DFX Intelligence
Allocator Intelligence
The capital-owner graph behind private markets. Who owns the capital, who decides, how much, under what policy, on whose advice, to which managers, and what changed, with a source and a date behind every row. A target is never an actual, a disclosed holding is never an approval, and an estimate says so.
Taft-Hartley plan
Sheet Metal Workers Local No.20 Gary Area Pension
Taft-Hartley planLansing, MI
Assets
$113M
Total assets, Dec 31, 2024 reported
Funded
112.5%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
12
1 managers on Schedule C
Plan sponsor: Trustees of Sheet Metal Workers Local 20 Gary Area Pension Fund
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 2.2%
- Non-interest-bearing cash 0.2%
- Corporate debt instruments (other) 9.4%
- U.S. Government securities 13.9%
- Other investments 0.5%
- Partnership/joint venture interests 7.1%
- Common/collective trusts 29.5%
- Registered investment companies 15.6%
- Common stock 15.1%
- Real estate (other than employer real property) 4.0%
Consultants and advisers
3 firms
- Morgan Stanley Smith Barney, LLC Investment adviser (plan)through Dec 31, 2022 Form 5500
- First State Trust Company Custodianthrough Dec 31, 2024 Form 5500
- Segal Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
2 managers on the commitment tape
From the plan’s own commitment disclosures
- Legal and General6 rows, latest Dec 31, 2024
- NEW Tower Trust Company3 rows, latest Dec 31, 2024
From Schedule C (investment management, code 28)
- Legal & General Investment Mgmtplan years 2024
- Victory Capital Managementplan years 2022
Commitments
12 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Multi-Employer Property Trustcollective trust | NEW Tower Trust Company | Real estate | $3.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Legal & General S&p 500 Cit Fundcollective trust | Legal and General | Pooled vehicles | $25.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Legal & General Msci Acwi Ex US Citcollective trust | Legal and General | Pooled vehicles | $2.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Victory Trivalent International Smacollective trust | Global Trust Company | Pooled vehicles | $1.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Multi-Employer Property Trustcollective trust | NEW Tower Trust Company | Real estate | $3.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Legal & General S&p 500 Cit Fundcollective trust | Legal and General | Pooled vehicles | $23.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Legal & General Msci Acwi Ex US Citcollective trust | Legal and General | Pooled vehicles | $2.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Victory Trivalent International Smacollective trust | Global Trust Company | Pooled vehicles | $1.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Multi-Employer Property Trustcollective trust | NEW Tower Trust Company | Real estate | $3.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Legal & General S&p 500 Cit Fundcollective trust | Legal and General | Pooled vehicles | $18.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Legal & General Msci Acwi Ex US Citcollective trust | Legal and General | Pooled vehicles | $1.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Victory Trivalent International Smacollective trust | Global Trust Company | Pooled vehicles | $1.4M held | Disclosed holding | askebsa.dol.gov |
Size and funding
30 readings
Investment management fees
$392,359 (2023-12) · $432,739 (2022-12)
Form 5500 filings
3 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 1,058 | n/a | n/a | n/a | $113M | $8.0M | n/a | $4.6M |
| 2023 to Dec 31, 2023 | 1,017 | n/a | n/a | n/a | $101M | $8.3M | n/a | $4.5M |
| 2022 to Dec 31, 2022 | 999 | n/a | n/a | n/a | $89.5M | $5.4M | n/a | $5.0M |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Morgan Stanley Smith Barney LLC codes 27 31 33 $432,327 PY2024
- The Segal Company (midwest), Inc. codes 11 16 17 $72,895 PY2024
- TIC Midwest LLC codes 13 36 $64,113 PY2024
- Legacy Professionals LLP codes 10 15 $49,398 PY2024
- Asher,gittler & D'Alba, Ltd codes 29 $47,096 PY2024
- First State Trust Company codes 19 $43,839 PY2024
- Victory Capital Management codes 28 51 $12,750 PY2024
- Legal & General Investment Mgmt codes 28 52 $5,861 PY2024
- Legal & General Msci Acwi Ex US Cit Sched. D C $2.6M PY2024
- Multi-Employer Property Trust Sched. D C $3.1M PY2024
- Legal & General S&p 500 Cit Sched. D C $25.7M PY2024
- Victory Trivalent Int'l Small Cap Sched. D C $1.8M PY2024
- Segal codes 11 PY2024
- Morgan Stanley Smith Barney LLC codes 27 31 33 $379,441 PY2023
- The Segal Company (midwest), Inc. codes 11 16 17 $91,808 PY2023
- TIC International Corporation codes 13 36 $57,639 PY2023
- Legacy Professionals LLP codes 10 $44,850 PY2023
- First State Trust Company codes 15 $38,659 PY2023
- Asher,gittler & D'Alba, Ltd codes 29 $20,342 PY2023
- Victory Capital Management codes 28 $11,348 PY2023
- Multi-Employer Property Trust Sched. D C $3.2M PY2023
- Legal & General S&p 500 Cit Sched. D C $23.6M PY2023
- Legal & General Msci Acwi Ex US Cit Sched. D C $2.5M PY2023
- Victory Trivalent Int'l Small Cap Sched. D C $1.7M PY2023
- Segal codes 11 PY2023
- Morgan Stanley Smith Barney LLC codes 27 31 33 $377,196 PY2022
- The Segal Company (midwest), Inc. codes 11 16 17 $70,508 PY2022
- TIC International Corporation codes 13 $59,638 PY2022
- Legacy Professionals LLP codes 10 $43,019 PY2022
- First State Trust Company codes 15 $39,945 PY2022
- Asher,gittler & D'Alba, Ltd codes 29 $19,345 PY2022
- Victory Capital Management codes 28 $12,212 PY2022
- Multi-Employer Property Trust Sched. D C $3.8M PY2022
- Legal & General S&p 500 Cit Sched. D C $18.7M PY2022
- Legal & General Msci Acwi Ex US Cit Sched. D C $1.9M PY2022
- Victory Trivalent Int'l Small-Cap Sched. D C $1.4M PY2022
- Segal codes 11 PY2022
What changed
6 events
- Dec 31, 2024Manager relationship startedLegal & General Investment Mgmt appears on Sheet Metal Workers Local No.20 Gary Area Pension's Schedule C as investment manager (plan year 2024 vs 2023)with Legal & General Investment Mgmtaskebsa.dol.gov
- Dec 31, 2024Assets changedSheet Metal Workers Local No.20 Gary Area Pension total assets $101M -> $113M (+11.4%, 2023-12-31 to 2024-12-31)
- Jan 1, 2024Funded status changedSheet Metal Workers Local No.20 Gary Area Pension funded ratio 107.8% -> 112.5% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedSheet Metal Workers Local No.20 Gary Area Pension plan assets $89M -> $101M (+12.8%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Assets changedSheet Metal Workers Local No.20 Gary Area Pension total assets $90M -> $101M (+12.9%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Assets changedSheet Metal Workers Local No.20 Gary Area Pension plan assets $102M -> $89M (-12.5%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 356057213-001
Cross-graph: no entry on another DFX graph
First observed Sep 15, 2026, last observed Sep 15, 2026. Classification confirmed. Every row above carries its source; a reported figure is the subject’s own, a derived one is arithmetic on reported figures, an estimated one is a model or a survey imputation and is never summed into a headline.