Sheet Metal 7 Zone 3 Pension Fund
Taft-Hartley plan, based in Troy, Michigan, reporting $65.6M in assets, for 607 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Boston appears on Sheet Metal 7 Zone 3 Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023).
5 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- Ibew-Neca Equity Index Fund3 commitments
- ABS Allegiance Real Estate3 commitments
Relationship network
23 connected entities3 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 1.6%
- Non-interest-bearing cash 2.4%
- Corporate debt instruments (other) 11.6%
- U.S. Government securities 13.4%
- Partnership/joint venture interests 9.2%
- Common/collective trusts 6.1%
- Registered investment companies 23.3%
- Common stock 31.3%
Consultants and advisers
- Morgan Stanley Smith Barney, LLC Custodianthrough Apr 30, 2023 Form 5500
- Cuni, Rust & Strenk Actuarythrough Apr 30, 2023 Form 5500
- BMO Harris Custodianthrough Apr 30, 2023 Form 5500
People
Manager roster
- ABS Allegiance Real Estate3 rows, latest Apr 30, 2025
- Ancoraplan years 2025
- The Boston Companyplan years 2025
- Seixplan years 2025
+9 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
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What changed
- Dec 31, 2024Manager relationship startedBoston appears on Sheet Metal 7 Zone 3 Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)with The Boston Companyaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedSegal Sbh appears on Sheet Metal 7 Zone 3 Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)with Segal Sbhaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceGreat Lakes Smd no longer appears on Sheet Metal 7 Zone 3 Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)with Great Lakes Smdaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedSeix appears on Sheet Metal 7 Zone 3 Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)with Seixaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceWestern no longer appears on Sheet Metal 7 Zone 3 Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)with Westernaskebsa.dol.gov
+5 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 Apr 30, 2025 | Ibew-Neca Equity Index Fundcollective trust | ABS Allegiance Real Estate | Public equity | $4.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Apr 30, 2024 | Ibew-Neca Equity Index Fundcollective trust | ABS Allegiance Real Estate | Public equity | $4.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Apr 30, 2023 | Ibew-Neca Equity Index Fundcollective trust | ABS Allegiance Real Estate | Public equity | $6.0M held | Disclosed holding | askebsa.dol.gov |
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 Apr 30, 2025 | 607 | Not disclosed | Not disclosed | n/a | $65.6M | $6.0M | Not disclosed | Not disclosed |
| 2023 to Apr 30, 2024 | 611 | Not disclosed | Not disclosed | n/a | $62.4M | $6.5M | Not disclosed | Not disclosed |
| 2022 to Apr 30, 2023 | 610 | Not disclosed | Not disclosed | n/a | $60.1M | $6.8M | Not disclosed | Not disclosed |
- Morgan Stanley Smith Barney LLC codes 19 27 33 49 50 71 72 99 $116,130 PY2024
- Benesys Inc. codes 12 13 15 36 38 49 50 $59,761 PY2024
- Chevy Chase codes 28 50 $41,840 PY2024
+41 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
Record history
- Manager relationship started2024-12-31source on record
- Manager relationship ended2024-12-31source on record
- Manager relationship started2024-12-31source on record
+7 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
+16 connections on the graph
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