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.
Not an allocator
Amalgamated Bank
Not an allocator
Advisory clients on the tape
2
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
n/a
Item 5.D
ADV institutional RAUM
n/a
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
n/a
Item 5.F
Advisory clients
2 allocators
- International Association Pension Plan General consultantthrough Dec 31, 2025 Form 5500
- Afl-Cio Staff Retirement Plan Pension consultantthrough Jun 30, 2023 Form 5500
Other roles
45 allocators
- Bricklayers & Trowel Trades International Pension Fund Custodianthrough Dec 31, 2025
- Midwest Pension Plan Custodianthrough Dec 31, 2025
- Retirement Plan for Employees of International Brotherhood of Electrical Workers Local 134 Custodianthrough Dec 31, 2025
- Pension Fund of Make-Up Artists & Hair Stylists Union - Local 798 - Iatse Custodianthrough Oct 31, 2025
- Central States Joint Board and Allied Organizations Staff Pension Plan Custodianthrough Aug 31, 2025
- Teamsters Union No. 142 Pension Fund Custodianthrough Jun 30, 2025
- The Legacy Plan of the Unite Here Retirement Fund Custodianthrough Dec 31, 2024
- Pipe Fitters Retirement Fund, Local 597 Trusteethrough Dec 31, 2024
- Stagehands Local Two Retirement Plan Custodianthrough Dec 31, 2024
- Local No. 1 Pension Trust Fund Custodianthrough Jun 30, 2024
- Rockford Pipe Trades Industry Pension Fund TrusteeCustodianthrough Mar 31, 2024
- Chicago Area Ib of T Pension Trust Fund Custodianthrough Jan 31, 2024
- Amalgamated Transit Union Pension Plan for International Officers and Employees Custodianthrough Dec 31, 2023
- Chicago Tile Institute Pension Fund Custodianthrough Dec 31, 2023
- United Food and Commercial Workers Unions & Employers Midwest Pension Fund Custodianthrough Nov 30, 2023
- Ibew Local 531 & Neca Pension Plan Custodianthrough Nov 30, 2023
- Local 703, I.B of T., Grocery & Food Employees' Pension Plan Custodianthrough Oct 31, 2023
- Seiu Local 1 & Participating Employers Pension Trust Custodianthrough Sep 30, 2023
- Division 1181 Atu - NY Employees Pension Fund and Plan Custodianthrough Aug 31, 2023
- Sheet Metal Workers Local #20 South Bend Area Pension Fund Custodianthrough Jun 30, 2023
- Mid-America Carpenters Regional Council Millmen Pension Fund Custodianthrough Jun 30, 2023
- Mid-America Carpenters Regional Council Pension Fund Custodianthrough Jun 30, 2023
- The Pension Trust Estate for Shopmen's Local Union No. 473 Custodianthrough Jun 30, 2023
- Machinery Movers, Riggers & Mach. Erect. Local 136 Supplemental Retirement Plan Custodianthrough Jun 30, 2023
- International Association of Firefighters Staff Representatives Pension Plan Trusteethrough Jun 30, 2023
- International Association of Firefighters Employees Pension Plan Trusteethrough Jun 30, 2023
- I.B.E.W. Local 769 Management Pension Plan a Custodianthrough Jun 30, 2023
- Iron Workers Local No. 5 & Iwea Employees Pension Trust Fund Custodianthrough Jun 30, 2023
- Ironworkers National Pension Plan Custodianthrough Jun 30, 2023
- Newspaper and Mail Deliverers' Publishers' Pension Fund Custodianthrough May 31, 2023
- Glaziers Union Local No. 27 Pension & Retirement P Custodianthrough May 31, 2023
- Plumbers' Pension Fund, Local 130, U.A. Custodianthrough May 31, 2023
- Midwest Operating Engineers Pension Trust Fund Custodianthrough Mar 31, 2023
- Plumbers & Pipefitters Local 172 Pension Fund Custodianthrough Feb 28, 2023
- United Brotherhood of Carpenters Pension Fund United States Segment Custodianthrough Dec 31, 2022
- Roofers Pension Fund Custodianthrough Dec 31, 2022
- Liquor Salesmens Union Local 2 Pension Fund Custodianthrough Dec 31, 2022
