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AllocatorsPlantaft hartley<100m

Allied Security Pension Fund

Allocators

Mineola, NY

This is the graph view. The full profile, with its team, deals and sources, is on Allocators.Open the full profile →

Search this name across graphsid dfx:al:4019b062-0711-4b84-9835-c353d70ef1df

Data as of Sep 15, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 19, 2026, 5:18 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 6
On other graphs: 0
Observed: Sep 15, 2026 to Sep 15, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Total assets: $3.7Mlatest reading; see basis
Assets as of: Dec 31, 2024
Assets basis: REPORTED
Funded ratio: 82%
Participants: 285
Commitments: 3with an amount; holdings are counted apart
Managers: 2
Funds: 2
Re-ups: 0
First-time managers: 0
Latest commitment: Dec 31, 2023
Consultants: 1
Private markets target, %: 0latest policy, percent of assets
Private equity target, %: 0latest policy, percent of assets
Latest policy: Dec 31, 2024
People: 0

Holdings (a value, never a commitment)

a Schedule D plan interest or a 990-PF other investment: a value on a date, never an approval

Vehicle	Manager	Bucket	Value	As of	Kind	Source
Longview Largecap 500 Index Fund	Amalgamated Bank of New York	Pooled vehicle	$2.0M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Longview Largecap 500 Index Fund	Amalgamated Bank of New York	Pooled vehicle	$1.6M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Longview Intermediate Bond Fund	Amalgamated Bank	Fixed income	$1.4M	Dec 31, 2023	Collective trust	Dol form 5500 pension

Policy targets, latest period

the latest period this plan published, every item quoted from its own report; a target is never an actual; 10 rows folded into 4

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Interest-bearing cash	n/a	n/a	n/a	1	$33,531	Dec 31, 2024	Derived
Non-interest-bearing cash	n/a	n/a	n/a	1	$42,593	Dec 31, 2024	Derived
U.S. Government securities	n/a	n/a	n/a	35	$1.3M	Dec 31, 2024	Derived
Registered investment companies	n/a	n/a	n/a	53	$1.9M	Dec 31, 2024	Derived

Consultants

Form 5500 Schedule C, Form ADV and the plan's own reports; a Schedule C relationship is current for 24 months after the plan year end

Consultant	Role	From	To	Current	Evidence	Source
Reynolds Consulting Services, LLC	Investment adviser	Jan 1, 2024	Dec 31, 2024	no	fact	Dol form 5500 pension
Federation Pension Bureau	actuary	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
Amalgamated Bank of New York	custodian	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension

Managers

managers this plan names on Schedule C or in its reports; a manager here is a reference node keyed to the private equity, venture and real estate fund graphs, never a new identity

Manager	Mandate	From	To	Current	Evidence
Amalgamated Bank	n/a	Dec 31, 2023	n/a	yes	fact
Avantax Advisory Services	Investment management	Jan 1, 2024	Dec 31, 2024	no	fact

Relationships

Manages for (2)

← Amalgamated BankInvestment consultant
Dec 31, 2023 to presentfactForm 5500
← Avantax Advisory ServicesManager with allocator capitalInvestment management
Jan 1, 2024 to Dec 31, 2024factForm 5500

Sponsors (1)

← Board of Trustees of Allied Security Pension FundPlan sponsorPlan sponsor
Jan 1, 2022 to presentfactForm 5500

Advised by (3)

→ Federation Pension BureauInvestment consultantactuary
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Amalgamated Bank of New YorkInvestment consultantcustodian
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Reynolds Consulting Services, LLCInvestment consultantInvestment adviser
Jan 1, 2024 to Dec 31, 2024factForm 5500

Dated events

2 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Dec 31, 2024
Manager relationship started
Avantax Advisory Services appears on Allied Security Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)
Avantax Advisory Services Form 5500observed 4 days ago
Occurred
Dec 31, 2024
Consultant changed
Reynolds Consulting Services LLC appears on Allied Security Pension Fund's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)
Reynolds Consulting Services, LLC Form 5500observed 4 days ago
Occurred
Dec 31, 2024
Manager relationship ended
Amalgamated Bank no longer appears on Allied Security Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)
Amalgamated Bank of New York Form 5500observed 4 days ago
Occurred
Dec 31, 2023
Holding in a pooled vehicle started
Allied Security Pension Fund first reports an interest in Longview Intermediate Bond Fund: $1M at 2023-12-31
Longview Intermediate Bond Fund Form 5500observed 4 days ago
$1.4M

Show 2 bookkeeping events

Occurred
Jan 1, 2023
Allied Security Pension Fund plan assets $4M -> $3M (-25.0%, 2022-01-01 to 2023-01-01)
Occurred
Jan 1, 2023
Allied Security Pension Fund funded ratio 126.6% -> 83.3% (2022-01-01 to 2023-01-01)

Provenance

Graph: Allocators
Canonical id: dfx:al:4019b062-0711-4b84-9835-c353d70ef1df
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 4 days ago
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

Allied Security Pension Fund

Allocators

Mineola, NY

This is the graph view. The full profile, with its team, deals and sources, is on Allocators.Open the full profile →

Search this name across graphsid dfx:al:4019b062-0711-4b84-9835-c353d70ef1df

Vehicle

Manager

Bucket

Value

As of

Kind

Source

Longview Largecap 500 Index Fund

Amalgamated Bank of New York

Pooled vehicle

$2.0M

Dec 31, 2023

Collective trust

Dol form 5500 pension

Longview Largecap 500 Index Fund

Amalgamated Bank of New York

Pooled vehicle

$1.6M

Dec 31, 2022

Collective trust

Dol form 5500 pension

Longview Intermediate Bond Fund

Amalgamated Bank

Fixed income

$1.4M

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

$33,531

Dec 31, 2024

Derived

Non-interest-bearing cash

n/a

$42,593

Dec 31, 2024

Derived

U.S. Government securities

n/a

$1.3M

Dec 31, 2024

Derived

Registered investment companies

n/a

$1.9M

Dec 31, 2024

Derived

Consultant

Role

From

Current

Evidence

Source

Reynolds Consulting Services, LLC

Investment adviser

Jan 1, 2024

Dec 31, 2024

fact

Dol form 5500 pension

Federation Pension Bureau

actuary

Jan 1, 2022

Dec 31, 2022

fact

Dol form 5500 pension

Amalgamated Bank of New York

custodian

Jan 1, 2022

Dec 31, 2022

fact

Dol form 5500 pension

Manager

Mandate

From

Current

Evidence

Amalgamated Bank

n/a

Dec 31, 2023

n/a

yes

fact

Avantax Advisory Services

Investment management

Jan 1, 2024

Dec 31, 2024

fact