Utah Sheet Metal Pension Trust
Taft-Hartley plan, based in Murray, Utah, reporting $275M in assets, for 1,602 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Oct 2025, Utah Sheet Metal Pension Trust total assets $249M -> $275M (+10.3%, 2024-10-31 to 2025-10-31).
1 more adviser and 3 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- PE Intl Core Equity Fund II3 commitments
- PE US Sm Cap Opportunistic Value Eq3 commitments
- The Boston Company Asset Mgmt, LLC6 commitments
Relationship network
23 connected entities6 observed commitments3 repeat counterpartiescommitments 2023 to 2025
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 2.2%
- 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
- 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
+1 more consultant or adviser advise this allocator
Every name, record and relationship behind this count, with the source on each.
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People
Manager roster
- The Boston Company Asset Mgmt, LLC6 rows, latest Oct 31, 2025
- The Boston Company Asset Mgmt, LLCplan years 2025
- Agincourtplan years 2023
- Alta Capital Managementplan years 2023
+2 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
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What changed
- 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)
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Oct 31, 2025 | PE Intl Core Equity Fund IIcollective trust | The Boston Company Asset Mgmt, LLC | Public equity | $30.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Oct 31, 2025 | PE US Sm Cap Opportunistic Value Eqcollective trust | The Boston Company Asset Mgmt, LLC | Hedge / diversifiers | $24.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Oct 31, 2024 | PE Intl Core Equity Fund IIcollective trust | The Boston Company Asset Mgmt, LLC | Public equity | $30.9M held | Disclosed holding | askebsa.dol.gov |
+3 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 Oct 31, 2025 | 1,602 | Not disclosed | Not disclosed | n/a | $275M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Oct 31, 2024 | 1,504 | Not disclosed | Not disclosed | n/a | $249M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Oct 31, 2023 | 1,491 | Not disclosed | Not disclosed | n/a | $204M | Not disclosed | Not disclosed | Not disclosed |
- 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
+44 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Utah Sheet Metal Pension Trust sits on 2 traced paths of capital across the graphs.
DFX traced 2 paths of capital through this record
Every record on each path, what it committed or lent, and as of when.
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Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
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Record history
- Total assets changed2025-10-31source on record
- Funded status changed2024-11-01source on record
- Total assets changed2024-11-01source 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
+11 connections on the graph
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