Joint Board of Trustees Western States Carpenters Pension Plan's EIN is 95-6042875.
Download the official 2024 Form 5500 (PDF) for Joint Board of Trustees Western States Carpenters Pension Plan from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| YOUSIF CAPITAL MANAGEMENT | 86-1880507 | — | NONE | $100K | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| BLACKROCK INSTITUTIONAL TRUST CO. | 94-3112180 | — | NONE | $98K | — |
| ASB CAPITAL MANAGEMENT LLC | — | BETHESDA, MD | NONE | $24K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CURTIS CONYERS | 95-3687194 | — | TRUSTEE | $18K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CALIBRE CPA GROUP, PLLC | 47-0900880 | — | NONE | $262K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CARPENTERS SOUTHWEST ADMIN CORP. | 95-3687194 | — | ADM ORG. AND CONTRIBUTING | $7.0M | — |
| WASHINGTON CAPITAL | 91-1042342 | — | NONE | $2.2M | — |
| SHANLEY APC | 87-3029070 | — | NONE | $1.3M | — |
| ALAN D. BILLER & ASSOCIATES | 94-2854958 | — | NONE | $973K | — |
| CHEIRON, INC | 13-4215617 | — | NONE | $882K | — |
| NOSSAMAN LLP | — | LOS ANGELES, CA | NONE | $617K | — |
| DODGE & COX | 94-1441976 | — | NONE | $419K | — |
| US BANK | 31-0841368 | — | NONE | $391K | — |
| JPMORGAN CHASE BANK, NATIONAL ASSOC | 13-4994650 | — | NONE | $352K | — |
| INVESCO TRUST COMPANY | 46-3793325 | — | NONE | $213K | — |
| BRIDGEWAY BENEFIT TECHNOLOGIES | 52-1796473 | — | NONE | $212K | — |
| ZELIS PAYMENT HOLDINGS (RED CARD) | 84-3069529 | — | NONE | $65K | — |
| UNION PRESS | 20-5488248 | — | NONE | $64K | — |
| WPAS INC | — | MERCER ISLAND, WA | NONE | $13K | — |
| MANATT, PHELPS & PHILIPPS LLC | 95-2375841 | — | NONE | $13K | — |
| WESTCOAST ARCHIVES | — | LOS ANGELES, CA | NONE | $11K | — |
| LEXIS NEXIS, A DIVISION OF RELX | 52-1471842 | — | NONE | $5K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| UBC RUSSELL 3000 INDEX TRUST INVESCO TRUST COMPANY · EIN 20-2583973 / PN 306 | Common Collective Trust | — | $4.0B | $5.4B | 47.7% | |
| BLACKSTONE INF PARTNERS FEEDER V Limited Partnership N/A | Other securities | — | $517.1M | $706.9M | 6.2% | |
| JPMORGAN CHASE CORE BOND JPMORGAN CHASE BANK, N.A. · EIN 20-3847783 / PN 001 | Common Collective Trust | — | $658.0M | $682.3M | 6.0% | |
| Hedge fund CAMDEN BONDS PLUS FUND LLC Hedge fund N/A | Other securities | — | $283.0M | $291.1M | 2.6% | |
| PIMCO INCOME FUND INS Mutual fund N/A | Mutual Funds | — | $288.1M | $285.5M | 2.5% | |
| WASHINGTON CAPITAL JMT WASHINGTON CAPITAL MANAGEMENT, INC. · EIN 91-1163419 / PN 001 | 103-12 Investment Entity | — | $244.2M | $244.6M | 2.2% | |
| WEST AMERICA COMMERCE CTR, MCCARRAN, NEVADA Real Estate N/A | Other securities | — | $86.7M | $175.9M | 1.6% | |
| HEITMAN CORE RE DEBT INCOME TRST LP Limited Partnership N/A | Other securities | — | $162.4M | $150.9M | 1.3% | |
| PANTHEON MULTI-STRATEGY 2014 LP Limited Partnership N/A | Other securities | — | $123.4M | $124.3M | 1.1% | |
| INVESCO CORE REAL ESTATE USA LP Limited Partnership N/A | Mutual Funds | — | $116.1M | $116.0M | 1.0% | |
| AUDAX SENIOR LOAN IDF FUND-E, LP Limited Partnership N/A | Other securities | — | $109.4M | $113.2M | 1.0% | |
| NB STRATEGIC MULTI-SECTOR FIXED INC NEUBERGER BERMAN TRUST COMPANY N.A. · EIN 20-4797982 / PN 006 | Common Collective Trust | — | $92.6M | $92.6M | 0.8% | |
| THOMA BRAVO FUND XV-A LP Limited Partnership N/A | Other securities | — | $74.6M | $91.9M | 0.8% | |
| GENERAL ATLANTIC INVST PARTNER 2021 Limited Partnership N/A | Other securities | — | $77.0M | $83.1M | 0.7% | |
| held 445 SOUTH FIGUEROA, LOS ANGELES, CALIFORNIA Real Estate N/A | Real Estate | — | $81.0M | $80.1M | 0.7% | |
| HYATT LAX, LOS ANGELES, CALIFORNIA Corporation N/A | Common Stocks | — | $85.1M | $75.9M | 0.7% | |
