Indiana Carpenters Pension Fund
Taft-Hartley plan, based in Troy, Michigan, for 7,583 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2023, William Blair Investment Management no longer appears on Indiana Carpenters Pension Fund's Schedule C as investment manager (plan year 2023 vs 2022).
2 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 Fund1 commitment
- Pinehurst Institutional, Ltd.1 commitment
- ABS Allegiance Real Estate1 commitment
- Corbin Capital Partners, LP1 commitment
Relationship network
27 connected entities2 observed commitmentscommitments 2022
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 1.3%
- Non-interest-bearing cash 1.0%
- Corporate debt instruments (other) 3.6%
- U.S. Government securities 4.4%
- Other investments 1.7%
- Partnership/joint venture interests 19.6%
- Common/collective trusts 9.9%
- Registered investment companies 44.8%
- Common stock 12.7%
Consultants and advisers
- Osborne Carriero & Associates Actuarythrough Dec 31, 2022 Form 5500
- State Street Global Advisors Custodianthrough Dec 31, 2022 Form 5500
- Osborn, Carreiro & Associates, Inc. Actuarythrough Dec 31, 2022 Form 5500
People
Manager roster
- ABS Allegiance Real Estate1 row, latest Dec 31, 2022
- Corbin Capital Partners, LP1 row, latest Dec 31, 2022
- William Blair Investment Mgmt, LLCplan years 2022
- Galliard Capital Managementplan years 2022
- Marquette Associates Inc.plan years 2022
+7 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, 2023Manager relationship endedinferenceWilliam Blair Investment Management no longer appears on Indiana Carpenters Pension Fund's Schedule C as investment manager (plan year 2023 vs 2022)with William Blair Investment Mgmt, LLCaskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceState Street Global Advisors no longer appears on Indiana Carpenters Pension Fund's Schedule C as investment manager (plan year 2023 vs 2022)with State Street Global Advisorsaskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceThe Blackstone Group, LP no longer appears on Indiana Carpenters Pension Fund's Schedule C as investment manager (plan year 2023 vs 2022)with Blackstone Partnersaskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceBuckhead Capital Management, LLC no longer appears on Indiana Carpenters Pension Fund's Schedule C as investment manager (plan year 2023 vs 2022)with Buckhead Capital Management, LLCaskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceIIF Erisa Hedged (jpm) no longer appears on Indiana Carpenters Pension Fund's Schedule C as investment manager (plan year 2023 vs 2022)with IIF Erisa Hedged LPaskebsa.dol.gov
+2 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.
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2022 | ASB Allegiance Real Estate Fundcollective trust | ABS Allegiance Real Estate | Real estate | $28.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Pinehurst Institutional, Ltd.collective trust | Corbin Capital Partners, LP | Pooled vehicles | $29.4M 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 |
|---|---|---|---|---|---|---|---|---|
| 2023 to Mar 31, 2023 | 7,583 | Not disclosed | Not disclosed | n/a | $0 | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 7,448 | Not disclosed | Not disclosed | n/a | $582M | $114M | Not disclosed | Not disclosed |
- Victory Capital Management codes 28 51 $282,429 PY2023
- Prime Property Fund, LLC codes 28 51 $84,048 PY2023
- Galliard Capital Management. Inc. codes 28 51 $68,079 PY2023
+37 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Not yet on record: assets.
Record history
- Manager relationship ended2023-12-31source on record
- Manager relationship ended2023-12-31source on record
- Manager relationship ended2023-12-31source on record
+4 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
+14 connections on the graph
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