3 more advisers, 5 more managers, 13 more commitments and 12 more dated events

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Sheet Metal Workers Local Union No. 32 Pension Trust Fund

Taft-Hartley plan· Pembroke Pines, Florida

Taft-Hartley plan, based in Pembroke Pines, Florida, reporting $62.8M in assets, for 673 participants.

Composed from this allocator's classification, location and filed figures.

Assets
$62.8M
Funded ratio
129.6%
Fund commitments
9
Managers
6
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Commitments (9)Allocation policyManagers
As of · the latest dated event for this allocator; each figure carries its own filing or report date

Nothing material in the last 90 days. Last change: 31 Dec 2024, Newtower Trust Company no longer appears on Sheet Metal Workers Local Union No. 32 Pension Trust Fund's Schedule C as investment manager (plan year 2024 vs 2023).

Capital path

who backs this record, through what, into what; each name opens its own path
Sheet Metal Workers Local Union No. 32 Pension Trust Fund
Funds committed to
All 9
Managers
All 8
Size, funding, policy and commitments, with their basesTaft-Hartley planShow
Taft-Hartley plan
Assets
$62.8M
Total assets, Jun 30, 2025 reported
Funded
129.6%
Jul 1, 2024
Private markets target
no policy read
policy Jun 30, 2025
Commitments
9
6 managers on Schedule C
Plan sponsor: Sheet Metal Workers Local Union No. 32 Pension Trust Fund
Allocation policy
Form 5500, as of Jun 30, 2025
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 1.6%
  • Non-interest-bearing cash 2.4%
  • Corporate debt instruments (other) 5.1%
  • U.S. Government securities 8.7%
  • Partnership/joint venture interests 23.9%
  • Common/collective trusts 41.8%
  • Real estate (other than employer real property) 16.2%
Consultants and advisers
6 firms

+3 more consultants and advisers advise this allocator

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People
No investment staff or executives have been read for this allocator yet.
Manager roster
8 managers on the commitment tape
From the plan’s own commitment disclosures

+5 more managers received commitments

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From Schedule C (investment management, code 28)

+11 more Schedule C managers

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What changed
17 events
  • Dec 31, 2024Manager relationship endedinference
    Newtower Trust Company no longer appears on Sheet Metal Workers Local Union No. 32 Pension Trust Fund's Schedule C as investment manager (plan year 2024 vs 2023)
    with Newtower Trust Companyaskebsa.dol.gov
  • Jul 1, 2024Funded status changed
    Sheet Metal Workers Local Union No. 32 Pension Trust Fund funded ratio 137.2% -> 129.6% (2023-07-01 to 2024-07-01)
    askebsa.dol.gov
  • Jun 30, 2024Holding endedinference
    Sheet Metal Workers Local Union No. 32 Pension Trust Fund no longer reports Principal U.S. Property Sa-Z (Principal) (last held $9M at 2023-06-30; absent from the 2024-06-30 filing)
    with Principalaskebsa.dol.gov
  • Jun 30, 2024Holding endedinference
    Sheet Metal Workers Local Union No. 32 Pension Trust Fund no longer reports Afl-Cio Housing Investment Trust (BNY Mellon) (last held $5M at 2023-06-30; absent from the 2024-06-30 filing)
    with BNY Mellonaskebsa.dol.gov
  • Jun 30, 2024Holding started
    Sheet Metal Workers Local Union No. 32 Pension Trust Fund first reports an interest in Earnest Partners Multi Invest Trust (Earnest Partners): $4M at 2024-06-30
    with Earnest Partnersaskebsa.dol.gov

+12 more dated events

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Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
16 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Jun 30, 2025WTC Ctf Opportunistic Fixed Incomecollective trustWellington Trust Company, NaHedge / diversifiers$7.0M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025Hardman Johnston Int'l Equity Groupcollective trustHardman Johnston Global AdvisorsPublic equity$3.2M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025Victory Trivalent Intl Small Cap Eqcollective trustVictory Capital Management Inc.Public equity$2.6M heldDisclosed holdingaskebsa.dol.gov

+13 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
30 readings
Total assets
$62.8M Jun 30, 2025 reported Form 5500
$59.1M (2024-06) · $62.4M (2023-06)
Plan assets
$59.1M Jul 1, 2024 reported Form 5500
$62.4M (2023-07) · $60.7M (2022-07)
Net assets
$62.8M Jun 30, 2025 reported Form 5500
$59.1M (2024-06) · $62.4M (2023-06)
Funded ratio
129.6% Jul 1, 2024 reported Form 5500
137.2% (2023-07) · 135.3% (2022-07)
Participants
673 Jul 1, 2024 reported Form 5500
674 (2023-07) · 652 (2022-07)
Contributions
$1.2M Jun 30, 2025 reported Form 5500
$959,814 (2024-06) · $956,046 (2023-06)
Benefits paid
$2.7M Jun 30, 2025 reported Form 5500
$3.0M (2024-06) · $2.9M (2023-06)
Net investment income
$3.7M Jun 30, 2025 reported Form 5500
$837,710 (2024-06) · $1.7M (2023-06)
Investment management fees
$236,012 Jun 30, 2025 reported Form 5500
$135,991 (2024-06) · $231,186 (2023-06)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Jun 30, 2025673Not disclosedNot disclosedn/a$62.8M$15.0MNot disclosed$10.2M
2023 to Jun 30, 2024674Not disclosedNot disclosedn/a$59.1M$13.1MNot disclosed$12.5M
2022 to Jun 30, 2023652Not disclosedNot disclosedn/a$62.4M$11.0MNot disclosed$8.7M
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Neba Inc. codes 13 15 50 $99,279 PY2024
  • Sugarman & Susskind, P.A codes 29 50 $82,790 PY2024
  • Horizon Actuarial Services codes 11 50 $76,226 PY2024

+48 more service providers

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Provenance
Identifiers: EIN-PN 596152610-001
Cross-graph: no entry on another DFX graph
First observed Sep 15, 2026, last observed Sep 29, 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.
Capital chain

Sheet Metal Workers Local Union No. 32 Pension Trust Fund sits on 16 traced paths of capital across the graphs.

Consultant to allocator to managerAllocator commitments to a manager

DFX traced 16 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

19 dated events on the change ledger, latest first
  • Holding in a pooled vehicle ended
    2024-06-30source
  • Holding in a pooled vehicle ended
    2024-06-30source
  • Holding in a pooled vehicle started
    2024-06-30source

+16 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

+21 connections on the graph

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