Carpenters Labor-Management Pension Plan
Taft-Hartley plan, based in LOS Angeles, California, for 24,299 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2025, Greenbriar Equity Group, L.P. no longer appears on Carpenters Labor-Management Pension Plan's Schedule C as investment manager (plan year 2025 vs 2024).
6 more advisers, 3 more managers, 10 more commitments and 32 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.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Capital path
who backs this record, through what, into what; each name opens its own path- UBC Russell 3000 Index Trust3 commitments
- Longview Ultra Construction Loan in3 commitments
- Afl-Cio Building Investment Trust3 commitments
- Invesco Trust Company3 commitments
- Amalgamated Bank3 commitments
- Great Gray Trust Company3 commitments
Relationship network
69 connected entities13 observed commitments8 repeat counterparties9 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
›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 12.2%
- Non-interest-bearing cash 0.8%
- Corporate debt instruments (other) 4.9%
- U.S. Government securities 3.6%
- Partnership/joint venture interests 17.6%
- Common/collective trusts 46.2%
- Common stock 0.0%
- Preferred stock 0.0%
Consultants and advisers
- Alan Biller and Associates Investment adviser (plan)through Dec 31, 2025 Form 5500
- Cheiron Actuarythrough Dec 31, 2025 Form 5500
- Dodge & Cox Custodianthrough Dec 31, 2025 Form 5500
+6 more consultants and advisers 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
- Invesco Trust Company3 rows, latest Dec 31, 2024
- Amalgamated Bank3 rows, latest Dec 31, 2024
- Great Gray Trust Company3 rows, latest Dec 31, 2024
+3 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- JP Morgan Chaseplan years
- Amalgamated Bankplan years
- American Realty Advisorsplan years 2025
+20 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
What changed
- Dec 31, 2025Manager relationship endedinferenceGreenbriar Equity Group, L.P. no longer appears on Carpenters Labor-Management Pension Plan's Schedule C as investment manager (plan year 2025 vs 2024)with Greenbriar Equity Group LPaskebsa.dol.gov
- Dec 31, 2025Manager relationship startedAra appears on Carpenters Labor-Management Pension Plan's Schedule C as investment manager (plan year 2025 vs 2024)with American Realty Advisorsaskebsa.dol.gov
- Dec 31, 2025Manager relationship startedBlackstone Group appears on Carpenters Labor-Management Pension Plan's Schedule C as investment manager (plan year 2025 vs 2024)with Blackstone Infrastructure Partnersaskebsa.dol.gov
- Dec 31, 2025Manager relationship endedinferenceMesa West no longer appears on Carpenters Labor-Management Pension Plan's Schedule C as investment manager (plan year 2025 vs 2024)with Mesa Westaskebsa.dol.gov
- Dec 31, 2025Manager relationship endedinferenceGenstar Capital no longer appears on Carpenters Labor-Management Pension Plan's Schedule C as investment manager (plan year 2025 vs 2024)with Genstar Capitalaskebsa.dol.gov
+32 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, 2024 | UBC Russell 3000 Index Trustcollective trust | Invesco Trust Company | Pooled vehicles | $463M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Longview Ultra Construction Loan incollective trust | Amalgamated Bank | Private credit | $20,536 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Jpmcb Core Bond Fundcollective trust | JP Morgan Chase | Fixed income | $63.2M held | Disclosed holding | askebsa.dol.gov |
+10 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 |
|---|---|---|---|---|---|---|---|---|
| 2025 to Dec 31, 2025 | 24,299 | Not disclosed | Not disclosed | n/a | $0 | $0 | Not disclosed | Not disclosed |
| 2024 to Dec 31, 2024 | 9,456 | Not disclosed | Not disclosed | n/a | $1.2B | $208M | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 9,731 | Not disclosed | Not disclosed | n/a | $777M | $138M | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 9,599 | Not disclosed | Not disclosed | n/a | $370M | $106M | Not disclosed | Not disclosed |
- Southern Benefit Administrators Inc codes 14 50 $585,301 PY2025
- Blackstone Group codes 28 51 $515,713 PY2025
- Cheiron, Inc. codes 11 16 $221,736 PY2025
+106 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
Not yet on record: assets.
Carpenters Labor-Management Pension Plan sits on 10 traced paths of capital across the graphs.
DFX traced 10 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
- Manager relationship started2025-12-31source on record
- Manager relationship ended2025-12-31source on record
- Manager relationship started2025-12-31source on record
+34 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
+38 connections on the graph
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