Arizona Sheet Metal Pension Trust Fund
Taft-Hartley plan, based in Phoenix, Arizona, reporting $124M in assets, for 1,495 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 30 Jun 2025, Arizona Sheet Metal Pension Trust Fund total assets $109M -> $124M (+13.7%, 2024-06-30 to 2025-06-30).
1 more adviser, 8 more managers, 30 more commitments and 4 more dated events
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Capital path
who backs this record, through what, into what; each name opens its own path- WTC - Cif International Contrarian3 commitments
- Prudential Core Plus Bond Fund3 commitments
- William Blair Emerging Markets Lead3 commitments
- William Blair Investment Management6 commitments
- Wellington Trust Company, Na3 commitments
- Prudential Trust Co.3 commitments
Relationship network
53 connected entities33 observed commitments20 repeat counterparties23 dated commitments shown here, 2023 to 2025
From board minutes, annual reports, Form 5500 filings and public records of commitments, consultants and staff in the allocator graph. Commitment amounts are those the allocator disclosed; many are not printed, and none is estimated.
Some relationships on this record are counted rather than named here. They open with the full profile.
Click any name or line for the commitments and sources behind it. Line weight is commitments together; dashed lines are inferred.
- Sponsor
- Fund or vehicle
- Service provider
- Organization
›How strength and recency are read
Managers, funds and consultants are read from the commitments: three or more is a strong observed relationship, two a repeat counterparty. No consultant link is marked current on the source, so none is labelled current or former here. Related plans, people and plan service providers are ordered by what the filing shows.
Darker lines were active in the last 24 months or are current; lighter lines are older or undated.
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
Allocation policy
- Interest-bearing cash 0.4%
- Non-interest-bearing cash 1.0%
- Partnership/joint venture interests 16.6%
- 103-12 investment entities 25.3%
- Common/collective trusts 55.5%
Consultants and advisers
- Alan Biller and Associates Investment adviser (plan)through Jun 30, 2023 Form 5500
- Segal Actuarythrough Jun 30, 2023 Form 5500
- US Bank Custodianthrough Jun 30, 2023 Form 5500
+1 more consultant or adviser advise this allocator
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
People
Manager roster
- William Blair Investment Management6 rows, latest Jun 30, 2025
- Wellington Trust Company, Na3 rows, latest Jun 30, 2025
- Prudential Trust Co.3 rows, latest Jun 30, 2025
+8 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
- Invesco Trust Companyplan years
- Wellington Trust Companyplan years 2024
- Prudential Trust Co.plan years 2024
+6 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
What changed
- Jun 30, 2025Assets changedArizona Sheet Metal Pension Trust Fund total assets $109M -> $124M (+13.7%, 2024-06-30 to 2025-06-30)
- Jul 1, 2024Funded status changedArizona Sheet Metal Pension Trust Fund funded ratio 98.6% -> 102.7% (2023-07-01 to 2024-07-01)
- Jul 1, 2024Assets changedArizona Sheet Metal Pension Trust Fund plan assets $96M -> $109M (+13.4%, 2023-07-01 to 2024-07-01)
- Jun 30, 2024Holding endedinferenceArizona Sheet Metal Pension Trust Fund no longer reports Western Asset Core Bond Cif (last held $4M at 2023-06-30; absent from the 2024-06-30 filing)with Western Asset Core Bond Cifaskebsa.dol.gov
- Jun 30, 2024Holding endedinferenceArizona Sheet Metal Pension Trust Fund no longer reports Panagora Group Trust Risk Parity (Panagora Investment Manager) (last held $2M at 2023-06-30; absent from the 2024-06-30 filing)with Panagora Investment Manageraskebsa.dol.gov
+4 more dated events
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Jun 30, 2025 | WTC - Cif International Contrariancollective trust | Wellington Trust Company, Na | Pooled vehicles | $4.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | Prudential Core Plus Bond Fundcollective trust | Prudential Trust Co. | Fixed income | $6.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | William Blair Emerging Markets Leadcollective trust | William Blair Investment Management | Public equity | $3.9M held | Disclosed holding | askebsa.dol.gov |
+30 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Size and funding
Form 5500 filings
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Jun 30, 2025 | 1,495 | Not disclosed | Not disclosed | n/a | $124M | $20.6M | Not disclosed | Not disclosed |
| 2023 to Jun 30, 2024 | 1,489 | Not disclosed | Not disclosed | n/a | $109M | $17.0M | Not disclosed | Not disclosed |
| 2022 to Jun 30, 2023 | 1,366 | Not disclosed | Not disclosed | n/a | $96.1M | $11.4M | Not disclosed | Not disclosed |
- Alan Biller & Associates codes 27 $225,532 PY2024
- The Segal Company codes 11 $103,869 PY2024
- Southwest Service Administrators codes 13 $94,974 PY2024
+79 more service providers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Provenance
Provenance
Arizona Sheet Metal Pension Trust Fund sits on 5 traced paths of capital across the graphs.
DFX traced 5 paths of capital through this record
Every record on each path, what it committed or lent, and as of when.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
Checking your plan…
Record history
- Total assets changed2025-06-30source on record
- Funded status changed2024-07-01source on record
- Total assets changed2024-07-01source on record
+6 more changes on this record's ledger
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.
›Connections
every published relationship on the graph
+14 connections on the graph
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.