Sheet Metal Workers' Local 10 Pension Fund
Taft-Hartley plan, based in Maplewood, Minnesota, reporting $406M in assets, for 5,390 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Wintrust Bank no longer appears on Sheet Metal Workers' Local 10 Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023).
9 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.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Capital path
who backs this record, through what, into what; each name opens its own path- Afl-Cio Building Investment Trust3 commitments
- AQR Diversifying Strategies Cif3 commitments
- Legal & General S&p 500 Cit Fund3 commitments
- Great Gray Trust Company3 commitments
- Legal and General3 commitments
- Altrinsic Global Advisors LLC3 commitments
Relationship network
26 connected entities12 observed commitments8 repeat counterpartiescommitments 2022 to 2024
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 2.9%
- Non-interest-bearing cash 0.2%
- Partnership/joint venture interests 7.7%
- Common/collective trusts 26.2%
- Registered investment companies 37.4%
- Common stock 24.7%
Consultants and advisers
- Meketa Investment Group Inc. Investment adviser (plan)through Dec 31, 2022 Form 5500
- Union Bank and Trust Custodianthrough Dec 31, 2022 Form 5500
- Segal Actuarythrough Dec 31, 2022 Form 5500
People
Manager roster
- Great Gray Trust Company3 rows, latest Dec 31, 2024
- Legal and General3 rows, latest Dec 31, 2024
- Altrinsic Global Advisors LLC3 rows, latest Dec 31, 2024
- Altrinsic Global Advisors LLCplan years
- Lexington Partnersplan years 2023
- Wintrust Bankplan years 2023
+3 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
What changed
- Dec 31, 2024Manager relationship endedinferenceWintrust Bank no longer appears on Sheet Metal Workers' Local 10 Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)with Wintrust Bankaskebsa.dol.gov
- Dec 31, 2024Assets changedSheet Metal Workers' Local 10 Pension Fund total assets $366M -> $406M (+11.0%, 2023-12-31 to 2024-12-31)
- Jan 1, 2024Assets changedSheet Metal Workers' Local 10 Pension Fund plan assets $322M -> $366M (+13.7%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Manager relationship startedLexington Partners appears on Sheet Metal Workers' Local 10 Pension Fund's Schedule C as investment manager (plan year 2023 vs 2022)with Lexington Partnersaskebsa.dol.gov
- Dec 31, 2023Manager relationship startedWintrust Bank appears on Sheet Metal Workers' Local 10 Pension Fund's Schedule C as investment manager (plan year 2023 vs 2022)with Wintrust Bankaskebsa.dol.gov
+2 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 Dec 31, 2024 | Afl-Cio Building Investment Trustcollective trust | Great Gray Trust Company | Pooled vehicles | $10.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | AQR Diversifying Strategies Cifcollective trust | Global Trust Company | Hedge / diversifiers | $32.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Legal & General S&p 500 Cit Fundcollective trust | Legal and General | Pooled vehicles | $33.9M held | Disclosed holding | askebsa.dol.gov |
+9 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
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 Dec 31, 2024 | 5,390 | Not disclosed | Not disclosed | n/a | $406M | $31.3M | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 5,303 | Not disclosed | Not disclosed | n/a | $366M | $48.5M | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 5,339 | Not disclosed | Not disclosed | n/a | $322M | $49.0M | Not disclosed | Not disclosed |
- Sheet Metal Control Board codes 13 50 $349,980 PY2024
- Great Lakes Advisors codes 28 51 $226,306 PY2024
- Meketa Investment Group codes 27 56 72 $105,000 PY2024
+44 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
Sheet Metal Workers' Local 10 Pension Fund sits on 3 traced paths of capital across the graphs.
DFX traced 3 paths of capital through this record
Every record on each path, what it committed or lent, and as of when.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
Checking your plan…
Record history
- Manager relationship ended2024-12-31source on record
- Total assets changed2024-12-31source on record
- Total assets changed2024-01-01source on record
+4 more changes on this record's ledger
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
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
+10 connections on the graph
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.