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AllocatorsPlantaft hartley<100m

Local 463 Pension Fund

Allocators

Melville, NY

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Search this name across graphsid dfx:al:4137be76-1064-4d65-8d0c-5a4a17a5d345

Data as of Sep 15, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 20, 2026, 3:50 PM UTC and rebuilt at most every 15 minutes.

Relationships: 10
Dated events: 3
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: $90.6Mlatest reading; see basis
Assets as of: Dec 31, 2024
Assets basis: REPORTED
Funded ratio: 119%
Participants: 1,090
Commitments: 21with an amount; holdings are counted apart
Managers: 7
Funds: 7
Re-ups: 0
First-time managers: 0
Latest commitment: Dec 31, 2024
Consultants: 0
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
Coll Doubleline Core Pls Fxd Inc Fd	Northern Trust Investments, Incorporated	Pooled vehicle	$25.1M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Fiam Broad Market Duration Pool	Fidelity Institutional Asset Mgmt	Pooled vehicle	$24.8M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Longview Largecap 500 Index Fund	Amalgamated Bank of New York	Pooled vehicle	$17.9M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Longview Broad Market 3000 Index Fu	Amalgamated Bank	Pooled vehicle	$17.4M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Longview Broad Market 3000 Index Fu	Amalgamated Bank	Pooled vehicle	$17.3M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Longview Largecap 500 Index Fund	Amalgamated Bank of New York	Pooled vehicle	$17.2M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Coll Doubleline Core Pls Fxd Inc Fd	Northern Trust Investments, Incorporated	Pooled vehicle	$17.0M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Fiam Broad Market Duration Pool	Fidelity Institutional Asset Mgmt	Pooled vehicle	$17.0M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Harding Loevner International Equit	Harding Loevner LP	Pooled vehicle	$14.9M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Longview Largecap 500 Index Fund	Amalgamated Bank of New York	Pooled vehicle	$13.5M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Longview Broad Market 3000 Index Fu	Amalgamated Bank	Pooled vehicle	$13.3M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Coll Doubleline Core Pls Fxd Inc Fd	Northern Trust Investments, Incorporated	Pooled vehicle	$11.9M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Fiam Broad Market Duration Pool	Fidelity Institutional Asset Mgmt	Pooled vehicle	$11.5M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Harding Loevner International Equit	Harding Loevner LP	Pooled vehicle	$9.4M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Emerging Markets Equity Fund	Aberdeen Asset Management	Public equity	$4.5M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Barings Intl Small Cap Equity	Barings LLC	Public equity	$4.4M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Barings Intl Small Cap Equity	Barings LLC	Public equity	$4.3M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Emerging Markets Equity Fund	Aberdeen Asset Management	Public equity	$4.2M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Harding Loevner International Equit	Harding Loevner LP	Pooled vehicle	$4.1M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Barings Intl Small Cap Equity	Barings LLC	Public equity	$4.0M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Emerging Markets Equity Fund	Aberdeen Asset Management	Public equity	$1.7M	Dec 31, 2022	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; 6 rows folded into 2

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Non-interest-bearing cash	n/a	n/a	n/a	1	$815,840	Dec 31, 2024	Derived
Common/collective trusts	n/a	n/a	n/a	99	$89.5M	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
Cheiron	actuary	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
Fidelity Investment	custodian	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
Segal Marco Advisors	General consultant	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
Barings Cit	General consultant	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
Aberdeen Asset Management	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
Northern Trust Investments, Incorporated	n/a	Dec 31, 2024	n/a	yes	fact
Barings LLC	n/a	Dec 31, 2023	n/a	yes	fact
Harding Loevner LP	n/a	Dec 31, 2022	n/a	yes	fact

Relationships

Manages for (3)

← Barings LLCManager with allocator capital
Dec 31, 2023 to presentfactForm 5500
← Harding Loevner LPManager with allocator capital
Dec 31, 2022 to presentfactForm 5500
← Northern Trust Investments, IncorporatedManager with allocator capital
Dec 31, 2024 to presentfactForm 5500

Sponsors (1)

← Local 463 Pension Fund Board of TrusteesPlan sponsorPlan sponsor
Jan 1, 2022 to presentfactForm 5500

Advised by (6)

→ CheironInvestment consultantactuary
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Fidelity InvestmentInvestment consultantcustodian
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Segal Marco AdvisorsInvestment consultantGeneral consultant
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Amalgamated Bank of New YorkInvestment consultantcustodian
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Barings CitInvestment consultantGeneral consultant
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Aberdeen Asset ManagementManager with allocator capitalcustodian
Jan 1, 2022 to Dec 31, 2022factForm 5500

Dated events

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

Show 3 bookkeeping events

Occurred
Jan 1, 2024
Local 463 Pension Fund funded ratio 108.4% -> 118.7% (2023-01-01 to 2024-01-01)
Occurred
Jan 1, 2023
Local 463 Pension Fund plan assets $103M -> $80M (-22.4%, 2022-01-01 to 2023-01-01)
Occurred
Jan 1, 2023
Local 463 Pension Fund funded ratio 138.1% -> 108.4% (2022-01-01 to 2023-01-01)

Provenance

Graph: Allocators
Canonical id: dfx:al:4137be76-1064-4d65-8d0c-5a4a17a5d345
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 5 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.