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
Exhibition Employees Local 829 Pension Fund
Taft-Hartley planEnglewood Cliffs, NJ
Assets
$21.4M
Total assets, Jan 31, 2025 reported
Funded
67.2%
Feb 1, 2024
Private markets target
n/a
policy Jan 31, 2025
Commitments
15
none on the tape
Plan sponsor: Board of Trustees Exhibition Employees Local 829
Allocation policy
Form 5500, as of Jan 31, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 10.8%
- Non-interest-bearing cash 1.4%
- Partnership/joint venture interests 12.4%
- Common/collective trusts 74.8%
Consultants and advisers
5 firms
- Reynolds Consulting Services, LLC Investment adviser (plan)through Jan 31, 2023 Form 5500
- The Segal Co. (eastern States) Inc. Actuarythrough Jan 31, 2023 Form 5500
- Judith P. Broach Named fiduciarythrough Jan 31, 2023 Form 5500
- Amalgamated Bank of New York Custodianthrough Jan 31, 2023 Form 5500
- Segal Actuarythrough Jan 31, 2023 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
3 managers on the commitment tape
From the plan’s own commitment disclosures
- Amalgamated Bank of New York5 rows, latest Jan 31, 2025
- Neuberger Berman Trust Company, Na3 rows, latest Jan 31, 2025
- Amalgamated Bank1 rows, latest Jan 31, 2025
Commitments
15 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 Jan 31, 2025 | Longview Core Bond Fundcollective trust | Amalgamated Bank of New York | Fixed income | $3.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Jan 31, 2025 | Neuberger Berman Strategic Multi-Secollective trust | Neuberger Berman Trust Company, Na | Pooled vehicles | $2.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Jan 31, 2025 | Longview Broad Market 3000 Index Fucollective trust | Amalgamated Bank | Pooled vehicles | $10.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Jan 31, 2024 | Longview Largecap 1000 Growth Indexcollective trust | Amalgamated Bank | Pooled vehicles | $5.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Jan 31, 2024 | Longview Core Bond Fundcollective trust | Amalgamated Bank of New York | Fixed income | $2.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Jan 31, 2024 | Longview Largecap 1000 Value Indexcollective trust | Amalgamated Bank | Pooled vehicles | $3.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Jan 31, 2024 | Longview Midcap 400 Index Fundcollective trust | Amalgamated Bank of New York | Pooled vehicles | $905,818 held | Disclosed holding | askebsa.dol.gov | |
| as of Jan 31, 2024 | Blackrock Msci Acwi Ex-Us Index Fdcollective trust | Great Gray Trust Company LLC | Pooled vehicles | $1.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Jan 31, 2024 | Neuberger Berman Strategic Multi-Secollective trust | Neuberger Berman Trust Company, Na | Pooled vehicles | $2.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Jan 31, 2023 | Longview Largecap 1000 Growth Indexcollective trust | Amalgamated Bank | Pooled vehicles | $5.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Jan 31, 2023 | Longview Core Bond Fundcollective trust | Amalgamated Bank of New York | Fixed income | $2.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Jan 31, 2023 | Longview Largecap 1000 Value Indexcollective trust | Amalgamated Bank | Pooled vehicles | $4.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Jan 31, 2023 | Longview Midcap 400 Index Fundcollective trust | Amalgamated Bank of New York | Pooled vehicles | $1.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Jan 31, 2023 | Blackrock Msci Acwi Ex-Us Index Fdcollective trust | Wilmington Trust | Pooled vehicles | $1.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Jan 31, 2023 | Neuberger Berman Strategic Multi-Secollective trust | Neuberger Berman Trust Company, Na | Pooled vehicles | $2.1M held | Disclosed holding | askebsa.dol.gov |
Size and funding
30 readings
Investment management fees
$22,969 (2024-01) · $25,503 (2023-01)
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 Jan 31, 2025 | 242 | n/a | n/a | n/a | $21.4M | $2.6M | n/a | n/a |
| 2023 to Jan 31, 2024 | 254 | n/a | n/a | n/a | $22.8M | $2.8M | n/a | n/a |
