Sheet Metal Workers' Local 100 Washington, D.C. Area Pension Fund
Taft-Hartley plan, based in Portland, Oregon, reporting $392M in assets, for 2,838 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Alliance Bernstein LLC no longer appears on Sheet Metal Workers' Local 100 Washington, D.C. Area Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023).
3 more advisers, 6 more managers, 34 more commitments and 11 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- Kopernick Global Col Inv Trust3 commitments
- Longview Ultra Construction Loan in3 commitments
- SS Russell 1000(r) Value Index Nl C3 commitments
- State Street Global Advisors Trust Company7 commitments
- Amalgamated Bank6 commitments
- State Street Global Advisors Trust6 commitments
Relationship network
63 connected entities37 observed commitments20 repeat counterparties27 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
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
- Interest-bearing cash 0.2%
- Non-interest-bearing cash 1.8%
- Other investments 3.9%
- Partnership/joint venture interests 42.8%
- 103-12 investment entities 2.9%
- Common/collective trusts 38.9%
- Registered investment companies 9.1%
- AON Investments USA Inc Investment adviser (plan)through Mar 31, 2023 Form 5500
- Foster & Foster Actuarythrough Mar 31, 2025 Form 5500
- Amalgamated Bank of New York Custodianthrough Mar 31, 2023 Form 5500
+3 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
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- State Street Global Advisors Trust Company7 rows, latest Mar 31, 2025
- Amalgamated Bank6 rows, latest Mar 31, 2025
- State Street Global Advisors Trust6 rows, latest Mar 31, 2025
+6 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- Amalgamated Bankplan years
- Kopernik Global Investors, LLCplan years
- Brevan Howard US Investment Management LPplan years
+21 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
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- Dec 31, 2024Manager relationship endedinferenceAlliance Bernstein LLC no longer appears on Sheet Metal Workers' Local 100 Washington, D.C. Area Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)with Alliance Bernstein, L.P.askebsa.dol.gov
- Apr 1, 2024Funded status changedSheet Metal Workers' Local 100 Washington, D.C. Area Pension Fund funded ratio 93.4% -> 97.7% (2023-04-01 to 2024-04-01)
- Mar 31, 2024Holding endedinferenceSheet Metal Workers' Local 100 Washington, D.C. Area Pension Fund no longer reports AB Global Core Equity Trust (Alliance Bernstein, L.P.) (last held $16M at 2023-03-31; absent from the 2024-03-31 filing)with Alliance Bernstein, L.P.askebsa.dol.gov
- Mar 31, 2024Holding startedSheet Metal Workers' Local 100 Washington, D.C. Area Pension Fund first reports an interest in Brandywine Global Investment Manage (Brandywine Global Investment Mgmt.): $4M at 2024-03-31with Brandywine Global Investment Mgmt.askebsa.dol.gov
- Mar 31, 2024Holding endedinferenceSheet Metal Workers' Local 100 Washington, D.C. Area Pension Fund no longer reports Daily Msci Emg Mkts Indx Nl Fund (State Street - Russell 2000) (last held $7M at 2023-03-31; absent from the 2024-03-31 filing)with State Street Global Advisors Trust Companyaskebsa.dol.gov
+11 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.
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Mar 31, 2025 | Kopernick Global Col Inv Trustcollective trust | Kopernik Global Investors, LLC | Pooled vehicles | $9.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Mar 31, 2025 | Longview Ultra Construction Loan incollective trust | Amalgamated Bank | Private credit | $2,411 held | Disclosed holding | askebsa.dol.gov | |
| as of Mar 31, 2025 | SS Russell 1000(r) Value Index Nl Ccollective trust | State Street Global Advisors Trust Company | Pooled vehicles | $8.9M held | Disclosed holding | askebsa.dol.gov |
+34 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
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| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Mar 31, 2025 | 2,838 | Not disclosed | Not disclosed | n/a | $392M | $167M | Not disclosed | Not disclosed |
| 2023 to Mar 31, 2024 | 2,827 | Not disclosed | Not disclosed | n/a | $370M | $145M | Not disclosed | Not disclosed |
| 2022 to Mar 31, 2023 | 2,800 | Not disclosed | Not disclosed | n/a | $348M | $111M | Not disclosed | Not disclosed |
- William C. Earhart Co. Inc. codes 13 50 $373,371 PY2024
- Meketa Fiduciary Managment codes 28 51 $258,237 PY2024
- JP Morgan Chase Bank, Na codes 28 50 51 $219,281 PY2024
+102 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Sheet Metal Workers' Local 100 Washington, D.C. Area Pension Fund sits on 6 traced paths of capital across the graphs.
DFX traced 6 paths of capital through this record
Every record on each path, what it committed or lent, and as of when.
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Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
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Record history
- Manager relationship ended2024-12-31source on record
- Funded status changed2024-04-01source on record
- Holding in a pooled vehicle ended2024-03-31source on record
+13 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
+31 connections on the graph
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