DFX Intelligence
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Allocators
Goodlettsville, TN
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 |
|---|---|---|---|---|---|---|
| L&g S&p 500 Cit Fund | n/a | Pooled vehicle | $15.5M | Jun 30, 2025 | Collective trust | Dol form 5500 pension |
| L&g S&p 500 Cit Fund | n/a | Pooled vehicle | $14.9M | Jun 30, 2024 | Collective trust | Dol form 5500 pension |
| L&g Msci Acwi Ex US Cit Fund | n/a | Pooled vehicle | $14.3M | Jun 30, 2025 | Collective trust | Dol form 5500 pension |
| Multi-Employer Property Trust | NEW Tower Trust Company | Real estate | $14.0M | Jun 30, 2023 | Collective trust | Dol form 5500 pension |
| L&g S&p 500 Cit Fund | n/a | Pooled vehicle | $13.8M | Jun 30, 2023 | Collective trust | Dol form 5500 pension |
| L&g Msci Acwi Ex US Cit Fund | n/a | Pooled vehicle | $13.1M | Jun 30, 2024 | Collective trust | Dol form 5500 pension |
| Multi-Employer Property Trust | NEW Tower Trust Company | Real estate | $12.0M | Jun 30, 2024 | Collective trust | Dol form 5500 pension |
| L&g Msci Acwi Ex US Cit Fund | n/a | Pooled vehicle | $11.8M | Jun 30, 2023 | Collective trust | Dol form 5500 pension |
| Multi-Employer Property Trust | NEW Tower Trust Company | Real estate | $11.6M | Jun 30, 2025 | Collective trust | Dol form 5500 pension |
| ASB Allegiance Real Estate Fund | ABS Allegiance Real Estate | Real estate | $3.9M | Jun 30, 2023 | Collective trust | Dol form 5500 pension |
| ASB Allegiance Real Estate Fund | ABS Allegiance Real Estate | Real estate | $2.9M | Jun 30, 2025 | Collective trust | Dol form 5500 pension |
| ASB Allegiance Real Estate Fund | ABS Allegiance Real Estate | Real estate | $2.9M | Jun 30, 2024 | Collective trust | Dol form 5500 pension |
| Union Mortgage Account | Prudential Insurance Company of Ame | Fixed income | $1.6M | Jun 30, 2025 | Separate account | Dol form 5500 pension |
| Union Mortgage Account | Prudential Insurance Company of Ame | Fixed income | $1.5M | Jun 30, 2024 | Separate account | Dol form 5500 pension |
| Union Mortgage Account | Prudential Insurance Company of Ame | Fixed income | $1.4M | Jun 30, 2023 | Separate account | Dol form 5500 pension |
| Longview Ultra Construction Loan in | Amalgamated Bank | Private credit | $3,764 | Jun 30, 2024 | Collective trust | Dol form 5500 pension |
| Longview Ultra Construction Loan in | Amalgamated Bank | Private credit | $3,390 | Jun 30, 2023 | Collective trust | Dol form 5500 pension |
| Longview Ultra Construction Loan in | Amalgamated Bank | Private credit | $1,400 | Jun 30, 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 | $3.1M | Jun 30, 2025 | Derived |
| Non-interest-bearing cash | n/a | n/a | n/a | 1 | $1.3M | Jun 30, 2025 | Derived |
| U.S. Government securities | n/a | n/a | n/a | 10 | $14.8M | Jun 30, 2025 | Derived |
| Corporate debt instruments (preferred) | n/a | n/a | n/a | 3 | $4.5M | Jun 30, 2025 | Derived |
| Corporate debt instruments (other) | n/a | n/a | n/a | 12 | $17.9M | Jun 30, 2025 | Derived |
| Other investments | n/a | n/a | n/a | 0 | $285,006 | Jun 30, 2025 | Derived |
| Partnership/joint venture interests | n/a | n/a | n/a | 6 | $9.1M | Jun 30, 2025 | Derived |
| Common/collective trusts | n/a | n/a | n/a | 29 | $44.4M | Jun 30, 2025 | Derived |
| Pooled separate accounts | n/a | n/a | n/a | 1 | $1.6M | Jun 30, 2025 | Derived |
| Registered investment companies | n/a | n/a | n/a | 23 | $34.5M | Jun 30, 2025 | Derived |
| Common stock | n/a | n/a | n/a | 13 | $20.2M | Jun 30, 2025 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| Pgim Inc | custodian | Jul 1, 2024 | Jun 30, 2025 | no | fact | Dol form 5500 pension |
| Wells Fargo Bank | custodian | Jul 1, 2024 | Jun 30, 2025 | no | fact | Dol form 5500 pension |
| BHA Consulting | actuary | Jul 1, 2022 | Jun 30, 2023 | no | fact | Dol form 5500 pension |
| Morgan Stanley Smith Barney, LLC | custodian | Jul 1, 2022 | Jun 30, 2023 | no | fact | Dol form 5500 pension |
| NEW Tower Trust Company | custodian | Jul 1, 2022 | Jun 30, 2023 | no | fact | Dol form 5500 pension |
| Money Market, Mutual and Etf Funds | custodian | Jul 1, 2022 | Jun 30, 2023 | no | fact | Dol form 5500 pension |
| Legal & General Inv Mgmt America | custodian | Jul 1, 2022 | Jun 30, 2023 | no | fact | Dol form 5500 pension |
| Chevy Chase Trust | custodian | Jul 1, 2022 | Jun 30, 2023 | no | fact | Dol form 5500 pension |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| Amalgamated Bank | n/a | Jun 30, 2024 | n/a | yes | fact |
| Bank of New York Mellon | Investment management | Jul 1, 2024 | Jun 30, 2025 | no | fact |
| DF Dent & Co. | Investment management | Jul 1, 2022 | Jun 30, 2023 | no | fact |
| Bank of New York Mellon | Investment management | Jul 1, 2022 | Jun 30, 2023 | no | fact |
| Agincourt Capital Management | Investment management | Jul 1, 2022 | Jun 30, 2023 | no | fact |
| Foundry Partners LLC | Investment management | Jul 1, 2022 | Jun 30, 2023 | no | fact |
| Segall Bryant & Hamill LLC | Investment management | Jul 1, 2022 | Jun 30, 2023 | no | fact |
| Polen Capital Management | Investment management | Jul 1, 2022 | Jun 30, 2023 | no | fact |
| Boston Partners | Investment management | Jul 1, 2022 | Jun 30, 2023 | no | fact |
| Chartwell Investment Partners | Investment management | Jul 1, 2022 | Jun 30, 2023 | no | fact |