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.
unclassified
Amalgamated Bank of New York
unclassified
Advisory clients on the tape
3
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
3 allocators
- Local 807 Labor Management Pension Fund Investment adviser (plan)through Aug 31, 2025 Form 5500
- Teamsters Local 237 Welfare Fund Pension Plan Investment adviser (plan)through Dec 31, 2022 Form 5500
- Atlanta Ironworkers Local #387 Pension Plan Investment adviser (plan)through Dec 31, 2022 Form 5500
Other roles
109 allocators
- National Electrical Benefit Fund Custodianthrough Dec 31, 2025
- Pension Fund of Heat and Frost Insulators Local 12 Custodianthrough Dec 31, 2025
- Elevator Division Retirement Benefit Plan Custodianthrough Oct 31, 2025
- Bsa-Ila Pension Plan Custodianthrough Sep 30, 2025
- Local 854 Pension Fund Custodianthrough Aug 31, 2025
- Plumbers Local 9 Pension Plan Custodianthrough Jun 30, 2025
- Inland Pension Fund Custodianthrough May 31, 2025
- UA Plumbers Local 24 Pension Fund Custodianthrough Apr 30, 2025
- Amalgamated Transit Union Pension Plan for International Officers and Employees Custodianthrough Dec 31, 2024
- United Wire, Metal & Machine Pension Fund Custodianthrough Dec 31, 2024
- Local 1931 Pension Fund Custodianthrough Dec 31, 2024
- Retirement Plan of the Unite Here International Custodianthrough Dec 31, 2024
- Amalgamated Retail Retirement Fund Custodianthrough Dec 31, 2024
- United Union of Roofers, Waterproofers & Allied Workers, Local 154 Pension Fund Custodianthrough Dec 31, 2024
- Composition Roofers Local #4 Pension Plan Custodianthrough Oct 31, 2024
- Bakery Drivers & Salesmen Local 194 & Industry Pension Fund Custodianthrough Oct 31, 2024
- Ibew Local 150 Pension Plan Custodianthrough Jun 30, 2024
- I.B.E.W. Local 490 Pension Fund Custodianthrough May 31, 2024
- Plumbers Local Union No. 17 Pension Plan Custodianthrough Mar 31, 2024
- Retail, Wholesale & Department Store International Union and Industry Pension Fund Custodianthrough Dec 31, 2023
- Twu-Westchester Private Bus Lines Pension Trust Custodianthrough Dec 31, 2023
- Newspaper and Magazine Employees Union and Philadelphia Publishers Pension Plan Custodianthrough Dec 31, 2023
- United Union of Roofers - Local 8 Pension Fund Custodianthrough Dec 31, 2023
- Automotive Industries Pension Plan Custodianthrough Dec 31, 2023
- Management-Labor Pension Fund Local 1730 Ila Custodianthrough Dec 31, 2023
- Ibew Local 595 Pension Plan Custodianthrough Dec 31, 2023
- Local 272 Labor Management Pension Fund Custodianthrough Nov 30, 2023
- Ibew Local 531 & Neca Pension Plan Custodianthrough Nov 30, 2023
- Office and Professional Employee Pension Trust Fund Custodianthrough Oct 31, 2023
- Pension Fund of Make-Up Artists & Hair Stylists Union - Local 798 - Iatse Custodianthrough Oct 31, 2023
- Newsguild of New York Publishers Pension Fund Custodianthrough Oct 31, 2023
- United Food and Commercial Workers Unions and Employers Pension Plan Custodianthrough Oct 31, 2023
- International Longshoremen's Association Afl-Cio Employers Pension Fund Custodianthrough Sep 30, 2023
- Local 808 Ibt Pension Plan Custodianthrough Sep 30, 2023
- Iron Workers Pension Plan Custodianthrough Sep 30, 2023
- Division 1181 Atu - NY Employees Pension Fund and Plan Custodianthrough Aug 31, 2023
- Heating, Piping and Refrigeration Pension Fd Pension Fund Custodianthrough Aug 31, 2023
- Inlandboatmen's Union of the Pacific National Pension Plan Custodianthrough Jun 30, 2023
- Southern California Ibew-Neca Pension Plan Custodianthrough Jun 30, 2023
- Plumbers & Steamfitters Local 21 Pension Fund Custodianthrough Jun 30, 2023
- Graphic Communications Int'l Union Local 119b NY Printers League Pension Fund Custodianthrough Jun 30, 2023
- Local No. 1 Pension Trust Fund Custodianthrough Jun 30, 2023
- Pension Plan for Plumbers and Pipefitters Local Union No. 776 (lima, Ohio) Custodianthrough Jun 30, 2023
- Retirement and Pension Plan for Officers & Employees of the Nycdcc and Related Organizations Custodianthrough Jun 30, 2023
- Ironworkers Local 11 Pension Fund Custodianthrough Jun 30, 2023
- NEW York District Council of Carpenters Pension Pl Custodianthrough Jun 30, 2023
