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Original filing (PDF)20251115130145NAL0008605842001
TRUSTEES-SHEET METAL WORKERS LOCAL 270 WELFARE FUND
Form 5500
FILING_RECEIVED
SHEET METAL WORKERS LOCAL 270 WELFARE FUND
Health & welfare plan
Signals · 5
42% in single holding10% employer stock~674 bps in Sched C feesNo recordkeeper disclosed10 service providers
Active participants
723
Accounts w/ balance
—
Plan assets (EOY)
$6.6M
Net assets (EOY)
$3.6M
How this plan invests
This plan
184 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
83
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
67
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Security Bank Savings Interest Bearing Cash N/A N/A VAR N/A" is 42% of plan.
- 10% of plan in employer / sponsor stock.
- 674 bps in Schedule C fees — 1196% above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TRUSTEES-SHEET METAL WORKERS LOCAL 270 WELFARE FUND.
Plan sponsor
Name
TRUSTEES-SHEET METAL WORKERS LOCAL 270 WELFARE FUND
EIN
73-6098088
Address
1863 N 105TH E AVE · TULSA, OK · 74116
Phone
(918) 587-2388
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2024
Plan year begin
2024-02-01
Tax period
2025-01-31
Filed
2025-11-15
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4E · Vision
4F · Temporary Disability (accident and sickness)
Audit & trust (Schedule H)
Auditor
ROYLE VAZQUEZ LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
10 rowsOther
10| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BLUE CROSS BLUE SHIELD OF OKLAHOMA | 36-1236610 | — | NONE | $216K | — |
| SHEET METAL WORKERS' LOCAL 270 | 73-0490789 | — | RELATED PARTY | $55K | — |
| IMA, INC. | 48-0805634 | — | NONE | $55K | — |
| JERRY ENDSLEY, CPA | — | TULSA, OK | NONE | $49K | — |
| ROYLE VAZQUEZ LLP | 92-1092242 | — | NONE | $18K | — |
| RXBENEFITS, INC. | 63-1157085 | — | NONE | $15K | — |
| MERRILL LYNCH | 13-5674085 | — | NONE | $14K | — |
| 98POINT6 | — | SEATTLE, WA | NONE | $9K | — |
| MED-LABS, LLC DBA PICMED WELLNESS | 26-3126651 | — | NONE | $9K | — |
| MONAGHAN WARRICK KING | 88-1319795 | — | NONE | $6K | — |
Investments
170 direct securities· $5.8M(88% of reported assets)
Uncategorized
$5.4M
167 holdings
Mutual Funds
$360K
1 holding
Corporate Bonds
$24K
1 holding
Common Stocks
$8K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Security Bank Savings Interest Bearing Cash N/A VAR N/A | — | — | $2.5M | $2.5M | 37.6% | |
| Federated Hermes Trsy Oblga Money Market N/A VAR N/A | — | — | $482K | $482K | 7.3% | |
| Blackrock Allocation Target Shares SeriesMutual Funds N/A | Mutual Funds | — | $368K | $360K | 5.5% | |
| Exchange Traded Funds Capital Group Divid Exchange Traded Funds N/A | — | — | $185K | $186K | 2.8% | |
| Ishares Russell 1000 Exchange Traded Funds N/A | — | — | $126K | $183K | 2.8% | |
| U.S. Treasury Note Government Securities N/A 1/15/2026 3.875% | — | — | $69K | $69K | 1.0% | |
| Ishares Russell Midcap Value Exchange Traded Funds N/A | — | — | $47K | $62K | 0.9% | |
| Interest Bearing Cash * ML Bank Deposit Program Interest Bearing Cash N/A VAR N/A | — | — | $56K | $56K | 0.9% | |
| U.S. Treasury Note Government Securities N/A 10/15/2026 4.625% | — | — | $45K | $44K | 0.7% | |
| U.S. Treasury Note Government Securities N/A 1/15/2027 4.000% | — | — | $43K | $43K | 0.6% | |
