DFX Intelligence
Data Factory
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Reading the graph
Allocators
Rockville, 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 |
|---|---|---|---|---|---|---|
| Ibew-Neca Equity Index Fund | Chevy Chase | Public equity | $7.1B | Dec 31, 2025 | Collective trust | Dol form 5500 pension |
| Ibew-Neca Equity Index Fund | Chevy Chase | Public equity | $6.5B | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Ibew-Neca Equity Index Fund | Chevy Chase | Public equity | $5.3B | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Longview Broad Market 3000 Index Fu | Amalgamated Bank | Pooled vehicle | $633M | Dec 31, 2025 | Collective trust | Dol form 5500 pension |
| Longview Broad Market 3000 Index Fu | Amalgamated Bank | Pooled vehicle | $613M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Longview Broad Market 3000 Index Fu | Amalgamated Bank | Pooled vehicle | $496M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Separate Account J | Ullico Investment Advisors, Inc. | Pooled vehicle | $346M | Dec 31, 2025 | Separate account | Dol form 5500 pension |
| Separate Account J | Ullico Investment Advisors, Inc. | Pooled vehicle | $325M | Dec 31, 2024 | Separate account | Dol form 5500 pension |
| Separate Account J | Ullico Investment Advisors, Inc. | Pooled vehicle | $311M | Dec 31, 2023 | Separate account | Dol form 5500 pension |
| Ullico Infrastructure Tax Exempt Fu | Ullico Investment Advisors | infrastructure | $238M | Dec 31, 2025 | 103 12 ie | Dol form 5500 pension |
| Ullico Infrastructure Tax Exempt Fu | Ullico Investment Advisors | infrastructure | $220M | Dec 31, 2024 | 103 12 ie | Dol form 5500 pension |
| Ullico Infrastructure Tax Exempt Fu | Ullico Investment Advisors | infrastructure | $204M | Dec 31, 2023 | 103 12 ie | Dol form 5500 pension |
| ASB Allegiance Real Estate Fund | ABS Allegiance Real Estate | Real estate | $75.4M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| EB Temporary Investment | BNY Mellon | Pooled vehicle | $371 | Dec 31, 2025 | Collective trust | Dol form 5500 pension |
| EB Temporary Investment | BNY Mellon | Pooled vehicle | $356 | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| EB Temporary Investment | BNY Mellon | Pooled vehicle | $338 | Dec 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 | $80.0M | Dec 31, 2025 | Derived |
| U.S. Government securities | n/a | n/a | n/a | 7 | $1.6B | Dec 31, 2025 | Derived |
| Corporate debt instruments (preferred) | n/a | n/a | n/a | 4 | $999M | Dec 31, 2025 | Derived |
| Corporate debt instruments (other) | n/a | n/a | n/a | 7 | $1.6B | Dec 31, 2025 | Derived |
| Other investments | n/a | n/a | n/a | 6 | $1.3B | Dec 31, 2025 | Derived |
| Other loans | n/a | n/a | n/a | 0 | $85.5M | Dec 31, 2025 | Derived |
| Partnership/joint venture interests | n/a | n/a | n/a | 15 | $3.3B | Dec 31, 2025 | Derived |
| Common/collective trusts | n/a | n/a | n/a | 34 | $7.7B | Dec 31, 2025 | Derived |
| Pooled separate accounts | n/a | n/a | n/a | 2 | $346M | Dec 31, 2025 | Derived |
| 103-12 investment entities | n/a | n/a | n/a | 1 | $238M | Dec 31, 2025 | Derived |
| Registered investment companies | n/a | n/a | n/a | 2 | $507M | Dec 31, 2025 | Derived |
| Common stock | n/a | n/a | n/a | 14 | $3.2B | Dec 31, 2025 | Derived |
| Preferred stock | n/a | n/a | n/a | 0 | $27.1M | Dec 31, 2025 | Derived |
| Real estate (other than employer real property) | n/a | n/a | n/a | 3 | $763M | Dec 31, 2025 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| Segal Marco Advisors | Investment adviser | Jan 1, 2025 | Dec 31, 2025 | no | fact | Dol form 5500 pension |
| Protek Consulting LLC | General consultant | Jan 1, 2025 | Dec 31, 2025 | no | fact | Dol form 5500 pension |
| LP Analyst | General consultant | Jan 1, 2025 | Dec 31, 2025 | no | fact | Dol form 5500 pension |
| Emprise Technologies, LLC | General consultant | Jan 1, 2025 | Dec 31, 2025 | no | fact | Dol form 5500 pension |
| Gross, Mendelsohn & Associates, P.A | General consultant | Jan 1, 2025 | Dec 31, 2025 | no | fact | Dol form 5500 pension |
| Invario Network Engineers | General consultant | Jan 1, 2025 | Dec 31, 2025 | no | fact | Dol form 5500 pension |