| 2022 to Jan 31, 2023 | 244 | n/a | n/a | n/a | $23.2M | $2.9M | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Zenith American Solutions codes 13 50 $89,370 PY2024
- O'Donoghue & O'Donoghue, LLP codes 29 50 $59,699 PY2024
- Novak Francella, LLC codes 10 50 $41,693 PY2024
- The Segal Company codes 11 50 $39,198 PY2024
- Reynolds Consulting Services, LLC codes 27 51 $18,375 PY2024
- Judith P. Broach codes 31 50 $18,060 PY2024
- Stulberg & Walsh LLP codes 29 50 $5,584 PY2024
- Longview Mid Cap 400 Index Fund Sched. D C PY2024
- Longview Largecap 1000 Growth Index Sched. D C PY2024
- Longview Core Bond Fund Sched. D C $3.0M PY2024
- Longview Large Cap 1000 Value Index Sched. D C PY2024
- Blackrock Msci Acwi Ex-U.s. Index F Sched. D C PY2024
- Neuberger Berman Opport. Fixed Inc Sched. D C $2.4M PY2024
- Longview Broad Market 3000 Index Fu Sched. D C $10.6M PY2024
- Segal codes 11 PY2024
- The Segal Company codes 11 50 $126,886 PY2023
- Zenith American Solutions codes 13 50 $89,370 PY2023
- Novak Francella, LLC codes 10 50 $55,084 PY2023
- Judith P. Broach codes 31 50 $39,107 PY2023
- O'Donoghue & O'Donoghue, LLP codes 29 50 $38,077 PY2023
- Reynolds Consulting Services, LLC codes 27 51 $22,969 PY2023
- Stulberg & Walsh LLP codes 29 50 $10,509 PY2023
- Segal Select Insurance Serv., Inc. codes 22 53 PY2023
- Neuberger Berman Opport. Fixed Inc Sched. D C $2.2M PY2023
- Longview Largecap 1000 Growth Index Sched. D C $5.6M PY2023
- Longview Core Bond Fund Sched. D C $2.4M PY2023
- Longview Large Cap 1000 Value Index Sched. D C $3.4M PY2023
- Longview Mid Cap 400 Index Fund Sched. D C $905,818 PY2023
- Blackrock Msci Acwi Ex-U.s. Index F Sched. D C $1.4M PY2023
- Segal codes 11 PY2023
- Zenith American Solutions codes 13 50 $104,265 PY2022
- O'Donoghue & O'Donoghue, LLP codes 29 50 $96,077 PY2022
- The Segal Company codes 11 50 $54,251 PY2022
- Novak Francella, LLC codes 10 50 $48,600 PY2022
- Judith P. Broach codes 31 50 $35,317 PY2022
- Reynolds Consulting Services, LLC codes 27 51 $18,375 PY2022
- Stulberg & Walsh LLP codes 29 50 $8,570 PY2022
- Amalgamated Bank codes 19 28 51 $7,128 PY2022
- Longview Large Cap 1000 Value Index Sched. D C $4.2M PY2022
- Longview Mid Cap 400 Index Fund Sched. D C $1.4M PY2022
- Blackrock Msci Acwi Ex-U.s. Index F Sched. D C $1.4M PY2022
- Neuberger Berman Opport. Fixed Inc Sched. D C $2.1M PY2022
- Longview Largecap 1000 Growth Index Sched. D C $5.4M PY2022
- Longview Core Bond Fund Sched. D C $2.5M PY2022
- Segal codes 11 PY2022
What changed
7 events
- Jan 31, 2025Holding endedinferenceExhibition Employees Local 829 Pension Fund no longer reports Longview Largecap 1000 Growth Index (last held $6M at 2024-01-31; absent from the 2025-01-31 filing)with Longview Largecap 1000 Growth Indexaskebsa.dol.gov
- Jan 31, 2025Holding startedExhibition Employees Local 829 Pension Fund first reports an interest in Longview Broad Market 3000 Index Fu (Amalgamated Bank): $11M at 2025-01-31with Amalgamated Bankaskebsa.dol.gov
- Jan 31, 2025Holding endedinferenceExhibition Employees Local 829 Pension Fund no longer reports Longview Midcap 400 Index Fund (Amalgamated Bank of New York) (last held $905,818 at 2024-01-31; absent from the 2025-01-31 filing)with Amalgamated Bank of New Yorkaskebsa.dol.gov
- Jan 31, 2025Holding endedinferenceExhibition Employees Local 829 Pension Fund no longer reports Blackrock Msci Acwi Ex-Us Index Fd (last held $1M at 2024-01-31; absent from the 2025-01-31 filing)with Blackrock Msci Acwi Ex-Us Index Fdaskebsa.dol.gov
- Jan 31, 2025Holding endedinferenceExhibition Employees Local 829 Pension Fund no longer reports Longview Largecap 1000 Value Index (last held $3M at 2024-01-31; absent from the 2025-01-31 filing)with Longview Largecap 1000 Value Indexaskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceAmalgamated Bank no longer appears on Exhibition Employees Local 829 Pension Fund's Schedule C as investment manager (plan year 2023 vs 2022)with Amalgamated Bank of New Yorkaskebsa.dol.gov
- Feb 1, 2023Assets changedExhibition Employees Local 829 Pension Fund plan assets $27M -> $23M (-15.6%, 2022-02-01 to 2023-02-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 132995659-001
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.