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AllocatorsPlantaft hartley<100m

Sheet Metal Workers Local Pension Plan

Allocators

Massillon, OH

This is the graph view. The full profile, with its team, deals and sources, is on Allocators.Open the full profile →

Search this name across graphsid dfx:al:f2eaa53f-867a-49a1-b73c-e1ba998691a5

Data as of Sep 15, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 18, 2026, 10:23 PM UTC and rebuilt at most every 15 minutes.

Relationships: 10
Dated events: 6
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: $80.5Mlatest reading; see basis
Assets as of: Apr 30, 2025
Assets basis: REPORTED
Funded ratio: 53%
Participants: 1,656
Commitments: 0with an amount; holdings are counted apart
Managers: 0
Funds: 0
Re-ups: 0
First-time managers: 0
Consultants: 0
Private markets target, %: 0latest policy, percent of assets
Private equity target, %: 0latest policy, percent of assets
Latest policy: Apr 30, 2025
People: 0

Policy targets, latest period

the latest period this plan published, every item quoted from its own report; a target is never an actual; 21 rows folded into 7

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Interest-bearing cash	n/a	n/a	n/a	2	$1.2M	Apr 30, 2025	Derived
Non-interest-bearing cash	n/a	n/a	n/a	1	$774,587	Apr 30, 2025	Derived
U.S. Government securities	n/a	n/a	n/a	12	$9.4M	Apr 30, 2025	Derived
Corporate debt instruments (other)	n/a	n/a	n/a	11	$9.1M	Apr 30, 2025	Derived
Partnership/joint venture interests	n/a	n/a	n/a	32	$26.0M	Apr 30, 2025	Derived
Registered investment companies	n/a	n/a	n/a	22	$17.8M	Apr 30, 2025	Derived
Common stock	n/a	n/a	n/a	19	$15.2M	Apr 30, 2025	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
Milliman, Inc.	actuary	May 1, 2022	Apr 30, 2023	no	fact	Dol form 5500 pension
Reinhart Partners, Inc.	Investment adviser	May 1, 2022	Apr 30, 2023	no	fact	Dol form 5500 pension
Newport Trust Company	Investment adviser	May 1, 2022	Apr 30, 2023	no	fact	Dol form 5500 pension
Comerica Bank	custodian	May 1, 2022	Apr 30, 2023	no	fact	Dol form 5500 pension
Hamlin Capital Management, LLC	Investment adviser	May 1, 2022	Apr 30, 2023	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
Boyd Watterson Asset Management	Investment management	May 1, 2023	Apr 30, 2024	no	fact
Hamlin Capital Management, LLC	Investment management	May 1, 2023	Apr 30, 2024	no	fact
Newport Trust Company	Investment management	May 1, 2023	Apr 30, 2024	no	fact
Morgan Stanley Smith Barney, LLC	Investment management	May 1, 2022	Apr 30, 2023	no	fact

Relationships

Sponsors (1)

← Board of Trustees Sheet Metal Workers Local Pension PlanPlan sponsorPlan sponsor
May 1, 2022 to presentfactForm 5500

Advised by (5)

→ Milliman, Inc.Investment consultantactuary
May 1, 2022 to Apr 30, 2023factForm 5500
→ Reinhart Partners, Inc.Investment consultantInvestment adviser
May 1, 2022 to Apr 30, 2023factForm 5500
→ Newport Trust CompanyInvestment consultantInvestment adviser
May 1, 2022 to Apr 30, 2023factForm 5500
→ Comerica BankInvestment consultantcustodian
May 1, 2022 to Apr 30, 2023factForm 5500
→ Hamlin Capital Management, LLCManager with allocator capitalInvestment adviser
May 1, 2022 to Apr 30, 2023factForm 5500

Manages for (4)

