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Allocators
Peekskill, 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 1000 Growth Index | Amalgamated Bank | Pooled vehicle | $32.6M | Jun 30, 2024 | Collective trust | Dol form 5500 pension |
| Longview Largecap 1000 Growth Index | Amalgamated Bank | Pooled vehicle | $30.7M | Jun 30, 2025 | Collective trust | Dol form 5500 pension |
| Longview Largecap 1000 Growth Index | Amalgamated Bank | Pooled vehicle | $30.4M | Jun 30, 2023 | Collective trust | Dol form 5500 pension |
| Longview Largecap 1000 Value Index | Amalgamated Bank | Pooled vehicle | $26.2M | Jun 30, 2024 | Collective trust | Dol form 5500 pension |
| PE International Core Equity Fund | n/a | Public equity | $23.7M | Jun 30, 2023 | Collective trust | Dol form 5500 pension |
| Longview Largecap 1000 Value Index | Amalgamated Bank | Pooled vehicle | $23.5M | Jun 30, 2023 | Collective trust | Dol form 5500 pension |
| PE International Core Equity Fund | n/a | Public equity | $22.4M | Jun 30, 2025 | Collective trust | Dol form 5500 pension |
| Longview Largecap 1000 Value Index | Amalgamated Bank | Pooled vehicle | $22.2M | Jun 30, 2025 | Collective trust | Dol form 5500 pension |
| PE International Core Equity Fund | n/a | Public equity | $18.7M | Jun 30, 2024 | Collective trust | Dol form 5500 pension |
| Nhit Core Plus Fixed Income Trust | Loomis Sayles Trust Company | Fixed income | $17.3M | Jun 30, 2025 | Collective trust | Dol form 5500 pension |
| Longview Largecap 500 Index Fund | Amalgamated Bank of New York | Pooled vehicle | $16.9M | Jun 30, 2025 | Collective trust | Dol form 5500 pension |
| Longview Largecap 500 Index Fund | Amalgamated Bank of New York | Pooled vehicle | $14.7M | Jun 30, 2024 | Collective trust | Dol form 5500 pension |
| Ullico Infrastructure Tax Exempt Fu | Ullico Investment Advisors | infrastructure | $14.3M | Jun 30, 2025 | 103 12 ie | Dol form 5500 pension |
| Ullico Infrastructure Tax Exempt Fu | Ullico Investment Advisors | infrastructure | $13.3M | Jun 30, 2024 | 103 12 ie | Dol form 5500 pension |
| Ullico Infrastructure Tax Exempt Fu | Ullico Investment Advisors | infrastructure | $12.4M | Jun 30, 2023 | 103 12 ie | Dol form 5500 pension |
| Longview Largecap 500 Index Fund | Amalgamated Bank of New York | Pooled vehicle | $11.8M | Jun 30, 2023 | Collective trust | Dol form 5500 pension |
| Nhit Core Plus Fixed Income Trust | Loomis Sayles Trust Company | Fixed income | $9.0M | Jun 30, 2024 | Collective trust | Dol form 5500 pension |
| Nhit Core Plus Fixed Income Trust | Loomis Sayles Trust Company | Fixed income | $8.5M | Jun 30, 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 | 4 | $10.9M | Jun 30, 2025 | Derived |
| U.S. Government securities | n/a | n/a | n/a | 2 | $6.5M | Jun 30, 2025 | Derived |
| Corporate debt instruments (other) | n/a | n/a | n/a | 5 | $13.6M | Jun 30, 2025 | Derived |
| Other investments | n/a | n/a | n/a | 2 | $4.8M | Jun 30, 2025 | Derived |
| Partnership/joint venture interests | n/a | n/a | n/a | 19 | $56.6M | Jun 30, 2025 | Derived |
| Common/collective trusts | n/a | n/a | n/a | 37 | $109M | Jun 30, 2025 | Derived |
| 103-12 investment entities | n/a | n/a | n/a | 5 | $14.3M | Jun 30, 2025 | Derived |
| Common stock | n/a | n/a | n/a | 26 | $77.0M | Jun 30, 2025 | Derived |
| Preferred stock | n/a | n/a | n/a | 0 | $1.2M | Jun 30, 2025 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| Reynolds Consulting Services, LLC | General consultant | Jul 1, 2024 | Jun 30, 2025 | no | fact | Dol form 5500 pension |
| Segal | actuary | Jul 1, 2023 | Jun 30, 2024 | no | fact | Dol form 5500 pension |
| The Segal Co. (eastern States) Inc. | actuary | Jul 1, 2022 | Jun 30, 2023 | no | fact | Dol form 5500 pension |
| Reynolds Securities Ltd. | General consultant | 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 |
| Segal Consulting | actuary | Jul 1, 2022 | Jun 30, 2023 | no | fact | Dol form 5500 pension |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| Amalgamated Bank | n/a | Jun 30, 2025 | n/a | yes | fact |
| Hamilton Lane | Investment management | Jul 1, 2023 | Jun 30, 2024 | no | fact |
| Stacey Braun Associates, Inc. | Investment management | Jul 1, 2022 | Jun 30, 2023 | no | fact |
| GCM Investments - Labor Impact Fund | Investment management | Jul 1, 2022 | Jun 30, 2023 | no | fact |
| Eagle Asset Management | Investment management | Jul 1, 2022 | Jun 30, 2023 | no | fact |
| Loomis Sayles | Investment management | Jul 1, 2022 | Jun 30, 2023 | no | fact |
| BMO Asset Management | Investment management | Jul 1, 2022 | Jun 30, 2023 | no | fact |
| Mackay Shields | Investment management | Jul 1, 2022 | Jun 30, 2023 | no | fact |
| Reinhart Partners, Inc. | Investment management | Jul 1, 2022 | Jun 30, 2023 | no | fact |
| Mellon Investments Corporation | Investment management | Jul 1, 2022 | Jun 30, 2023 | no | fact |
| Union Labor Life Insurance Company | Investment management | Jul 1, 2022 | Jun 30, 2023 | no | fact |
| Global Trust Company (crescent) | Investment management | Jul 1, 2022 | Jun 30, 2023 | no | fact |