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Studio Mechanics Local 476 Iatse Retirement Plan

Allocators

Chicago, IL

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Search this name across graphsid dfx:al:506b0d6f-abc8-4b29-a255-2de8e0a99f5b

Data as of Sep 15, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 20, 2026, 6:35 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 9
On other graphs: 0
Observed: Sep 15, 2026 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Total assets: $103Mlatest reading; see basis
Assets as of: Dec 31, 2024
Assets basis: REPORTED
Funded ratio: 111%
Participants: 1,558
Commitments: 15with an amount; holdings are counted apart
Managers: 5
Funds: 7
Re-ups: 0
First-time managers: 0
Latest commitment: Dec 31, 2024
Consultants: 0
Private markets target, %: 0latest policy, percent of assets
Private equity target, %: 0latest policy, percent of assets
Latest policy: Dec 31, 2024
People: 0

Holdings (a value, never a commitment)

a Schedule D plan interest or a 990-PF other investment: a value on a date, never an approval

Vehicle	Manager	Bucket	Value	As of	Kind	Source
Comerica S&p Composite 1500 Index	n/a	Pooled vehicle	$50.3M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Comerica S&p Composite 1500 Index	n/a	Pooled vehicle	$44.9M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Comerica S&p Composite 1500 Index	n/a	Pooled vehicle	$36.1M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Washington Capital Joint Master Tru	Washington Capital Management, Inc.	Pooled vehicle	$6.0M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Washington Capital Joint Master Tru	Washington Capital Management, Inc.	Pooled vehicle	$4.9M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Stockbridge Smark Market Funds, LP	Stockbridge Capital Group, LLC	Pooled vehicle	$3.0M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Principal US Properties	Principal Spectrum Asset Management	Pooled vehicle	$3.0M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Stockbridge Smark Market Funds, LP	Stockbridge Capital Group, LLC	Pooled vehicle	$2.9M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Principal US Properties	Principal Spectrum Asset Management	Pooled vehicle	$2.6M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Principal US Properties	Principal Spectrum Asset Management	Pooled vehicle	$1.1M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Multi-Employer Property Trust	NEW Tower Trust Company	Real estate	$1.0M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Afl-Cio Building Investment Trust	n/a	Pooled vehicle	$890,493	Dec 31, 2022	Collective trust	Dol form 5500 pension
NIS Core Fixed Income Funds	National Investment Services	Fixed income	$617,142	Dec 31, 2024	Collective trust	Dol form 5500 pension
NIS Core Fixed Income Funds	National Investment Services	Fixed income	$403,796	Dec 31, 2023	Collective trust	Dol form 5500 pension
NIS Core Fixed Income Funds	National Investment Services	Fixed income	$344,798	Dec 31, 2022	Collective trust	Dol form 5500 pension

Policy targets, latest period

the latest period this plan published, every item quoted from its own report; a target is never an actual; 9 rows folded into 3

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Non-interest-bearing cash	n/a	n/a	n/a	0	$191,499	Dec 31, 2024	Derived
Common/collective trusts	n/a	n/a	n/a	75	$76.6M	Dec 31, 2024	Derived
Registered investment companies	n/a	n/a	n/a	25	$25.4M	Dec 31, 2024	Derived

Consultants

Form 5500 Schedule C, Form ADV and the plan's own reports; a Schedule C relationship is current for 24 months after the plan year end

Consultant	Role	From	To	Current	Evidence	Source
NEW Tower Trust Company	custodian	Jan 1, 2024	Dec 31, 2024	no	fact	Dol form 5500 pension
TED Windsor & Associates	actuary	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
National Investment Services	Investment adviser	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
Comerica Bank	custodian	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
Strategic Capital Inv Advisors	Investment adviser	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
Mept	custodian	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension

Managers

managers this plan names on Schedule C or in its reports; a manager here is a reference node keyed to the private equity, venture and real estate fund graphs, never a new identity

Manager	Mandate	From	To	Current	Evidence
Stockbridge Capital Group, LLC	n/a	Dec 31, 2024	n/a	yes	fact

Relationships

Manages for (1)

← Stockbridge Capital Group, LLCManager with allocator capital
Dec 31, 2024 to presentfactForm 5500

Sponsors (1)

← Board of Trustees Studio Mechanics Local 476 Iatse RetiremenPlan sponsorPlan sponsor
Jan 1, 2022 to presentfactForm 5500

Advised by (6)

→ TED Windsor & AssociatesInvestment consultantactuary
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ National Investment ServicesInvestment consultantInvestment adviser
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Comerica BankInvestment consultantcustodian
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Strategic Capital Inv AdvisorsInvestment consultantInvestment adviser
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ MeptManager with allocator capitalcustodian
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ NEW Tower Trust CompanyInvestment consultantcustodian
Jan 1, 2024 to Dec 31, 2024factForm 5500

Dated events

5 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Dec 31, 2023
Holding in a pooled vehicle ended
Studio Mechanics Local 476 Iatse Retirement Plan no longer reports Afl-Cio Building Investment Trust (last held $890,493 at 2022-12-31; absent from the 2023-12-31 filing)
Afl-Cio Building Investment Trust Form 5500observed 4 days ago
$890,493
Occurred
Dec 31, 2023
Holding in a pooled vehicle started
Studio Mechanics Local 476 Iatse Retirement Plan first reports an interest in Stockbridge Smark Market Funds, LP: $3M at 2023-12-31
Stockbridge Smark Market Funds, LP Form 5500observed 4 days ago
$3.0M
Occurred
Dec 31, 2023
Holding in a pooled vehicle started
Studio Mechanics Local 476 Iatse Retirement Plan first reports an interest in Washington Capital Joint Master Tru (Washington Capital Management, Inc.): $5M at 2023-12-31
Washington Capital Management, Inc.Form 5500observed 4 days ago
$4.9M
Occurred
Dec 31, 2023
Holding in a pooled vehicle ended
Studio Mechanics Local 476 Iatse Retirement Plan no longer reports Multi-Employer Property Trust (NEW Tower Trust Company) (last held $1M at 2022-12-31; absent from the 2023-12-31 filing)
NEW Tower Trust Company Form 5500observed 4 days ago
$1.0M

Show 5 bookkeeping events

Occurred
Dec 31, 2024
Studio Mechanics Local 476 Iatse Retirement Plan total assets $87M -> $103M (+18.1%, 2023-12-31 to 2024-12-31)
Occurred
Jan 1, 2024
Studio Mechanics Local 476 Iatse Retirement Plan funded ratio 116.8% -> 110.8% (2023-01-01 to 2024-01-01)
Occurred
Jan 1, 2024
Studio Mechanics Local 476 Iatse Retirement Plan plan assets $75M -> $87M (+14.8%, 2023-01-01 to 2024-01-01)
Occurred
Dec 31, 2023
Studio Mechanics Local 476 Iatse Retirement Plan total assets $76M -> $87M (+15.0%, 2022-12-31 to 2023-12-31)
Occurred
Jan 1, 2023
Studio Mechanics Local 476 Iatse Retirement Plan funded ratio 114.7% -> 116.8% (2022-01-01 to 2023-01-01)

Provenance

Graph: Allocators
Canonical id: dfx:al:506b0d6f-abc8-4b29-a255-2de8e0a99f5b
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 4 days ago
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.