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Allocators
Chestnut Ridge, 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 |
|---|---|---|---|---|---|---|
| Alger Capital Appreciation Series C | n/a | Pooled vehicle | $8.6M | Jun 30, 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 | 1 | $725,484 | Jun 30, 2025 | Derived |
| Non-interest-bearing cash | n/a | n/a | n/a | 2 | $1.3M | Jun 30, 2025 | Derived |
| U.S. Government securities | n/a | n/a | n/a | 5 | $4.3M | Jun 30, 2025 | Derived |
| Corporate debt instruments (other) | n/a | n/a | n/a | 7 | $6.1M | Jun 30, 2025 | Derived |
| Other investments | n/a | n/a | n/a | 31 | $26.2M | Jun 30, 2025 | Derived |
| Partnership/joint venture interests | n/a | n/a | n/a | 9 | $7.2M | Jun 30, 2025 | Derived |
| Registered investment companies | n/a | n/a | n/a | 11 | $8.8M | Jun 30, 2025 | Derived |
| Common stock | n/a | n/a | n/a | 33 | $27.3M | Jun 30, 2025 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| Investment Performance Services | Investment adviser | Jul 1, 2022 | Jun 30, 2023 | no | fact | Dol form 5500 pension |
| M&t Bank | custodian | Jul 1, 2022 | Jun 30, 2023 | no | fact | Dol form 5500 pension |
| O'Sullivan & Associates | actuary | Jul 1, 2022 | Jun 30, 2023 | no | fact | Dol form 5500 pension |
| O'Sullivan Associates | actuary | Jul 1, 2022 | Jun 30, 2023 | no | fact | Dol form 5500 pension |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| Northern Trust Co. | Investment management | Jul 1, 2024 | Jun 30, 2025 | no | fact |
| Wedge Capital | Investment management | Jul 1, 2022 | Jun 30, 2023 | no | fact |
| RBC Global Asset Management Inc. | Investment management | Jul 1, 2022 | Jun 30, 2023 | no | fact |
| Amalgamated Bank | Investment management | Jul 1, 2022 | Jun 30, 2023 | no | fact |
| American Realty Advisors | Investment management | Jul 1, 2022 | Jun 30, 2023 | no | fact |
| Hamilton Lane | Investment management | Jul 1, 2022 | Jun 30, 2023 | no | fact |
| Segall Bryant & Hamill LLC | Investment management | Jul 1, 2022 | Jun 30, 2023 | no | fact |