DFX Intelligence
Allocator Intelligence
The capital-owner graph behind private markets. Who owns the capital, who decides, how much, under what policy, on whose advice, to which managers, and what changed, with a source and a date behind every row. A target is never an actual, a disclosed holding is never an approval, and an estimate says so.
Taft-Hartley plan
Local 670 Pension Plan
Taft-Hartley planNEW York, NY
Assets
$84.0M
Total assets, Dec 31, 2024 reported
Funded
93.6%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
10
none on the tape
Plan sponsor: Local 670 Pension Fund
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 0.2%
- Non-interest-bearing cash 1.0%
- Corporate debt instruments (other) 10.6%
- U.S. Government securities 10.4%
- Common/collective trusts 48.0%
- Registered investment companies 28.4%
Consultants and advisers
5 firms
- Mariner Institutional LLC Investment adviser (plan)through Dec 31, 2024 Form 5500
- Andco Investment adviser (plan)through Dec 31, 2023 Form 5500
- Quantel Associates Investment adviser (plan)through Dec 31, 2022 Form 5500
- Amalgamated Bank of New York Custodianthrough Dec 31, 2022 Form 5500
- Basil Castrovinci Associates Inc. Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
2 managers on the commitment tape
From the plan’s own commitment disclosures
- Amalgamated Bank of New York6 rows, latest Dec 31, 2024
- SEI Trust Company1 rows, latest Dec 31, 2022
From Schedule C (investment management, code 28)
- Seiplan years 2022
- Atalanta Sosnoff Capitalplan years 2022
Commitments
10 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Longview Midcap 400 Index Fundcollective trust | Amalgamated Bank of New York | Pooled vehicles | $28.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Longview Largecap 500 Index Fundcollective trust | Amalgamated Bank of New York | Pooled vehicles | $7.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Longview Smallcap 600 Index Fundcollective trust | Amalgamated Bank of New York | Pooled vehicles | $3.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Macquarie Diversified Income Trustcollective trust | SEI Trust Company | Hedge / diversifiers | $12.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Longview Midcap 400 Index Fundcollective trust | Amalgamated Bank of New York | Pooled vehicles | $26.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Longview Largecap 500 Index Fundcollective trust | Amalgamated Bank of New York | Pooled vehicles | $7.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Longview Smallcap 600 Index Fundcollective trust | Amalgamated Bank of New York | Pooled vehicles | $3.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Intech Collective Investment Trustcollective trust | SEI Trust Company | Pooled vehicles | $21.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Bhms Large Cap Value Fundcollective trust | SEI Trust Company | Public equity | $20.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Macquarie Diversified Income Trustcollective trust | SEI Trust Company | Hedge / diversifiers | $11.8M held | Disclosed holding | askebsa.dol.gov |
Size and funding
30 readings
Investment management fees
$197,977 (2023-12) · $192,396 (2022-12)
Form 5500 filings
3 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 3,449 | n/a | n/a | n/a | $84.0M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 3,415 | n/a | n/a | n/a | $77.5M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 2,415 | n/a | n/a | n/a | $69.8M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Amalgamated Bank codes 19 51 $142,436 PY2024
- Katherine Velazquez codes 30 50 $100,549 PY2024
- Basil Castrovinci codes 11 50 $61,922 PY2024
- Rothman Rocco and Laruffa codes 29 50 $49,764 PY2024
- Maria Ortiz codes 30 50 $48,998 PY2024
- Castiglia, LLP codes 10 15 50 $48,618 PY2024
- Lorraine Dixon codes 30 50 $45,203 PY2024
- Iris Conde codes 30 50 $44,966 PY2024
- Movita Stone codes 30 50 $38,398 PY2024
- Kenny Rojas codes 30 50 $30,920 PY2024
- Mariner codes 27 50 $27,400 PY2024
- Bradley & Parker Inc codes 22 50 $18,309 PY2024
- Syntonic Systems, Inc. codes 15 50 $10,400 PY2024
- Longview Large Cap 500 Index Sched. D C $28.6M PY2024
- Longview Mid Cap 400 Index Sched. D C $7.8M PY2024
- Longview Small Cap 600 Index Sched. D C $3.9M PY2024
- Basil Castrovinci Associates, Inc codes 11 PY2024
- Katherine Velazquez codes 30 $98,954 PY2023
- Amalgamated Bank codes 19 51 $96,701 PY2023
- Sei codes 28 $73,876 PY2023
- Basil Castrovinci codes 11 $62,259 PY2023
- Rothman Rocco and Laruffa codes 29 $56,366 PY2023
- Maria Ortiz codes 30 $49,504 PY2023
