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Reading the graph
Allocators
Wheeling, WV
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 1000 Value Index | Amalgamated Bank | Pooled vehicle | $52.5M | Jun 30, 2025 | Collective trust | Dol form 5500 pension |
| Longview Largecap 1000 Value Index | Amalgamated Bank | Pooled vehicle | $49.7M | Jun 30, 2024 | Collective trust | Dol form 5500 pension |
| Longview Largecap 1000 Growth Index | Amalgamated Bank | Pooled vehicle | $49.5M | Jun 30, 2025 | Collective trust | Dol form 5500 pension |
| Longview Largecap 1000 Value Index | Amalgamated Bank | Pooled vehicle | $48.4M | Jun 30, 2023 | Collective trust | Dol form 5500 pension |
| Longview Midcap 400 Index Fund | Amalgamated Bank of New York | Pooled vehicle | $47.7M | Jun 30, 2025 | Collective trust | Dol form 5500 pension |
| Longview Midcap 400 Index Fund | Amalgamated Bank of New York | Pooled vehicle | $47.5M | Jun 30, 2024 | Collective trust | Dol form 5500 pension |
| Longview Largecap 1000 Growth Index | Amalgamated Bank | Pooled vehicle | $45.3M | Jun 30, 2024 | Collective trust | Dol form 5500 pension |
| Longview Midcap 400 Index Fund | Amalgamated Bank of New York | Pooled vehicle | $40.3M | Jun 30, 2023 | Collective trust | Dol form 5500 pension |
| Longview Largecap 1000 Growth Index | Amalgamated Bank | Pooled vehicle | $40.1M | Jun 30, 2023 | Collective trust | Dol form 5500 pension |
| Longview Midcap 400 Index Fund | Amalgamated Bank of New York | Pooled vehicle | $19.0M | Jun 30, 2025 | Collective trust | Dol form 5500 pension |
| ASB Allegiance Real Estate Fund | ABS Allegiance Real Estate | Real estate | $18.0M | Jun 30, 2023 | Collective trust | Dol form 5500 pension |
| Multi-Employer Property Trust | NEW Tower Trust Company | Real estate | $17.8M | Jun 30, 2023 | Collective trust | Dol form 5500 pension |
| Longview Midcap 400 Index Fund | Amalgamated Bank of New York | Pooled vehicle | $17.7M | Jun 30, 2024 | Collective trust | Dol form 5500 pension |
| Longview Midcap 400 Index Fund | Amalgamated Bank of New York | Pooled vehicle | $15.6M | Jun 30, 2023 | Collective trust | Dol form 5500 pension |
| Loomis Sayles World Bond Trust | Loomis Sayles Trust Company | Fixed income | $15.5M | Jun 30, 2025 | Collective trust | Dol form 5500 pension |
| Multi-Employer Property Trust | NEW Tower Trust Company | Real estate | $15.5M | Jun 30, 2024 | Collective trust | Dol form 5500 pension |
| Multi-Employer Property Trust | NEW Tower Trust Company | Real estate | $14.9M | Jun 30, 2025 | Collective trust | Dol form 5500 pension |
| Wtc-Ctf Opportunistic Fixed Income | Wellington | Hedge diversifiers | $14.8M | Jun 30, 2025 | Collective trust | Dol form 5500 pension |
| Loomis Sayles World Bond Trust | Loomis Sayles Trust Company | Fixed income | $14.1M | Jun 30, 2024 | Collective trust | Dol form 5500 pension |
| Wtc-Ctf Opportunistic Fixed Income | Wellington | Hedge diversifiers | $13.6M | Jun 30, 2024 | Collective trust | Dol form 5500 pension |
| Loomis Sayles World Bond Trust | Loomis Sayles Trust Company | Fixed income | $13.3M | Jun 30, 2023 | Collective trust | Dol form 5500 pension |
| ASB Allegiance Real Estate Fund | ABS Allegiance Real Estate | Real estate | $13.3M | Jun 30, 2024 | Collective trust | Dol form 5500 pension |
| Wtc-Ctf Opportunistic Fixed Income | Wellington | Hedge diversifiers | $13.3M | Jun 30, 2023 | Collective trust | Dol form 5500 pension |
| ASB Allegiance Real Estate Fund | ABS Allegiance Real Estate | Real estate | $12.7M | 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 | $10.8M | Jun 30, 2025 | Derived |
| U.S. Government securities | n/a | n/a | n/a | 0 | $620 | Jun 30, 2025 | Derived |
| Other investments | n/a | n/a | n/a | 4 | $18.5M | Jun 30, 2025 | Derived |
| Partnership/joint venture interests | n/a | n/a | n/a | 14 | $66.2M | Jun 30, 2025 | Derived |
| Common/collective trusts | n/a | n/a | n/a | 48 | $227M | Jun 30, 2025 | Derived |
| Registered investment companies | n/a | n/a | n/a | 20 | $95.8M | Jun 30, 2025 | Derived |
| Common stock | n/a | n/a | n/a | 11 | $51.2M | Jun 30, 2025 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| Segal Marco Advisors | Investment adviser | Jul 1, 2022 | Jun 30, 2023 | no | fact | Dol form 5500 pension |
| Amalgamated Bank of New York | custodian | Jul 1, 2022 | Jun 30, 2023 | no | fact | Dol form 5500 pension |
| Cheiron | actuary | Jul 1, 2022 | Jun 30, 2023 | no | fact | Dol form 5500 pension |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| Wellington | n/a | Jun 30, 2025 | n/a | yes | fact |
| Amalgamated Bank | n/a | Jun 30, 2024 | n/a | yes | fact |
| Riverbridge Partners | Investment management | Jul 1, 2024 | Jun 30, 2025 | no | fact |
| Pacific Investmt Management Co LLC | Investment management | Jul 1, 2022 | Jun 30, 2023 | no | fact |
| ASB Capital Management LLC | Investment management | Jul 1, 2022 | Jun 30, 2023 | no | fact |
| American Realty Advisors | Investment management | Jul 1, 2022 | Jun 30, 2023 | no | fact |
| Riverbridge | Investment management | Jul 1, 2022 | Jun 30, 2023 | no | fact |
| Systematic Financial Management | Investment management | Jul 1, 2022 | Jun 30, 2023 | no | fact |
| Loomis Sayles Trust Company | Investment management | Jul 1, 2022 | Jun 30, 2023 | no | fact |
| Northern Trust Co. | Investment management | Jul 1, 2022 | Jun 30, 2023 | no | fact |
| Wellington Trust Company | Investment management | Jul 1, 2022 | Jun 30, 2023 | no | fact |
| Columbia Threadneedle | Investment management | Jul 1, 2022 | Jun 30, 2023 | no | fact |