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
American Radio Association Pension Plan
Taft-Hartley planAlameda, CA
Assets
$48.7M
Total assets, Dec 31, 2024 reported
Funded
93.8%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
3
none on the tape
Plan sponsor: Board of Trustees Ara Pension Plan
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 0.8%
- Non-interest-bearing cash 0.5%
- Insurance company general account 67.3%
- Common/collective trusts 9.5%
- Registered investment companies 20.6%
Consultants and advisers
4 firms
- Segal Marco Advisors Investment adviser (plan)through Dec 31, 2022 Form 5500
- Amalgamated Bank of New York Custodianthrough Dec 31, 2022 Form 5500
- The Segal Co (western States), Inc. Actuarythrough Dec 31, 2022 Form 5500
- Segal Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on the commitment tape
From the plan’s own commitment disclosures
- Amalgamated Bank of New York3 rows, latest Dec 31, 2024
Commitments
3 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 Largecap 500 Index Fundcollective trust | Amalgamated Bank of New York | Pooled vehicles | $4.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Longview Largecap 500 Index Fundcollective trust | Amalgamated Bank of New York | Pooled vehicles | $4.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Longview Largecap 500 Index Fundcollective trust | Amalgamated Bank of New York | Pooled vehicles | $3.7M held | Disclosed holding | askebsa.dol.gov |
Size and funding
30 readings
Investment management fees
$48,195 (2023-12) · $48,195 (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 | 275 | n/a | n/a | n/a | $48.7M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 277 | n/a | n/a | n/a | $50.5M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 285 | n/a | n/a | n/a | $52.5M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Proskauer Rose LLP codes 29 $156,662 PY2024
- Zenith American Solutions codes 13 $147,796 PY2024
- The Segal Company codes 11 $85,317 PY2024
- LAW Office of Ed Steinberg codes 29 $84,094 PY2024
- Segal Select Insurance Brokerage codes 53 $72,315 PY2024
- Segal Marco Advisors codes 27 $48,194 PY2024
- Baldwin Moffitt Behm LLP codes 10 $31,532 PY2024
- Amalgamated Bank of New York codes 18 $12,668 PY2024
- John Lindner codes 30 $9,180 PY2024
- Longview Largecap 500 Index Fund Sched. D C $4.6M PY2024
- Segal codes 11 PY2024
- Zenith American Solutions codes 13 $161,427 PY2023
- Proskauer Rose, LLP codes 29 $150,555 PY2023
- The Segal Company codes 11 $102,906 PY2023
- Edwin a Steinberg codes 29 $72,961 PY2023
- Segal Select Insurance Services codes 53 $70,659 PY2023
- Segal Marco Advisors codes 27 $48,195 PY2023
- Baldwin Moffitt Behm LLP codes 10 $31,524 PY2023
- Amalgamated Bank of New York codes 18 $9,000 PY2023
- Longview Largecap 500 Index Fund Sched. D C $4.4M PY2023
- Segal codes 11 PY2023
- Proskauer Rose, LLP codes 29 $181,285 PY2022
- Zenith American Solutions codes 13 $104,943 PY2022
- The Segal Company codes 11 $82,648 PY2022
- John Lindner codes 30 $64,653 PY2022
- Segal Select Insurance Services codes 53 $63,279 PY2022
- Edwin a Steinberg codes 29 $52,486 PY2022
- Segal Marco Advisors codes 27 $48,195 PY2022
- Baldwin Moffitt Behm LLP codes 10 $31,518 PY2022
- Metrotech codes 49 $10,369 PY2022
- Automatic Data Processing codes 49 $9,741 PY2022
- Amalgamated Bank of New York codes 18 $9,444 PY2022
- 1818 Southern Investment, LLC codes 49 $6,729 PY2022
- Quadient Leasing codes 49 $5,710 PY2022
- Longview Largecap 500 Index Fund Sched. D C $3.7M PY2022
- Segal codes 11 PY2022
What changed
1 events
- Jan 1, 2023Assets changedAmerican Radio Association Pension Plan plan assets $58M -> $52M (-10.0%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 136161999-001
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.