Michael Asher signed Board of Trustees, Sheet Metal Workers Local No. 292 Pension Fund's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Board of Trustees, Sheet Metal Workers Local No. 292 Pension Fund's EIN is 38-1659157.
Download the official 2024 Form 5500 (PDF) for Board of Trustees, Sheet Metal Workers Local No. 292 Pension Fund from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BRENTWOOD ASSET ADVISOR | — | CARMARILLO, CA | NONE | $9K | — |
| FULLER & THALER ASSET MANAGEMENT |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| S Federated Hermes Government Obligations Fund | Mutual Funds | — | $11.1M | $11.1M | 6.7% | |
| United States Government U.S. Treasury nt 3.500% due 04/30/2028 | Bonds / Notes | — | $5.6M | $5.6M | 3.4% | |
| United States Government U.S. Treasury nt 3.875% due 08/15/2034 | Bonds / Notes | — | $3.0M | $3.0M | 1.8% | |
| United States Government U.S. Treasury nt 4.625% due 09/30/2030 | Bonds / Notes | — | $2.4M | $2.4M | 1.4% | |
| United States Government U.S. Treasury bd due 05/15/2050 | Other securities | — | $2.4M | $2.3M | 1.4% | |
| Wells Fargo & Co 4.900% due 11/17/2045 | Bonds / Notes | — | $2.3M | $2.2M | 1.3% | |
| Morgan Stanley Money Market Fund | Cash / Money Market | — | $2.1M | $2.1M | 1.3% | |
| Apple Inc 3.850% due 08/04/2046 | Bonds / Notes | — | $2.2M | $2.1M | 1.2% | |
| International Business Machines Corp 5.700% due 02/10/2055 | Bonds / Notes | — | $2.0M | $2.0M | 1.2% | |
| JPMorgan Chase & Co 3.109% due 04/22/2041 | Bonds / Notes | — | $1.9M | $1.9M | 1.2% | |
| U.S. GOVERNMENT OBLIGATIONS United States Government U.S. Treasury nt 4.625% due 11/15/2026 | Bonds / Notes | — | $1.8M | $1.8M | 1.1% | |
| Erkshire Hathaway Energy Co 3.800% due 07/15/2048 | Bonds / Notes | — | $1.6M | $1.7M | 1.0% | |
| United Parcel Service Inc 5.300% due 04/01/2050 | Bonds / Notes | — | $1.7M | $1.6M | 1.0% | |
| JPMorgan Chase & Co 2.525% due 11/19/2041 | Bonds / Notes | — | $1.6M | $1.6M | 0.9% | |
| Sempra 4.000% due 02/01/2048 | Bonds / Notes | — | $1.6M | $1.5M | 0.9% | |
| Amgen Inc 4.400% due 05/01/2045 | Bonds / Notes | — | $1.6M | $1.5M | 0.9% | |
| Alabama Power Co 3.000% due 03/15/2052 | Bonds / Notes | — | $1.5M | $1.5M | 0.9% | |
| Goldman Sachs Group Inc 6.750% due 10/01/2037 | Bonds / Notes | — | $1.5M | $1.4M | 0.9% | |
| Atmos Energy Corp 4.125% due 10/15/2044 | Bonds / Notes | — | $1.5M | $1.4M | 0.9% | |
| Anheuser-Busch Cos LLC 4.700% due 02/01/2036 | Bonds / Notes | — | $1.4M | $1.4M | 0.8% | |
| Comcast corp 5.500% due 05/15/2064 | Bonds / Notes | — | $1.5M | $1.4M | 0.8% | |
| Goldman Sachs Group Inc 3.210% due 04/22/2042 | Bonds / Notes | — | $1.4M | $1.4M | 0.8% | |
| Dell International LLC 8.350% due 07/15/2046 | Bonds / Notes | — | $1.4M | $1.3M | 0.8% | |
| Raymond James Financial Inc 4.950% due 07/15/2046 | Bonds / Notes | — | $1.3M | $1.3M | 0.8% | |
| Exxon Mobil Corp 4.114% due 03/01/2046 | Bonds / Notes | — | $1.4M | $1.3M | 0.8% | |
| Enterprise Products Operationg LLC 6.125% due 10/15/2039 | Bonds / Notes | — | $1.3M | $1.3M | 0.8% | |
| Bank of America Corp 2.676% due 06/19/2041 | Bonds / Notes | — | $1.3M | $1.3M | 0.8% | |
| Bank of America Corp 4.078% due 04/23/2040 | Bonds / Notes | — | $1.3M | $1.3M | 0.8% | |
| Burlington Northern Santa Fe LLC 5.750% due 05/01/2040 | Bonds / Notes | — | $1.3M | $1.3M | 0.8% | |
