Sheet Metal Workers' National Pension Fund
Taft-Hartley plan, based in Falls Church, Virginia, reporting $8.9B in assets, for 148,965 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Life Status 360 LLC appears on Sheet Metal Workers' National Pension Fund's Schedule C as pension consultant (plan year 2024 vs 2023).
7 more advisers, 1 more manager, 25 more commitments and 8 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- Bnym Mellon Db Sl Emerging Markets3 commitments
- Legal & General Collective Trust Ms3 commitments
- Multi-Employer Property Trust3 commitments
- Legal and General12 commitments
- BNY Mellon9 commitments
- NEW Tower Trust Company3 commitments
Relationship network
182 connected entities28 observed commitments13 repeat counterparties24 dated commitments shown here, 2022 to 2024
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 6.3%
- Non-interest-bearing cash 1.0%
- Corporate debt instruments (other) 8.5%
- U.S. Government securities 10.3%
- Insurance company general account 2.8%
- Other investments 7.2%
- Partnership/joint venture interests 10.4%
- Common/collective trusts 34.8%
- Registered investment companies 2.8%
- Common stock 14.9%
Consultants and advisers
- Life Status 360 LLC Pension consultantthrough Dec 31, 2024 Form 5500
- Arete Advisors LLC General consultantthrough Dec 31, 2024 Form 5500
- Abel Noser Investment adviser (plan)Pension consultantthrough Dec 31, 2023 Form 5500
+7 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
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People
Manager roster
- Legal and General12 rows, latest Dec 31, 2024
- BNY Mellon9 rows, latest Dec 31, 2024
- NEW Tower Trust Company3 rows, latest Dec 31, 2024
+1 more manager received commitments
Every name, record and relationship behind this count, with the source on each.
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- Martin Currieplan years
- Earnest Partnersplan years 2024
- Segall Bryant & Hamill LLCplan years 2024
+17 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
- Dec 31, 2024Holding startedSheet Metal Workers' National Pension Fund first reports an interest in Martin Currie Em Mkts Cit: $29M at 2024-12-31with Martin Currie Em Mkts Citaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedSegal Bryant Hamill appears on Sheet Metal Workers' National Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)with Segall Bryant & Hamill LLCaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceLife Status 360 LLC appears on Sheet Metal Workers' National Pension Fund's Schedule C as pension consultant (plan year 2024 vs 2023)with Life Status 360 LLCaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedNis appears on Sheet Metal Workers' National Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)with Nisaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceArete Advisors LLC appears on Sheet Metal Workers' National Pension Fund's Schedule C as general consultant (plan year 2024 vs 2023)with Arete Advisors LLCaskebsa.dol.gov
+8 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 Dec 31, 2024 | Bnym Mellon Db Sl Emerging Marketscollective trust | BNY Mellon | Public equity | $161M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Legal & General Collective Trust Mscollective trust | Legal and General | Pooled vehicles | $244M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Multi-Employer Property Trustcollective trust | NEW Tower Trust Company | Real estate | $65.0M held | Disclosed holding | askebsa.dol.gov |
+25 more commitments
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 Dec 31, 2024 | 148,965 | Not disclosed | Not disclosed | n/a | $8.9B | $928M | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 146,453 | Not disclosed | Not disclosed | n/a | $8.3B | $1.5B | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 144,963 | Not disclosed | Not disclosed | n/a | $7.2B | $1.5B | Not disclosed | Not disclosed |
- Graystone Consulting codes 27 31 33 50 70 $3.1M PY2024
- Union Labor Life Insurance Company codes 28 51 $1.4M PY2024
- Calibre CPA Group PLLC codes 10 $1.2M PY2024
+297 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Sheet Metal Workers' National Pension Fund sits on 28 traced paths of capital across the graphs.
DFX traced 28 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.
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Record history
- Holding in a pooled vehicle started2024-12-31source on record
- Manager relationship started2024-12-31source on record
- Consultant changed2024-12-31source on record
+10 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
+33 connections on the graph
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