# IUOE Local 30 Pension Fund

IUOE Local 30 Pension Fund is a Pension Fund based in Whitestone, United States.

## Overview

- **Organization type:** Pension Fund
- **Headquarters:** Whitestone, United States
- **Region:** North America
- **Address:** 16-16 Whitestone Expressway, Whitestone, NY 11357, United States
- **Founded:** 1954
- **Assets under management:** 306 (Altss estimate)
- **Website:** iuoelocal30.org

## Regulatory record

- **Reports private funds:** No

## About

The IUOE Local 30 Pension Plan was established in 1954 to deliver retirement benefits to union members. William M. Lynn serves as chairman alongside other trustees including Robert Moccio and Kevin Cruse. The plan holds a 4.23 percent allocation to private equity through commitments such as GCM Grosvenor Multi-Asset Class Fund III. It also maintains direct investments in commercial real estate partnerships located in New York and a significant stake in the William Blair Global Small Cap Growth Fund. Geographic exposure centers on the United States with primary activity in New York. Assets total $306 million according to internal records. The plan uses service providers including Fidelity Investments as recordkeeper and Segal Marco Advisors as investment consultant. In October 2024 the fund sponsored the Martin Ross Memorial Golf Outing. Governance rests with a board of trustees drawn from union leadership and contributing employers, creating a direct link between plan administration and the membership base that supplies contributions.

## Sectors

- Private Equity
- Real Estate

## People

- William M. Lynn — Business Manager and Financial Secretary, Chairman of the Benefit Funds
- Robert Moccio — President and Trustee
- Darren Turton — Plan Administrator
- Kevin Cruse — Trustee and Treasurer

## Questions

### Who runs investment decisions at IUOE Local 30 Pension Fund?

The Board of Trustees sets strategic direction. William M. Lynn serves as chairman. Darren Turton acts as plan administrator.

### Does IUOE Local 30 Pension Fund participate in fund commitments or only direct deals?

The plan commits to private equity funds such as GCM Grosvenor Multi-Asset Class Fund III and holds direct real estate partnership interests.

### What asset classes does IUOE Local 30 Pension Fund target?

Allocations include private equity at 4.23 percent, real estate partnerships, and public equity mutual funds.

### How is IUOE Local 30 Pension Fund related to the parent union?

It is the defined benefit plan sponsored by IUOE Local 30, with trustees drawn from union officers and contributing employers.

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- [Arthur Vining Davis Foundations](https://altss.com/profile/arthur-vining-davis-foundations-avdf)
- [Masonic Hall & Asylum Employees Retirement Fund](https://altss.com/profile/masonic-hall-asylum-employees-retirement-fund)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/iuoe-local-30-pension-fund

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