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AllocatorsPlantaft hartley<100m

Florida Carpenters Pension Plan

Allocators

Goodlettsville, TN

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Search this name across graphsid dfx:al:dfdae8cd-6592-4e14-9a8e-d7e56bfd47c9

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, 5:09 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 3
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: $0latest reading; see basis
Assets as of: Dec 31, 2024
Assets basis: REPORTED
Funded ratio: 114%
Participants: 8,187
Commitments: 13with an amount; holdings are counted apart
Managers: 7
Funds: 7
Re-ups: 0
First-time managers: 0
Latest commitment: Dec 31, 2023
Consultants: 0
Private markets target, %: 0latest policy, percent of assets
Private equity target, %: 0latest policy, percent of assets
Latest policy: Dec 31, 2023
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
Martingle Inv Trust Series I	Martingale	Pooled vehicle	$43.9M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Bnym-M Db Sl Lc Growth Sif	BNY Mellon	Pooled vehicle	$31.8M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Bnym-M Db Sl Lc Growth Sif	BNY Mellon	Pooled vehicle	$28.1M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Hardman Johnston Global Advisors Ll	Hardman Johnston Global Advisors	Pooled vehicle	$18.1M	Dec 31, 2022	103 12 ie	Dol form 5500 pension
Hardman Johnston Global Advisors Ll	Hardman Johnston Global Advisors	Pooled vehicle	$15.8M	Dec 31, 2023	103 12 ie	Dol form 5500 pension
Victory Trivalent Int'l Smallcap	Victory	Pooled vehicle	$12.0M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Victory Trivalent Int'l Smallcap	Victory	Pooled vehicle	$11.9M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Prisa II Sa	Prudential Insurance Company of Ame	Pooled vehicle	$6.6M	Dec 31, 2022	Separate account	Dol form 5500 pension
Principal U.S. Property Sa-Z	Principal	Real estate	$6.6M	Dec 31, 2022	Separate account	Dol form 5500 pension
Principal U.S. Property Sa-Z	Principal	Real estate	$5.7M	Dec 31, 2023	Separate account	Dol form 5500 pension
Prisa II Sa	Prudential Insurance Company of Ame	Pooled vehicle	$4.9M	Dec 31, 2023	Separate account	Dol form 5500 pension
Longview Ultra Construction Loan in	Amalgamated Bank	Private credit	$24,291	Dec 31, 2022	Collective trust	Dol form 5500 pension
Longview Ultra Construction Loan in	Amalgamated Bank	Private credit	$8,652	Dec 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; 14 rows folded into 7

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Interest-bearing cash	n/a	n/a	n/a	12	$36.9M	Dec 31, 2023	Derived
Partnership/joint venture interests	n/a	n/a	n/a	55	$174M	Dec 31, 2023	Derived
Common/collective trusts	n/a	n/a	n/a	14	$43.8M	Dec 31, 2023	Derived
Pooled separate accounts	n/a	n/a	n/a	3	$10.6M	Dec 31, 2023	Derived
103-12 investment entities	n/a	n/a	n/a	5	$15.8M	Dec 31, 2023	Derived
Registered investment companies	n/a	n/a	n/a	2	$7.8M	Dec 31, 2023	Derived
Common stock	n/a	n/a	n/a	8	$24.6M	Dec 31, 2023	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
Horizon Actuarial Services	actuary	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
Horizon Actuarial Servicesm, LLC	actuary	Jan 1, 2022	Dec 31, 2022	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
Amalgamated Bank	n/a	Dec 31, 2023	n/a	yes	fact
Martingale	n/a	Dec 31, 2022	n/a	yes	fact
Smith Graham & Co	Investment management	Jan 1, 2022	Dec 31, 2022	no	fact
Investment Performance Service	Investment management	Jan 1, 2022	Dec 31, 2022	no	fact

Relationships

Manages for (4)

← Amalgamated BankInvestment consultant
Dec 31, 2023 to presentfactForm 5500
← MartingaleManager with allocator capital
Dec 31, 2022 to presentfactForm 5500
← Smith Graham & CoManager with allocator capitalInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
← Investment Performance ServiceManager with allocator capitalInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500

Sponsors (1)

← Trustees of the Florida Carpenters Pension PlanPlan sponsorPlan sponsor
Jan 1, 2022 to presentfactForm 5500

Advised by (2)

→ Horizon Actuarial ServicesInvestment consultantactuary
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Horizon Actuarial Servicesm, LLCInvestment consultantactuary
Jan 1, 2022 to Dec 31, 2022factForm 5500

Dated events

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

Occurred
Dec 31, 2023
Holding in a pooled vehicle ended
Florida Carpenters Pension Plan no longer reports Martingle Inv Trust Series I (last held $44M at 2022-12-31; absent from the 2023-12-31 filing)
Series 1 US Low Volatility Large CA Form 5500observed 4 days ago
$43.9M

Show 2 bookkeeping events

Occurred
Dec 31, 2024
Florida Carpenters Pension Plan total assets $315M -> $0 (-100.0%, 2023-12-31 to 2024-12-31)
Occurred
Jan 1, 2023
Florida Carpenters Pension Plan plan assets $348M -> $308M (-11.5%, 2022-01-01 to 2023-01-01)

Provenance

Graph: Allocators
Canonical id: dfx:al:dfdae8cd-6592-4e14-9a8e-d7e56bfd47c9
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 4 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.