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AllocatorsPlancorporate pension<100m

Carhartt, Inc. Pension Plan

Allocators

Dearborn, MI

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Search this name across graphsid dfx:al:09b1ef73-36ad-40b4-9890-9f4eeaa5f55c

Data as of Sep 15, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 20, 2026, 11:53 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 17
On other graphs: 0
Observed: Sep 15, 2026 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Total assets: $36.8Mlatest reading; see basis
Assets as of: Dec 31, 2025
Assets basis: REPORTED
Funded ratio: 106%
Participants: 1,261
Commitments: 32with an amount; holdings are counted apart
Managers: 1
Funds: 14
Re-ups: 0
First-time managers: 0
Latest commitment: Dec 31, 2025
Consultants: 0
Private markets target, %: 0latest policy, percent of assets
Private equity target, %: 0latest policy, percent of assets
Latest policy: Dec 31, 2025
People: 0

Holdings (a value, never a commitment)

a Schedule D plan interest or a 990-PF other investment: a value on a date, never an approval; showing 25 of 32

Vehicle	Manager	Bucket	Value	As of	Kind	Source
Prin Core Plus Bond Sep Acct-Z	Principal	Fixed income	$30.2M	Dec 31, 2025	Separate account	Dol form 5500 pension
Prin Core Plus Bond Sep Acct-Z	Principal	Fixed income	$28.5M	Dec 31, 2024	Separate account	Dol form 5500 pension
Prin Lgcp S&p 500 Index Sa-Z	Principal	Pooled vehicle	$5.5M	Dec 31, 2022	Separate account	Dol form 5500 pension
Prin Core Plus Bond Sep Acct-Z	Principal	Fixed income	$5.4M	Dec 31, 2023	Separate account	Dol form 5500 pension
Prin Lgcp S&p 500 Index Sa-Z	Principal	Pooled vehicle	$5.4M	Dec 31, 2023	Separate account	Dol form 5500 pension
Prin Intl I Separate Acct-R6	Principal	Pooled vehicle	$5.1M	Dec 31, 2023	Separate account	Dol form 5500 pension
Prin Intl I Separate Acct-R6	Principal	Pooled vehicle	$4.0M	Dec 31, 2022	Separate account	Dol form 5500 pension
Prin Core Plus Bond Sep Acct-Z	Principal	Fixed income	$3.3M	Dec 31, 2022	Separate account	Dol form 5500 pension
Prin Largecap Value III Sa-R6	Principal	Pooled vehicle	$2.9M	Dec 31, 2022	Separate account	Dol form 5500 pension
Prin Largecap Value III Sa-R6	Principal	Pooled vehicle	$2.8M	Dec 31, 2023	Separate account	Dol form 5500 pension
Prin Largecap Growth I Sa-Z	Principal	Pooled vehicle	$2.8M	Dec 31, 2023	Separate account	Dol form 5500 pension
Prin Largecap Growth I Sa-Z	Principal	Pooled vehicle	$2.2M	Dec 31, 2022	Separate account	Dol form 5500 pension
Prin High Yield Sep Acct-Z	Principal	Fixed income	$2.0M	Dec 31, 2025	Separate account	Dol form 5500 pension
Prin Inflation Protect Sa-R6	Principal	Pooled vehicle	$2.0M	Dec 31, 2025	Separate account	Dol form 5500 pension
Prin High Income Sep Acct-Z	Principal	Fixed income	$1.9M	Dec 31, 2024	Separate account	Dol form 5500 pension
Prin Inflation Protect Sa-R6	Principal	Pooled vehicle	$1.9M	Dec 31, 2024	Separate account	Dol form 5500 pension
Prin Inflation Protect Sa-R6	Principal	Pooled vehicle	$1.8M	Dec 31, 2022	Separate account	Dol form 5500 pension
Prin High Income Sep Acct-Z	Principal	Fixed income	$1.8M	Dec 31, 2023	Separate account	Dol form 5500 pension
Prin High Income Sep Acct-Z	Principal	Fixed income	$1.8M	Dec 31, 2022	Separate account	Dol form 5500 pension
Prin Inflation Protect Sa-R6	Principal	Pooled vehicle	$1.8M	Dec 31, 2023	Separate account	Dol form 5500 pension
Prin Midcap Value I Sa-Z	Principal	Pooled vehicle	$1.6M	Dec 31, 2022	Separate account	Dol form 5500 pension
Prin Midcap Growth III Sa-Z	Principal	Pooled vehicle	$1.5M	Dec 31, 2023	Separate account	Dol form 5500 pension
Prin Midcap Value I Sa-Z	Principal	Pooled vehicle	$1.5M	Dec 31, 2023	Separate account	Dol form 5500 pension
Prin Midcap Growth III Sa-Z	Principal	Pooled vehicle	$1.3M	Dec 31, 2022	Separate account	Dol form 5500 pension
Prin Glbl Emerg Markets Sa-Z	Principal	Pooled vehicle	$917,097	Dec 31, 2023	Separate account	Dol form 5500 pension

Policy targets, latest period

the latest period this plan published, every item quoted from its own report; a target is never an actual; 8 rows folded into 2

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Insurance company general account	n/a	n/a	n/a	7	$2.5M	Dec 31, 2025	Derived
Pooled separate accounts	n/a	n/a	n/a	93	$34.3M	Dec 31, 2025	Derived

Consultants

Form 5500 Schedule C, Form ADV and the plan's own reports; a Schedule C relationship is current for 24 months after the plan year end