- United Mine Workers of America 1985 Construction Workers Pension Plan Custodianthrough Jun 30, 2023
- Operating Engineers Pension Trust Custodianthrough Jun 30, 2023
- Soft Drink and Brewery Workers Union Local 812 Retirement Fund Custodianthrough Jun 30, 2023
- Industrial Carpenters and Precast Pension Plan Custodianthrough May 31, 2023
- Defined Benefit Plan of the Mid-Jersey Trucking Industry and Teamsters Local 701 Pension and Annuity Fund Custodianthrough May 31, 2023
- New Orleans Carpenters' Pension Plan Custodianthrough May 31, 2023
- Sheet Metal Workers' Local 100 Washington, D.C. Area Pension Fund Custodianthrough Mar 31, 2023
- Massachusetts Bricklayers & Masons Pension Plan Custodianthrough Mar 31, 2023
- Suburban Wholesalers Association Pension Plan Custodianthrough Mar 31, 2023
- Local 816 Labor & Management Pension Trust Fund Custodianthrough Jan 31, 2023
- Exhibition Employees Local 829 Pension Fund Custodianthrough Jan 31, 2023
- American Radio Association Pension Plan Custodianthrough Dec 31, 2022
- Local 804 I.B.T. and Local 447 I.A.M. - Ups Multi-Employer Retirement Plan Custodianthrough Dec 31, 2022
- The Legacy Plan of the Unite Here Retirement Fund Custodianthrough Dec 31, 2022
- Local 1205 Pension Fund Custodianthrough Dec 31, 2022
- Apartment Employees' Pension Trust Trusteethrough Dec 31, 2022
- Defined Benefit Pension Plan of Agc-Iuoe Local 701 Pension Trust Fund Custodianthrough Dec 31, 2022
- UFT & Uft Welfare Fund Employees Pension Plan Custodianthrough Dec 31, 2022
- Local 580 Pension Fund Custodianthrough Dec 31, 2022
- Pension Plan of Steamfitters Pension Fund 475 Custodianthrough Dec 31, 2022
- S.E.I.U. National Industry Pension Fund Custodianthrough Dec 31, 2022
- Cement Masons Local 780 Pension Fund Custodianthrough Dec 31, 2022
- Seiu Affiliates Officers and Employees Pension Plan Custodianthrough Dec 31, 2022
- Drywall Pension Fund Custodianthrough Dec 31, 2022
- Southern California Plastering Institute Pension Trust Fund Custodianthrough Dec 31, 2022
- Senior Service America, Inc. Staff Pension Plan Custodianthrough Dec 31, 2022
- Cwa/itu Negotiated Pension Plan Custodianthrough Dec 31, 2022
- NEW England Health Care Employees Pension Plan Custodianthrough Dec 31, 2022
- Pension Trust Fund for Operating Engineers Custodianthrough Dec 31, 2022
- Local 670 Pension Plan Custodianthrough Dec 31, 2022
- Bakery & Confectionery Union & Industry International Pension Fund Custodianthrough Dec 31, 2022
- Cement and Concrete Workers Dc Pension Fund Custodianthrough Dec 31, 2022
- Warehouse Employees Union Local 169 and Employers Joint Pension Fund Custodianthrough Dec 31, 2022
- Brotherhood of Locomotive Engineers and Trainmen Long Island Pension Fund Custodianthrough Dec 31, 2022
- Pension Plan of the Segal Company Custodianthrough Dec 31, 2022
- Asbestos Workers Local 42 Pension Fund Custodianthrough Dec 31, 2022
- Pension Plan for Employees of the Service Employee Int'l Union Custodianthrough Dec 31, 2022
- Perishable Food Industry Pension Fund Custodianthrough Dec 31, 2022
- Local 804 Pension Fund Custodianthrough Dec 31, 2022
- Local 365 Uaw Pension Fund Custodianthrough Dec 31, 2022
- Laundry, Dry Cleaning Workers & Allied Industries Retirement Fund, Workers United Custodianthrough Dec 31, 2022
- Consolidated Retirement Plan Custodianthrough Dec 31, 2022
- U. a. Local No. 159 Defined Benefit Plan Custodianthrough Dec 31, 2022
- Local 803 Pension Fund Custodianthrough Dec 31, 2022
- Tile Layers Union Local No. 52 NY Pension Fund Custodianthrough Dec 31, 2022
- The Local 259 Pension Fund Custodianthrough Dec 31, 2022
- Allied Security Pension Fund Custodianthrough Dec 31, 2022
- Western States Insulators and Allied Workers' Pension Plan Custodianthrough Dec 31, 2022
- Local 463 Pension Fund Custodianthrough Dec 31, 2022
- Sheet Metal Workers Local Union No. 28 Pension Fund Custodianthrough Dec 31, 2022
- Radio, Tv & Recording Arts Pension Fund Custodianthrough Dec 31, 2022
- Adjustable Plan of the National Retirement Fund Custodianthrough Dec 31, 2022
- Trucking Employees of North Jersey Pension Fund Custodianthrough Dec 31, 2022
- Teamster Affiliates Pension Plan Custodianthrough Dec 31, 2022
- Hollow Metal Pension Fund Custodianthrough Dec 31, 2022
