DFX Intelligence
Data Factory
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Reading the graph
Allocators
Westbury, 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 Largecap 500 Index Fund | Amalgamated Bank of New York | Pooled vehicle | $5.9M | Mar 31, 2024 | Collective trust | Dol form 5500 pension |
| Longview Largecap 500 Index Fund | Amalgamated Bank of New York | Pooled vehicle | $5.7M | Mar 31, 2025 | Collective trust | Dol form 5500 pension |
| Longview Largecap 500 Index Fund | Amalgamated Bank of New York | Pooled vehicle | $5.3M | Mar 31, 2023 | Collective trust | Dol form 5500 pension |
| Longview Midcap 400 Index Fund | Amalgamated Bank of New York | Pooled vehicle | $3.9M | Mar 31, 2024 | Collective trust | Dol form 5500 pension |
| Longview Midcap 400 Index Fund | Amalgamated Bank of New York | Pooled vehicle | $3.4M | Mar 31, 2023 | Collective trust | Dol form 5500 pension |
| Longview Midcap 400 Index Fund | Amalgamated Bank of New York | Pooled vehicle | $2.5M | Mar 31, 2025 | Collective trust | Dol form 5500 pension |
| Blackrock Msci Acwi Ex-Us Index Fd | n/a | Pooled vehicle | $1.7M | Mar 31, 2025 | Collective trust | Dol form 5500 pension |
| Blackrock Msci Acwi Ex-Us Index Fd | n/a | Pooled vehicle | $1.6M | Mar 31, 2024 | Collective trust | Dol form 5500 pension |
| Principal U.S. Property Sa-Z | Principal | Real estate | $1.5M | Mar 31, 2023 | Separate account | Dol form 5500 pension |
| Blackrock Msci Acwi Ex US Index Fd | n/a | Pooled vehicle | $1.4M | Mar 31, 2023 | Collective trust | Dol form 5500 pension |
| Principal U.S. Property Sa-Z | Principal | Real estate | $1.2M | Mar 31, 2024 | Separate account | Dol form 5500 pension |
| Longview Core Bond Fund | Amalgamated Bank of New York | Fixed income | $1.2M | Mar 31, 2025 | Collective trust | Dol form 5500 pension |
| Longview Core Bond Fund | Amalgamated Bank of New York | Fixed income | $1.1M | Mar 31, 2024 | Collective trust | Dol form 5500 pension |
| Principal U.S. Property Sa-Z | Principal | Real estate | $609,052 | Mar 31, 2025 | Separate account | Dol form 5500 pension |
| Longview Core Bond Fund | Amalgamated Bank of New York | Fixed income | $7,290 | Mar 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 | 8 | $1.8M | Mar 31, 2025 | Derived |
| Non-interest-bearing cash | n/a | n/a | n/a | 2 | $418,363 | Mar 31, 2025 | Derived |
| U.S. Government securities | n/a | n/a | n/a | 0 | $49,990 | Mar 31, 2025 | Derived |
| Corporate debt instruments (preferred) | n/a | n/a | n/a | 1 | $310,989 | Mar 31, 2025 | Derived |
| Other investments | n/a | n/a | n/a | 24 | $5.4M | Mar 31, 2025 | Derived |
| Partnership/joint venture interests | n/a | n/a | n/a | 8 | $1.8M | Mar 31, 2025 | Derived |
| Common/collective trusts | n/a | n/a | n/a | 50 | $11.1M | Mar 31, 2025 | Derived |
| Pooled separate accounts | n/a | n/a | n/a | 3 | $609,052 | Mar 31, 2025 | Derived |
| Registered investment companies | n/a | n/a | n/a | 0 | $99,963 | Mar 31, 2025 | Derived |
| Common stock | n/a | n/a | n/a | 3 | $635,473 | Mar 31, 2025 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| First Actuarial Consulting, LLC | actuary | Apr 1, 2024 | Mar 31, 2025 | no | fact | Dol form 5500 pension |
| Reynolds Consulting Services, LLC | Investment adviser | Apr 1, 2022 | Mar 31, 2023 | no | fact | Dol form 5500 pension |
| First Actuarial Consulting, LLC | Pension consultant | Apr 1, 2022 | Mar 31, 2023 | no | fact | Dol form 5500 pension |
| Bank of America | custodian | Apr 1, 2022 | Mar 31, 2023 | no | fact | Dol form 5500 pension |
| Amalgamated Bank of New York | custodian | Apr 1, 2022 | Mar 31, 2023 | no | fact | Dol form 5500 pension |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| Tocqueville Asset Management LP | Investment management | Apr 1, 2022 | Mar 31, 2023 | no | fact |