DFX Intelligence
Allocator Intelligence
The capital-owner graph behind private markets. Who owns the capital, who decides, how much, under what policy, on whose advice, to which managers, and what changed, with a source and a date behind every row. A target is never an actual, a disclosed holding is never an approval, and an estimate says so.
Taft-Hartley plan
Sheet Metal Workers Local 7, Zone 1 Pension Plan
Taft-Hartley planTroy, MI
Assets
$148M
Total assets, Nov 30, 2024 reported
Funded
86.0%
Dec 1, 2023
Private markets target
n/a
policy Nov 30, 2024
Commitments
0
none on the tape
Plan sponsor: JT Trustees Sheet Metal Wkrs #7 Zone 1 & 5 Cities
Allocation policy
Form 5500, as of Nov 30, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 4.9%
- Non-interest-bearing cash 8.1%
- U.S. Government securities 26.4%
- Registered investment companies 28.0%
- Common stock 32.4%
- Real estate (other than employer real property) 0.2%
Consultants and advisers
3 firms
- Standard Valuation Investment adviser (plan)through Nov 30, 2023 Form 5500
- Segal Actuarythrough Nov 30, 2023 Form 5500
- Comerica Bank Custodianthrough Nov 30, 2023 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
2 managers on Schedule C
From Schedule C (investment management, code 28)
- Marshfield Associatesplan years 2023
- Zacks Investment Managementplan years 2023
Commitments
No fund commitments are on the tape for this allocator. The tape holds the plans that publish their own private-markets reports; a plan that publishes one and is not here is a gap we can close.
Size and funding
19 readings
Investment management fees
Form 5500 filings
2 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2023 to Nov 30, 2024 | 1,011 | n/a | n/a | n/a | $148M | n/a | n/a | $257,043 |
| 2022 to Nov 30, 2023 | 918 | n/a | n/a | n/a | $114M | n/a | n/a | $219,971 |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Marshfield Associates codes 28 $155,170 PY2023
- Zacks Investment Management codes 28 $152,014 PY2023
- The Segal Company codes 11 $124,168 PY2023
- Benesys, Inc codes 13 $122,193 PY2023
- Standard Valuations, Inc. codes 27 $40,000 PY2023
- Frank D Mcalpine, PLLC codes 29 $32,295 PY2023
- Macqueen Insurance Group codes 23 $25,005 PY2023
- Maner Costerisan, P.C. codes 10 $22,500 PY2023
- Comerica Bank codes 19 49 59 62 72 99 $16,501 PY2023
- Stefansky Holloway & Nichols codes 10 $10,468 PY2023
- Segal codes 11 PY2023
- Marshfield Associates codes 28 $122,329 PY2022
- Zacks Investment Management codes 28 $120,323 PY2022
- Benesys, Inc codes 13 $117,293 PY2022
- The Segal Company codes 11 $49,614 PY2022
- Macqueen Insurance Group codes 23 $25,077 PY2022
- Standard Valuations, Inc. codes 27 $24,000 PY2022
- Comerica Bank codes 19 49 59 62 72 99 $23,220 PY2022
- Maner Costerisan, P.C. codes 10 $21,270 PY2022
- Frank D Mcalpine, PLLC codes 29 $14,466 PY2022
- Stefansky Holloway & Nichols codes 10 $11,603 PY2022
- Segal codes 11 PY2022
What changed
2 events
- Nov 30, 2024Assets changedSheet Metal Workers Local 7, Zone 1 Pension Plan total assets $114M -> $148M (+29.5%, 2023-11-30 to 2024-11-30)
- Dec 1, 2023Assets changedSheet Metal Workers Local 7, Zone 1 Pension Plan plan assets $98M -> $114M (+16.5%, 2022-12-01 to 2023-12-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 386234066-001
Cross-graph: no entry on another DFX graph
First observed Sep 15, 2026, last observed Sep 15, 2026. Classification confirmed. Every row above carries its source; a reported figure is the subject’s own, a derived one is arithmetic on reported figures, an estimated one is a model or a survey imputation and is never summed into a headline.