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, a cash-balance 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 | $287K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BLACKROCK CAPITAL MANAGEMENT, INC. | 13-3806691 | — | INVESTMENT MANAGER |
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 | — | $142.9M | $166.2M | 38.5% | |
| WTW GROUP TRUST REAL ASSETS FUND TOWERS WATSON INVESTMENT SERVICES, INC. · EIN 82-6695738 / PN 005 | Common Collective Trust | — | $96.0M | $103.3M | 23.9% | |
| WTW GRP TST DIVERSIFIED CREDIT FUND TOWERS WATSON INVESTMENT SERVICES, INC. · EIN 82-6695738 / PN 001 | Common Collective Trust | — | $48.2M | $55.3M | 12.8% | |
| TRS US 25+ YR KEY RATE DUR NL FUND BLACKROCK INSTITUTIONAL TRUST COMPANY N.A. · EIN 45-3856224 / PN 001 | Common Collective Trust | — | $66.7M | $16.4M | 3.8% | |
| TRS US 10 YR KEY RATE DUR NL FUND BLACKROCK INSTITUTIONAL TRUST COMPANY N.A. · EIN 47-4226866 / PN 001 | Common Collective Trust | — | $25.9M | $12.7M | 2.9% | |
| TRS US 15 YR KEY RATE DUR NL FUND BLACKROCK INSTITUTIONAL TRUST COMPANY N.A. · EIN 45-3856099 / PN 001 | Common Collective Trust | — | $30.6M | $11.3M | 2.6% | |
| TRS US 20 YR KEY RATE DUR NL FUND BLACKROCK INSTITUTIONAL TRUST COMPANY N.A. · EIN 45-3856189 / PN 001 | Common Collective Trust | — | $26.5M | $8.3M | 1.9% | |
| TRS US 5 YR KEY RATE DUR NL FUND BLACKROCK INSTITUTIONAL TRUST COMPANY N.A. · EIN 47-4104495 / PN 001 | Common Collective Trust | — | $8.1M | $7.1M | 1.7% | |
| BLACKROCK T-FUND INST SHARES FUND 30 | Other securities | — | $4.3M | $4.3M | 1.0% | |
| STATE STREET LONG U.S. GOV'T BOND INDEX NL FUND | U.S. Treasuries | — | $5.5M | $4.1M | 1.0% | |
| STATE ST LNG US GOVT BD IND NL FUND STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 04-0025081 / PN 142 | Common Collective Trust | — | — | $4.1M | 1.0% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| $49K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JP MORGAN CHASE BANK, N.A. | 13-4994650 | — | TRUSTEE | $200K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHNEIDER DOWNS & CO., INC | 25-1408703 | — | PLAN AUDITOR | $29K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILLIS TOWERS WATSON US LLC | — | PHILADELPHIA, PA | PLAN ACTUARY | $637K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MPS COMMUNICATION | — | LANSDALE, PA | NONE | $21K | — |
| INDEPENDENT INSURANCE ANALYSTS LLC | 13-4206965 | — | NONE | $8K | — |
