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, an ESOP, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VANGUARD ADVISERS INC. | 23-2811930 | — | NONE | $525K | — |
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $308K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard Institutional Index Fund Institutional Plus Shares | Common Collective Trusts | — | — | $144.7M | 16.3% | |
| CARPENTER TECHNOLOGY CORP MASTER TR CARPENTER TECHNOLOGY CORPORATION · EIN 23-0458500 / PN 026 | Master Trust | — | — | $87.8M | 9.9% | |
| VANGUARD TARGET RET 2035 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $77.0M | 8.7% | |
| VANGUARD TARGET RET 2045 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $67.3M | 7.6% | |
| VANGUARD TARGET RET 2025 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $47.9M | 5.4% | |
| Vanguard Total International Stock Index Fund; Institutional Shares | Common Collective Trusts | — | — | $46.1M | 5.2% | |
| VANGUARD TARGET RET 2055 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $45.4M | 5.1% | |
| Vanguard Total Bond Market Index Fund; Institutional Shares | Common Collective Trusts | — | — | $45.1M | 5.1% | |
| ARISTOTLE VALUE EQUITY CIT; B SEI TRUST COMPANY · EIN 81-2704975 / PN 095 | Common Collective Trust | — | — | $41.9M | 4.7% | |
| Vanguard Mid-Cap Index Fund; Institutional Shares | Common Collective Trusts | — | — | $40.0M | 4.5% | |
| VANGUARD TARGET RET 2030 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $35.5M | 4.0% | |
| VANGUARD TARGET RET 2040 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $26.8M | 3.0% | |
| VANGUARD TARGET RET 2050 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $25.6M | 2.9% | |
| PRUDENTIAL CORE PLUS BOND FUND PRUDENTIAL TRUST COMPANY · EIN 23-6994310 / PN 165 | Common Collective Trust | — | — | $24.3M | 2.7% | |
| Vanguard Small-Cap Index Fund; Institutional Shares | Common Collective Trusts | — | — | $22.0M | 2.5% | |
| Vanguard Treasury Money Market Fund | Mutual Funds | — | — | $19.9M | 2.3% | |
| VANGUARD TARGET RET 2060 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $18.4M | 2.1% | |
| Participant Loans to Participants - Interest rate range 4.25% - 9.50% | Bonds / Notes | — | — | $17.7M | 2.0% | |
| VANGUARD TARGET RET INCOME TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $15.9M | 1.8% | |
| American Funds American Funds EuroPacific Growth Fund; Class R-6 | Mutual Funds | — | — | $10.8M | 1.2% | |
| VANGUARD TARGET RET 2020 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $10.7M | 1.2% | |
| WASATCH CORE GROWTH CIT; CLASS A SEI TRUST COMPANY · EIN 84-2433108 / PN 002 | Common Collective Trust | — | — | $8.6M | 1.0% | |
| VANGUARD TARGET RET 2065 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $5.1M | 0.6% | |
| VANGUARD TARGET RET 2070 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-7039453 / PN 001 | Common Collective Trust | — | — | $592K | <0.1% | |
| VANGUARD TARGET RET INC GR TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-6420194 / PN 001 | Common Collective Trust | — | — | $305K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