Consultant	Role	From	To	Current	Evidence	Source
Principal Financial Group	actuary	Jan 1, 2025	Dec 31, 2025	no	fact	Dol form 5500 pension

Relationships

Sponsors (1)

← Carhartt IncPlan sponsorPlan sponsor
Jan 1, 2025 to presentfactForm 5500

Advised by (1)

→ Principal Financial GroupInvestment consultantactuary
Jan 1, 2025 to Dec 31, 2025factForm 5500

Dated events

7 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Dec 31, 2024
Holding in a pooled vehicle ended
Carhartt, Inc. Pension Plan no longer reports Prin Largecap Value III Sa-R6 (Principal) (last held $3M at 2023-12-31; absent from the 2024-12-31 filing)
Principal Form 5500observed 5 days ago
$2.8M
Occurred
Dec 31, 2024
Holding in a pooled vehicle ended
Carhartt, Inc. Pension Plan no longer reports Prin Smcap Growth I Sep Acct-Z (Principal) (last held $711,385 at 2023-12-31; absent from the 2024-12-31 filing)
Principal Form 5500observed 5 days ago
$711,385
Occurred
Dec 31, 2024
Holding in a pooled vehicle ended
Carhartt, Inc. Pension Plan no longer reports Prin Intl Smallcap Sep Acct-Z (Principal) (last held $554,599 at 2023-12-31; absent from the 2024-12-31 filing)
Principal Form 5500observed 5 days ago
$554,599
Occurred
Dec 31, 2024
Holding in a pooled vehicle ended
Carhartt, Inc. Pension Plan no longer reports Prin Midcap Value I Sa-Z (Principal) (last held $1M at 2023-12-31; absent from the 2024-12-31 filing)
Principal Form 5500observed 5 days ago
$1.5M
Occurred
Dec 31, 2024
Holding in a pooled vehicle ended
Carhartt, Inc. Pension Plan no longer reports Prin Glbl Emerg Markets Sa-Z (Principal) (last held $917,097 at 2023-12-31; absent from the 2024-12-31 filing)
Principal Form 5500observed 5 days ago
$917,097
Occurred
Dec 31, 2024
Holding in a pooled vehicle ended
Carhartt, Inc. Pension Plan no longer reports Prin Smcap Value II Sep Acct-Z (Principal) (last held $723,271 at 2023-12-31; absent from the 2024-12-31 filing)
Principal Form 5500observed 5 days ago
$723,271
Occurred
Dec 31, 2024
Holding in a pooled vehicle ended
Carhartt, Inc. Pension Plan no longer reports Prin Intl I Separate Acct-R6 (Principal) (last held $5M at 2023-12-31; absent from the 2024-12-31 filing)
Principal Form 5500observed 5 days ago
$5.1M
Occurred
Dec 31, 2024
Holding in a pooled vehicle ended
Carhartt, Inc. Pension Plan no longer reports Prin Midcap Growth III Sa-Z (Principal) (last held $1M at 2023-12-31; absent from the 2024-12-31 filing)
Principal Form 5500observed 5 days ago
$1.5M
Occurred
Dec 31, 2024
Holding in a pooled vehicle ended
Carhartt, Inc. Pension Plan no longer reports Prin Largecap Growth I Sa-Z (Principal) (last held $3M at 2023-12-31; absent from the 2024-12-31 filing)
Principal Form 5500observed 5 days ago
$2.8M
Occurred
Dec 31, 2024
Holding in a pooled vehicle ended
Carhartt, Inc. Pension Plan no longer reports Prin Lgcp S&p 500 Index Sa-Z (Principal) (last held $5M at 2023-12-31; absent from the 2024-12-31 filing)
Principal Form 5500observed 5 days ago
$5.4M

Show 7 bookkeeping events

Occurred
Dec 31, 2025
Carhartt, Inc. Pension Plan first reports an interest in Prin High Yield Sep Acct-Z (Principal): $2M at 2025-12-31
Occurred
Dec 31, 2025
Carhartt, Inc. Pension Plan no longer reports Prin High Income Sep Acct-Z (Principal) (last held $2M at 2024-12-31; absent from the 2025-12-31 filing)
Occurred
Jan 1, 2025
Carhartt, Inc. Pension Plan funded ratio 111.1% -> 106.2% (2024-01-01 to 2025-01-01)
Occurred
Jan 1, 2024
Carhartt, Inc. Pension Plan plan assets $33M -> $36M (+10.9%, 2023-01-01 to 2024-01-01)
Occurred
Dec 31, 2023
Carhartt, Inc. Pension Plan total assets $33M -> $36M (+10.9%, 2022-12-31 to 2023-12-31)
Occurred
Jan 1, 2023
Carhartt, Inc. Pension Plan plan assets $41M -> $33M (-19.7%, 2022-01-01 to 2023-01-01)
Occurred
Jan 1, 2023
Carhartt, Inc. Pension Plan funded ratio 115.9% -> 110.7% (2022-01-01 to 2023-01-01)

Provenance

Graph: Allocators
Canonical id: dfx:al:09b1ef73-36ad-40b4-9890-9f4eeaa5f55c
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 5 days ago
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

Carhartt, Inc. Pension Plan

Allocators

Dearborn, MI

This is the graph view. The full profile, with its team, deals and sources, is on Allocators.Open the full profile →

Search this name across graphsid dfx:al:09b1ef73-36ad-40b4-9890-9f4eeaa5f55c

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Source