AUMdb

Ohio Operating Engineers Pension Plan

Sponsored by Ohio Operating Engineers Pension Plan · EIN 316129968 · Plan #001

Total assets
$3.9B
Net assets
$3.7B
Active participants
10,813
With balances
0

Plan year beginning 08/01/2024

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Parnassus Investments, Llc CRD 316904 deterministic · 100% 2024
T. Rowe Price Associates, Inc. CRD 105496 deterministic · 100% 2024
Sierra Investment Partners, Inc. CRD 110954 deterministic · 100% 2024
Parametric Portfolio Associates Llc CRD 114310 deterministic · 100% 2024
Lazard Asset Management Llc CRD 122836 deterministic · 100% 2024
Pacific Investment Management Company Llc CRD 104559 deterministic · 100% 2024
W. H. Reaves & Co., Inc. CRD 3140 fuzzy_auto · 96% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Parnassus Investments Inc Investment management $1,161,020
T Rowe Price Associates Investment management $1,042,370
Prudential Investments Investment management $834,898
Sierra Investment Partners, Inc. Investment management $789,099
Parametric Portfolio Associates Llc Investment management $677,819
Lazard Asset Management Investment management $647,846
Pacific Investment Management Co. Investment management $641,135
Kkr Diversified Core Infrastructure Investment management $493,624
Blackstone Infrastructure Partners Investment management $415,159
Blackrock Institutional Trust Investment management $348,325
Dover Street Xi Feeder Fund L.P. Investment management $325,498
Reams Asset Management Investment management $309,577
Morgan Stanley Prime Property Fund Investment management $262,289
Jpmorgan Chase Bank, Na Investment management $231,600
Aon Hewitt Investment Consulting, I Investment management $226,188
Ubs Trumbull Property Fund Investment management $216,095
Hylant Group, Inc. Insurance services $213,474
The Segal Company Actuarial $178,047
Harbourvest 2024 Global Feeder Fund Investment management $87,411
Ledbetter Partners Llc Legal $84,744
Wilson, Carol Employee (plan sponsor) $79,655
Buckingham, Laura Employee (plan sponsor) $69,942
Ebbeler, Susan Employee (plan sponsor) $66,187
C&P Advisors Llc Accounting $62,545
Barker, Stacey Employee (plan sponsor) $57,899
Tolley, Tim Employee (plan sponsor) $54,959
Dorney, Susan Employee (plan sponsor) $49,640
Parsons, Larry S. Other fees $42,264
Cramer, James Employee (plan sponsor) $35,592
Helmick, Justin Employee (plan sponsor) $34,902
Pullins, Kim Employee (plan sponsor) $31,182
Blueteam Networks Other fees $30,901
Pension Benefit Information, Llc Other fees $29,052
Luli, Braden Employee (plan sponsor) $28,382
Soltesz, Troy Employee (plan sponsor) $28,025
Lopez, Chery Employee (plan sponsor) $23,490
Martin, Susan Employee (plan sponsor) $23,338
Rose, Grace Employee (plan sponsor) $20,264
Mcintosh, Lisa Employee (plan sponsor) $20,010
Wise Miller, Sherry Employee (plan sponsor) $18,611
Gordon, Terry Employee (plan sponsor) $17,333
Garwood, Judy Employee (plan sponsor) $17,015
Boehmer, Amelia Employee (plan sponsor) $16,935
Scott, Stephanie Employee (plan sponsor) $16,371
Scott, Jessica Employee (plan sponsor) $15,769
Tara Gersper Employee (plan sponsor) $10,565
Hower, Madison Employee (plan sponsor) $9,318
Parsons, Keith A. Other fees $9,250
Bisciotti, Ashley Employee (plan sponsor) $5,287