- Local 153 Pension Fund Custodianthrough Dec 31, 2022
- American Postal Workers Union Health Plan Management Staff Pension Plan Custodianthrough Dec 31, 2022
- Transportation Communications Union Pension Fund Custodianthrough Dec 31, 2022
- Rockford Area Dairy Industry Local 754 Ib of T Retirement Pension Plan Custodianthrough Dec 31, 2022
- Ufcw Local 2013 Pension Plan Custodianthrough Dec 31, 2022
- Ibew Local No. 117 Pension Fund Custodianthrough Dec 31, 2022
- Local 147 Construction Workers Retirement Plan Custodianthrough Dec 31, 2022
- Club Employees Pension Fund Custodianthrough Dec 31, 2022
Schedule C rows
174 rows, $13.4M direct compensation as filed
What changed
- Amalgamated Bank of Chicago no longer appears on Midwest Pension Plan's Schedule C as investment manager (plan year 2025 vs 2024)with Amalgamated Bankaskebsa.dol.gov
- Plumbers Local 9 Pension Plan first reports an interest in Longview Broad Market 3000 Index Fu (Amalgamated Bank): $10M at 2025-06-30with Amalgamated Bankaskebsa.dol.gov
- Exhibition 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
- Amalgamated Bank of Chicago no longer appears on Teamsters Local 830 Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Amalgamated Bankaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedCentral States Joint Board and Allied Organizations Staff Pension PlanAmalgamated Bank of Chicago appears on Central States Joint Board and Allied Organizations Staff Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Amalgamated Bankaskebsa.dol.gov
- Amalgamated Bank of Chicago appears on Teamsters Local 617 Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)with Amalgamated Bankaskebsa.dol.gov
- Amalgamated Bank of Chicago appears on Midwest Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Amalgamated Bankaskebsa.dol.gov
- Amalgamated Bank of Chicago appears on International Association Pension Plan's Schedule C as general consultant (plan year 2024 vs 2023)with Amalgamated Bankaskebsa.dol.gov
- Amalgamated Bank no longer appears on Newsguild of New York Consumer Reports Pension Pla's Schedule C as investment manager (plan year 2024 vs 2023)with Amalgamated Bankaskebsa.dol.gov
- NEW York District Council of Carpenters Pension Pl no longer reports Longview Broad Market 3000 Index Fu (Amalgamated Bank) (last held $389M at 2023-06-30; absent from the 2024-06-30 filing)with Amalgamated Bankaskebsa.dol.gov
- I.A.T.S.E. Local 16 Pension Plan no longer reports Longview Broad Market 3000 Index Fu (Amalgamated Bank) (last held $97M at 2022-12-31; absent from the 2023-12-31 filing)with Amalgamated Bankaskebsa.dol.gov
- Carpenters Pension Fund of Illinois no longer reports Workers Realty Trust (Amalgamated Bank) (last held $441,660 at 2022-12-31; absent from the 2023-12-31 filing)with Amalgamated Bankaskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceUnited Food and Commercial Workers Unions & Employers Midwest Pension FundAmalgamated Bank of Chicago no longer appears on United Food and Commercial Workers Unions & Employers Midwest Pension Fund's Schedule C as investment manager (plan year 2023 vs 2022)with Amalgamated Bankaskebsa.dol.gov
- Amalgamated Bank of Chicago appears on Ibew Local 531 & Neca Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Amalgamated Bankaskebsa.dol.gov
- Amalgamated Bank of Chicago appears on Steamfitters Local Union No. 420 Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Amalgamated Bankaskebsa.dol.gov
- Amalgamated Bank of Chicago appears on The Legacy Plan of the Unite Here Retirement Fund's Schedule C as investment manager (plan year 2023 vs 2022)with Amalgamated Bankaskebsa.dol.gov