Western States Carpenters Pension Plan
Taft-Hartley plan, based in LOS Angeles, California, reporting $11B in assets, for 98,625 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Western States Carpenters Pension Plan first reports an interest in ASB Allegiance Real Estate Fund (ABS Allegiance Real Estate): $23M at 2024-12-31.
2 more advisers, 7 more managers, 21 more commitments and 14 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- GS 2005 Priv Equity Manager Fund3 commitments
- Alcentra Euro Cr Opp Fd III Scsp3 commitments
- Crescent Capital Trust II Levered3 commitments
- Alcentra Ltd5 commitments
- Crescent Capital3 commitments
- Invesco Trust Company3 commitments
Relationship network
67 connected entities24 observed commitments12 repeat counterparties17 dated commitments shown here, 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
- 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 0.5%
- Non-interest-bearing cash 2.7%
- Corporate debt instruments (other) 1.7%
- U.S. Government securities 2.7%
- Other investments 4.2%
- Partnership/joint venture interests 23.3%
- 103-12 investment entities 2.2%
- Common/collective trusts 54.9%
- Registered investment companies 2.5%
- Real estate (other than employer real property) 2.8%
Consultants and advisers
- Segal General consultantthrough Dec 31, 2023 Form 5500
- Alan Biller and Associates Investment adviser (plan)through Dec 31, 2022 Form 5500
- Jpmorgan Chase Bank, N.A. Discretionary trusteethrough Dec 31, 2024 Form 5500
+2 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
- Alcentra Ltd5 rows, latest Dec 31, 2024
- Crescent Capital3 rows, latest Dec 31, 2024
- Invesco Trust Company3 rows, latest Dec 31, 2024
+7 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- Quest Investment Management, LLCplan years
- JP Morgan Chaseplan years
- Apogem Capital LLCplan years
+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, 2024Holding startedWestern States Carpenters Pension Plan first reports an interest in ASB Allegiance Real Estate Fund (ABS Allegiance Real Estate): $23M at 2024-12-31with ABS Allegiance Real Estateaskebsa.dol.gov
- Dec 31, 2024Holding startedWestern States Carpenters Pension Plan first reports an interest in Washington Capital Joint Master Tru (Washington Capital Management, Inc.): $245M at 2024-12-31with Washington Capital Management, Inc.askebsa.dol.gov
- Dec 31, 2024Holding startedWestern States Carpenters Pension Plan first reports an interest in Jpmcb Core Bond Fund (JP Morgan Core Bond Fund): $682M at 2024-12-31with JP Morgan Core Bond Fundaskebsa.dol.gov
- Dec 31, 2024Holding startedWestern States Carpenters Pension Plan first reports an interest in Quest Group Trust III: $5M at 2024-12-31with Quest Group Trust IIIaskebsa.dol.gov
- Dec 31, 2024Holding startedWestern States Carpenters Pension Plan first reports an interest in Quest Group Trust VI Fund: $3M at 2024-12-31with Quest Group Trust VI Fundaskebsa.dol.gov
+14 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 Dec 31, 2024 | GS 2005 Priv Equity Manager Fund103 12 ie | Access General Partner LLC | Public equity | $394,453 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Washington Capital Joint Master Tru103 12 ie | Washington Capital Management, Inc. | Pooled vehicles | $245M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Jpmcb Core Bond Fundcollective trust | JP Morgan Chase | Fixed income | $682M held | Disclosed holding | askebsa.dol.gov |
+21 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 Dec 31, 2024 | 98,625 | Not disclosed | Not disclosed | n/a | $11B | $2.6B | Not disclosed | $315M |
| 2023 to Dec 31, 2023 | 96,339 | Not disclosed | Not disclosed | n/a | $6.8B | $1.6B | Not disclosed | $207M |
| 2022 to Dec 31, 2022 | 87,607 | Not disclosed | Not disclosed | n/a | $6.1B | $1.4B | Not disclosed | $321M |
- Carpenters Southwest Admin Corp. codes 13 $7.0M PY2024
- Washington Capital codes 28 51 $2.2M PY2024
- Shanley Apc codes 29 $1.3M PY2024
+90 more service providers
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Provenance
Provenance
Western States Carpenters Pension Plan sits on 25 traced paths of capital across the graphs.
DFX traced 25 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
- Holding in a pooled vehicle started2024-12-31source on record
- Holding in a pooled vehicle started2024-12-31source on record
- Holding in a pooled vehicle started2024-12-31source on record
+16 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
+17 connections on the graph
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