Indiana State Council of Carpenters Pension Fund
Taft-Hartley plan, based in Troy, Michigan, reporting $1.4B in assets, for 15,601 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: Dec 31, 2024, Marquette Associates no longer appears on Indiana State Council of Carpenters Pension Fund's Schedule C as investment adviser (plan) (plan year 2024 vs 2023).
10 more advisers, 5 more managers, 19 more commitments and 15 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- ASB Allegiance Real Estate Fund3 commitments
- Afl-Cio Building Investment Trust3 commitments
- UBC Russell 3000 Index Trust3 commitments
- Legal and General4 commitments
- ABS Allegiance Real Estate3 commitments
- Great Gray Trust Company3 commitments
Relationship network
47 connected entities22 observed commitments16 repeat counterparties16 dated commitments shown here, 2023 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
- Organization
›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 2.8%
- Non-interest-bearing cash 0.9%
- Corporate debt instruments (other) 8.9%
- U.S. Government securities 7.7%
- Other investments 2.7%
- Partnership/joint venture interests 17.6%
- Common/collective trusts 34.4%
- Registered investment companies 3.9%
- Common stock 19.9%
- Real estate (other than employer real property) 0.0%
Consultants and advisers
- Morgan Stanley Smith Barney Investment adviser (plan)Custodianthrough Mar 31, 2024 Form 5500
- Marquette Associates Inc. Investment adviser (plan)through Mar 31, 2024 Form 5500
- L&g Inv. Mgmt. America, Inc. Trusteethrough Mar 31, 2024 Form 5500
+10 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
- Legal and General4 rows, latest Mar 31, 2025
- ABS Allegiance Real Estate3 rows, latest Mar 31, 2025
- Great Gray Trust Company3 rows, latest Mar 31, 2025
+5 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- Victory Capital Management Inc.plan years
What changed
- Dec 31, 2024Consultant changedinferenceMarquette Associates no longer appears on Indiana State Council of Carpenters Pension Fund's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with Marquette Associates Inc.askebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceState Street Global Advisors no longer appears on Indiana State Council of Carpenters Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)with State Street Global Advisorsaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceChevy Chase Trust no longer appears on Indiana State Council of Carpenters Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)with ABS Allegiance Real Estateaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceJ.P. Morgan Investment Management no longer appears on Indiana State Council of Carpenters Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)with J.P. Morgan Investment Managementaskebsa.dol.gov
- Apr 1, 2024Assets changedIndiana State Council of Carpenters Pension Fund plan assets $1.2B -> $1.3B (+12.3%, 2023-04-01 to 2024-04-01)
+15 more dated events
Every name, record and relationship behind this count, with the source on each.
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Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Mar 31, 2025 | Legal & General Msci Acwi Ex US Citcollective trust | Legal and General | Pooled vehicles | $91.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Mar 31, 2025 | Legal & General S&p 600 Cit Fundcollective trust | Legal and General | Pooled vehicles | $30.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Mar 31, 2025 | ASB Allegiance Real Estate Fundcollective trust | ABS Allegiance Real Estate | Real estate | $17.9M held | Disclosed holding | askebsa.dol.gov |
+19 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
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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 Mar 31, 2025 | 15,601 | Not disclosed | Not disclosed | n/a | $1.4B | $237M | Not disclosed | $401,767 |
| 2023 to Mar 31, 2024 | 8,393 | Not disclosed | Not disclosed | n/a | $1.3B | $187M | Not disclosed | $405,836 |
| 2022 to Mar 31, 2023 | 8,166 | Not disclosed | Not disclosed | n/a | $1.2B | $173M | Not disclosed | $487,105 |
- Morgan Stanley codes 27 33 49 50 71 72 99 $1.9M PY2024
- Benesys, Inc. codes 13 14 36 49 50 $526,716 PY2024
- Blackstone Infra. Advisors LLC codes 21 28 51 52 $335,694 PY2024
+73 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Indiana State Council of Carpenters Pension Fund sits on 6 traced paths of capital across the graphs.
DFX traced 6 paths 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.
Checking your plan…
Record history
- Manager relationship ended2024-12-31source on record
- Manager relationship ended2024-12-31source on record
- Consultant changed2024-12-31source on record
+17 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
+16 connections on the graph
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