MOCAAT eclipsed the $3 billion threshold for total funds under management in 2024
With the support of Cooperating School Districts of Greater Kansas City and three other sponsoring associations, MOCAAT was officially launched on September 24, 2020, and a Board of Directors was formed to oversee the operations and performance of the Program. MOCAAT engaged with PMA to provide a complete investment program for Missouri school districts. The thought process behind opening a new Local Government Investment Pool (LGIP) was to bring additional competition to the investment market for school districts. Based on the success of MOCAAT over the first 4+ years, it is evident that school districts were looking for additional options.
Currently there are more than 250 school districts and other political subdivisions that have passed the resolution to become a member of MOCAAT. Of the 250+ member districts, more than 200 have made an investment within MOCAAT. There are additional school districts that have passed the resolution or are planning to pass the resolution soon. MOCAAT is currently on pace reach or eclipse the 300 members mark in the 2025-2026 school year.
MOCAAT eclipsed the $3 billion threshold for total funds under management in 2024 and ended the calendar year with $2.8 billion in total assets. After a very successful property tax season of the f irst quarter of 2025, the fund ended February with $3.75 billion in funds under management.
MOCAAT offers a wide range of tools and services for Missouri schools, including:
Competitive Liquid Investment Options
Term Series and Long-Term Duration Products
Customized Online Reporting & Transactions
Cash Flow Management
Bond Proceeds Management
Credit Risk Analysis
Upon their retirement from school administration careers, Jason Hoffman and John Jungmann were hired by PMA and began in July 2021 and August 2021 respectively to represent MOCAAT. With the rapid growth of the fund since these two leaders joined, the MOCAAT team has grown significantly by adding the following team members: Paul Ziegler, Emily Kelso, Wes Karsten, Megan Foster and Carson Buechele. This team actively supports the 250+ Missouri members with all things related to investment planning and execution.
The positive impact of MOCAAT continues to spread, as other municipalities are regularly reaching out for investment help. We now serve library districts, fire districts, ambulance districts, cities, and other political subdivisions across the state.
If you are interested in learning more about MOCAAT, please reach out to John at 417-655-6435 or by Email or Jason at 573-424-2299 or by Email.