| U.S. Treasury Note Government Securities N/A 9/30/2027 4.125% | — | — | $37K | $37K | 0.6% | |
| Unitedhealth Group Inc Corporate Bonds N/A 1/15/2027 3.450% | — | — | $40K | $36K | 0.5% | |
| Microsoft. Corp Common Stock N/A | — | — | $13K | $36K | 0.5% | |
| U.S. Treasury Note Government Securities N/A 1/15/2027 4.000% | — | — | $35K | $35K | 0.5% | |
| U.S. Treasury Note Government Securities N/A 7/15/2025 3.000% | — | — | $31K | $31K | 0.5% | |
| Ishares Rs 2000 Value Exchange Traded Funds N/A | — | — | $27K | $30K | 0.5% | |
| Comcast Corp Corporate Bonds N/A 10/15/2028 4.150% | — | — | $30K | $29K | 0.4% | |
| Citigroup Inc Corporate Bonds N/A 6/3/2031 2.927% | — | — | $25K | $25K | 0.4% | |
| U.S. Treasury Note Government Securities N/A 4/30/2029 4.625% | — | — | $25K | $25K | 0.4% | |
| Virginia Elec & Power Co Corporate Bonds N/A 11/15/2031 2.300% | — | — | $25K | $25K | 0.4% | |
| Walmart Inc Corporate Bonds N/A 9/22/2031 1.800% | — | — | $25K | $25K | 0.4% | |
| Prologis Lp Corporate Bonds N/A 2/1/2031 1.750% | — | — | $25K | $25K | 0.4% | |
| General Dynamics Corp Corporate Bonds N/A 6/1/2031 2.250% | — | — | $25K | $25K | 0.4% | |
| Kimberly-Clark Corp Corporate Bonds N/A 9/15/2027 1.050% | — | — | $23K | $25K | 0.4% | |
| American Express Co Corporate Bonds N/A 10/30/2031 6.061% | — | — | $25K | $25K | 0.4% | |
| Simon Property Group Inc Corporate Bonds N/A 1/15/2027 1.375% | — | — | $23K | $24K | 0.4% | |
| Qualcomm Inc Corporate Bonds N/A 5/20/2028 1.300% | — | — | $23K | $24K | 0.4% | |
| Bristol-Myers Squibb Co Corporate Bonds N/A 2/22/2031 5.050% | — | — | $24K | $24K | 0.4% | |
| Cisco Systems Inc Corporate Bonds N/A 2/26/2031 4.923% | — | — | $24K | $24K | 0.4% | |
| Paccar Financial Corp Corporate Bonds N/A 1/31/2029 4.600% | — | — | $23K | $24K | 0.4% | |
| Amazon.Com Inc Corporate Bonds N/A 5/12/2028 1.650% | — | — | $22K | $24K | 0.4% | |
| Chevron Corp Corporate Bonds N/A 5/11/2027 2.101% | — | — | $23K | $24K | 0.4% | |
| American Honda Finance Corporate Bonds N/A 1/12/2029 2.484% | — | — | $22K | $24K | 0.4% | |
| Air Products & Chemicals Corporate Bonds N/A 5/15/2030 2.050% | Corporate Bonds | — | $23K | $24K | 0.4% | |
| Applied Materials Inc Corporate Bonds N/A 4/1/2027 3.375% | — | — | $23K | $23K | 0.4% | |
| S&P Global Inc Corporate Bonds N/A 12/1/2029 2.500% | — | — | $22K | $23K | 0.4% | |
| Alphabet Inc Corporate Bonds N/A 8/15/2030 1.100% | — | — | $22K | $23K | 0.4% | |
| Con Edison Co Of Ny Inc Corporate Bonds N/A 4/1/2030 3.350% | — | — | $22K | $23K | 0.4% | |
| Goldman Sachs Group Inc Corporate Bonds N/A 2/7/2030 2.600% | — | — | $22K | $23K | 0.4% | |
| Philip Morris Intl Inc Corporate Bonds N/A 2/15/2028 4.875% | — | — | $22K | $23K | 0.3% | |
| Waste Management Inc Corporate Bonds N/A 7/3/2031 4.950% | — | — | $23K | $23K | 0.3% | |
| Lockheed Martin Corp Corporate Bonds N/A 5/15/2028 4.450% | — | — | $22K | $23K | 0.3% | |
| Realty Income Corp Corporate Bonds N/A 12/15/2028 4.700% | — | — | $22K | $23K | 0.3% | |
| Target Corp Corporate Bonds N/A 4/15/2029 3.375% | — | — | $22K | $23K | 0.3% | |
| United Parcel Service Corporate Bonds N/A 4/1/2030 4.450% | — | — | $23K | $23K | 0.3% | |
