Sheet Metal Workers Local Union No 71 Pension Plan
Taft-Hartley plan, based in Buffalo, New York, reporting $63.7M in assets, for 782 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, SEI Trust Company no longer appears on Sheet Metal Workers Local Union No 71 Pension Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023).
1 more adviser, 9 more managers, 26 more commitments and 2 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- Emerging Markets Blended Coll Fd3 commitments
- Mackay Shields Collective Investmen3 commitments
- Wtc-Cif II Core Bond Plus3 commitments
- Payden & Rygel3 commitments
- Mackay Shields3 commitments
- Great Gray Trust Company3 commitments
Relationship network
48 connected entities29 observed commitments19 repeat counterparties23 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
›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
- Non-interest-bearing cash 1.1%
- Partnership/joint venture interests 17.4%
- 103-12 investment entities 5.0%
- Common/collective trusts 57.5%
- Registered investment companies 14.7%
- Real estate (other than employer real property) 3.7%
Consultants and advisers
- Segal Marco Advisors Investment adviser (plan)through May 31, 2023 Form 5500
- Sei Custodianthrough May 31, 2023 Form 5500
- Segal Actuarythrough May 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
- Payden & Rygel3 rows, latest May 31, 2025
- Mackay Shields3 rows, latest May 31, 2025
- Great Gray Trust Company3 rows, latest May 31, 2025
+9 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- Mackay Shieldsplan years
- Pimcoplan years
- Payden & Rygelplan years
+6 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, 2024Consultant changedinferenceSEI Trust Company no longer appears on Sheet Metal Workers Local Union No 71 Pension Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with Seiaskebsa.dol.gov
- Jun 1, 2024Assets changedSheet Metal Workers Local Union No 71 Pension Plan plan assets $53M -> $59M (+12.1%, 2023-06-01 to 2024-06-01)
- May 31, 2024Holding endedinferenceSheet Metal Workers Local Union No 71 Pension Plan no longer reports Emerging Markets Equity Fund (Aberdeen Asset Management) (last held $2M at 2023-05-31; absent from the 2024-05-31 filing)with Aberdeen Asset Managementaskebsa.dol.gov
- May 31, 2024Holding endedinferenceSheet Metal Workers Local Union No 71 Pension Plan no longer reports Pimco Collective Investment Trust (last held $504,269 at 2023-05-31; absent from the 2024-05-31 filing)with Pimco Collective Investment Trustaskebsa.dol.gov
- May 31, 2024Holding endedinferenceSheet Metal Workers Local Union No 71 Pension Plan no longer reports Intech Collective Investment Trust (SEI Trust Company) (last held $3M at 2023-05-31; absent from the 2024-05-31 filing)with SEI Trust Companyaskebsa.dol.gov
+2 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 May 31, 2025 | Emerging Markets Blended Coll Fdcollective trust | Payden & Rygel | Public equity | $3.1M held | Disclosed holding | askebsa.dol.gov | |
| as of May 31, 2025 | Mackay Shields Collective Investmencollective trust | Mackay Shields | Pooled vehicles | $3.1M held | Disclosed holding | askebsa.dol.gov | |
| as of May 31, 2025 | Afl-Cio Building Investment Trustcollective trust | Great Gray Trust Company | Pooled vehicles | $243,816 held | Disclosed holding | askebsa.dol.gov |
+26 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 May 31, 2025 | 782 | Not disclosed | Not disclosed | n/a | $63.7M | $11.1M | Not disclosed | $2.4M |
| 2023 to May 31, 2024 | 778 | Not disclosed | Not disclosed | n/a | $59.2M | $11.0M | Not disclosed | $2.3M |
| 2022 to May 31, 2023 | 781 | Not disclosed | Not disclosed | n/a | $52.9M | $9.4M | Not disclosed | $2.5M |
- Fiam Trust Company codes 33 51 $49,022 PY2024
- The Segal Company codes 11 50 $49,000 PY2024
- Loomis, Sayles & Company codes 51 $42,708 PY2024
+60 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 Local Union No 71 Pension Plan sits on 5 traced paths of capital across the graphs.
DFX traced 5 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
- Holding in a pooled vehicle started2025-05-31source on record
- Holding in a pooled vehicle ended2025-05-31source on record
- Consultant changed2024-12-31source on record
+6 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
+14 connections on the graph
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