← Morgan Stanley Smith Barney, LLCInvestment consultantInvestment management
May 1, 2022 to Apr 30, 2023factForm 5500
← Boyd Watterson Asset ManagementInvestment consultantInvestment management
May 1, 2023 to Apr 30, 2024factForm 5500
← Hamlin Capital Management, LLCManager with allocator capitalInvestment management
May 1, 2023 to Apr 30, 2024factForm 5500
← Newport Trust CompanyInvestment consultantInvestment management
May 1, 2023 to Apr 30, 2024factForm 5500

Dated events

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

Occurred
Dec 31, 2023
Manager relationship ended
Morgan Stanley Smith Barney Hldgs no longer appears on Sheet Metal Workers Local Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
Morgan Stanley Smith Barney, LLC Form 5500observed 3 days ago
Occurred
Dec 31, 2023
Consultant changed
Hamlin Capital Management, LLC no longer appears on Sheet Metal Workers Local Pension Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)
Hamlin Capital Management, LLC Form 5500observed 3 days ago
Occurred
Dec 31, 2023
Consultant changed
Newport Trust Company no longer appears on Sheet Metal Workers Local Pension Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)
Newport Trust Company Form 5500observed 3 days ago

Show 3 bookkeeping events

Occurred
May 1, 2024
Sheet Metal Workers Local Pension Plan plan assets $46M -> $53M (+14.8%, 2023-05-01 to 2024-05-01)
Occurred
May 1, 2024
Sheet Metal Workers Local Pension Plan funded ratio 44.4% -> 52.5% (2023-05-01 to 2024-05-01)
Occurred
May 1, 2023
Sheet Metal Workers Local Pension Plan funded ratio 52.6% -> 44.4% (2022-05-01 to 2023-05-01)

Provenance

Graph: Allocators
Canonical id: dfx:al:f2eaa53f-867a-49a1-b73c-e1ba998691a5
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 3 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.

Sheet Metal Workers Local Pension Plan

Allocators

Massillon, OH

This is the graph view. The full profile, with its team, deals and sources, is on Allocators.Open the full profile →

Search this name across graphsid dfx:al:f2eaa53f-867a-49a1-b73c-e1ba998691a5

Bucket

Target %

Range low

Range high

Actual %

Actual

Period end

Basis

Interest-bearing cash

n/a

$1.2M

Apr 30, 2025

Derived

Non-interest-bearing cash

n/a

$774,587

Apr 30, 2025

Derived

U.S. Government securities

n/a

$9.4M

Apr 30, 2025

Derived

Corporate debt instruments (other)

n/a

$9.1M

Apr 30, 2025

Derived

Partnership/joint venture interests

n/a

$26.0M

Apr 30, 2025

Derived

Registered investment companies

n/a

$17.8M

Apr 30, 2025

Derived

Common stock

n/a

$15.2M

Apr 30, 2025

Derived

Consultant

Role

From

Current

Evidence

Source

Milliman, Inc.

actuary

May 1, 2022

Apr 30, 2023

fact

Dol form 5500 pension

Reinhart Partners, Inc.

Investment adviser

May 1, 2022

Apr 30, 2023

fact

Dol form 5500 pension

Newport Trust Company

Investment adviser

May 1, 2022

Apr 30, 2023

fact

Dol form 5500 pension

Comerica Bank

custodian

May 1, 2022

Apr 30, 2023

fact

Dol form 5500 pension

Hamlin Capital Management, LLC

Investment adviser

May 1, 2022

Apr 30, 2023

fact

Dol form 5500 pension

Manager

Mandate

From

Current

Evidence

Boyd Watterson Asset Management

Investment management

May 1, 2023

Apr 30, 2024

fact

Hamlin Capital Management, LLC

Investment management

May 1, 2023

Apr 30, 2024

fact

Newport Trust Company

Investment management

May 1, 2023

Apr 30, 2024

fact

Morgan Stanley Smith Barney, LLC

Investment management

May 1, 2022

Apr 30, 2023

fact