| Toyota Motor Credit Corp Corporate Bonds N/A 6/29/2029 4.450% | — | — | $22K | $23K | 0.3% | |
| U.S. Treasury Note Government Securities N/A 8/15/2027 3.750% | — | — | $23K | $23K | 0.3% | |
| Marsh & Mclennan Cos Inc Corporate Bonds N/A 3/15/2029 4.375% | — | — | $22K | $23K | 0.3% | |
| Charles Schwab Corp Corporate Bonds N/A 5/19/2029 5.507% | — | — | $22K | $23K | 0.3% | |
| Truist Financial Corp Corporate Bonds N/A 6/8/2027 5.954% | — | — | $22K | $22K | 0.3% | |
| Thermo Fisher Scientific Corporate Bonds N/A 11/21/2027 4.800% | — | — | $22K | $22K | 0.3% | |
| Nextera Energy Capital Corporate Bonds N/A 2/28/2030 5.000% | — | — | $21K | $22K | 0.3% | |
| U.S. Treasury Note Government Securities N/A 1/31/2029 4.000% | — | — | $22K | $22K | 0.3% | |
| Amazon. Com Inc Com Common Stock N/A | — | — | $11K | $21K | 0.3% | |
| U.S. Treasury Note Government Securities N/A 4/15/2026 3.750% | — | — | $20K | $20K | 0.3% | |
| U.S. Treasury Note Government Securities N/A 9/30/2027 4.125% | — | — | $18K | $19K | 0.3% | |
| Jpmorgan. Chase & Co Common Stock N/A | — | — | $9K | $18K | 0.3% | |
| Broadcom. Inc Common Stock N/A | — | — | $11K | $17K | 0.3% | |
| U.S. Government and Agency Obligations U.S. Treasury Note Government Securities N/A 6/15/2025 2.875% | — | — | $17K | $17K | 0.3% | |
| U.S. Treasury Note Government Securities N/A 9/30/2027 4.125% | — | — | $16K | $16K | 0.2% | |
| U.S. Treasury Note Government Securities N/A 7/31/2029 4.000% | — | — | $16K | $16K | 0.2% | |
| Home Depot Inc Corporate Bonds N/A 9/15/2028 1.500% | — | — | $14K | $15K | 0.2% | |
| Meta. Platforms Inc Common Stock N/A | — | — | $7K | $15K | 0.2% | |
| U.S. Treasury Note Government Securities N/A 1/15/2026 3.875% | — | — | $15K | $15K | 0.2% | |
| U.S. Treasury Note Government Securities N/A 6/30/2028 4.000% | — | — | $15K | $15K | 0.2% | |
| Goldman. Sachs Group Inc Common Stock N/A | — | — | $7K | $13K | 0.2% | |
| Apple. Inc Common Stock N/A | — | — | $4K | $13K | 0.2% | |
| Honeywell. Intl Inc Del Common Stock N/A | — | — | $11K | $12K | 0.2% | |
| Pnc. Fincl Services Group Common Stock N/A | — | — | $8K | $12K | 0.2% | |
| Alphabet. Inc Shs Cl A Common Stock N/A | — | — | $7K | $11K | 0.2% | |
| Unitedhealth. Group Inc Common Stock N/A | — | — | $10K | $11K | 0.2% | |
| Procter. & Gamble Co Common Stock N/A | — | — | $10K | $10K | 0.2% | |
| Ciena. Corp Common Stock N/A | — | — | $6K | $10K | 0.2% | |
| Blackrock Inc Reg Shs Common Stock N/A | — | — | $7K | $10K | 0.1% | |
| Mcdonalds. Corp Com Common Stock N/A | — | — | $9K | $10K | 0.1% | |
| Nvidia. Common Stock N/A | — | — | $7K | $9K | 0.1% | |
| Eaton Corp Plc Common Stock N/A | — | — | $5K | $9K | 0.1% | |
| Home. Depot Inc Common Stock N/A | — | — | $7K | $9K | 0.1% | |
| Accenture. Plc Shs Common Stock N/A | — | — | $8K | $9K | 0.1% | |
| Air. Products&Chem Common Stock N/A | — | — | $7K | $9K | 0.1% | |
| Visa. Inc Cl A Shrs Common Stock N/A | — | — | $8K | $8K | 0.1% | |
| Intl. Business Machines Common Stock N/A | — | — | $6K | $8K | 0.1% | |
| Marvell. Tech Inc Common Stock N/A | — | — | $5K | $8K | 0.1% | |
| Home Depot Inc Corporate Bonds N/A 9/15/2028 1.500% | — | — | $8K | $8K | 0.1% | |
| Chevron. Corp Common Stock N/A | — | — | $8K | $8K | 0.1% | |
| Abbott Labs Common Stock N/A | Common Stocks | — | $6K | $8K | 0.1% | |
| Medtronic. Plc Shs Common Stock N/A | — | — | $8K | $8K | 0.1% | |
| T-Mobile. Us Inc Shs Common Stock N/A | — | — | $6K | $8K | 0.1% | |
| Intercontinental. Common Stock N/A | — | — | $5K | $8K | 0.1% | |
| Oracle. Corp $0.01 Del Common Stock N/A | — | — | $6K | $8K | 0.1% | |
| Merck And Co Inc Shs Common Stock N/A | — | — | $7K | $8K | 0.1% | |
| Equinix. Inc Common Stock N/A | — | — | $7K | $7K | 0.1% | |
| Analog. Devices Inc Com Common Stock N/A | — | — | $6K | $7K | 0.1% | |
| Abbvie. Inc Shs Common Stock N/A | — | — | $6K | $7K | 0.1% | |
| Comcast Corp Corporate Bonds N/A 10/15/2028 4.150% | — | — | $8K | $7K | 0.1% | |
| Prologis Inc Common Stock N/A | — | — | $6K | $7K | <0.1% | |
| Union. Pacific Corp Common Stock N/A | — | — | $6K | $6K | <0.1% | |
| S&P. Global Inc Common Stock N/A | — | — | $6K | $6K | <0.1% | |
| Tractor. Supply Co Common Stock N/A | — | — | $6K | $6K | <0.1% | |
| Cardinal. Health Inc Ohio Common Stock N/A | — | — | $5K | $6K | <0.1% | |
| Pepsico. Inc Common Stock N/A | — | — | $6K | $6K | <0.1% | |
| Ss.And C Technologies Common Stock N/A | — | — | $5K | $6K | <0.1% | |
| Nextera. Energy Inc Shs Common Stock N/A | — | — | $6K | $6K | <0.1% | |
| Reddit. Inc Reg Shs-A- Common Stock N/A | — | — | $4K | $6K | <0.1% | |
| Humana. Inc Common Stock N/A | — | — | $7K | $6K | <0.1% | |
| Emerson. Elec Co Common Stock N/A | — | — | $5K | $5K | <0.1% | |
| Charles Schwab Corp Corporate Bonds N/A 5/19/2029 5.507% | — | — | $5K | $5K | <0.1% | |
| Kkr. & Co Inc Cl A Common Stock N/A | — | — | $4K | $5K | <0.1% | |
| Mondelez. International Common Stock N/A | — | — | $6K | $5K | <0.1% | |
| U.S. Treasury Note Government Securities N/A 1/15/2026 3.875% | — | — | $5K | $5K | <0.1% | |
| Wells. Fargo & Co Common Stock N/A | — | — | $5K | $5K | <0.1% | |
| Eli. Lilly & Co Common Stock N/A | — | — | $5K | $5K | <0.1% | |
| Wabtec. Common Stock N/A | — | — | $3K | $5K | <0.1% | |
| Tko. Group Holdings Inc Common Stock N/A | — | — | $3K | $5K | <0.1% | |
| Williams. Companies Del Common Stock N/A | — | — | $3K | $5K | <0.1% | |
| Sony. Group Corp Common Stock N/A | — | — | $4K | $5K | <0.1% | |
| Baker. Hughes Co Common Stock N/A | — | — | $4K | $4K | <0.1% | |
| Starbucks. Corp Common Stock N/A | — | — | $4K | $4K | <0.1% | |
| Advncd. Micro D Inc Common Stock N/A | — | — | $5K | $4K | <0.1% | |
| Tenet. Healthcare Corp Common Stock N/A | — | — | $2K | $4K | <0.1% | |
| Best. Buy Co Inc Common Stock N/A | — | — | $4K | $4K | <0.1% | |
| Lam. Resh Corp Common Stock N/A | — | — | $4K | $4K | <0.1% | |
| Eastman. Chemical Co Com Common Stock N/A | — | — | $4K | $4K | <0.1% | |
| Ferguson. Enterprises Inc Common Stock N/A | — | — | $5K | $4K | <0.1% | |
| Reinsurnce. Group America Common Stock N/A | — | — | $2K | $4K | <0.1% | |
| Berkshire. Hathawayinc Common Stock N/A | — | — | $3K | $4K | <0.1% | |
| Sanofi. Adr Common Stock N/A | — | — | $3K | $4K | <0.1% | |
| Intuit. Inc Com Common Stock N/A | — | — | $4K | $4K | <0.1% | |
| Thermo. Fisher Scientific Common Stock N/A | — | — | $3K | $4K | <0.1% | |
| Zebra. Technologies Crp A Common Stock N/A | — | — | $2K | $4K | <0.1% | |
| Money Market Funds Blackrock Liquidity Fund Money Market N/A VAR N/A | — | — | $4K | $4K | <0.1% | |
