24 | Other securities | — | $14.2M | $14.3M | 0.4% | |
| SALESFORCE.COM INC. | Common Stocks | — | $7.9M | $13.1M | 0.4% | |
| UNITED STATES OF AMERICA BILL ZERO CPN 20/FEB/2025 | Other securities | — | $12.4M | $12.5M | 0.3% | |
| TBA UMBS SINGLE FAMILY 30YR 5.0 08/23 | Other securities | — | $12.2M | $12.5M | 0.3% | |
| REALTY INCOME CORP REIT USD 1 | Common Stocks | — | $11.1M | $11.9M | 0.3% | |
| BERKSHIRE HATHAWAY INC COMMON STOCK USD 0.0033 | Common Stocks | — | $4.7M | $11.7M | 0.3% | |
| JOHNSON & JOHNSON COMMON STOCK USD 1 | Common Stocks | — | $10.2M | $11.4M | 0.3% | |
| UNITEDHEALTH GROUP INC COMMON STOCK USD 0.01 | Common Stocks | — | $6.0M | $10.9M | 0.3% | |
| UNITED STATES OF AMERICA NOTES FIXED 4.25% 06/30/2029 | Bonds / Notes | — | $10.3M | $10.4M | 0.3% | |
| INTERCONTINENTAL EXCHANGE INC COMMON STOCK USD | Common Stocks | — | $8.3M | $10.4M | 0.3% | |
| MASTERCARD INC COMMON STOCK USD 0.0001 | Common Stocks | — | $8.1M | $10.4M | 0.3% | |
| DEERE & CO COMMON STOCK USD 1 | Common Stocks | — | $6.5M | $10.3M | 0.3% | |
| MASTERCARD INC COMMON STOCK USD 0.0001 | Common Stocks | — | $4.9M | $10.3M | 0.3% | |
| INTUIT INC COMMON STOCK USD 0.01 | Common Stocks | — | $3.8M | $10.1M | 0.3% | |
| UMBS MORTPASS 2% 01/MAY/2051 CL PN# MA4325 | Bonds / Notes | — | $10.2M | $10.0M | 0.3% | |
| DOVER STREET XI FEEDER FUND L.P. | Other securities | — | $9.5M | $9.6M | 0.3% | |
| UNITEDHEALTH GROUP INC COMMON STOCK USD 0.01 | Common Stocks | — | $8.4M | $9.6M | 0.3% | |
| UNITED STATES OF AMERICA BOND ZERO CPN 15/NOV/2051 | Other securities | — | $10.2M | $9.5M | 0.3% | |
| UNITED STATES OF AMERICA NOTES FIXED 2.125% 04/15/2029 | Bonds / Notes | — | $9.1M | $9.3M | 0.3% | |
| BALL CORP COMMON STOCK USD 0 | Common Stocks | — | $10.6M | $9.2M | 0.3% | |
| FISERV INC COMMON STOCK USD 0.01 | Common Stocks | — | $5.8M | $9.2M | 0.3% | |
| JPMORGAN CHASE & CO COMMON STOCK USD 1 | Common Stocks | — | $4.2M | $9.1M | 0.3% | |
| WASTE MANAGEMENT INC COMMON STOCK USD 0.01 | Common Stocks | — | $4.3M | $8.9M | 0.2% | |
| LINDE PLC COMMON STOCK EUR 0.001 | Common Stocks | — | $2.6M | $8.8M | 0.2% | |
| EXXON MOBIL | Other securities | — | $6.2M | $8.7M | 0.2% | |
| S&P GLOBAL INC COMMON STOCK USD 1 | Common Stocks | — | $6.1M | $8.4M | 0.2% | |
| MARSH & MCLENNAN COS INC COMMON STOCK USD 1 | Common Stocks | — | $6.5M | $8.3M | 0.2% |
| MORGAN STANLEY PRIME PROPERTY FUND | 36-4516330 | — | — | $280K | — |
| JPMORGAN CHASE BANK, NA | 31-4148768 | — | — | $232K | — |
| AON HEWITT INVESTMENT CONSULTING, I | 27-2436452 | — | — | $216K | — |
| HYLANT GROUP, INC. | 34-1880366 | — | — | $212K | — |
| THE SEGAL COMPANY | 13-1975125 | — | — | $177K | — |
| MACOLLEY LLC | 93-1492649 | — | — | $161K | — |
| LEDBETTER PARTNERS LLC | 03-0599899 | — | — | $88K | — |
| WILSON, CAROL | 31-4446857 | — | EMPLOYEE | $66K | — |
| TOLLEY, TIM | 31-4446857 | — | EMPLOYEE | $53K | — |
| BUCKINGHAM, LAURA | 31-4446857 | — | EMPLOYEE | $52K | — |
| EBBELER, SUSAN | 31-4446857 | — | EMPLOYEE | $50K | — |
| BARKER, STACEY | 31-4446857 | — | EMPLOYEE | $42K | — |
| J&P PAVING MASONRY AND SEALANT INC | 31-1121622 | — | — | $39K | — |
| DORNEY, SUSAN | 31-4446857 | — | EMPLOYEE | $37K | — |
| CRAMER, JAMES | 31-4446857 | — | EMPLOYEE | $34K | — |
| HELMICK, JUSTIN | 31-4446857 | — | EMPLOYEE | $34K | — |
| HOWER, MADISON | 31-4446857 | — | EMPLOYEE | $32K | — |
| FIVE STAR PAINTING | 83-4088797 | — | — | $31K | — |
| VORYS SATER SEYMOUR AND PEASE | 31-4333125 | — | — | $23K | — |
| PENSION BENEFIT INFORMATION, LLC | 82-4722389 | — | — | $23K | — |
| LULI, BRADEN | 31-4446857 | — | EMPLOYEE | $22K | — |
| SOLTESZ, TROY | 31-4446857 | — | EMPLOYEE | $22K | — |
| PULLINS, KIM | 31-4446857 | — | EMPLOYEE | $21K | — |
| MARTIN, SUSAN | 31-4446857 | — | EMPLOYEE | $18K | — |
| BUIS BURGI | — | — | — | $16K | — |
| WAI CONSTRUCTION GROUP LLC | 46-4702390 | — | — | $16K | — |
| GARWOOD, JUDY | 31-4446857 | — | EMPLOYEE | $15K | — |
| ROSE, GRACE | 31-4446857 | — | EMPLOYEE | $15K | — |
| SCOTT, STEPHANIE | 31-4446857 | — | EMPLOYEE | $14K | — |
| WISE-MILLER, SHERRY | 31-4446857 | — | EMPLOYEE | $14K | — |
| GORDON, TERRY | 31-4446857 | — | EMPLOYEE | $14K | — |
| BOEHMER, AMELIA | 31-4446857 | — | EMPLOYEE | $14K | — |
| SCOTT, JESSICA | 31-4446857 | — | EMPLOYEE | $13K | — |
| LISA MCINTOSH | 31-4446857 | — | EMPLOYEE | $10K | — |
| BLUETEAM NETWORKS | 81-4198762 | — | — | $8K | — |
| TARA GERSPER | 31-4446857 | — | EMPLOYEE | $8K | — |
| BEARDS BUILDERS LLC | 45-5264383 | — | — | $6K | — |
| FARBER MECHANICAL CONTRACTORS | 31-0746886 | — | — | $6K | — |
| MEDQUEST EVALUATORS LLC | 30-0414289 | — | — | $5K | — |
