Indiana/kentucky/ohio Regional Council of Carpenters Pension Fund
Taft-Hartley plan, based in Troy, Michigan, reporting $1.8B in assets, for 13,382 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Invesco Trust Company appears on Indiana/kentucky/ohio Regional Council of Carpenters Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023).
1 more adviser, 5 more managers, 24 more commitments and 5 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
- WTC - Cif Core Bond Portfolio3 commitments
- Credit Suisse Floating Rate Trust3 commitments
- Northern Trust Investments, Inc.4 commitments
- ABS Allegiance Real Estate3 commitments
- Wellington Trust Company, Na3 commitments
Relationship network
49 connected entities27 observed commitments18 repeat counterparties19 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 0.7%
- Non-interest-bearing cash 0.8%
- Corporate debt instruments (other) 3.5%
- U.S. Government securities 2.6%
- Insurance company general account 0.0%
- Other investments 0.2%
- Partnership/joint venture interests 15.2%
- 103-12 investment entities 7.0%
- Common/collective trusts 65.2%
- Registered investment companies 4.1%
Consultants and advisers
- Marquette Associates Inc. Investment adviser (plan)through Jun 30, 2023 Form 5500
- Midwest Institutional Trust Company Custodianthrough Jun 30, 2025 Form 5500
- BMO Harris Bank, N.A. Custodianthrough Jun 30, 2023 Form 5500
+1 more consultant or adviser advise this allocator
Every name, record and relationship behind this count, with the source on each.
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People
Manager roster
- Northern Trust Investments, Inc.4 rows, latest Jun 30, 2025
- ABS Allegiance Real Estate3 rows, latest Jun 30, 2025
- Wellington Trust Company, Na3 rows, latest Jun 30, 2025
+5 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- Parametric Portfolio Associatesplan years
- Proloan Bond Fundplan years
- Invesco Trust Companyplan years 2025
+8 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, 2024Manager relationship startedInvesco Trust Company appears on Indiana/kentucky/ohio Regional Council of Carpenters Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)with Invesco Trust Companyaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceNorthern Trust Corporation no longer appears on Indiana/kentucky/ohio Regional Council of Carpenters Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)with Northern Trust Co.askebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceLSV Asset Management no longer appears on Indiana/kentucky/ohio Regional Council of Carpenters Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)with LSV Asset Managementaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceBMO Harris Bank no longer appears on Indiana/kentucky/ohio Regional Council of Carpenters Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)with BMO Harris Bank, N.A.askebsa.dol.gov
- Jul 1, 2024Funded status changedIndiana/kentucky/ohio Regional Council of Carpenters Pension Fund funded ratio 92.2% -> 95.1% (2023-07-01 to 2024-07-01)
+5 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 Jun 30, 2025 | ASB Allegiance Real Estate Fundcollective trust | ABS Allegiance Real Estate | Real estate | $32.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | WTC - Cif Core Bond Portfoliocollective trust | Wellington Trust Company, Na | Fixed income | $71.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | Credit Suisse Floating Rate Trustcollective trust | Great Gray Trust Company, LLC | Private credit | $66.2M held | Disclosed holding | askebsa.dol.gov |
+24 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 Jun 30, 2025 | 13,382 | Not disclosed | Not disclosed | n/a | $1.8B | $271M | Not disclosed | Not disclosed |
| 2023 to Jun 30, 2024 | 12,528 | Not disclosed | Not disclosed | n/a | $1.6B | $254M | Not disclosed | Not disclosed |
| 2022 to Jun 30, 2023 | 12,076 | Not disclosed | Not disclosed | n/a | $1.5B | $246M | Not disclosed | Not disclosed |
- Benesys, Inc. codes 13 36 49 50 $695,135 PY2024
- American Realty Advisors codes 28 $401,814 PY2024
- ASB Capital Management LLC codes 28 51 $283,320 PY2024
+77 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Indiana/kentucky/ohio Regional Council of Carpenters Pension Fund sits on 5 traced paths of capital across the graphs.
DFX traced 5 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.
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Record history
- Manager relationship ended2024-12-31source on record
- Manager relationship started2024-12-31source on record
- Manager relationship ended2024-12-31source 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
+16 connections on the graph
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