DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Allocators
Stoughton, MA
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 |
|---|---|---|---|---|---|---|
| Afl-Cio Sl Mid Cap Stock Index Fund | BNY Mellon | Public equity | $41.8M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Afl-Cio Sl Mid Cap Stock Index Fund | BNY Mellon | Public equity | $41.2M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Afl-Cio Sl Mid Cap Stock Index Fund | BNY Mellon | Public equity | $29.8M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| PE Nsl Core Bond Plus Fund | BNY Mellon | Fixed income | $15.4M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Schroder Collective Investment Trus | n/a | Pooled vehicle | $12.0M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Schroder Collective Investment Trus | n/a | Pooled vehicle | $11.1M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Longview Midcap 400 Index Fund | Amalgamated Bank of New York | Pooled vehicle | $8.6M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Jennison U.S. Small Cap Equity Fund | Prudential Trust Co. | Public equity | $8.4M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Longview Midcap 400 Index Fund | Amalgamated Bank of New York | Pooled vehicle | $7.5M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Schroder Collective Investment Trus | n/a | Pooled vehicle | $7.1M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Jennison U.S. Small Cap Equity Fund | Prudential Trust Co. | Public equity | $7.1M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Multi-Employer Property Trust | NEW Tower Trust Company | Real estate | $6.6M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Longview Midcap 400 Index Fund | Amalgamated Bank of New York | Pooled vehicle | $6.5M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Jennison U.S. Small Cap Equity Fund | Prudential Trust Co. | Public equity | $6.1M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Multi-Employer Property Trust | NEW Tower Trust Company | Real estate | $5.6M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Multi-Employer Property Trust | NEW Tower Trust Company | Real estate | $5.3M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Institutional Senior Loan Fund | Eaton Vance | Private credit | $3.8M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Institutional Senior Loan Fund | Eaton Vance | Private credit | $3.6M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Afl-Cio Building Investment Trust | Great Gray Trust Company | Pooled vehicle | $3.2M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Separate Account J | Ullico Investment Advisors, Inc. | Pooled vehicle | $2.0M | Dec 31, 2024 | Separate account | Dol form 5500 pension |
| Separate Account J | Ullico Investment Advisors, Inc. | Pooled vehicle | $1.9M | Dec 31, 2023 | Separate account | Dol form 5500 pension |
| Separate Account J | Ullico Investment Advisors, Inc. | Pooled vehicle | $1.8M | Dec 31, 2022 | Separate account | Dol form 5500 pension |
| Longview Ultra Construction Loan in | n/a | Private credit | $5,677 | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Longview Ultra Construction Loan in | n/a | Private credit | $3,941 | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Longview Ultra Construction Loan in | n/a | Private credit | $2,022 | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Bucket | Target % | Range low | Range high | Actual % | Actual | Period end | Basis |
|---|---|---|---|---|---|---|---|
| Interest-bearing cash | n/a | n/a | n/a | 3 | $4.8M | Dec 31, 2024 | Derived |
| Partnership/joint venture interests | n/a | n/a | n/a | 16 | $22.4M | Dec 31, 2024 | Derived |
| Common/collective trusts | n/a | n/a | n/a | 57 | $80.0M | Dec 31, 2024 | Derived |
| Pooled separate accounts | n/a | n/a | n/a | 1 | $2.0M | Dec 31, 2024 | Derived |
| Registered investment companies | n/a | n/a | n/a | 20 | $28.5M | Dec 31, 2024 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| Meketa Investment Group Inc. | General consultant | Jan 1, 2024 | Dec 31, 2024 | no | fact | Dol form 5500 pension |
| Segal Marco Advisors | Investment adviser | Jan 1, 2023 | Dec 31, 2023 | no | fact | Dol form 5500 pension |
| Cbiz | actuary | Jan 1, 2023 | Dec 31, 2023 | no | fact | Dol form 5500 pension |
| Segal Marco Consulting | Pension consultant | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Cbiz Ris | actuary | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Cbiz Retirement Plan Advisory Services | actuary | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| GCM Grosvenor | Investment management | Jan 1, 2024 | Dec 31, 2024 | no | fact |
| Hamilton Lane III | Investment management | Jan 1, 2023 | Dec 31, 2023 | no | fact |
| Mept | Investment management | Jan 1, 2023 | Dec 31, 2023 | no | fact |
| Jennison U.S. Small Cap Equity | Investment management | Jan 1, 2023 | Dec 31, 2023 | no | fact |
| Siguler Guff Small Buyout Op Fd V | Investment management | Jan 1, 2023 | Dec 31, 2023 | no | fact |
| Siguler Guff Small Buyout Opportuni | Investment management | Jan 1, 2023 | Dec 31, 2023 | no | fact |
| Hamilton Lane Viii | Investment management | Jan 1, 2023 | Dec 31, 2023 | no | fact |
| Prudential Trust Co. | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| Siguler Guff Sbof III | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| Northern Trust Investor Svcs Group | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| Amalgamated Bank of New York | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| Hamilton Lane | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| Intercontinental Real Estate Corp. | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| BNY Mellon | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |