Carpenter Technology Corporation's EIN is 23-0458500.
Download the official 2024 Form 5500 (PDF) for Carpenter Technology Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Carpenter Technology Corporation's plan includes a defined-benefit pension formula.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALIGHT SOLUTIONS, LLC | 82-1061233 | — | RECORD KEEPER | $52K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BANK OF AMERICA, N.A. | 94-1687665 | — | TRUSTEE | $23K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| WTW GRP TST DIVERSIFIED EQUITY FUND TOWERS WATSON INVESTMENT SERVICES, INC. · EIN 82-6695738 / PN 002 | Common Collective Trust | — | $31.9M | $36.7M | 46.3% | |
| WTW GRP TST DIVERSIFIED CREDIT FUND TOWERS WATSON INVESTMENT SERVICES, INC. · EIN 82-6695738 / PN 001 | Common Collective Trust | — | $11.8M | $13.7M | 17.2% | |
| WTW GROUP TRUST REAL ASSETS FUND TOWERS WATSON INVESTMENT SERVICES, INC. · EIN 82-6695738 / PN 005 | Common Collective Trust | — | $12.8M | $13.1M | 16.5% | |
| TRS US 25+ YR KEY RATE DUR NL FUND BLACKROCK INSTITUTIONAL TRUST COMPANY N.A. · EIN 45-3856224 / PN 001 | Common Collective Trust | — | $19.0M | $5.3M | 6.6% | |
| TRS US 15 YR KEY RATE DUR NL FUND BLACKROCK INSTITUTIONAL TRUST COMPANY N.A. · EIN 45-3856099 / PN 001 | Common Collective Trust | — | $4.8M | $2.3M | 2.9% | |
| TRS US 10 YR KEY RATE DUR NL FUND A BLACKROCK INSTITUTIONAL TRUST COMPANY N.A. · EIN 47-4226866 / PN 001 | Common Collective Trust | — | $4.3M | $2.2M | 2.7% | |
| TRS US 20 YR KEY RATE DUR NL FUND BLACKROCK INSTITUTIONAL TRUST COMPANY N.A. · EIN 45-3856189 / PN 001 | Common Collective Trust | — | $4.6M | $2.0M | 2.5% | |
| STATE STREET LONG U.S. GOV'T BOND INDEX NL FUND | U.S. Treasuries | — | $1.5M | $1.2M | 1.5% | |
| STATE ST LNG US GOVT BD IND NL FUND STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 04-0025081 / PN 142 | Common Collective Trust | — | — | $1.2M | 1.5% | |
| BLACKROCK TREASURY TRUST FUND INST CL | Common Collective Trusts | — | $1.2M | $1.2M | 1.5% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHNEIDER DOWNS & CO., INC. | 25-1408703 | — | PLAN AUDITOR | $24K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILLIS TOWERS WATSON US LLC | — | PHILADELPHIA, PA | PLAN ACTUARY | $199K | — |
