Sheet Metal Workers Local 7, Zone 1 Pension Plan
Taft-Hartley plan, based in Troy, Michigan, reporting $148M in assets, for 1,011 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 30 Nov 2024, Sheet Metal Workers Local 7, Zone 1 Pension Plan total assets $114M -> $148M (+29.5%, 2023-11-30 to 2024-11-30).
Relationship network
11 connected entities
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
- 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 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
- 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
Manager roster
- Marshfield Associatesplan years 2023
- Zacks Investment Managementplan years 2023
What changed
- 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)
Commitments
Size and funding
Form 5500 filings
| 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 | Not disclosed | Not disclosed | n/a | $148M | Not disclosed | Not disclosed | $257,043 |
| 2022 to Nov 30, 2023 | 918 | Not disclosed | Not disclosed | n/a | $114M | Not disclosed | Not disclosed | $219,971 |
- Marshfield Associates codes 28 $155,170 PY2023
- Zacks Investment Management codes 28 $152,014 PY2023
- The Segal Company codes 11 $124,168 PY2023
+19 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
Not yet on record: fund commitments, managers.
Record history
- Total assets changed2024-11-30source on record
- Total assets changed2023-12-01source on record
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
+6 connections on the graph
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.