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Michigan Carpenters' Pension Fund

Allocators

Lansing, MI

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Search this name across graphsid dfx:al:c8fe2bef-e8ec-4efd-b091-a14989df8da4

Data as of Sep 15, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 19, 2026, 7:12 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 1
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: $774Mlatest reading; see basis
Assets as of: Aug 31, 2025
Assets basis: REPORTED
Funded ratio: 71%
Participants: 10,125
Commitments: 15with an amount; holdings are counted apart
Managers: 4
Funds: 5
Re-ups: 0
First-time managers: 0
Latest commitment: Aug 31, 2025
Consultants: 1
Private markets target, %: 0latest policy, percent of assets
Private equity target, %: 0latest policy, percent of assets
Latest policy: Aug 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

Vehicle	Manager	Bucket	Value	As of	Kind	Source
William Blair Emerging Markets Smal	William Blair Investment Management	Public equity	$11.1M	Aug 31, 2025	Collective trust	Dol form 5500 pension
William Blair Emerging Markets Smal	William Blair Investment Management	Public equity	$10.1M	Aug 31, 2024	Collective trust	Dol form 5500 pension
William Blair Emerging Markets Smal	William Blair Investment Management	Public equity	$8.6M	Aug 31, 2023	Collective trust	Dol form 5500 pension
Short Term Investment Fund	n/a	cash	$7.0M	Aug 31, 2025	Collective trust	Dol form 5500 pension
Multi-Employer Property Trust	NEW Tower Trust Company	Real estate	$6.4M	Aug 31, 2023	Collective trust	Dol form 5500 pension
Multi-Employer Property Trust	NEW Tower Trust Company	Real estate	$5.7M	Aug 31, 2025	Collective trust	Dol form 5500 pension
Multi-Employer Property Trust	NEW Tower Trust Company	Real estate	$5.6M	Aug 31, 2024	Collective trust	Dol form 5500 pension
Short Term Investment Fund	n/a	cash	$4.5M	Aug 31, 2024	Collective trust	Dol form 5500 pension
Short Term Investment Fund	n/a	cash	$4.4M	Aug 31, 2023	Collective trust	Dol form 5500 pension
Afl-Cio Housing Investment Trust	Afl-Cio Housing Inv	Pooled vehicle	$3.7M	Aug 31, 2025	Collective trust	Dol form 5500 pension
Separate Account J	Ullico Investment Advisors, Inc.	Pooled vehicle	$3.7M	Aug 31, 2025	Separate account	Dol form 5500 pension
Afl-Cio Housing Investment Trust	Afl-Cio Housing Inv	Pooled vehicle	$3.6M	Aug 31, 2024	Collective trust	Dol form 5500 pension
Separate Account J	Ullico Investment Advisors, Inc.	Pooled vehicle	$3.6M	Aug 31, 2024	Separate account	Dol form 5500 pension
Separate Account J	Ullico Investment Advisors, Inc.	Pooled vehicle	$3.4M	Aug 31, 2023	Separate account	Dol form 5500 pension
Afl-Cio Housing Investment Trust	Afl-Cio Housing Inv	Pooled vehicle	$3.3M	Aug 31, 2023	Collective trust	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; 21 rows folded into 7

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Non-interest-bearing cash	n/a	n/a	n/a	1	$8.5M	Aug 31, 2025	Derived
Other investments	n/a	n/a	n/a	12	$92.0M	Aug 31, 2025	Derived
Partnership/joint venture interests	n/a	n/a	n/a	50	$384M	Aug 31, 2025	Derived
Common/collective trusts	n/a	n/a	n/a	4	$27.6M	Aug 31, 2025	Derived
Pooled separate accounts	n/a	n/a	n/a	0	$3.7M	Aug 31, 2025	Derived
Registered investment companies	n/a	n/a	n/a	26	$201M	Aug 31, 2025	Derived
Common stock	n/a	n/a	n/a	7	$50.8M	Aug 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
NEW England Pension Consulants	Investment adviser	Sep 1, 2024	Aug 31, 2025	no	fact	Dol form 5500 pension
Clarkston Capital	Investment adviser	Sep 1, 2022	Aug 31, 2023	no	fact	Dol form 5500 pension
United Actuarial Services, Inc.	actuary	Sep 1, 2022	Aug 31, 2023	no	fact	Dol form 5500 pension
Trustees of Outstate Michigan Trowel Trades Pension Fund	custodian	Sep 1, 2022	Aug 31, 2023	no	fact	Dol form 5500 pension

Managers

managers this plan names on Schedule C or in its reports; a manager here is a reference node keyed to the private equity, venture and real estate fund graphs, never a new identity

Manager	Mandate	From	To	Current	Evidence
Clarkston Capital	Investment management	Sep 1, 2022	Aug 31, 2023	no	fact
Reinhart Partners, Inc.	Investment management	Sep 1, 2022	Aug 31, 2023	no	fact

Relationships

Sponsors (1)

← Board of Trustees, Michigan Carpenters' Pension FundPlan sponsorPlan sponsor
Sep 1, 2022 to presentfactForm 5500

Advised by (4)

→ Clarkston CapitalManager with allocator capitalInvestment adviser
Sep 1, 2022 to Aug 31, 2023factForm 5500
→ United Actuarial Services, Inc.Investment consultantactuary
Sep 1, 2022 to Aug 31, 2023factForm 5500
→ Trustees of Outstate Michigan Trowel Trades Pension FundPlan sponsorcustodian
Sep 1, 2022 to Aug 31, 2023factForm 5500
→ NEW England Pension ConsulantsInvestment consultantInvestment adviser
Sep 1, 2024 to Aug 31, 2025factForm 5500

Manages for (2)

← Clarkston CapitalManager with allocator capitalInvestment management
Sep 1, 2022 to Aug 31, 2023factForm 5500
← Reinhart Partners, Inc.Investment consultantInvestment management
Sep 1, 2022 to Aug 31, 2023factForm 5500

Dated events

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

Show 1 bookkeeping events

Occurred
Sep 1, 2024
Michigan Carpenters' Pension Fund funded ratio 68.3% -> 71.4% (2023-09-01 to 2024-09-01)

Provenance

Graph: Allocators
Canonical id: dfx:al:c8fe2bef-e8ec-4efd-b091-a14989df8da4
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 3 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.