DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Allocators
NEW York, NY
Data as of (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Vehicle | Manager | Bucket | Value | As of | Kind | Source |
|---|---|---|---|---|---|---|
| Longview Broad Market 3000 Index Fu | Amalgamated Bank | Pooled vehicle | $15.9M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Longview Broad Market 3000 Index Fu | Amalgamated Bank | Pooled vehicle | $13.1M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Loomis Sayles All Cap Growth Trust | Loomis Sayles | Pooled vehicle | $12.4M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Loomis Sayles All Cap Growth Trust | Loomis Sayles | Pooled vehicle | $7.6M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Loomis Sayles All Cap Growth Trust | Loomis Sayles | Pooled vehicle | $6.5M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Principal U.S. Property Sa-Z | Principal | Real estate | $6.0M | Dec 31, 2024 | Separate account | Dol form 5500 pension |
| Principal U.S. Property Sa-Z | Principal | Real estate | $5.8M | Dec 31, 2022 | Separate account | Dol form 5500 pension |
| Principal U.S. Property Sa-Z | Principal | Real estate | $5.1M | Dec 31, 2023 | Separate account | Dol form 5500 pension |
| Longview Broad Market 3000 Index Fu | Amalgamated Bank | Pooled vehicle | $4.5M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Bucket | Target % | Range low | Range high | Actual % | Actual | Period end | Basis |
|---|---|---|---|---|---|---|---|
| Non-interest-bearing cash | n/a | n/a | n/a | 1 | $751,878 | Dec 31, 2024 | Derived |
| Partnership/joint venture interests | n/a | n/a | n/a | 6 | $5.0M | Dec 31, 2024 | Derived |
| Common/collective trusts | n/a | n/a | n/a | 35 | $29.5M | Dec 31, 2024 | Derived |
| Registered investment companies | n/a | n/a | n/a | 55 | $46.2M | Dec 31, 2024 | Derived |
| Common stock | n/a | n/a | n/a | 2 | $1.7M | Dec 31, 2024 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| The Segal Co. (eastern States) Inc. | actuary | Jan 1, 2023 | Dec 31, 2023 | no | fact | Dol form 5500 pension |
| Health Management Systems, Inc. | Pension consultant | Jan 1, 2023 | Dec 31, 2023 | no | fact | Dol form 5500 pension |
| Segal | actuary | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Gallagher Fiduciary Advisors | Investment adviser | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Bank of New York Mellon | custodian | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Segal Select Insurance Services | actuary | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| Hamilton Lane GP X LLC | Investment management | Jan 1, 2024 | Dec 31, 2024 | no | fact |
| Hamilton Lane | Investment management | Jan 1, 2023 | Dec 31, 2023 | no | fact |
| Loomis Sayles Trust Company | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| Sei | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |