4 more advisers, 4 more managers and 21 more commitments

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Ohio Carpenters' Pension Plan

Taft-Hartley plan· Troy, Michigan

Taft-Hartley plan, based in Troy, Michigan, reporting $2.1B in assets, for 33,674 participants.

Composed from this allocator's classification, location and filed figures.

Assets
$2.1B
Funded ratio
64.3%
Fund commitments
9
Managers
3
Open searchesPlans backing its top managerSimilar plans, same strategy
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Commitments (9)Allocation policyConsultants
As of · the latest dated event for this allocator; each figure carries its own filing or report date

Nothing material in the last 90 days. Last change: 30 Apr 2025, Ohio Carpenters' Pension Plan no longer reports Legal & General S&p 500 Cit Fund (Legal and General) (last held $21M at 2024-04-30; absent from the 2025-04-30 filing).

Capital path

who backs this record, through what, into what; each name opens its own path
Ohio Carpenters' Pension Plan
Funds committed to
All 9
Managers
All 7
Size, funding, policy and commitments, with their basesTaft-Hartley planShow
Taft-Hartley plan
Assets
$2.1B
Total assets, Apr 30, 2025 reported
Funded
64.3%
May 1, 2024
Private markets target
no policy read
policy Apr 30, 2025
Commitments
9
3 managers on Schedule C
Plan sponsor: Trustees of Ohio Carpenters' Pension Plan
Allocation policy
Form 5500, as of Apr 30, 2025
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 3.2%
  • Non-interest-bearing cash 1.6%
  • Corporate debt instruments (other) 10.2%
  • U.S. Government securities 8.9%
  • Other investments 1.1%
  • Partnership/joint venture interests 30.4%
  • Common/collective trusts 30.0%
  • Registered investment companies 3.9%
  • Common stock 9.2%
  • Preferred stock 0.0%
Consultants and advisers
7 firms

+4 more consultants and advisers advise this allocator

Every name, record and relationship behind this count, with the source on each.

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People
No investment staff or executives have been read for this allocator yet.
Manager roster
7 managers on the commitment tape
From the plan’s own commitment disclosures

+4 more managers received commitments

Every name, record and relationship behind this count, with the source on each.

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From Schedule C (investment management, code 28)

+6 more Schedule C managers

Every name, record and relationship behind this count, with the source on each.

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What changed
5 events
  • Apr 30, 2025Holding endedinference
    Ohio Carpenters' Pension Plan no longer reports Legal & General S&p 500 Cit Fund (Legal and General) (last held $21M at 2024-04-30; absent from the 2025-04-30 filing)
    with Legal and Generalaskebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    Columbia Management Investment Adv no longer appears on Ohio Carpenters' Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with Columbia Threadneedleaskebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    Invesco Trust Company no longer appears on Ohio Carpenters' Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with Invesco Trust Companyaskebsa.dol.gov
  • Apr 30, 2024Holding endedinference
    Ohio Carpenters' Pension Plan no longer reports Ssga US Tips Index Nl Fund (State Street - Russell 2000) (last held $19M at 2023-04-30; absent from the 2024-04-30 filing)
    with State Street Global Advisors Trust Companyaskebsa.dol.gov
  • Dec 31, 2023Consultant changedinference
    Gallagher Fiduciary Advisors, LLC no longer appears on Ohio Carpenters' Pension Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)
    with Gallagher Fiduciary Advisorsaskebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
24 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Apr 30, 2025Wtc-Ctf Microcap Equity Fundcollective trustWellington Trust Company, NaPublic equity$34.2M heldDisclosed holdingaskebsa.dol.gov
as of Apr 30, 2025Victory Trivalent International Smacollective trustVictory Capital Management Inc.Pooled vehicles$76.3M heldDisclosed holdingaskebsa.dol.gov
as of Apr 30, 2025Multi-Employer Property Trustcollective trustNEW Tower Trust CompanyReal estate$48.6M heldDisclosed holdingaskebsa.dol.gov

+21 more commitments

Every fund and manager this allocator committed to, with the amount, date and source on each.

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Size and funding
30 readings
Total assets
$2.1B Apr 30, 2025 reported Form 5500
$2.2B (2024-04) · $2.1B (2023-04)
Plan assets
$2.1B May 1, 2024 reported Form 5500
$2.1B (2023-05) · $2.3B (2022-05)
Net assets
$2.1B Apr 30, 2025 reported Form 5500
$2.1B (2024-04) · $2.1B (2023-04)
Funded ratio
64.3% May 1, 2024 reported Form 5500
63.9% (2023-05) · 63.0% (2022-05)
Participants
33,674 May 1, 2024 reported Form 5500
32,433 (2023-05) · 32,237 (2022-05)
Contributions
$173M Apr 30, 2025 reported Form 5500
$147M (2024-04) · $145M (2023-04)
Benefits paid
$269M Apr 30, 2025 reported Form 5500
$265M (2024-04) · $260M (2023-04)
Net investment income
$12.2M Apr 30, 2025 reported Form 5500
-$19.4M (2024-04) · -$141M (2023-04)
Investment management fees
$3.3M Apr 30, 2025 reported Form 5500
$6.4M (2024-04) · $8.2M (2023-04)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Apr 30, 202533,674Not disclosedNot disclosedn/a$2.1B$650MNot disclosedNot disclosed
2023 to Apr 30, 202432,433Not disclosedNot disclosedn/a$2.2B$700MNot disclosedNot disclosed
2022 to Apr 30, 202332,237Not disclosedNot disclosedn/a$2.1B$719MNot disclosed$2.2M
Service providers and investment entities as filed (Schedule C and D, latest year first)

+82 more service providers

Every name, record and relationship behind this count, with the source on each.

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Provenance
Identifiers: EIN-PN 346574360-001
Cross-graph: no entry on another DFX graph
First observed Sep 15, 2026, last observed Sep 29, 2026. Classification confirmed. Every row above carries its source; a reported figure is the subject’s own, a derived one is arithmetic on reported figures, an estimated one is a model or a survey imputation and is never summed into a headline.
Capital chain

Ohio Carpenters' Pension Plan sits on 16 traced paths of capital across the graphs.

Consultant to allocator to managerAllocator commitments to a manager

DFX traced 16 paths of capital through this record

Every record on each path, what it committed or lent, and as of when.

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Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.

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Record history

5 dated events on the change ledger, latest first
  • Holding in a pooled vehicle ended
    2024-04-30source
  • Holding in a pooled vehicle ended
    2025-04-30source
  • Consultant changed
    2023-12-31source

+2 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

+18 connections on the graph

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