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
Utah Sheet Metal Pension Trust
Taft-Hartley planMurray, UT
Assets
$275M
Total assets, Oct 31, 2025 reported
Funded
97.9%
Nov 1, 2024
Private markets target
n/a
policy Oct 31, 2025
Commitments
6
1 managers on Schedule C
Plan sponsor: Utah Sheet Metal Pension Trust
Allocation policy
Form 5500, as of Oct 31, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 2.2%
- Non-interest-bearing cash 1.7%
- Corporate debt instruments (other) 12.0%
- U.S. Government securities 15.5%
- Common/collective trusts 20.0%
- Common stock 47.9%
Consultants and advisers
4 firms
- The Segal Co (western States), Inc. General consultantthrough Oct 31, 2023 Form 5500
- Wells Fargo Advisors, LLC Investment adviser (plan)through Oct 31, 2023 Form 5500
- US Bank Custodianthrough Oct 31, 2023 Form 5500
- Segal Actuarythrough Oct 31, 2023 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
5 managers on Schedule C
From Schedule C (investment management, code 28)
- The Boston Company Asset Mgmt, LLCplan years 2025
- The Boston Companyplan years 2023
- Agincourtplan years 2023
- Alta Capital Managementplan years 2023
- Equity Investment Corporationplan years 2023
Commitments
6 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 Oct 31, 2025 | PE US Sm Cap Opportunistic Value Eqcollective trust | The Boston Company Asset Management | Hedge / diversifiers | $24.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Oct 31, 2025 | PE Intl Core Equity Fund IIcollective trust | The Boston Company Asset Management | Public equity | $30.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Oct 31, 2024 | PE Intl Core Equity Fund IIcollective trust | The Boston Company Asset Management | Public equity | $30.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Oct 31, 2024 | PE US Sm Cap Opportunistic Value Eqcollective trust | The Boston Company Asset Management | Hedge / diversifiers | $23.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Oct 31, 2023 | PE US Sm Cap Opportunistic Value Eqcollective trust | The Boston Company Asset Management | Hedge / diversifiers | $18.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Oct 31, 2023 | PE Intl Core Equity Fund IIcollective trust | The Boston Company Asset Management | Public equity | $25.8M held | Disclosed holding | askebsa.dol.gov |
Size and funding
30 readings
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 Oct 31, 2025 | 1,602 | n/a | n/a | n/a | $275M | n/a | n/a | n/a |
| 2023 to Oct 31, 2024 | 1,504 | n/a | n/a | n/a | $249M | n/a | n/a | n/a |
| 2022 to Oct 31, 2023 | 1,491 | n/a | n/a | n/a | $204M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- The Boston Company Asset Mgmt, LLC codes 12 51 62 68 $392,954 PY2024
- Equity Investment Company codes 28 51 $380,383 PY2024
- Alta Capital Management codes 28 51 52 68 $275,250 PY2024
- Wells Fargo Advisors, LLC codes 27 $255,428 PY2024
- Agincourt codes 28 51 $148,556 PY2024
- The Segal Company codes 16 17 53 $128,206 PY2024
- US Bank codes 19 $97,898 PY2024
- Southwest Service Administrators codes 12 14 $58,521 PY2024
- Spencer Fane LLP codes 29 $30,639 PY2024
- Segal Select Insurance Services codes 53 $27,407 PY2024
- Baldwin Moffitt Behm LLP codes 10 $22,226 PY2024
- Letterstream codes 36 $7,912 PY2024
- PE Intl Core Equity Fund II Sched. D C $30.0M PY2024
- PE US Sm Cap Opportunistic Value Eq Sched. D C $24.9M PY2024
- Segal codes 11 PY2024
- The Boston Company Asset Mgmt, LLC codes 12 51 62 68 $426,273 PY2023
- Equity Investment Company codes 28 51 $356,300 PY2023
- Wells Fargo Advisors, LLC codes 27 $255,865 PY2023
- Alta Capital Management codes 28 51 52 68 $254,519 PY2023
- Agincourt codes 28 51 $137,110 PY2023
- The Segal Company codes 16 17 53 $119,981 PY2023
- US Bank codes 19 $86,206 PY2023
- Southwest Service Administrators codes 12 14 $58,408 PY2023
- Spencer Fane LLP codes 29 $30,628 PY2023
- Segal Select Insurance Services codes 53 $25,942 PY2023
- Baldwin Moffitt Behm LLP codes 10 $20,293 PY2023
- Lettersteam codes 36 $6,484 PY2023
- Kenneth Grimes, PC codes 29 $6,126 PY2023
- PE Intl Core Equity Fund II Sched. D C $30.9M PY2023
- PE US Sm Cap Opportunistic Value Eq Sched. D C $23.1M PY2023
- Segal codes 11 PY2023
- The Boston Company Asset Mgmt, LLC codes 12 51 62 68 $352,962 PY2022
- Equity Investment Company codes 28 51 $301,024 PY2022
- Alta Capital Management codes 28 51 52 68 $229,473 PY2022
- Wells Fargo Advisors, LLC codes 27 $205,975 PY2022
- Agincourt codes 28 51 $115,517 PY2022
- The Segal Company codes 16 17 53 $87,904 PY2022
- US Bank codes 19 $77,714 PY2022
- Southwest Service Administrators codes 12 14 $60,736 PY2022
- Spencer Fane LLP codes 29 $27,945 PY2022
- Segal Select Insurance Services codes 53 $19,165 PY2022
- Baldwin Moffitt Behm LLP codes 10 $16,689 PY2022
- Wsrp, LLC codes 10 $12,233 PY2022
- J & R Graphics and Printing codes 36 $7,589 PY2022
- PE US Sm Cap Opportunistic Value Eq Sched. D C $18.4M PY2022
- PE Intl Core Equity Fund II Sched. D C $25.8M PY2022
- Segal codes 11 PY2022
What changed
4 events
- Oct 31, 2025Assets changedUtah Sheet Metal Pension Trust total assets $249M -> $275M (+10.3%, 2024-10-31 to 2025-10-31)
- Nov 1, 2024Funded status changedUtah Sheet Metal Pension Trust funded ratio 104.0% -> 97.9% (2023-11-01 to 2024-11-01)
- Nov 1, 2024Assets changedUtah Sheet Metal Pension Trust plan assets $204M -> $249M (+22.1%, 2023-11-01 to 2024-11-01)
- Oct 31, 2024Assets changedUtah Sheet Metal Pension Trust total assets $204M -> $249M (+22.1%, 2023-10-31 to 2024-10-31)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 876156446-001
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.