Central Iowa Carpenters Pension Plan
Taft-Hartley plan, based in Bloomington, Minnesota, reporting $218M in assets, for 2,377 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2025, Central Iowa Carpenters Pension Plan no longer reports Alliance Bernstein Fund (Alliance Bernstein, L.P.) (last held $17M at 2024-12-31; absent from the 2025-12-31 filing).
2 more advisers, 9 more commitments and 3 more dated events
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- Comerica Large-Cap Equity Index3 commitments
- Alliance Bernstein Fund3 commitments
- NCS Group Trust - International Fun2 commitments
- Invesco Trust Company4 commitments
- Alliance Bernstein, L.P.3 commitments
- Walter Scott Ncs2 commitments
Relationship network
25 connected entities12 observed commitments8 repeat counterpartiescommitments 2022 to 2025
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
- Fund or vehicle
- Service provider
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
- Interest-bearing cash 0.6%
- Other investments 0.2%
- Partnership/joint venture interests 13.6%
- 103-12 investment entities 5.1%
- Common/collective trusts 49.9%
- Registered investment companies 27.2%
- Common stock 2.8%
- Segal Marco Advisors Investment adviser (plan)through Dec 31, 2025 Form 5500
- Segal Actuarythrough Dec 31, 2025 Form 5500
- Boston Trust Walden Company Custodianthrough Dec 31, 2025 Form 5500
+2 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
- Invesco Trust Company4 rows, latest Dec 31, 2025
- Alliance Bernstein, L.P.3 rows, latest Dec 31, 2024
- Walter Scott Ncs2 rows, latest Dec 31, 2025
- Alliance Bernstein, L.P.plan years 2025
- BNY Mellon Investment Adviser, Inc.plan years 2025
- Invesco Trust Companyplan years 2025
- Dec 31, 2025Holding endedinferenceCentral Iowa Carpenters Pension Plan no longer reports Alliance Bernstein Fund (Alliance Bernstein, L.P.) (last held $17M at 2024-12-31; absent from the 2025-12-31 filing)with Alliance Bernstein, L.P.askebsa.dol.gov
- Dec 31, 2025Holding endedinferenceCentral Iowa Carpenters Pension Plan no longer reports Comerica Large-Cap Equity Index (last held $46M at 2024-12-31; absent from the 2025-12-31 filing)with Comerica Large-Cap Equity Indexaskebsa.dol.gov
- Dec 31, 2025Manager relationship startedAlliance Bernstein L.P. appears on Central Iowa Carpenters Pension Plan's Schedule C as investment manager (plan year 2025 vs 2024)with Alliance Bernstein, L.P.askebsa.dol.gov
- Jan 1, 2025Funded status changedCentral Iowa Carpenters Pension Plan funded ratio 101.1% -> 98.9% (2024-01-01 to 2025-01-01)
- Dec 31, 2024Holding startedCentral Iowa Carpenters Pension Plan first reports an interest in UBC Russell 3000 Index Trust (Invesco Trust Company): $30M at 2024-12-31with Invesco Trust Companyaskebsa.dol.gov
+3 more dated events
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2025 | NCS Group Trust - International Fun103 12 ie | Walter Scott Ncs | Pooled vehicles | $11.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2025 | UBC Russell 3000 Index Trustcollective trust | Invesco Trust Company | Pooled vehicles | $96.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2025 | Invesco International Growth Trustcollective trust | Invesco Trust Company | Pooled vehicles | $11.9M held | Disclosed holding | askebsa.dol.gov |
+9 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2025 to Dec 31, 2025 | 2,377 | Not disclosed | Not disclosed | n/a | $218M | $29.7M | Not disclosed | Not disclosed |
| 2024 to Dec 31, 2024 | 2,487 | Not disclosed | Not disclosed | n/a | $202M | $26.5M | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 2,373 | Not disclosed | Not disclosed | n/a | $188M | $26.6M | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 2,068 | Not disclosed | Not disclosed | n/a | $174M | $29.6M | Not disclosed | Not disclosed |
- Wilson-Mcshane Corporation codes 10 13 $146,781 PY2025
- The Segal Company codes 11 17 $118,717 PY2025
- BNY Mellon Investment Adviser, Inc. codes 51 $76,146 PY2025
+55 more service providers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Provenance
Central Iowa Carpenters Pension Plan sits on 3 traced paths of capital across the graphs.
DFX traced 3 paths of capital through this record
Every record on each path, what it committed or lent, and as of when.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
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Record history
- Holding in a pooled vehicle ended2025-12-31source on record
- Holding in a pooled vehicle started2025-12-31source on record
- Holding in a pooled vehicle ended2025-12-31source on record
+7 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
+11 connections on the graph
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