- Office & Professional Employees Iu Pension Plan Custodianthrough Dec 31, 2022
- Teamsters Industrial Employees Pension Fund Custodianthrough Dec 31, 2022
- Ironworkers Local Union No. 167 Pension Plan Custodianthrough Dec 31, 2022
- Local 305 Cio Pension Fund Custodianthrough Dec 31, 2022
- Legacy Plan of the National Retirement Fund Custodianthrough Dec 31, 2022
- Local 966 Pension Plan Custodianthrough Dec 31, 2022
- I.A.T.S.E. Local 16 Pension Plan Custodianthrough Dec 31, 2022
- Cement Masons Southern California Pension Trust Custodianthrough Dec 31, 2022
Schedule C rows
326 rows, $17.9M direct compensation as filed
What changed
- Amalgamted Bank no longer appears on Local 807 Labor Management Pension Fund's Schedule C as investment adviser (plan) (plan year 2025 vs 2024)with Amalgamated Bank of New Yorkaskebsa.dol.gov
- Bsa-Ila Pension Plan first reports an interest in Longview Core Bond Fund (Amalgamated Bank of New York): $6M at 2025-09-30with Amalgamated Bank of New Yorkaskebsa.dol.gov
- Bsa-Ila Pension Plan no longer reports Longview Smallcap 600 Index Fund (Amalgamated Bank of New York) (last held $5M at 2024-09-30; absent from the 2025-09-30 filing)with Amalgamated Bank of New Yorkaskebsa.dol.gov
- Plumbers Local 9 Pension Plan first reports an interest in Longview Largecap 500 Index Fund (Amalgamated Bank of New York): $63M at 2025-06-30with Amalgamated Bank of New Yorkaskebsa.dol.gov
- Exhibition 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
- Pension Fund of Local Union No. 274 no longer reports Longview Midcap 400 Index Fund (Amalgamated Bank of New York) (last held $9M at 2023-12-31; absent from the 2024-12-31 filing)with Amalgamated Bank of New Yorkaskebsa.dol.gov
- Pension Fund of Heat and Frost Insulators Local 12 no longer reports Longview Midcap 400 Index Fund (Amalgamated Bank of New York) (last held $6M at 2023-12-31; absent from the 2024-12-31 filing)with Amalgamated Bank of New Yorkaskebsa.dol.gov
- Ironworkers Local Union No. 167 Pension Plan no longer reports Longview Midcap 400 Index Fund (Amalgamated Bank of New York) (last held $2M at 2023-12-31; absent from the 2024-12-31 filing)with Amalgamated Bank of New Yorkaskebsa.dol.gov
- Cwa/itu Negotiated Pension Plan first reports an interest in Longview Largecap 500 Index Fund (Amalgamated Bank of New York): $15M at 2024-12-31with Amalgamated Bank of New Yorkaskebsa.dol.gov
- UFT & Uft Welfare Fund Employees Pension Plan no longer reports LV Large Cap 1000 Value Index Fund (Amalgamated Bank of New York) (last held $58M at 2023-12-31; absent from the 2024-12-31 filing)with Amalgamated Bank of New Yorkaskebsa.dol.gov
- UFT & Uft Welfare Fund Employees Pension Plan no longer reports LV Large Cap 1000 Growth Index Fund (Amalgamated Bank of New York) (last held $30M at 2023-12-31; absent from the 2024-12-31 filing)with Amalgamated Bank of New Yorkaskebsa.dol.gov
- Amalgamted Bank appears on Local 807 Labor Management Pension Fund's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with Amalgamated Bank of New Yorkaskebsa.dol.gov
- Amalgamated Bank no longer appears on NEW York District Council of Carpenters Pension Pl's Schedule C as investment manager (plan year 2024 vs 2023)with Amalgamated Bank of New Yorkaskebsa.dol.gov
- Amalgamated Bank appears on 32bj School Workers Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)with Amalgamated Bank of New Yorkaskebsa.dol.gov
- Amalgamated Bank appears on Local 854 Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)with Amalgamated Bank of New Yorkaskebsa.dol.gov
- Amalgamated Bank of New York appears on Local 966 Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Amalgamated Bank of New Yorkaskebsa.dol.gov
- Amalgamated Bank no longer appears on Allied Security Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)with Amalgamated Bank of New Yorkaskebsa.dol.gov
- Amalgamated Bank appears on Local 1931 Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)with Amalgamated Bank of New Yorkaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedLaundry, Dry Cleaning Workers & Allied Industries Retirement Fund, Workers UnitedAmalgamated Bank appears on Laundry, Dry Cleaning Workers & Allied Industries Retirement Fund, Workers United's Schedule C as investment manager (plan year 2024 vs 2023)with Amalgamated Bank of New Yorkaskebsa.dol.gov
