Bricklayers' Pension Trust Fund-Metropolitan Area
Taft-Hartley plan, based in Troy, Michigan, reporting $190M in assets, for 1,986 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Boyd Watterson Asset Management appears on Bricklayers' Pension Trust Fund-Metropolitan Area's Schedule C as investment manager (plan year 2024 vs 2023).
8 more advisers, 4 more managers and 30 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
- EB Dv Dynamic Growth Fund3 commitments
- EB Ncml International Equity3 commitments
- Wellington Trust Company, Na9 commitments
- BNY Mellon6 commitments
- Great Gray Trust Company3 commitments
Relationship network
47 connected entities33 observed commitments18 repeat counterparties18 dated commitments shown here, 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 0.1%
- Non-interest-bearing cash 0.8%
- Other investments 0.1%
- Partnership/joint venture interests 17.7%
- Common/collective trusts 31.2%
- Pooled separate accounts 1.4%
- Registered investment companies 44.5%
- Real estate (other than employer real property) 3.5%
Consultants and advisers
- Benesys, Inc. General consultantthrough Apr 30, 2024 Form 5500
- Boyd Watterson Asset Management Investment adviser (plan)through Apr 30, 2023 Form 5500
- Newtown Investment Corporation Custodianthrough Apr 30, 2025 Form 5500
+8 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
- Wellington Trust Company, Na9 rows, latest Apr 30, 2025
- BNY Mellon6 rows, latest Apr 30, 2025
- Great Gray Trust Company3 rows, latest Apr 30, 2025
+4 more managers received commitments
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 startedBoyd Watterson Asset Management appears on Bricklayers' Pension Trust Fund-Metropolitan Area's Schedule C as investment manager (plan year 2024 vs 2023)with Boyd Watterson Asset Managementaskebsa.dol.gov
- Apr 30, 2024Assets changedBricklayers' Pension Trust Fund-Metropolitan Area total assets $164M -> $182M (+10.9%, 2023-04-30 to 2024-04-30)
- Dec 31, 2023Consultant changedinferenceUnited Actuarial Services, Inc. appears on Bricklayers' Pension Trust Fund-Metropolitan Area's Schedule C as general consultant (plan year 2023 vs 2022)with United Actuarial Services, Inc.askebsa.dol.gov
- Dec 31, 2023Consultant changedinferenceBenesys, Inc. appears on Bricklayers' Pension Trust Fund-Metropolitan Area's Schedule C as general consultant (plan year 2023 vs 2022)with Benesys, Inc.askebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceBoyd Watterson Asset Management no longer appears on Bricklayers' Pension Trust Fund-Metropolitan Area's Schedule C as investment manager (plan year 2023 vs 2022)with Boyd Watterson Asset Managementaskebsa.dol.gov
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Apr 30, 2025 | Afl-Cio Building Investment Trustcollective trust | Great Gray Trust Company | Pooled vehicles | $1.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Apr 30, 2025 | EB Dv Dynamic Growth Fundcollective trust | BNY Mellon | Pooled vehicles | $3.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Apr 30, 2025 | EB Ncml International Equitycollective trust | BNY Mellon | Public equity | $8.0M held | Disclosed holding | askebsa.dol.gov |
+30 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 Apr 30, 2025 | 1,986 | Not disclosed | Not disclosed | n/a | $190M | $33.6M | Not disclosed | $6.6M |
| 2023 to Apr 30, 2024 | 1,968 | Not disclosed | Not disclosed | n/a | $182M | $27.1M | Not disclosed | $6.6M |
| 2022 to Apr 30, 2023 | 1,941 | Not disclosed | Not disclosed | n/a | $164M | $22.3M | Not disclosed | $6.4M |
- Wellington Trust Company codes 18 21 27 28 50 51 $233,657 PY2024
- Benesys, Inc. codes 10 12 13 14 15 16 36 50 $144,302 PY2024
- Novara Law Group, PLLC codes 29 50 $137,408 PY2024
+77 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Bricklayers' Pension Trust Fund-Metropolitan Area sits on 10 traced paths of capital across the graphs.
DFX traced 10 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
- Manager relationship started2024-12-31source on record
- Total assets changed2024-04-30source on record
- Consultant changed2023-12-31source on record
+2 more changes 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
+13 connections on the graph
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