DFX Intelligence
Data Factory
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Reading the graph
Allocators
Valley Stream, 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 Total Market 1500 Idx Fund | Amalgamated Bank of New York | Pooled vehicle | $181M | Aug 31, 2024 | Collective trust | Dol form 5500 pension |
| Longview Total Market 1500 Idx Fund | Amalgamated Bank of New York | Pooled vehicle | $178M | Aug 31, 2025 | Collective trust | Dol form 5500 pension |
| Longview Total Market 1500 Idx Fund | Amalgamated Bank of New York | Pooled vehicle | $146M | Aug 31, 2023 | Collective trust | Dol form 5500 pension |
| Intech Collective Investment Trust | SEI Trust Company | Pooled vehicle | $97.4M | Aug 31, 2025 | Collective trust | Dol form 5500 pension |
| Intech Collective Investment Trust | SEI Trust Company | Pooled vehicle | $92.6M | Aug 31, 2024 | Collective trust | Dol form 5500 pension |
| Intech Collective Investment Trust | SEI Trust Company | Pooled vehicle | $81.7M | Aug 31, 2023 | Collective trust | Dol form 5500 pension |
| EB Dv Nsl Acwi Ex-Us Fund | BNY Mellon | Pooled vehicle | $80.4M | Aug 31, 2025 | Collective trust | Dol form 5500 pension |
| Core Active Bond Fund | Blackrock Insti. Trust Company, N.A | Fixed income | $79.8M | Aug 31, 2025 | Collective trust | Dol form 5500 pension |
| DFA Group Trust the Large Cap Value | DFA - the Small Cap Subtrust | Public equity | $70.2M | Aug 31, 2025 | 103 12 ie | Dol form 5500 pension |
| DFA Group Trust the Large Cap Value | DFA - the Small Cap Subtrust | Public equity | $67.3M | Aug 31, 2023 | 103 12 ie | Dol form 5500 pension |
| DFA Group Trust the Large Cap Value | DFA - the Small Cap Subtrust | Public equity | $64.9M | Aug 31, 2024 | 103 12 ie | Dol form 5500 pension |
| Core Active Bond Fund | Blackrock Insti. Trust Company, N.A | Fixed income | $61.9M | Aug 31, 2024 | Collective trust | Dol form 5500 pension |
| Core Active Bond Fund | Blackrock Insti. Trust Company, N.A | Fixed income | $57.3M | Aug 31, 2023 | Collective trust | Dol form 5500 pension |
| EB Dv Nsl Acwi Ex-Us Fund | BNY Mellon | Pooled vehicle | $33.7M | Aug 31, 2024 | Collective trust | Dol form 5500 pension |
| Bnym-M Db Sl Int Credit Bif | BNY Mellon | Private credit | $28.5M | Aug 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 | 0 | $2.0M | Aug 31, 2025 | Derived |
| Non-interest-bearing cash | n/a | n/a | n/a | 1 | $4.8M | Aug 31, 2025 | Derived |
| U.S. Government securities | n/a | n/a | n/a | 6 | $46.2M | Aug 31, 2025 | Derived |
| Corporate debt instruments (preferred) | n/a | n/a | n/a | 1 | $9.8M | Aug 31, 2025 | Derived |
| Corporate debt instruments (other) | n/a | n/a | n/a | 3 | $20.8M | Aug 31, 2025 | Derived |
| Other investments | n/a | n/a | n/a | 19 | $158M | Aug 31, 2025 | Derived |
| Common/collective trusts | n/a | n/a | n/a | 53 | $436M | Aug 31, 2025 | Derived |
| 103-12 investment entities | n/a | n/a | n/a | 9 | $70.2M | Aug 31, 2025 | Derived |
| Preferred stock | n/a | n/a | n/a | 9 | $74.8M | Aug 31, 2025 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| Sei | custodian | Sep 1, 2023 | Aug 31, 2024 | no | fact | Dol form 5500 pension |
| Cheiron | Pension consultant | Sep 1, 2023 | Aug 31, 2024 | no | fact | Dol form 5500 pension |
| Blackrock Institutional Trust Co,na | trustee | Sep 1, 2023 | Aug 31, 2024 | no | fact | Dol form 5500 pension |
| BNY Mellon | custodian | Sep 1, 2023 | Aug 31, 2024 | no | fact | Dol form 5500 pension |
| Intech Investment Management | custodian | Sep 1, 2022 | Aug 31, 2023 | no | fact | Dol form 5500 pension |
| Quan Vest Consultants | Investment adviser | Sep 1, 2022 | Aug 31, 2023 | no | fact | Dol form 5500 pension |
| Cheiron | actuary | 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 |
| Amalgamated Bank | custodian | Sep 1, 2022 | Aug 31, 2023 | no | fact | Dol form 5500 pension |
| Mellon Capital Management | custodian | Sep 1, 2022 | Aug 31, 2023 | no | fact | Dol form 5500 pension |
| Syntonic Systems, Inc. | General consultant | Sep 1, 2022 | Aug 31, 2023 | no | fact | Dol form 5500 pension |
| First Actuarial Consulting, LLC | actuary | Sep 1, 2022 | Aug 31, 2023 | no | fact | Dol form 5500 pension |
| MSI Technologies Inc. | General consultant | Sep 1, 2022 | Aug 31, 2023 | no | fact | Dol form 5500 pension |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| Blackrock Insti. Trust Company, N.A | n/a | Aug 31, 2023 | n/a | yes | fact |
| Dimensional Fund Advisors, LP | Investment management | Sep 1, 2024 | Aug 31, 2025 | no | fact |
| GCM Grosvenor L.P. | Investment management | Sep 1, 2023 | Aug 31, 2024 | no | fact |
| Dimensional Fund Advisors, LP | Investment management | Sep 1, 2022 | Aug 31, 2023 | no | fact |
| GCM Grosvenor L.P. | Investment management | Sep 1, 2022 | Aug 31, 2023 | no | fact |
| American Realty Advisors | Investment management | Sep 1, 2022 | Aug 31, 2023 | no | fact |
| Blackrock Institutional Trust Co,na | Investment management | Sep 1, 2022 | Aug 31, 2023 | no | fact |
| Mackay Shields | Investment management | Sep 1, 2022 | Aug 31, 2023 | no | fact |
| Fred Alger Management, Inc. | Investment management | Sep 1, 2022 | Aug 31, 2023 | no | fact |