Michael Haney signed Carpenter Technology Corporation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
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 profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $19K | — |
| VANGUARD ADVISERS INC. | 23-2811930 | — | NONE | $8K | — |
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 | |||||
|---|---|---|---|---|---|---|
| VFTC TARGET RET 2030 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $4.8M | 12.0% | |
| Vanguard Institutional Index Fund Institutional Plus Shares | Common Collective Trusts | — | — | $4.8M | 11.9% | |
| ARISTOTLE VALUE EQUITY CIT; B SEI TRUST COMPANY · EIN 81-2704975 / PN 095 | Common Collective Trust | — | — | $3.6M | 9.1% | |
| WASATCH CORE GROWTH CIT; CLASS A SEI TRUST COMPANY · EIN 84-2433108 / PN 002 | Common Collective Trust | — | — | $3.2M | 8.1% | |
| CARPENTER TECHNOLOGY CORP MASTER TR CARPENTER TECHNOLOGY CORPORATION · EIN 23-0458500 / PN 026 | Master Trust | — | — | $3.1M | 7.8% | |
| VFTC TARGET RET 2040 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $2.7M | 6.7% | |
| VFTC TARGET RET 2035 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $2.3M | 5.7% | |
| VFTC TARGET RET 2025 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $1.8M | 4.5% | |
| VFTC TARGET RET 2020 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $1.6M | 4.1% | |
| VFTC TARGET RET 2050 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $1.5M | 3.8% | |
| American Funds American Funds EuroPacific Growth Fund; Class R-6 | Mutual Funds | — | — | $1.5M | 3.7% | |
| VFTC TARGET RET 2055 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $1.4M | 3.6% | |
| VFTC TARGET RET 2060 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $990K | 2.5% | |
| VFTC TARGET RET 2045 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $973K | 2.4% | |
| Vanguard Total Bond Market Index Fund; Institutional Shr | Common Collective Trusts | — | — | $902K | 2.3% | |
| Participant Loans to Participants - Interest rate range 4.25% - 9.50% | Bonds / Notes | — | — | $763K | 1.9% | |
| Vanguard Mid-Cap Index Fund; Institutional Shares | Common Collective Trusts | — | — | $726K | 1.8% | |
| Vanguard Treasury Money Market Fund | Mutual Funds | — | — | $715K | 1.8% | |
| Vanguard Total International Stock Index Fund; Institutional Shr | Common Collective Trusts | — | — | $710K | 1.8% | |
| VFTC TARGET RET INCOME TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $550K | 1.4% | |
| PRUDENTIAL CORE PLUS BOND FUND PRUDENTIAL TRUST COMPANY · EIN 23-6994310 / PN 165 | Common Collective Trust | — | — | $489K | 1.2% | |
| VFTC TARGET RET 2065 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $326K | 0.8% | |
| Vanguard Small-Cap Index Fund; Institutional Shares | Common Collective Trusts | — | — | $319K | 0.8% | |
| VFTC TARGET RET 2070 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-7039453 / PN 001 | Common Collective Trust | — | — | $142K | 0.4% | |
| VANGUARD TARGET RET INC GR TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-6420194 / PN 001 | Common Collective Trust | — | — | $43K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
