1 more adviser, 1 more manager and 12 more commitments
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
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Michigan Carpenters' Pension Fund
Taft-Hartley plan, based in Lansing, Michigan, reporting $774M in assets, for 10,125 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $774M
- Funded ratio
- 71.4%
- Fund commitments
- 5
Nothing material in the last 90 days. Last change: 1 Sep 2024, Michigan Carpenters' Pension Fund funded ratio 68.3% -> 71.4% (2023-09-01 to 2024-09-01).
Capital path
who backs this record, through what, into what; each name opens its own path- Short Term Investment Fund3 commitments
- Multi-Employer Property Trust3 commitments
- Afl-Cio Housing Investment Trust3 commitments
- NEW Tower Trust Company3 commitments
- Afl-Cio Housing Inv3 commitments
- Ullico Investment Advisors, Inc.3 commitments
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
- Non-interest-bearing cash 1.1%
- Other investments 11.9%
- Partnership/joint venture interests 49.6%
- Common/collective trusts 3.6%
- Pooled separate accounts 0.5%
- Registered investment companies 26.0%
- Common stock 6.6%
- NEW England Pension Consulants Investment adviser (plan)through Aug 31, 2025 Form 5500
- Clarkston Capital Investment adviser (plan)through Aug 31, 2023 Form 5500
- United Actuarial Services, Inc. Actuarythrough Aug 31, 2023 Form 5500
+1 more consultant or adviser advise this allocator
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
- NEW Tower Trust Company3 rows, latest Aug 31, 2025
- Afl-Cio Housing Inv3 rows, latest Aug 31, 2025
- Ullico Investment Advisors, Inc.3 rows, latest Aug 31, 2025
+1 more manager received commitments
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
- Reinhart Partners, Inc.plan years 2023
- Clarkston Capitalplan years 2023
- Sep 1, 2024Funded status changedMichigan Carpenters' Pension Fund funded ratio 68.3% -> 71.4% (2023-09-01 to 2024-09-01)
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Aug 31, 2025 | Short Term Investment Fundcollective trust | Comerica | Cash | $7.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Aug 31, 2025 | Multi-Employer Property Trustcollective trust | NEW Tower Trust Company | Real estate | $5.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Aug 31, 2025 | Afl-Cio Housing Investment Trustcollective trust | Afl-Cio Housing Inv | Pooled vehicles | $3.7M held | Disclosed holding | askebsa.dol.gov |
+12 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Aug 31, 2025 | 10,125 | Not disclosed | Not disclosed | n/a | $774M | $384M | Not disclosed | Not disclosed |
| 2023 to Aug 31, 2024 | 9,716 | Not disclosed | Not disclosed | n/a | $725M | $340M | Not disclosed | Not disclosed |
| 2022 to Aug 31, 2023 | 9,586 | Not disclosed | Not disclosed | n/a | $659M | $294M | Not disclosed | Not disclosed |
- TIC Midwest, LLC codes 10 13 15 38 50 $546,859 PY2024
- Nepc, LLC codes 27 50 $228,671 PY2024
- Reinhart Partners, Inc codes 28 51 $216,037 PY2024
+61 more service providers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
Provenance
Not yet on record: managers.
Michigan Carpenters' Pension Fund sits on 4 traced paths of capital across the graphs.
DFX traced 4 paths of capital through this record
Every record on each path, what it committed or lent, and as of when.
Includes 3 days of DFX Intelligence. Then $299/month unless canceled.
Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
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Record history
- Funded status changed2024-09-01source
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
+7 connections on the graph
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