| MRI Software LLC | Investment adviser | Jan 1, 2025 | Dec 31, 2025 | no | fact | Dol form 5500 pension |
| Evestment Alliance, LLC | General consultant | Jan 1, 2025 | Dec 31, 2025 | no | fact | Dol form 5500 pension |
| Wipfli Advisory LLC | General consultant | Jan 1, 2025 | Dec 31, 2025 | no | fact | Dol form 5500 pension |
| Joan Kendall | General consultant | Jan 1, 2025 | Dec 31, 2025 | no | fact | Dol form 5500 pension |
| Diligent Corporation | General consultant | Jan 1, 2025 | Dec 31, 2025 | no | fact | Dol form 5500 pension |
| Xperis IT Company | General consultant | Jan 1, 2025 | Dec 31, 2025 | no | fact | Dol form 5500 pension |
| Bank of New York Mellon | custodian | Jan 1, 2025 | Dec 31, 2025 | no | fact | Dol form 5500 pension |
| CS Capital Management Inc | General consultant | Jan 1, 2025 | Dec 31, 2025 | no | fact | Dol form 5500 pension |
| Amalgamated Bank of New York | custodian | Jan 1, 2025 | Dec 31, 2025 | no | fact | Dol form 5500 pension |
| Global Commerce & Information, Inc. | General consultant | Jan 1, 2025 | Dec 31, 2025 | no | fact | Dol form 5500 pension |
| Starquest Technologies Inc | General consultant | Jan 1, 2025 | Dec 31, 2025 | no | fact | Dol form 5500 pension |
| Horizon Actuarial Services | actuary | Jan 1, 2025 | Dec 31, 2025 | no | fact | Dol form 5500 pension |
| Sovos | General consultant | Jan 1, 2025 | Dec 31, 2025 | no | fact | Dol form 5500 pension |
| Village of Briarcliff Manor | General consultant | Jan 1, 2024 | Dec 31, 2024 | no | fact | Dol form 5500 pension |
| DE Lage Landen Financial Services | General consultant | Jan 1, 2024 | Dec 31, 2024 | no | fact | Dol form 5500 pension |
| Pinnacle Economics | General consultant | Jan 1, 2024 | Dec 31, 2024 | no | fact | Dol form 5500 pension |
| The Severn Group, Inc. | General consultant | Jan 1, 2024 | Dec 31, 2024 | no | fact | Dol form 5500 pension |
| Certilman Balin | General consultant | Jan 1, 2024 | Dec 31, 2024 | no | fact | Dol form 5500 pension |
| Seertek Systems, Inc. | General consultant | Jan 1, 2023 | Dec 31, 2023 | no | fact | Dol form 5500 pension |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| Chevy Chase | n/a | Dec 31, 2025 | n/a | yes | fact |
| Loomis Sayles | Investment management | Jan 1, 2025 | Dec 31, 2025 | no | fact |
| Payden & Rygel | Investment management | Jan 1, 2025 | Dec 31, 2025 | no | fact |
| Ullico Investment Advisors, Inc. | Investment management | Jan 1, 2025 | Dec 31, 2025 | no | fact |
| Mellon Capital Management | Investment management | Jan 1, 2025 | Dec 31, 2025 | no | fact |
| National Real Estate Advisors | Investment management | Jan 1, 2025 | Dec 31, 2025 | no | fact |
| Timessquare Capital Management, LLC | Investment management | Jan 1, 2025 | Dec 31, 2025 | no | fact |
| Janus Capital Management LLC | Investment management | Jan 1, 2025 | Dec 31, 2025 | no | fact |
| Barrow Hanley Mewhinney & Strauss | Investment management | Jan 1, 2025 | Dec 31, 2025 | no | fact |
| Crescent Capital | Investment management | Jan 1, 2025 | Dec 31, 2025 | no | fact |
| ASB Capital Management LLC | Investment management | Jan 1, 2025 | Dec 31, 2025 | no | fact |
| RCP Advisors 2,llc | Investment management | Jan 1, 2025 | Dec 31, 2025 | no | fact |
| Lord, Abbett & Co LLC | Investment management | Jan 1, 2025 | Dec 31, 2025 | no | fact |
| Principal Global Investors LLC | Investment management | Jan 1, 2025 | Dec 31, 2025 | no | fact |
| Blackrock Financial Management, Inc | Investment management | Jan 1, 2025 | Dec 31, 2025 | no | fact |
| Sierra Investment Partners Inc. | Investment management | Jan 1, 2025 | Dec 31, 2025 | no | fact |
| Lazard Asset Management LLC | Investment management | Jan 1, 2025 | Dec 31, 2025 | no | fact |
| RBC Global Asset Management Inc. | Investment management | Jan 1, 2025 | Dec 31, 2025 | no | fact |
| Union Labor Life Insurance Company | Investment management | Jan 1, 2025 | Dec 31, 2025 | no | fact |
| Parametric Portfolio Associates | Investment management | Jan 1, 2023 | Dec 31, 2023 | no | fact |
| House Hanover LLC | Investment management | Jan 1, 2023 | Dec 31, 2023 | no | fact |
| Trustees of the National Electrical Benefit Fund | Investment management | Jan 1, 2023 | Dec 31, 2023 | no | fact |