- Castiglia, LLP codes 10 15 $46,878 PY2023
- Kenny Rojas codes 30 $44,033 PY2023
- Lorraine Dixon codes 30 $43,490 PY2023
- Iris Conde codes 30 $42,361 PY2023
- Movita Stone codes 30 $36,908 PY2023
- Andco codes 27 $27,400 PY2023
- Bradley & Parker Inc codes 22 $18,618 PY2023
- Syntonic Systems, Inc. codes 15 $8,850 PY2023
- Atalanta codes 28 $6,703 PY2023
- Longview Mid Cap 400 Index Sched. D C $7.5M PY2023
- Longview Small Cap 600 Index Sched. D C $3.8M PY2023
- Longview Large Cap 500 Index Sched. D C $26.4M PY2023
- Macquarie Diversified Income Trust Sched. D C $12.6M PY2023
- Basil Castrovinci Associates, Inc codes 11 PY2023
- Sei codes 28 $147,275 PY2022
- Katherine Velazquez codes 30 $92,871 PY2022
- Basil Castrovinci codes 11 $58,237 PY2022
- Rothman Rocco and Laruffa codes 29 $57,881 PY2022
- Amalgamated Bank codes 19 $50,828 PY2022
- Castiglia, LLP codes 10 $48,629 PY2022
- Lorraine Dixon codes 30 $41,617 PY2022
- Lizeth Garcia codes 30 $35,753 PY2022
- Movita Stone codes 30 $34,873 PY2022
- Bradley & Parker Inc codes 22 $18,116 PY2022
- Atalanta codes 28 $13,700 PY2022
- Syntonic Systems, Inc. codes 15 $10,500 PY2022
- Quantel Associates codes 27 $6,850 PY2022
- Macquarie Diversified Income Trust Sched. D C $11.8M PY2022
- Intech Institutional US Large Cap G Sched. D C $21.1M PY2022
- Barrow Hanley Collective Investment Sched. D C $20.6M PY2022
- Basil Castrovinci Associates, Inc codes 11 PY2022
What changed
16 events
- Dec 31, 2024Holding endedinferenceLocal 670 Pension Plan no longer reports Macquarie Diversified Income Trust (last held $13M at 2023-12-31; absent from the 2024-12-31 filing)with Macquarie Diversified Income Trustaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceAndco no longer appears on Local 670 Pension Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with Andcoaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceAtalanta no longer appears on Local 670 Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Atalanta Sosnoff Capitalaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceSei no longer appears on Local 670 Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Seiaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceMariner appears on Local 670 Pension Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with Mariner Institutional LLCaskebsa.dol.gov
- Jan 1, 2024Assets changedLocal 670 Pension Plan plan assets $70M -> $77M (+11.1%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Holding endedinferenceLocal 670 Pension Plan no longer reports Intech Collective Investment Trust (SEI Trust Company) (last held $21M at 2022-12-31; absent from the 2023-12-31 filing)with SEI Trust Companyaskebsa.dol.gov
- Dec 31, 2023Holding startedLocal 670 Pension Plan first reports an interest in Longview Smallcap 600 Index Fund (Amalgamated Bank of New York): $4M at 2023-12-31with Amalgamated Bank of New Yorkaskebsa.dol.gov
- Dec 31, 2023Holding startedLocal 670 Pension Plan first reports an interest in Longview Midcap 400 Index Fund (Amalgamated Bank of New York): $26M at 2023-12-31with Amalgamated Bank of New Yorkaskebsa.dol.gov
- Dec 31, 2023Holding startedLocal 670 Pension Plan first reports an interest in Longview Largecap 500 Index Fund (Amalgamated Bank of New York): $8M at 2023-12-31with Amalgamated Bank of New Yorkaskebsa.dol.gov
- Dec 31, 2023Holding endedinferenceLocal 670 Pension Plan no longer reports Bhms Large Cap Value Fund (last held $21M at 2022-12-31; absent from the 2023-12-31 filing)with Bhms Large Cap Value Fundaskebsa.dol.gov
- Dec 31, 2023Consultant changedinferenceQuantel Associates no longer appears on Local 670 Pension Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with Quantel Associatesaskebsa.dol.gov
- Dec 31, 2023Consultant changedinferenceAndco appears on Local 670 Pension Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with Andcoaskebsa.dol.gov
- Dec 31, 2023Assets changedLocal 670 Pension Plan total assets $70M -> $78M (+11.0%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedLocal 670 Pension Plan funded ratio 104.3% -> 94.0% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedLocal 670 Pension Plan plan assets $87M -> $70M (-20.3%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 136567359-001
Cross-graph: no entry on another DFX graph
First observed Sep 15, 2026, last observed Sep 15, 2026. Classification confirmed. Every row above carries its source; a reported figure is the subject’s own, a derived one is arithmetic on reported figures, an estimated one is a model or a survey imputation and is never summed into a headline.