Greater Pennsylvania Carpenters' Pension Fund
Taft-Hartley plan, based in Pittsburgh, Pennsylvania, reporting $1.7B in assets, for 17,560 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Graystone Consulting appears on Greater Pennsylvania Carpenters' Pension Fund's Schedule C as investment adviser (plan) (plan year 2024 vs 2023).
23 more advisers
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
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Capital path
who backs this record, through what, into what; each name opens its own path- Prisa3 commitments
- Prudential Insurance Company of Ame3 commitments
Relationship network
45 connected entities3 observed commitments2 repeat counterpartiescommitments 2022 to 2024
From board minutes, annual reports, Form 5500 filings and public records of commitments, consultants and staff in the allocator graph. Commitment amounts are those the allocator disclosed; many are not printed, and none is estimated.
Some relationships on this record are counted rather than named here. They open with the full profile.
Click any name or line for the commitments and sources behind it. Line weight is commitments together; dashed lines are inferred.
- Sponsor
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›How strength and recency are read
Managers, funds and consultants are read from the commitments: three or more is a strong observed relationship, two a repeat counterparty. No consultant link is marked current on the source, so none is labelled current or former here. Related plans, people and plan service providers are ordered by what the filing shows.
Darker lines were active in the last 24 months or are current; lighter lines are older or undated.
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
Allocation policy
- Interest-bearing cash 3.9%
- Corporate debt instruments (preferred) 1.5%
- U.S. Government securities 7.8%
- Other investments 26.3%
- Pooled separate accounts 1.0%
- Registered investment companies 26.3%
- Common stock 23.8%
- Real estate (other than employer real property) 7.9%
Consultants and advisers
- Morgan Stanley Smith Barney, LLC Investment adviser (plan)through Dec 31, 2024 Form 5500
- Westwood Global Investments Trusteethrough Dec 31, 2023 Form 5500
- Adams Street Partners Trusteethrough Dec 31, 2023 Form 5500
+23 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
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People
Manager roster
- Prudential Insurance Company of Ame3 rows, latest Dec 31, 2024
- Kanye Anderson Rudnickplan years 2024
- Morgan Stanley Smith Barneyplan years 2024
- Cleararc Capital, Inc.plan years 2024
+12 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
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What changed
- Dec 31, 2024Consultant changedinferenceGraystone Consulting appears on Greater Pennsylvania Carpenters' Pension Fund's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with Morgan Stanley Smith Barney, LLCaskebsa.dol.gov
- Dec 31, 2024Assets changedGreater Pennsylvania Carpenters' Pension Fund total assets $1.2B -> $1.7B (+33.1%, 2023-12-31 to 2024-12-31)
- Jan 1, 2024Assets changedGreater Pennsylvania Carpenters' Pension Fund plan assets $1.1B -> $1.5B (+38.5%, 2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedGreater Pennsylvania Carpenters' Pension Fund funded ratio 88.6% -> 85.6% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedGreater Pennsylvania Carpenters' Pension Fund plan assets $1.2B -> $1.1B (-13.6%, 2022-01-01 to 2023-01-01)
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Prisaseparate account | Prudential Insurance Company of Ame | Pooled vehicles | $16.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Prisaseparate account | Prudential Insurance Company of Ame | Pooled vehicles | $20.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Prisaseparate account | Prudential Insurance Company of Ame | Pooled vehicles | $25.2M held | Disclosed holding | askebsa.dol.gov |
Size and funding
Form 5500 filings
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 17,560 | Not disclosed | Not disclosed | n/a | $1.7B | Not disclosed | Not disclosed | $131M |
| 2023 to Dec 31, 2023 | 17,581 | Not disclosed | Not disclosed | n/a | $1.2B | Not disclosed | Not disclosed | $82.9M |
| 2022 to Dec 31, 2022 | 17,727 | Not disclosed | Not disclosed | n/a | $1.2B | Not disclosed | Not disclosed | $82.6M |
- Carpenters Combined Funds Inc. codes 13 $1.7M PY2024
- Foundry Partners codes 51 $647,487 PY2024
- Eagle Capital Management LLC codes 51 $519,323 PY2024
+86 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Greater Pennsylvania Carpenters' Pension Fund sits on 1 traced path of capital across the graphs.
DFX traced 1 path 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
- Consultant changed2024-12-31source on record
- Total assets changed2024-12-31source on record
- Total assets changed2024-01-01source on record
+2 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
+42 connections on the graph
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