Sheet Metal Workers Local No. 292 Pension Fund
Taft-Hartley plan, based in Troy, Michigan, reporting $166M in assets, for 1,568 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: Dec 31, 2024, Brentwood Asset Advisor appears on Sheet Metal Workers Local No. 292 Pension Fund's Schedule C as pension consultant (plan year 2024 vs 2023).
3 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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Relationship network
25 connected entities
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
- 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 1.3%
- Non-interest-bearing cash 2.5%
- Corporate debt instruments (other) 77.4%
- U.S. Government securities 10.5%
- Registered investment companies 6.7%
- Common stock 0.0%
Consultants and advisers
- Brentwood Asset Advisor Pension consultantthrough Mar 31, 2025 Form 5500
- Segal Actuarythrough Mar 31, 2023 Form 5500
- Morgan Stanley Smith Barney, LLC Custodianthrough Mar 31, 2023 Form 5500
People
Manager roster
- Sage Advisors, LLCplan years 2024
- Aligned Principalplan years 2023
- Genevaplan years 2023
+12 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 endedinferenceWestern Asset Management no longer appears on Sheet Metal Workers Local No. 292 Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)with Western Asset Managementaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceLord Abbett no longer appears on Sheet Metal Workers Local No. 292 Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)with Lord Abbettaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceBrentwood Asset Advisor appears on Sheet Metal Workers Local No. 292 Pension Fund's Schedule C as pension consultant (plan year 2024 vs 2023)with Brentwood Asset Advisoraskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceBoyd Watterson Asset Management no longer appears on Sheet Metal Workers Local No. 292 Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)with Boyd Watterson Asset Managementaskebsa.dol.gov
- Apr 1, 2024Funded status changedSheet Metal Workers Local No. 292 Pension Fund funded ratio 121.8% -> 125.8% (2023-04-01 to 2024-04-01)
+3 more dated events
Every name, record and relationship behind this count, with the source on each.
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Commitments
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 Mar 31, 2025 | 1,568 | Not disclosed | Not disclosed | n/a | $166M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Mar 31, 2024 | 1,507 | Not disclosed | Not disclosed | n/a | $160M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Mar 31, 2023 | 1,599 | Not disclosed | Not disclosed | n/a | $146M | Not disclosed | Not disclosed | Not disclosed |
- Morgan Stanley codes 19 27 33 49 50 71 72 $541,069 PY2024
- Benesys, Inc codes 10 13 15 50 $131,464 PY2024
- The Segal Company codes 11 50 $71,431 PY2024
+59 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Not yet on record: fund commitments, managers.
Record history
- Manager relationship ended2024-12-31source on record
- Manager relationship ended2024-12-31source on record
- Consultant changed2024-12-31source on record
+5 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
+19 connections on the graph
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