- Amalgamated Bank no longer appears on UA Plumbers Local 24 Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)with Amalgamated Bank of New Yorkaskebsa.dol.gov
- Amalagamated Bank appears on Radio, Tv & Recording Arts Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)with Amalgamated Bank of New Yorkaskebsa.dol.gov
- Amalgamated Bank appears on Paper Handlers'-Publishers' Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)with Amalgamated Bank of New Yorkaskebsa.dol.gov
- Amalgamated Bank appears on Local 305 Cio Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)with Amalgamated Bank of New Yorkaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedAmalgamated Transit Union Pension Plan for International Officers and EmployeesAmalgamated Bank appears on Amalgamated Transit Union Pension Plan for International Officers and Employees's Schedule C as investment manager (plan year 2024 vs 2023)with Amalgamated Bank of New Yorkaskebsa.dol.gov
- Pension Fund of Local 227 no longer reports Longview Largecap 500 Index Fund (Amalgamated Bank of New York) (last held $7M at 2023-10-31; absent from the 2024-10-31 filing)with Amalgamated Bank of New Yorkaskebsa.dol.gov
- Oct 31, 2024Holding endedinferencePension Fund of Make-Up Artists & Hair Stylists Union - Local 798 - IatsePension Fund of Make-Up Artists & Hair Stylists Union - Local 798 - Iatse no longer reports Longview Core Bond Fund (Amalgamated Bank of New York) (last held $26M at 2023-10-31; absent from the 2024-10-31 filing)with Amalgamated Bank of New Yorkaskebsa.dol.gov
- Sep 30, 2024Holding endedinferenceInternational Longshoremen's Association Afl-Cio Employers Pension FundInternational Longshoremen's Association Afl-Cio Employers Pension Fund no longer reports Longview Largecap 500 Index Fund (Amalgamated Bank of New York) (last held $24M at 2023-09-30; absent from the 2024-09-30 filing)with Amalgamated Bank of New Yorkaskebsa.dol.gov
- Local 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
- United Wire, Metal & Machine Pension Fund first reports an interest in Longview Largecap 500 Index Fund (Amalgamated Bank of New York): $29M at 2023-12-31with Amalgamated Bank of New Yorkaskebsa.dol.gov
- Local 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
- Local 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
- Drywall Pension Fund first reports an interest in Longview Midcap 400 Index Fund (Amalgamated Bank of New York): $7M at 2023-12-31with Amalgamated Bank of New Yorkaskebsa.dol.gov
- Local 810 Affliated 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
- UFT & Uft Welfare Fund Employees Pension Plan first reports an interest in LV Large Cap 1000 Value Index Fund (Amalgamated Bank of New York): $58M at 2023-12-31with Amalgamated Bank of New Yorkaskebsa.dol.gov
- Dec 31, 2023Holding startedRetail, Wholesale & Department Store International Union and Industry Pension FundRetail, Wholesale & Department Store International Union and Industry Pension Fund first reports an interest in Longview Largecap 500 Index Fund (Amalgamated Bank of New York): $36M at 2023-12-31with Amalgamated Bank of New Yorkaskebsa.dol.gov
- UFT & Uft Welfare Fund Employees Pension Plan first reports an interest in LV Large Cap 1000 Growth Index Fund (Amalgamated Bank of New York): $30M at 2023-12-31with Amalgamated Bank of New Yorkaskebsa.dol.gov
- Amalgamated Bank no longer appears on Ibew Local 150 Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Amalgamated Bank of New Yorkaskebsa.dol.gov
- Amalgamated Bank appears on Hagerstown Motor Carriers and Teamsters Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Amalgamated Bank of New Yorkaskebsa.dol.gov
- Amalgamated Bank no longer appears on 32bj School Workers Pension Fund's Schedule C as investment manager (plan year 2023 vs 2022)with Amalgamated Bank of New Yorkaskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceInlandboatmen's Union of the Pacific National Pension PlanAmalgamated Bank no longer appears on Inlandboatmen's Union of the Pacific National Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Amalgamated Bank of New Yorkaskebsa.dol.gov