Form 5500 Search

OAKTREE RE

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
2
Active participants
5,009
Total plan assets
$23.7B
Filings (rows)
2
Direct comp
$65K
Indirect comp
$0
Aggregating 2 name variants under "OAKTREE RE"

SERVICES PROVIDED

Advisor / Consultant1
Other1

CITs / DFEs sponsored by this firm

Fund / entityPlans holding
OAKTREE REAL ESTATE INCOME FUND2
OAKTREE REAL ESTATE OPPR FUND1

Top plans served

All 2 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
DELTA AIR LINES, INC.
DELTA MASTER TRUST
ATLANTA, GA
Advisor / Consultant
INVESTMENT MANAGER
$20.5B$9K
BOARD OF DIRECTORS OF PENTEGRA DEFINED BENEFIT PLAN
PENTEGRA DEFINED BENEFIT PLAN FOR FINANCIAL INST
WHITE PLAINS, NY
Other
OTHER INVESTMENT FEE &
5,009$3.2B$56K