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AllocatorsPlancorporate pension100m-1b

General Retirement Plan for Employees of Carpenter Technology Corporation

Allocators

Reading, PA

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Search this name across graphsid dfx:al:ff89b388-d16c-4c86-97d7-00af36be65fc

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, 1:34 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 7
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: $432Mlatest reading; see basis
Assets as of: Dec 31, 2024
Assets basis: REPORTED
Funded ratio: 82%
Participants: 4,320
Commitments: 25with an amount; holdings are counted apart
Managers: 5
Funds: 9
Re-ups: 0
First-time managers: 0
Latest commitment: Dec 31, 2024
Consultants: 0
Private markets target, %: 0latest policy, percent of assets
Private equity target, %: 0latest policy, percent of assets
Latest policy: Dec 31, 2024
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
WTW Gt Diversified Credit Fund	Towers Watson Investment Services,	Private credit	$232M	Dec 31, 2023	Collective trust	Dol form 5500 pension
WTW Gt Diversified Credit Fund	Towers Watson Investment Services,	Private credit	$191M	Dec 31, 2022	Collective trust	Dol form 5500 pension
WTW Gt Diversified Equity Fund	Towers Watson Investment Services,	Hedge diversifiers	$166M	Dec 31, 2024	Collective trust	Dol form 5500 pension
WTW Gt Real Asset Fund	Towers Watson Investment Services,	Real assets	$162M	Dec 31, 2022	Collective trust	Dol form 5500 pension
WTW Gt Real Asset Fund	Towers Watson Investment Services,	Real assets	$108M	Dec 31, 2023	Collective trust	Dol form 5500 pension
WTW Gt Real Asset Fund	Towers Watson Investment Services,	Real assets	$103M	Dec 31, 2024	Collective trust	Dol form 5500 pension
WTW Gt Diversified Credit Fund	Towers Watson Investment Services,	Private credit	$55.3M	Dec 31, 2024	Collective trust	Dol form 5500 pension
TSY U.S. 25+ Yr Key Rate Dur Nl Fd	Blackrock	Pooled vehicle	$30.1M	Dec 31, 2023	Collective trust	Dol form 5500 pension
TSY U.S. 25+ Yr Key Rate Dur Nl Fd	Blackrock	Pooled vehicle	$30.0M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Treasury US 10 Yr Key Rate Duration	Blackrock Institutional Trust	Fixed income	$25.9M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Treasury US 15 Yr Key Rate Duration	Blackrock Institutional Trust	Fixed income	$24.4M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Treasury US 15 Yr Key Rate Duration	Blackrock Institutional Trust	Fixed income	$20.1M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Treasury US 10 Yr Key Rate Duration	Blackrock Institutional Trust	Fixed income	$18.8M	Dec 31, 2022	Collective trust	Dol form 5500 pension
TSY U.S. 25+ Yr Key Rate Dur Nl Fd	Blackrock	Pooled vehicle	$16.4M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Treasury U.S. 20 Year Key Rate Dura	Blackrock	Fixed income	$15.4M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Treasury U.S. 20 Year Key Rate Dura	Blackrock	Fixed income	$15.1M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Treasury US 10 Yr Key Rate Duration	Blackrock Institutional Trust	Fixed income	$12.7M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Treasury US 15 Yr Key Rate Duration	Blackrock Institutional Trust	Fixed income	$11.3M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Treasury U.S. 20 Year Key Rate Dura	Blackrock	Fixed income	$8.3M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Treasury U.S. 5 Year Key Rate Durat	Blackrock Insti. Trust Company, N.A	Fixed income	$7.8M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Treasury U.S. 5 Year Key Rate Durat	Blackrock Insti. Trust Company, N.A	Fixed income	$7.1M	Dec 31, 2024	Collective trust	Dol form 5500 pension
State St Lng US Govt Bd Ind Nl Fund	State Street Global Advisors Trust Company	Pooled vehicle	$4.4M	Dec 31, 2023	Collective trust	Dol form 5500 pension
State St Lng US Govt Bd Ind Nl Fund	State Street Global Advisors Trust Company	Pooled vehicle	$4.1M	Dec 31, 2024	Collective trust	Dol form 5500 pension
State St Lng US Govt Bd Ind Nl Fund	State Street Global Advisors Trust Company	Pooled vehicle	$2.7M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Treasury U.S. 5 Year Key Rate Durat	Blackrock Insti. Trust Company, N.A	Fixed income	$2.4M	Dec 31, 2022	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; 6 rows folded into 2

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Interest-bearing cash	n/a	n/a	n/a	1	$4.3M	Dec 31, 2024	Derived
Common/collective trusts	n/a	n/a	n/a	89	$385M	Dec 31, 2024	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
Willis Towers Watson US LLC	actuary	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
Jpmorgan Chase Bank, N.A.	trustee	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
Blackrock Insti. Trust Company, N.A	n/a	Dec 31, 2023	n/a	yes	fact
Wellington Management	Investment management	Jan 1, 2023	Dec 31, 2023	no	fact
Blackrock Financial Management, Inc	Investment management	Jan 1, 2022	Dec 31, 2022	no	fact
BNY Mellon	Investment management	Jan 1, 2022	Dec 31, 2022	no	fact
Nisa Investment Advisors, LLC	Investment management	Jan 1, 2022	Dec 31, 2022	no	fact

Relationships

Manages for (5)

← Blackrock Insti. Trust Company, N.AManager with allocator capital
Dec 31, 2023 to presentfactForm 5500
← Blackrock Financial Management, IncInvestment consultantInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
← BNY MellonInvestment consultantInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
← Nisa Investment Advisors, LLCInvestment consultantInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
← Wellington ManagementInvestment consultantInvestment management
Jan 1, 2023 to Dec 31, 2023factForm 5500

Sponsors (1)

← Carpenter Technology CorporationPlan sponsorPlan sponsor
Jan 1, 2022 to presentfactForm 5500

Advised by (2)

→ Willis Towers Watson US LLCInvestment consultantactuary
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Jpmorgan Chase Bank, N.A.Investment consultanttrustee
Jan 1, 2022 to Dec 31, 2022factForm 5500

Dated events

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

Occurred
Dec 31, 2024
Manager relationship ended
Wellington Management Company LLP no longer appears on General Retirement Plan for Employees of Carpenter Technology Corporation's Schedule C as investment manager (plan year 2024 vs 2023)
Wellington Management Form 5500observed 4 days ago
Occurred
Dec 31, 2024
Holding in a pooled vehicle started
General Retirement Plan for Employees of Carpenter Technology Corporation first reports an interest in WTW Gt Diversified Equity Fund (Towers Watson Investment Services,): $166M at 2024-12-31
Towers Watson Investment Services,Form 5500observed 4 days ago
$166M
Occurred
Dec 31, 2023
Manager relationship started
Wellington Management Company LLP appears on General Retirement Plan for Employees of Carpenter Technology Corporation's Schedule C as investment manager (plan year 2023 vs 2022)
Wellington Management Form 5500observed 4 days ago
Occurred
Dec 31, 2023
Manager relationship started
Blackrock Capital Management, Inc. appears on General Retirement Plan for Employees of Carpenter Technology Corporation's Schedule C as investment manager (plan year 2023 vs 2022)
Blackrock Financial Management, Inc Form 5500observed 4 days ago

Show 3 bookkeeping events

Occurred
Dec 31, 2024
General Retirement Plan for Employees of Carpenter Technology Corporation total assets $558M -> $432M (-22.7%, 2023-12-31 to 2024-12-31)
Occurred
Jan 1, 2023
General Retirement Plan for Employees of Carpenter Technology Corporation plan assets $881M -> $591M (-32.9%, 2022-01-01 to 2023-01-01)
Occurred
Jan 1, 2023
General Retirement Plan for Employees of Carpenter Technology Corporation funded ratio 99.7% -> 80.5% (2022-01-01 to 2023-01-01)

Provenance

Graph: Allocators
Canonical id: dfx:al:ff89b388-d16c-4c86-97d7-00af36be65fc
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.