Sheet Metal Workers' Local Union No. 9 Pension Pla
Taft-Hartley plan, based in Denver, Colorado, reporting $193M in assets, for 2,054 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, The Segal Company (western States) appears on Sheet Metal Workers' Local Union No. 9 Pension Pla's Schedule C as general consultant (plan year 2024 vs 2023).
2 more advisers, 3 more managers and 20 more commitments
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- Afl-Cio Building Investment Trust3 commitments
- Russell 1000 Index Nl Fund3 commitments
- Russell 2000 Index Nl Fund3 commitments
- State Street Global Advisors Trust Company9 commitments
- Great Gray Trust Company3 commitments
- State Street Global Advisors Trust3 commitments
Relationship network
35 connected entities23 observed commitments14 repeat counterparties19 dated commitments shown here, 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 0.2%
- Non-interest-bearing cash 0.8%
- Partnership/joint venture interests 9.2%
- Common/collective trusts 41.1%
- Registered investment companies 44.9%
- Common stock 3.4%
Consultants and advisers
- Meketa Investment Group Inc. Investment adviser (plan)through Dec 31, 2022 Form 5500
- The Segal Co (western States), Inc. Actuarythrough Dec 31, 2024 Form 5500
- Rael & Letson Actuarythrough Dec 31, 2022 Form 5500
+2 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
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People
Manager roster
- State Street Global Advisors Trust Company9 rows, latest Dec 31, 2024
- Great Gray Trust Company3 rows, latest Dec 31, 2024
- State Street Global Advisors Trust3 rows, latest Dec 31, 2024
+3 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- Eaton Vanceplan years
- Segall Bryant & Hamill LLCplan years 2022
- ASB Capital Management LLCplan years 2022
What changed
- Dec 31, 2024Holding endedinferenceSheet Metal Workers' Local Union No. 9 Pension Pla no longer reports Eaton Vance Trust Company Collectiv (last held $14M at 2023-12-31; absent from the 2024-12-31 filing)with Eaton Vance Trust Company Collectivaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceThe Segal Company (western States) appears on Sheet Metal Workers' Local Union No. 9 Pension Pla's Schedule C as general consultant (plan year 2024 vs 2023)with The Segal Co (western States), Inc.askebsa.dol.gov
- Dec 31, 2024Manager relationship startedState Street Global Advisors Trust appears on Sheet Metal Workers' Local Union No. 9 Pension Pla's Schedule C as investment manager (plan year 2024 vs 2023)with State Street Global Advisorsaskebsa.dol.gov
- Jan 1, 2023Assets changedSheet Metal Workers' Local Union No. 9 Pension Pla plan assets $197M -> $166M (-15.6%, 2022-01-01 to 2023-01-01)
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 | $5.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Russell 1000 Index Nl Fundcollective trust | State Street Global Advisors Trust | Pooled vehicles | $17.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Russell 2000 Index Nl Fundcollective trust | State Street Global Advisors Trust Company | Pooled vehicles | $5.4M held | Disclosed holding | askebsa.dol.gov |
+20 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 Dec 31, 2024 | 2,054 | Not disclosed | Not disclosed | n/a | $193M | $17.7M | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 2,004 | Not disclosed | Not disclosed | n/a | $181M | $18.7M | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 1,987 | Not disclosed | Not disclosed | n/a | $166M | $16.9M | Not disclosed | Not disclosed |
- Slevin & Hart PC codes 29 50 $152,701 PY2024
- Rehn & Associates codes 13 15 36 38 50 $151,264 PY2024
- Rael & Letson codes 11 50 $147,009 PY2024
+56 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. 9 Pension Pla 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.
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.
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Record history
- Holding in a pooled vehicle ended2024-12-31source on record
- Consultant changed2024-12-31source on record
- Manager relationship started2024-12-31source on record
+1 more change 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
+9 connections on the graph
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