DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Allocators
Mineola, 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 | $62.1M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Longview Largecap 1000 Value Index | n/a | Pooled vehicle | $38.1M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Longview Largecap 500 Index Fund | Amalgamated Bank of New York | Pooled vehicle | $35.4M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Longview Largecap 1000 Value Index | n/a | Pooled vehicle | $34.5M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Longview Largecap 1000 Value Index | n/a | Pooled vehicle | $34.0M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Stable Value Account | Mackay Shields | Pooled vehicle | $30.9M | Dec 31, 2024 | Separate account | Dol form 5500 pension |
| Stable Value Account | Mackay Shields | Pooled vehicle | $29.8M | Dec 31, 2023 | Separate account | Dol form 5500 pension |
| Stable Value Account | Mackay Shields | Pooled vehicle | $28.8M | Dec 31, 2022 | Separate account | Dol form 5500 pension |
| Longview Largecap 500 Index Fund | Amalgamated Bank of New York | Pooled vehicle | $28.0M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Longview Largecap 1000 Growth Index | n/a | Pooled vehicle | $24.4M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Loomis Sayles Multisector Full Disc | Loomis Sayles | Pooled vehicle | $19.0M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Longview Largecap 1000 Growth Index | n/a | Pooled vehicle | $18.3M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Longview Midcap 400 Index Fund | Amalgamated Bank of New York | Pooled vehicle | $17.5M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| ASB Labor Equity Index Fund | Afl-Cio Equity Fund | Public equity | $14.1M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Loomis Sayles Multisector Full Disc | Loomis Sayles | Pooled vehicle | $13.2M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Longview Largecap 1000 Growth Index | n/a | Pooled vehicle | $12.8M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Longview Midcap 400 Index Fund | Amalgamated Bank of New York | Pooled vehicle | $12.5M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Loomis Sayles Multisector Full Disc | Loomis Sayles | Pooled vehicle | $12.2M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Multi-Employer Property Trust | NEW Tower Trust Company | Real estate | $11.9M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| ASB Labor Equity Index Fund | Afl-Cio Equity Fund | Public equity | $11.1M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Multi-Employer Property Trust | NEW Tower Trust Company | Real estate | $10.1M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Longview Midcap 400 Index Fund | Amalgamated Bank of New York | Pooled vehicle | $10.0M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Multi-Employer Property Trust | NEW Tower Trust Company | Real estate | $9.4M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Schroder Collective Investment Trus | n/a | Pooled vehicle | $9.1M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Ullico Infrastructure Tax Exempt Fu | Ullico Investment Advisors | infrastructure | $7.0M | Dec 31, 2024 | 103 12 ie | 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 | $29.3M | Dec 31, 2024 | Derived |
| Non-interest-bearing cash | n/a | n/a | n/a | 1 | $2.1M | Dec 31, 2024 | Derived |
| U.S. Government securities | n/a | n/a | n/a | 2 | $6.8M | Dec 31, 2024 | Derived |
| Corporate debt instruments (other) | n/a | n/a | n/a | 1 | $4.1M | Dec 31, 2024 | Derived |
| Other investments | n/a | n/a | n/a | 2 | $5.9M | Dec 31, 2024 | Derived |
| Partnership/joint venture interests | n/a | n/a | n/a | 9 | $32.9M | Dec 31, 2024 | Derived |
| Common/collective trusts | n/a | n/a | n/a | 47 | $172M | Dec 31, 2024 | Derived |
| Pooled separate accounts | n/a | n/a | n/a | 8 | $30.9M | Dec 31, 2024 | Derived |
| 103-12 investment entities | n/a | n/a | n/a | 2 | $7.0M | Dec 31, 2024 | Derived |
| Registered investment companies | n/a | n/a | n/a | 5 | $17.5M | Dec 31, 2024 | Derived |
| Common stock | n/a | n/a | n/a | 14 | $52.6M | Dec 31, 2024 | Derived |
| Real estate (other than employer real property) | n/a | n/a | n/a | 0 | $1.8M | Dec 31, 2024 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| Dickinson Group, LLC | actuary | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Reynolds Consulting Services, LLC | Investment adviser | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Flexible Business Systems | General consultant | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Amalgamated Bank of New York | custodian | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Milliman, Inc. | actuary | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| Fenimore Asset Management | Investment management | Jan 1, 2024 | Dec 31, 2024 | no | fact |
| Mcmorgan & Company, LLC | Investment management | Jan 1, 2024 | Dec 31, 2024 | no | fact |
| RBC Global Asset Management Inc. | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| Westfield Capital Management Compan | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| Loomis Sayles Trust Company | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| Harding Loevner LP | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| Eagle Asset | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |