Sheet Metal Workers Local No. 20, Indianapolis Area, Pension Fund's EIN is 51-0168516.
Download the official 2024 Form 5500 (PDF) for Sheet Metal Workers Local No. 20, Indianapolis Area, 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 |
|---|---|---|---|---|---|
| VICTORY CAPITAL MANAGEMENT | — | BROOKLYN, OH | NONE | $26K | — |
| LEGAL & GENERAL INVESTMENT MGMT | — | CHICAGO, IL | NONE | $12K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY LLC | 11-3658445 | — | NONE | $554K | — |
| THE SEGAL COMPANY (MIDWEST), INC. | 13-1975125 | — | NONE | $90K | — |
| FIRST STATE TRUST COMPANY | 13-3124172 | — | NONE | $87K | — |
| SONYA HOWARD | 35-6028684 | — | EMPLOYEE | $35K | — |
| CYNTHIA PITMAN | — | INDIANAPOLIS, IN | FORMER EMPLOYEE | $34K | — |
| CLIFTONLARSONALLEN LLP | 41-0746749 | — | NONE | $30K | — |
| LEDBETTER PARTNERS, LLC | 03-0599899 | — | NONE | $28K | — |
| KMR SYSTEMS CORPORATION | 13-3192128 | — | NONE | $7K | — |
| SEGAL SELECT INSURANCE SERVICES INC | 46-0619194 | — | NONE | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| LEGAL & GENERAL S&P 500 CIT RELIANCE TRUST COMPANY · EIN 35-7085469 / PN 005 | Common Collective Trust | — | $43.1M | $53.8M | 25.4% | |
| Corporate Stocks | Common Stocks | — | $34.4M | $35.9M | 16.9% | |
| U.S. Government and Government Agency Obligations | Other securities | — | $28.6M | $28.2M | 13.3% | |
| Corporate and Municipal Bonds | Bonds / Notes | — | $19.0M | $19.1M | 9.0% | |
| Vanguard Growth ETF | Mutual Funds | — | $8.3M | $10.2M | 4.8% | |
| AEW Core Property Trust, Inc. | Common Stocks | — | $8.7M | $8.3M | 3.9% | |
| MULTI-EMPLOYER PROPERTY TRUST NEWTOWER TRUST COMPANY · EIN 52-6218800 / PN 001 | Common Collective Trust | — | $6.3M | $6.1M | 2.9% | |
| Corbin ERISA Opportunity Fund, L.P. | Other securities | — | $5.2M | $5.7M | 2.7% | |
| LEGAL & GENERAL MSCI ACWI EX US CIT RELIANCE TRUST COMPANY · EIN 35-7085469 / PN 010 | Common Collective Trust | — | $4.6M | $4.8M | 2.3% | |
| Blackrock High Yield Bond Portfolio | Other securities | — | $4.6M | $4.6M | 2.2% | |
| Ironwood Institutional Ltd. LP | Common Stocks | — | $3.7M | $4.1M | 1.9% | |
| Vanguard Value ETF | Mutual Funds | — | $3.6M | $4.1M | 1.9% | |
| VICTORY TRIVALENT INT'L SMALL CAP GLOBAL TRUST COMPANY · EIN 80-6249702 / PN 006 | Common Collective Trust | — | $3.3M | $3.5M | 1.7% | |
| GCM Grosvenor Labor Impact Feeder Fund, L.P. | Other securities | — | $2.8M | $2.9M | 1.4% | |
| Private Advisors Small Company Private Equity Fund VIII, L.P. | Common Stocks | — | $2.2M | $2.6M | 1.2% | |
| CK Opportunities Offshore Fund, L.P. | Other securities | — | $3.2M | $2.5M | 1.2% | |
| Morgan Stanley Bank Deposit | Other securities | — | $2.1M | $2.1M | 1.0% | |
| Lord Abbett Ultra Short Bond Fund | U.S. Treasuries | — | $2.0M | $2.0M | 1.0% | |
| iShares Core MSCI Emerging | Other securities | — | $1.5M | $1.5M | 0.7% | |
| GCM Grosvenor Real Estate Solutions I, L.P. | Other securities | — | $1.3M | $1.2M | 0.6% | |
| Federated Investors MM | Other securities | — | $1.1M | $1.1M | 0.5% | |
| Martin Currie SMASH Series EM Fund | Other securities | — | $954K | $817K | 0.4% | |
| Equities | Real Estate | — | $357K | $806K | 0.4% | |
| Siguler Guff Small Buyout Opportunities Fund III, L.P. | Other securities | — | $695K | $643K | 0.3% | |
| Private Advisors Hedged Equity Fund, Ltd. | Common Stocks | — | $588K | $643K | 0.3% | |
| GCM Grosvenor Infrastructure Advantage Feeder Fund II | Other securities | — | $396K | $358K | 0.2% | |
| Municipal Obligations | Bonds / Notes | — | $311K | $314K | 0.1% | |
| Invesco Premier U.S. Gov't MM | Mutual Funds | — | $186K | $186K | <0.1% | |
| Private Advisors Small Company Buyout V-ERISA Fund L.P. | Common Stocks | — | $198K | $39K | <0.1% | |
| Investment Cash | Cash / Money Market | — | $188 | $188 | <0.1% | |
| Morgan Stanley U.S. Gov't MM | Other securities | — | $82 | $82 | <0.1% |
