Michigan Carpenters' Pension Fund
Taft-Hartley plan, based in Lansing, Michigan, reporting $774M in assets, for 10,125 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 1 Sep 2024, Michigan Carpenters' Pension Fund funded ratio 68.3% -> 71.4% (2023-09-01 to 2024-09-01).
1 more adviser, 1 more manager and 12 more commitments
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- Short Term Investment Fund3 commitments
- Multi-Employer Property Trust3 commitments
- Afl-Cio Housing Investment Trust3 commitments
- NEW Tower Trust Company3 commitments
- Afl-Cio Housing Inv3 commitments
- Ullico Investment Advisors, Inc.3 commitments
Relationship network
38 connected entities15 observed commitments9 repeat counterparties12 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
- Non-interest-bearing cash 1.1%
- Other investments 11.9%
- Partnership/joint venture interests 49.6%
- Common/collective trusts 3.6%
- Pooled separate accounts 0.5%
- Registered investment companies 26.0%
- Common stock 6.6%
Consultants and advisers
- NEW England Pension Consulants Investment adviser (plan)through Aug 31, 2025 Form 5500
- Clarkston Capital Investment adviser (plan)through Aug 31, 2023 Form 5500
- United Actuarial Services, Inc. Actuarythrough Aug 31, 2023 Form 5500
+1 more consultant or adviser 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.
People
Manager roster
- NEW Tower Trust Company3 rows, latest Aug 31, 2025
- Afl-Cio Housing Inv3 rows, latest Aug 31, 2025
- Ullico Investment Advisors, Inc.3 rows, latest Aug 31, 2025
+1 more manager received commitments
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
- Reinhart Partners, Inc.plan years 2023
- Clarkston Capitalplan years 2023
What changed
- Sep 1, 2024Funded status changedMichigan Carpenters' Pension Fund funded ratio 68.3% -> 71.4% (2023-09-01 to 2024-09-01)
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Aug 31, 2025 | Short Term Investment Fundcollective trust | Comerica | Cash | $7.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Aug 31, 2025 | Multi-Employer Property Trustcollective trust | NEW Tower Trust Company | Real estate | $5.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Aug 31, 2025 | Afl-Cio Housing Investment Trustcollective trust | Afl-Cio Housing Inv | Pooled vehicles | $3.7M held | Disclosed holding | askebsa.dol.gov |
+12 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.
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 Aug 31, 2025 | 10,125 | Not disclosed | Not disclosed | n/a | $774M | $384M | Not disclosed | Not disclosed |
| 2023 to Aug 31, 2024 | 9,716 | Not disclosed | Not disclosed | n/a | $725M | $340M | Not disclosed | Not disclosed |
| 2022 to Aug 31, 2023 | 9,586 | Not disclosed | Not disclosed | n/a | $659M | $294M | Not disclosed | Not disclosed |
- TIC Midwest, LLC codes 10 13 15 38 50 $546,859 PY2024
- Nepc, LLC codes 27 50 $228,671 PY2024
- Reinhart Partners, Inc codes 28 51 $216,037 PY2024
+61 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
Provenance
Michigan Carpenters' Pension Fund sits on 4 traced paths of capital across the graphs.
DFX traced 4 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
- Funded status changed2024-09-01source on record
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
+7 connections on the graph
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