| Citigroup Inc 5.875% due 01/30/2042 | Bonds / Notes | — | $1.3M | $1.3M | 0.8% | |
| Sysco Corp 6.600% due 04/01/2050 | Bonds / Notes | — | $1.3M | $1.3M | 0.8% | |
| BP Capital Markets America Inc 3.3379% due 02/08/2061 | Bonds / Notes | — | $1.3M | $1.2M | 0.7% | |
| Goldman Sachs Group Inc 2.650% due 10/21/2032 | Bonds / Notes | — | $1.2M | $1.2M | 0.7% | |
| American Water Capital Corp 3.750% due 09/01/2047 | Bonds / Notes | — | $1.2M | $1.2M | 0.7% | |
| Piedmont Natural Gas co Inc 5.050% due 05/15/2052 | Bonds / Notes | — | $1.1M | $1.2M | 0.7% | |
| DTE Electric Co 3.750% due 08/15/2047 | Bonds / Notes | — | $1.1M | $1.1M | 0.7% | |
| Berkshire Hathaway Finance corp 4.400% due 05/15/2042 | Bonds / Notes | — | $1.1M | $1.1M | 0.6% | |
| Consolidated Edison Co of New York Inc 6.150% due 11/15/2052 | Bonds / Notes | — | $1.1M | $1.1M | 0.6% | |
| Wells Fargo & Co 2.393% due 06/02/2028 | Bonds / Notes | — | $1.0M | $1.0M | 0.6% | |
| Toronto-Dominion Bank 4.693% due 09/15/2027 | Bonds / Notes | — | $1.0M | $1.0M | 0.6% | |
| National Rural Utilities cooperative Finance Corp 4.300% due 03/15/2049 | Bonds / Notes | — | $1.1M | $1.0M | 0.6% | |
| Commonwealth Edison co 3.000% due 03/01/2050 | Bonds / Notes | — | $1.1M | $1.0M | 0.6% | |
| Selective Insurance Group Inc 5.375% due 03/01/2049 | Bonds / Notes | — | $1.1M | $1.0M | 0.6% | |
| Energy Transfer 6.500% due 02/01/2042 | Bonds / Notes | — | $997K | $1.0M | 0.6% | |
| Lowes Cos Inc 5.625% due 04/15/2053 | Bonds / Notes | — | $1.0M | $1.0M | 0.6% | |
| Prudential financial Inc 3.905% due 12/07/2047 | Bonds / Notes | — | $1.0M | $1.0M | 0.6% | |
| Centerpoint Energy Houston Electric LLC 3.950% due 03/01/2048 | Bonds / Notes | — | $1.1M | $1.0M | 0.6% | |
| HCA Inc 5.500% due 06/15/2047 | Bonds / Notes | — | $1.0M | $1.0M | 0.6% | |
| Aflac Inc 4.750% due 01/15/2049 | Bonds / Notes | — | $1.1M | $997K | 0.6% | |
| Utah Acquisition Sub Inc 5.250% due 06/15/2046 | Bonds / Notes | — | $996K | $996K | 0.6% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
Board of Trustees, Sheet Metal Workers Local No. 292 Pension Fund's plan includes long-term disability.
| — |
| SAN MATEO, CA |
| NONE |
| $0 |
| — |
| LAZARD ASSET MANAGEMENT | — | NEW YORK, NY | NONE | $0 | — |
| CAUSEWAY CAPITAL MANAGEMENT, LLC | — | LOS ANGELES, CA | NONE | $0 | — |
| SAGE ADVISORS, LLC | — | EDMONDS, WA | NONE | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY | 26-4310632 | — | NONE | $541K | — |
| BENESYS, INC | 38-2383171 | — | NONE | $131K | — |
| THE SEGAL COMPANY | 13-1975125 | — | NONE | $71K | — |
| WATKINS PAWLICK CALATI & PRIFTI, PC | 83-2893229 | — | SEE ATTACHED | $41K | — |
| BENDA, GRACE, STULZ & COMPANY, P.C. | 38-2284921 | — | SEE ATTACHED | $20K | — |
| AMERICAN GRAPHICS PRINTING | 38-2090931 | — | NONE | $10K | — |
| STEFANSKY, HALLOWAY & NICHOLS, INC. | 38-2388845 | — | NONE | $5K | — |
| GENEVA | — | NEW YORK, NY | NONE | $0 | — |
| ARISTOTLE | — | NEW YORK, NY | NONE | $0 | — |
| CLEARBRIDGE INVESTMENTS | — | NEW YORK, NY | NONE | $0 | — |
| PIONEER INVESTMENTS | — | KANSAS CITY, MO | NONE | $0 | — |
| COHEN & STEERS | — | NEW YORK, NY | NONE | $0 | — |
| BAHL & GAYNOR | — | CINCINATI, OH | NONE | $0 | — |
| ALIGNED PRINCIPAL | — | DES MOINES, IA | NONE | $0 | — |
