Sheet Metal Workers Local #20 South Bend Area Pension Fund
Taft-Hartley plan, based in South Bend, Indiana, reporting $36.0M in assets, for 507 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 30 Jun 2025, Sheet Metal Workers Local #20 South Bend Area Pension Fund first reports an interest in Lyrical Asset Management Master Col: $5M at 2025-06-30.
1 more adviser, 1 more commitment and 2 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.
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Capital path
who backs this record, through what, into what; each name opens its own path- ASB Allegiance Real Estate Fund3 commitments
- Lyrical Asset Management Master Col1 commitment
- ABS Allegiance Real Estate3 commitments
Relationship network
18 connected entities4 observed commitments2 repeat counterpartiescommitments 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 1.4%
- Non-interest-bearing cash 2.8%
- Corporate debt instruments (other) 5.5%
- U.S. Government securities 10.3%
- Common/collective trusts 15.5%
- Registered investment companies 61.3%
Consultants and advisers
- Mariner (andco) Investment adviser (plan)through Jun 30, 2023 Form 5500
- Chevy Chase Trust Trusteethrough Jun 30, 2025 Form 5500
- Amalgamated 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.
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People
Manager roster
- ABS Allegiance Real Estate3 rows, latest Jun 30, 2025
- Lyrical Asset Managementplan years
- Chevy Chase Trustplan years 2024
- ABS Allegiance Real Estateplan years 2023
+2 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
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What changed
- Jun 30, 2025Holding startedSheet Metal Workers Local #20 South Bend Area Pension Fund first reports an interest in Lyrical Asset Management Master Col: $5M at 2025-06-30with Lyrical Asset Management Master Colaskebsa.dol.gov
- Jun 30, 2025Assets changedSheet Metal Workers Local #20 South Bend Area Pension Fund total assets $31M -> $36M (+16.3%, 2024-06-30 to 2025-06-30)
- Jul 1, 2024Funded status changedSheet Metal Workers Local #20 South Bend Area Pension Fund funded ratio 60.6% -> 63.7% (2023-07-01 to 2024-07-01)
- Jul 1, 2024Assets changedSheet Metal Workers Local #20 South Bend Area Pension Fund plan assets $28M -> $31M (+11.7%, 2023-07-01 to 2024-07-01)
- Jun 30, 2024Assets changedSheet Metal Workers Local #20 South Bend Area Pension Fund total assets $28M -> $31M (+11.6%, 2023-06-30 to 2024-06-30)
+2 more dated events
Every name, record and relationship behind this count, with the source on each.
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Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Jun 30, 2025 | ASB Allegiance Real Estate Fundcollective trust | ABS Allegiance Real Estate | Real estate | $600,291 held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | Lyrical Asset Management Master Colcollective trust | SEI Trust Company | Pooled vehicles | $5.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2024 | ASB Allegiance Real Estate Fundcollective trust | ABS Allegiance Real Estate | Real estate | $590,433 held | Disclosed holding | askebsa.dol.gov |
+1 more commitment
Every fund and manager this allocator committed to, with the amount, date and source on each.
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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 | 507 | Not disclosed | Not disclosed | n/a | $36.0M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Jun 30, 2024 | 495 | Not disclosed | Not disclosed | n/a | $31.0M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Jun 30, 2023 | 486 | Not disclosed | Not disclosed | n/a | $27.7M | Not disclosed | Not disclosed | Not disclosed |
- Cheiron codes 11 17 $50,310 PY2024
- Segal Select Insurance Services Inc codes 22 $26,129 PY2024
- Ledbetter Partners LLC codes 29 $22,845 PY2024
+35 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Record history
- Holding in a pooled vehicle started2025-06-30source on record
- Total assets changed2025-06-30source on record
- Funded status changed2024-07-01source on record
+4 more changes on this record's ledger
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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
+10 connections on the graph
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