| BLACKSTONE RE PARTNERS X TE2 L.P Limited Partnership N/A | Other securities | — | $70.9M | $74.5M | 0.7% | |
| BLACKSTONE RE DEBT STRATEGIES IV LP Limited Partnership N/A | Other securities | — | $56.5M | $73.0M | 0.6% | |
| HEITMAN RE DEBT PARTNERS II B LP Limited Partnership N/A | Other securities | — | $59.0M | $70.0M | 0.6% | |
| ULLICO INFRASTRUCTURE TAX-EXEMPT LP Limited Partnership N/A | Other securities | — | $67.8M | $69.2M | 0.6% | |
| Limited partnerships and joint ventures 5035 COLISEUM PROP LLC Joint Venture N/A | Other securities | — | $50.7M | $51.2M | 0.5% | |
| MESA WEST RE INCOME FUND V Limited Partnership N/A | Other securities | — | $45.3M | $50.6M | 0.4% | |
| GI PARTNERS ETS FUND LP Limited Partnership N/A | Other securities | — | $46.8M | $49.4M | 0.4% | |
| TA XIV-B, LP Limited Partnership N/A | Other securities | — | $45.7M | $48.8M | 0.4% | |
| HGGC FUND IV-A LP Limited Partnership N/A | Other securities | — | $27.0M | $46.5M | 0.4% | |
| BLACKSTONE PROPERTY PARTNERS F.2 L.P. Limited Partnership N/A | Other securities | — | $57.9M | $43.8M | 0.4% | |
| SW-NEC UP LENDER LLC Joint Venture N/A | Other securities | — | $41.7M | $43.1M | 0.4% | |
| GENSTAR CAPITAL PARTNERS X, L.P. Limited Partnership N/A | Other securities | — | $36.3M | $41.8M | 0.4% | |
| (continued) Limited partnerships and joint ventures (continued) DAWSON PORTFOLIO FINANCE OFFSHORE 6 Limited Partnership N/A | Corporate Bonds | — | $37.4M | $41.5M | 0.4% | |
| TA DEBT FUND V FEEDER FUND LP Limited Partnership N/A | Other securities | — | $45.7M | $41.3M | 0.4% | |
| U S TREASURY BD U.S. Government N/A 5/15/2054 4.750% | Bonds / Notes | — | $35.6M | $33.3M | 0.3% | |
| AUDAX PRIVATE EQUITY ORIGINS FUND I Limited Partnership N/A | Other securities | — | $32.4M | $32.6M | 0.3% | |
| RELATED UBC OPPORTUNITY FUND Limited Partnership N/A | Other securities | — | $22.2M | $31.8M | 0.3% | |
| BLACKSTONE RE DEBT STRAT V FEEDER FD Limited Partnership N/A | Other securities | — | $28.2M | $31.1M | 0.3% | |
| Money market funds First American US Treasury Money Market Fund Money Market N/A | U.S. Treasuries | — | $30.4M | $30.4M | 0.3% | |
| KPS SPECIAL SITUATIONS FUND V Limited Partnership N/A | Other securities | — | $26.5M | $30.2M | 0.3% | |
| PARK SUMMIT APARTMENTS, SAN DIEGO, CALIFORNIA Real Estate N/A | Other securities | — | $29.2M | $29.2M | 0.3% | |
| GS Financial Sq Governet Inst Money Market N/A | Cash / Money Market | — | $28.8M | $28.8M | 0.3% | |
| BLACKSTONE SR DIR LEND FF SER I LEV Limited Partnership N/A | Other securities | — | $27.4M | $28.4M | 0.3% | |
| F N M A #CB4532 U.S. Government N/A 6/1/2052 3.500% | Bonds / Notes | — | $26.6M | $26.3M | 0.2% | |
| F H L M C #SD8226 U.S. Government N/A 6/1/2052 3.500% | Bonds / Notes | — | $26.2M | $26.0M | 0.2% | |
| F H L M C #SD8214 U.S. Government N/A 4/1/2052 3.500% | Bonds / Notes | — | $26.1M | $25.9M | 0.2% | |
| GREEN CITIES IV Limited Partnership N/A | Other securities | — | $50.2M | $24.8M | 0.2% | |
| BCP INFRASTUCTURE FUND A LP Limited Partnership N/A | Other securities | — | $23.5M | $24.0M | 0.2% | |
| ASB ALLEGIANCE REAL ESTATE FUND CHEVY CHASE TRUST COMPANY · EIN 52-6257033 / PN 006 | Common Collective Trust | — | $22.4M | $23.0M | 0.2% | |
| GREENBRIAR EQUITY FUND VI LP Limited Partnership N/A | Other securities | — | $29.8M | $21.5M | 0.2% | |
| UBS TRUMBULL PROPERTY FUND LP Limited Partnership N/A | Other securities | — | $21.3M | $21.3M | 0.2% | |
| CARLSBAD PASEO RETAIL CENTER, CARLSBAD, CALIFORNIA Real Estate N/A | Other securities | — | $22.7M | $19.5M | 0.2% | |
| AB CARVAL CVI CREDIT VALUE B LP Limited Partnership N/A | Other securities | — | $18.3M | $19.0M | 0.2% | |
| FHLMC SD5593 U.S. Government N/A 2/1/2051 2.000% | Agency / Mortgage-Backed | — | $18.7M | $18.4M | 0.2% |
