# Northwest Carpenters Retirement Plan

Northwest Carpenters Retirement Plan is a Pension Fund based in Seattle, United States.

## Overview

- **Organization type:** Pension Fund
- **Headquarters:** Seattle, United States
- **Region:** North America
- **Address:** 2200 Sixth Avenue Suite 300, Seattle, WA, United States
- **Founded:** 1960
- **Assets under management:** 3.2B (Altss estimate)
- **Website:** www.carpentersbenefits.org

## Regulatory record

- **Reports private funds:** No

## About

The Northwest Carpenters Retirement Plan was formed effective January 1, 2022, after the July 2021 merger of several regional carpenters' retirement plans. It succeeded the Carpenters Retirement Plan of Western Washington and continues to provide benefits to eligible participants and beneficiaries. The plan allocates across private equity, public equities, and real assets. Confirmed holdings include positions in SpaceX and Klarna through an SPV linked to the ERShares Private-Public Crossover ETF. Public equity filings show top holdings in NVIDIA, Meta Platforms, and Instacart. Geographic exposure centers on the United States with additional holdings in Sweden. Assets total $3.2B. The plan maintains a ticket size range of $25M–$100M and prefers fund sizes above $500M. It lists an investment horizon of at least ten years. No additional offices are recorded. The plan operates under a Board of Trustees structure with no public succession details disclosed. Its Responsible Contractor Policy distinguishes real-asset deployment from standard pension mandates.

## Sectors

- Diversified

## Questions

### Who administers the Northwest Carpenters Retirement Plan?

A Board of Trustees administers the plan. No individual trustees are named in public records.

### What asset classes does the plan allocate to?

Allocations include private equity at 6.56% alongside public equities and real assets. Ticket sizes range from $25M to $100M.

### Does the plan apply any ESG or responsible investment criteria?

The plan utilizes a Responsible Contractor Policy for real estate and infrastructure investments, prioritizing contractors who provide fair wages and benefits.

### What is the plan's investment horizon?

The plan maintains a minimum investment horizon of ten years.

### Which companies appear in the plan's holdings?

Holdings include SpaceX, Klarna, NVIDIA, Meta Platforms, and Instacart.

## Related profiles

- [Pomona College Endowment Fund](https://altss.com/profile/pomona-college-endowment-fund)
- [Assetimmo Immobilien-Anlagestiftung](https://altss.com/profile/assetimmo-immobilien-anlagestiftung)

---

Last updated: 2026-08-10T19:36:47.593Z

Canonical page: https://altss.com/profile/northwest-carpenters-retirement-plan

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology