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Allocators
Capitol Heights, MD
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 |
|---|---|---|---|---|---|---|
| LS Core Plus Full Discretion Trust | Loomis Sayles | Fixed income | $169M | Aug 31, 2025 | Collective trust | Dol form 5500 pension |
| LS Core Plus Full Discretion Trust | Loomis Sayles | Fixed income | $134M | Aug 31, 2024 | Collective trust | Dol form 5500 pension |
| Longview Broad Market 3000 Index Fu | Amalgamated Bank | Pooled vehicle | $129M | Aug 31, 2025 | Collective trust | Dol form 5500 pension |
| LS Core Plus Full Discretion Trust | Loomis Sayles | Fixed income | $127M | Aug 31, 2023 | Collective trust | Dol form 5500 pension |
| Longview Broad Market 3000 Index Fu | Amalgamated Bank | Pooled vehicle | $111M | Aug 31, 2024 | Collective trust | Dol form 5500 pension |
| Longview Broad Market 3000 Index Fu | Amalgamated Bank | Pooled vehicle | $106M | Aug 31, 2023 | Collective trust | Dol form 5500 pension |
| Earnest Partners Multi Invest Trust | Earnest Partners | Pooled vehicle | $73.9M | Aug 31, 2025 | Collective trust | Dol form 5500 pension |
| Earnest Partners Multi Invest Trust | Earnest Partners | Pooled vehicle | $62.4M | Aug 31, 2024 | Collective trust | Dol form 5500 pension |
| Earnest Partners Multi Invest Trust | Earnest Partners | Pooled vehicle | $54.3M | Aug 31, 2023 | Collective trust | Dol form 5500 pension |
| ASB Allegiance Real Estate Fund | ABS Allegiance Real Estate | Real estate | $48.4M | Aug 31, 2023 | Collective trust | Dol form 5500 pension |
| Multi-Employer Property Trust | NEW Tower Trust Company | Real estate | $40.7M | Aug 31, 2023 | Collective trust | Dol form 5500 pension |
| ASB Allegiance Real Estate Fund | ABS Allegiance Real Estate | Real estate | $36.8M | Aug 31, 2024 | Collective trust | Dol form 5500 pension |
| Multi-Employer Property Trust | NEW Tower Trust Company | Real estate | $36.1M | Aug 31, 2025 | Collective trust | Dol form 5500 pension |
| ASB Allegiance Real Estate Fund | ABS Allegiance Real Estate | Real estate | $36.1M | Aug 31, 2025 | Collective trust | Dol form 5500 pension |
| Multi-Employer Property Trust | NEW Tower Trust Company | Real estate | $35.4M | Aug 31, 2024 | Collective trust | Dol form 5500 pension |
| Jpmcb Strategic Property Fund | Jpmorgan Chase Bank, N.A. | Real estate | $20.6M | Aug 31, 2023 | Collective trust | Dol form 5500 pension |
| Jpmcb Strategic Property Fund | Jpmorgan Chase Bank, N.A. | Real estate | $15.5M | Aug 31, 2024 | Collective trust | Dol form 5500 pension |
| Jpmcb Strategic Property Fund | Jpmorgan Chase Bank, N.A. | Real estate | $14.9M | Aug 31, 2025 | 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 | 2 | $24.8M | Aug 31, 2025 | Derived |
| U.S. Government securities | n/a | n/a | n/a | 10 | $133M | Aug 31, 2025 | Derived |
| Corporate debt instruments (preferred) | n/a | n/a | n/a | 6 | $84.3M | Aug 31, 2025 | Derived |
| Other investments | n/a | n/a | n/a | 1 | $8.6M | Aug 31, 2025 | Derived |
| Partnership/joint venture interests | n/a | n/a | n/a | 17 | $230M | Aug 31, 2025 | Derived |
| Common/collective trusts | n/a | n/a | n/a | 34 | $459M | Aug 31, 2025 | Derived |
| Registered investment companies | n/a | n/a | n/a | 8 | $106M | Aug 31, 2025 | Derived |
| Common stock | n/a | n/a | n/a | 20 | $278M | Aug 31, 2025 | Derived |
| Real estate (other than employer real property) | n/a | n/a | n/a | 0 | $2.6M | Aug 31, 2025 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| The Segal Co. (eastern States) Inc. | actuary | Sep 1, 2022 | Aug 31, 2023 | no | fact | Dol form 5500 pension |
| Gallagher Fiduciary Advisors | Investment adviser | Sep 1, 2022 | Aug 31, 2023 | no | fact | Dol form 5500 pension |
| M&t Bank | custodian | Sep 1, 2022 | Aug 31, 2023 | no | fact | Dol form 5500 pension |
| Jpmorgan Chase Bank, N.A. | Discretionary trustee | Sep 1, 2022 | Aug 31, 2023 | no | fact | Dol form 5500 pension |
| Amalgamated Bank of New York | custodian | Sep 1, 2022 | Aug 31, 2023 | no | fact | Dol form 5500 pension |
| Segal | actuary | Sep 1, 2022 | Aug 31, 2023 | no | fact | Dol form 5500 pension |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| Amalgamated Bank | n/a | Aug 31, 2024 | n/a | yes | fact |
| Newtower Trust Company | Investment management | Sep 1, 2024 | Aug 31, 2025 | no | fact |
| Chevy Chase Trust | Investment management | Sep 1, 2023 | Aug 31, 2024 | no | fact |
| Blue Owl Gpsc Advisors LLC | Investment management | Sep 1, 2023 | Aug 31, 2024 | no | fact |
| Pennantpark Investment Advisors | Investment management | Sep 1, 2023 | Aug 31, 2024 | no | fact |
| Eagle Asset | Investment management | Sep 1, 2022 | Aug 31, 2023 | no | fact |
| Blackstone Real Estate | Investment management | Sep 1, 2022 | Aug 31, 2023 | no | fact |
| Crescent Mezzanine Partners Vib | Investment management | Sep 1, 2022 | Aug 31, 2023 | no | fact |
| Western Asset Managemnt Company | Investment management | Sep 1, 2022 | Aug 31, 2023 | no | fact |
| National Investment Svcs of Amer | Investment management | Sep 1, 2022 | Aug 31, 2023 | no | fact |
| Crescent Mezzanine Partners Viib LP | Investment management | Sep 1, 2022 | Aug 31, 2023 | no | fact |
| Shenkman Capital Management Inc | Investment management | Sep 1, 2022 | Aug 31, 2023 | no | fact |
| WCM Investment Management, LLC | Investment management | Sep 1, 2022 | Aug 31, 2023 | no | fact |
| NB Alternatives Advisers, LLC | Investment management | Sep 1, 2022 | Aug 31, 2023 | no | fact |
| Hamilton Lane | Investment management | Sep 1, 2022 | Aug 31, 2023 | no | fact |
| Pacific Investment Management Comp | Investment management | Sep 1, 2022 | Aug 31, 2023 | no | fact |
| Loomis Sayles Trust Company | Investment management | Sep 1, 2022 | Aug 31, 2023 | no | fact |
| Dyal Advisors LLC | Investment management | Sep 1, 2022 | Aug 31, 2023 | no | fact |
| Crescent Credit Solutions Viiia-2lp | Investment management | Sep 1, 2022 | Aug 31, 2023 | no | fact |
| ASB Capital Management LLC | Investment management | Sep 1, 2022 | Aug 31, 2023 | no | fact |
| SIT Fixed Income Advisors II, LLC | Investment management | Sep 1, 2022 | Aug 31, 2023 | no | fact |
| Wedge Capital | Investment management | Sep 1, 2022 | Aug 31, 2023 | no | fact |
| Systematic Financial Management | Investment management | Sep 1, 2022 | Aug 31, 2023 | no | fact |