Joint Board of Trustees MO-KAN Iron Workers Pension Plan's EIN is 43-6130595.
Download the official 2024 Form 5500 (PDF) for Joint Board of Trustees MO-KAN Iron Workers Pension Plan from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDUCIENT ADVISORS | 36-4001764 | — | NONE | $70K | — |
| ZIEGLER CAPITAL MANAGEMENT, LLC | 85-0597999 | — | NONE | $34K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Europacific Growth Fund | Other securities | — | $35.6M | $36.9M | 13.9% | |
| Baird Aggregate Bond Fund Inst #72 | Other securities | — | $35.2M | $31.0M | 11.6% | |
| JPMorgan Large Cap Growth Fund R6 | Other securities | — | $13.0M | $23.7M | 8.9% | |
| Vanguard Institutional Index Fd #94 | Mutual Funds | — | $13.0M | $23.3M | 8.8% | |
| Dodge & Cox Stock Fund Cl I | Mutual Funds | — | $16.9M | $22.5M | 8.4% | |
| Blackrock Strategic Income | Other securities | — | $18.2M | $18.4M | 6.9% | |
| JP Morgan Emerging Markets Equity | Other securities | — | $18.9M | $18.2M | 6.8% | |
| DWS Real Assets Fund - Inst #1487 | Other securities | — | $11.5M | $11.8M | 4.5% | |
| First Light Focus Fund | Other securities | — | $5.0M | $11.1M | 4.2% | |
| Federated Hermes Institutional High | Other securities | — | $5.8M | $5.4M | 2.0% | |
| Boyd Waterson Gsa Fund | Other securities | — | $6.0M | $5.3M | 2.0% | |
| U.S. Real Estate Investment Fund LLC | Other securities | — | $5.0M | $5.1M | 1.9% | |
| GS Fin Sq Gov #466 | Other securities | — | $4.1M | $4.1M | 1.6% | |
| US TREASURY BOND 2.25% DTD 8/15/2019 DUE 8/15/2049 | U.S. Treasuries | — | $1.2M | $699K | 0.3% | |
| US TREASURY NOTE 4.375% DTD 5/15/2024 DUE 5/15/2034 | U.S. Treasuries | — | $621K | $608K | 0.2% | |
| US TREASURY BOND 2.00% DTD 11/15/2021 DUE 11/15/2041 | U.S. Treasuries | — | $633K | $561K | 0.2% | |
| US TREASURY NOTE 0.50% DTD 08/31/2020 DUE 08/31/2027 | U.S. Treasuries | — | $582K | $528K | 0.2% | |
| US TREASURY BOND 3.125% DTD 2/15/2013 DUE 2/15/2043 | U.S. Treasuries | — | $475K | $488K | 0.2% | |
| Procter & Gamble Co Sr NT | Common Stocks | — | $380K | $365K | 0.1% | |
| Pennsylvania Economic Dev Fing | Other securities | — | $365K | $350K | 0.1% | |
| Praxair Inc Sr NT | Common Stocks | — | $371K | $350K | 0.1% | |
| US TREASURY BOND 2.375% DTD 5/15/2021 DUE 5/15/2051 | U.S. Treasuries | — | $347K | $346K | 0.1% | |
| Royal Bk Cda Fr | Other securities | — | $350K | $344K | 0.1% | |
| Barstow Calif Pension Oblig Taxable | Other securities | — | $355K | $342K | 0.1% | |
| Bank Nova Scotia B C Fr | Other securities | — | $330K | $338K | 0.1% | |
| Arizona Brd Regents Ctfs Partn | Other securities | — | $350K | $336K | 0.1% | |
| US TREASURY BOND 2.75% DTD 11/15/2017 DUE 11/15/2047 | U.S. Treasuries | — | $415K | $328K | 0.1% | |
