Hawaii Sheet Metal Workers Pension Fund
Taft-Hartley plan, based in Honolulu, Hawaii, reporting $316M in assets, for 1,134 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Loomis Sayles no longer appears on Hawaii Sheet Metal Workers Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023).
1 more adviser and 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- Boston Partners Global Equity Fund1 commitment
- Boston Partners Global Equity Fund1 commitment
Relationship network
34 connected entities1 observed commitmentcommitments 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 2.4%
- Non-interest-bearing cash 0.6%
- Corporate debt instruments (other) 10.5%
- U.S. Government securities 12.5%
- Other investments 0.1%
- Partnership/joint venture interests 4.7%
- Common/collective trusts 1.8%
- Registered investment companies 14.6%
- Common stock 47.8%
- Preferred stock 4.5%
Consultants and advisers
- The Segal Co (western States), Inc. Actuarythrough Jan 31, 2023 Form 5500
- Saltzman & Johnson Actuarythrough Jan 31, 2023 Form 5500
- Segal Actuarythrough Jan 31, 2023 Form 5500
+1 more consultant or adviser advise this allocator
Every name, record and relationship behind this count, with the source on each.
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People
Manager roster
- Boston Partners Global Equity Fund1 row, latest Jan 31, 2025
- Boston Partners Global Equity Fundplan years
- DSM Capital Partners LLCplan years 2025
- F/m Investments LLCplan years 2025
+15 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 endedinferenceLoomis Sayles no longer appears on Hawaii Sheet Metal Workers Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)with Loomis Saylesaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedF/m Investments, LLC appears on Hawaii Sheet Metal Workers Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)with F/m Investments LLCaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceGW Capital no longer appears on Hawaii Sheet Metal Workers Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)with GW Capitalaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceZiegler no longer appears on Hawaii Sheet Metal Workers Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)with Ziegler Capital Management, LLCaskebsa.dol.gov
- Feb 1, 2024Funded status changedHawaii Sheet Metal Workers Pension Fund funded ratio 125.8% -> 128.4% (2023-02-01 to 2024-02-01)
+5 more dated events
Every name, record and relationship behind this count, with the source on each.
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Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Jan 31, 2025 | Boston Partners Global Equity Fundcollective trust | Boston Partners Global Equity Fund | Public equity | $5.6M 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 Jan 31, 2025 | 1,134 | Not disclosed | Not disclosed | n/a | $316M | $14.8M | Not disclosed | Not disclosed |
| 2023 to Jan 31, 2024 | 1,260 | Not disclosed | Not disclosed | n/a | $289M | $15.8M | Not disclosed | Not disclosed |
| 2022 to Jan 31, 2023 | 1,043 | Not disclosed | Not disclosed | n/a | $280M | $20.3M | Not disclosed | Not disclosed |
- HSM Admin Office codes 14 50 $223,330 PY2024
- F/m Investments, LLC codes 28 51 $180,180 PY2024
- Central Pacific Bank codes 19 51 $178,162 PY2024
+62 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Record history
- Manager relationship ended2024-12-31source on record
- Manager relationship started2024-12-31source on record
- Manager relationship ended2024-12-31source 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
+23 connections on the graph
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