| Boston. Scientific Corp Common Stock N/A | — | — | $3K | $3K | <0.1% | |
| Target Corp Com Common Stock N/A | — | — | $4K | $3K | <0.1% | |
| Howmet Aerospace Inc Common Stock N/A | — | — | $3K | $3K | <0.1% | |
| Lvmh. Moet Hennessy Adr Common Stock N/A | — | — | $3K | $3K | <0.1% | |
| Shell. Plc Common Stock N/A | — | — | $3K | $3K | <0.1% | |
| Elevance. Health Inc Common Stock N/A | — | — | $4K | $3K | <0.1% | |
| Discover. Finl Svcs Common Stock N/A | — | — | $2K | $3K | <0.1% | |
| Ross. Stores Inc Com Common Stock N/A | — | — | $3K | $3K | <0.1% | |
| U.S. Treasury Note Government Securities N/A 9/30/2027 4.125% | — | — | $3K | $3K | <0.1% | |
| Hess. Corp Common Stock N/A | — | — | $3K | $3K | <0.1% | |
| Johnson. Controls Inter Common Stock N/A | — | — | $3K | $3K | <0.1% | |
| Conocophillips. Common Stock N/A | — | — | $3K | $3K | <0.1% | |
| Anheuser-Busch Inbev Wor Corporate Bonds N/A 6/1/2030 3.728% | — | — | $3K | $3K | <0.1% | |
| Cognizant. Tech Solutns A Common Stock N/A | — | — | $2K | $3K | <0.1% | |
| Fedex. Corp Delaware Com Common Stock N/A | — | — | $3K | $3K | <0.1% | |
| Dun. And Bradstreet Hldgs Common Stock N/A | — | — | $2K | $2K | <0.1% | |
| Astera. Labs Inc Reg Shs Common Stock N/A | — | — | $3K | $2K | <0.1% | |
| Corteva. Inc Reg Shs Common Stock N/A | — | — | $2K | $2K | <0.1% | |
| Skechers. U S A Inc Cl A Common Stock N/A | — | — | $2K | $2K | <0.1% | |
| U.S. Treasury Note Government Securities N/A 10/15/2026 4.625% | — | — | $2K | $2K | <0.1% | |
| U.S. Treasury Note Government Securities N/A 1/15/2026 3.875% | — | — | $2K | $2K | <0.1% | |
| U.S. Treasury Note Government Securities N/A 1/15/2027 4.000% | — | — | $2K | $2K | <0.1% | |
| Realty Income Corp Corporate Bonds N/A 12/15/2028 4.700% | — | — | $2K | $2K | <0.1% | |
| U.S. Treasury Note Government Securities N/A 7/15/2025 3.000% | — | — | $2K | $2K | <0.1% | |
| Toyota Motor Credit Corp Corporate Bonds N/A 6/29/2029 4.450% | — | — | $2K | $2K | <0.1% | |
| Novo. Nordisk A S Adr Common Stock N/A | — | — | $2K | $2K | <0.1% | |
| Alphabet. Inc Shs Cl C Common Stock N/A | — | — | $1K | $2K | <0.1% | |
| Rtx. Corp Common Stock N/A | — | — | $1K | $2K | <0.1% | |
| Uber. Technologies Inc Common Stock N/A | — | — | $2K | $2K | <0.1% | |
| Wstn. Digital Corp Del Common Stock N/A | — | — | $2K | $2K | <0.1% | |
| Micron. Technology Inc Common Stock N/A | — | — | $1K | $2K | <0.1% | |
| Otis. Worldwide Corp Reg Common Stock N/A | — | — | $1K | $2K | <0.1% | |
| Crown. Castle Inc Common Stock N/A | — | — | $2K | $2K | <0.1% | |
| Comcast. Corp New Cl A Common Stock N/A | — | — | $2K | $1K | <0.1% | |
| U.S. Treasury Note Government Securities N/A 9/30/2027 4.125% 1,000 990 | — | — | — | $998 | <0.1% | |
| U.S. Treasury Note Government Securities N/A 1/15/2027 4.000% 1,000 990 | — | — | — | $996 | <0.1% | |
| U.S. Treasury Note Government Securities N/A 4/15/2026 3.750% 1,000 984 | — | — | — | $994 | <0.1% | |
| U.S. Treasury Note Government Securities N/A 6/30/2028 4.000% 1,000 991 | — | — | — | $992 | <0.1% | |
| U.S. Treasury Note Government Securities N/A 1/31/2029 4.000% 1,000 984 | — | — | — | $989 | <0.1% |
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