| Texas Instrs Inc Sr Glbl NT | Common Stocks | — | $349K | $322K | 0.1% | |
| Loews Corp Sr NT | Common Stocks | — | $329K | $319K | 0.1% | |
| FNMA GTD PT CTF POOL #MA5480 5.500% DTD | Agency / Mortgage-Backed | — | $320K | $318K | 0.1% | |
| Colgate Palmolive Co Sr NT | Common Stocks | — | $319K | $316K | 0.1% | |
| FNMA GTD PT CTF POOL #MA5271 5.500% DTD | Agency / Mortgage-Backed | — | $316K | $315K | 0.1% | |
| Baker Hughes A GE Co LLC Ba Sr Glbl | Common Stocks | — | $352K | $314K | 0.1% | |
| Mid America Apts LP Sr NT | Other securities | — | $312K | $309K | 0.1% | |
| FNMA GTD PT CTF POOL #BS6088 4.040% DTD | Agency / Mortgage-Backed | — | $303K | $308K | 0.1% | |
| US TREASURY NOTE 2.875% DTD 5/15/2022 DUE 5/15/2032 $ | U.S. Treasuries | — | $321K | $307K | 0.1% | |
| US TREASURY BOND 1.75% DTD 08/15/2021 DUE 08/15/2041 | U.S. Treasuries | — | $356K | $306K | 0.1% | |
| Credo Technology Group Holding | Common Stocks | — | $150K | $304K | 0.1% | |
| Enova Intl Inc Com | Common Stocks | — | $198K | $301K | 0.1% | |
| FHLM CORP MTC MTG PARTN CTFS GTD SER 5460 CL CD | Common Stocks | — | $318K | $301K | 0.1% | |
| FHLM CORP PARTN CTF GROUP #SD3396 5.50% 07/01/2023 | Bonds / Notes | — | $294K | $295K | 0.1% | |
| ST Clair Cnty Ill Taxable GO Ref Bds | Bonds / Notes | — | $300K | $292K | 0.1% | |
| FHLM CORP PARTN CTF GROUP #SD6320 5.50% 09/01/2024 | Bonds / Notes | — | $292K | $292K | 0.1% | |
| Missouri ST Health & Edl Facs | Other securities | — | $300K | $291K | 0.1% | |
| PNC Finl Svcs Group Inc Sr NT | Common Stocks | — | $327K | $290K | 0.1% | |
| BP Cap Mkts P L C Sr NT | Other securities | — | $300K | $290K | 0.1% | |
| Connecticut ST Hsg Fin Auth ST | Other securities | — | $300K | $288K | 0.1% | |
| New York N Y City Hsg Dev Corp | Common Stocks | — | $300K | $288K | 0.1% | |
| Pepsico Inc Sr NT | Common Stocks | — | $330K | $288K | 0.1% | |
| FNMA GTD REMIC PT TR REMIC TR SER 2020 96 CL | Agency / Mortgage-Backed | — | $294K | $287K | 0.1% |
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 |
|---|---|---|---|---|---|
| CONSTRUCTION BENEFITS AUDIT CORP | 43-1244218 | — | NONE | $72K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSON MCSHANE CORPORATION | 41-0956522 | — | NONE | $201K | — |
| THE SEGAL COMPANY | 13-1975125 | — | NONE | $101K | — |
| ARNOLD, NEWBOLD, SOLLARS & HOLLINS | 43-1174269 | — | NONE | $73K | — |
| COMMERCE BANK | 43-1795601 | — | NONE | $73K | — |
| FOUNDRY PARTNERS LLC | 46-1184506 | — | NONE | $45K | — |
| F/M INVESTMENTS LLC | 14-1937946 | — | NONE | $36K | — |
| SEGAL SELECT INSURANCE SERVICES | 20-0461050 | — | NONE | $32K | — |
| MIDWEST INSTITUTIONAL TRUST COMPANY | 93-1799133 | — | NONE | $32K | — |
| ANDERS MINKLER HUBER HELM LLP | 43-0831507 | — | NONE | $26K | — |
