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AllocatorsPlantaft hartley<100m

Local 840 I. B. of T. Pension Fund

Allocators

Brooklyn, NY

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Search this name across graphsid dfx:al:b99e5123-56cc-4b5b-b52a-545b86ee309e

Data as of Sep 15, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 21, 2026, 2:43 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 5
On other graphs: 0
Observed: Sep 15, 2026 to Sep 15, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Total assets: $25.8Mlatest reading; see basis
Assets as of: Dec 31, 2024
Assets basis: REPORTED
Funded ratio: 83%
Participants: 756
Commitments: 6with an amount; holdings are counted apart
Managers: 2
Funds: 2
Re-ups: 0
First-time managers: 0
Latest commitment: Dec 31, 2024
Consultants: 0
Private markets target, %: 0latest policy, percent of assets
Private equity target, %: 0latest policy, percent of assets
Latest policy: Dec 31, 2024
People: 0

Holdings (a value, never a commitment)

a Schedule D plan interest or a 990-PF other investment: a value on a date, never an approval

Vehicle	Manager	Bucket	Value	As of	Kind	Source
Longview Largecap 500 Index Fund	Amalgamated Bank of New York	Pooled vehicle	$10.1M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Longview Largecap 500 Index Fund	Amalgamated Bank of New York	Pooled vehicle	$10.1M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Longview Largecap 500 Index Fund	Amalgamated Bank of New York	Pooled vehicle	$8.8M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Invesco Balanced-Risk Allocation Tr	Invesco Trust Company	Multi asset	$5.7M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Invesco Balanced-Risk Allocation Tr	Invesco Trust Company	Multi asset	$5.7M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Invesco Balanced-Risk Allocation Tr	Invesco Trust Company	Multi asset	$5.2M	Dec 31, 2022	Collective trust	Dol form 5500 pension

Policy targets, latest period

the latest period this plan published, every item quoted from its own report; a target is never an actual; 12 rows folded into 4

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Interest-bearing cash	n/a	n/a	n/a	0	$6,352	Dec 31, 2024	Derived
Non-interest-bearing cash	n/a	n/a	n/a	2	$458,706	Dec 31, 2024	Derived
Common/collective trusts	n/a	n/a	n/a	69	$17.8M	Dec 31, 2024	Derived
Registered investment companies	n/a	n/a	n/a	29	$7.4M	Dec 31, 2024	Derived

Consultants

Form 5500 Schedule C, Form ADV and the plan's own reports; a Schedule C relationship is current for 24 months after the plan year end

Consultant	Role	From	To	Current	Evidence	Source
Segal Marco Advisors	Investment adviser	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
O'Sullivan & Associates	actuary	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
O'Sullivan Associates	actuary	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension

Managers

managers this plan names on Schedule C or in its reports; a manager here is a reference node keyed to the private equity, venture and real estate fund graphs, never a new identity

Manager	Mandate	From	To	Current	Evidence
Invesco Trust Company	n/a	Dec 31, 2024	n/a	yes	fact

Relationships

Manages for (1)

← Invesco Trust CompanyManager with allocator capital
Dec 31, 2024 to presentfactForm 5500

Sponsors (1)

← Board of Trustees of Local 840 I. B. of T. Pension FundPlan sponsorPlan sponsor
Jan 1, 2022 to presentfactForm 5500

Advised by (3)

→ Segal Marco AdvisorsInvestment consultantInvestment adviser
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ O'Sullivan & AssociatesInvestment consultantactuary
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ O'Sullivan AssociatesInvestment consultantactuary
Jan 1, 2022 to Dec 31, 2022factForm 5500

Dated events

5 bookkeeping events (roster, classification and holdings changes) folded below

Show 5 bookkeeping events

Occurred
Dec 31, 2024
Local 840 I. B. of T. Pension Fund total assets $23M -> $26M (+13.5%, 2023-12-31 to 2024-12-31)
Occurred
Jan 1, 2024
Local 840 I. B. of T. Pension Fund plan assets $19M -> $23M (+18.2%, 2023-01-01 to 2024-01-01)
Occurred
Jan 1, 2024
Local 840 I. B. of T. Pension Fund funded ratio 80.4% -> 82.9% (2023-01-01 to 2024-01-01)
Occurred
Dec 31, 2023
Local 840 I. B. of T. Pension Fund total assets $19M -> $23M (+18.2%, 2022-12-31 to 2023-12-31)
Occurred
Jan 1, 2023
Local 840 I. B. of T. Pension Fund plan assets $23M -> $19M (-14.8%, 2022-01-01 to 2023-01-01)

Provenance

Graph: Allocators
Canonical id: dfx:al:b99e5123-56cc-4b5b-b52a-545b86ee309e
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 5 days ago
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

Local 840 I. B. of T. Pension Fund

Allocators

Brooklyn, NY

This is the graph view. The full profile, with its team, deals and sources, is on Allocators.Open the full profile →

Search this name across graphsid dfx:al:b99e5123-56cc-4b5b-b52a-545b86ee309e

Vehicle

Manager

Bucket

Value

As of

Kind

Source

Longview Largecap 500 Index Fund

Amalgamated Bank of New York

Pooled vehicle

$10.1M

Dec 31, 2024

Collective trust

Dol form 5500 pension

Longview Largecap 500 Index Fund

Amalgamated Bank of New York

Pooled vehicle

$10.1M

Dec 31, 2023

Collective trust

Dol form 5500 pension

Longview Largecap 500 Index Fund

Amalgamated Bank of New York

Pooled vehicle

$8.8M

Dec 31, 2022

Collective trust

Dol form 5500 pension

Invesco Balanced-Risk Allocation Tr

Invesco Trust Company

Multi asset

$5.7M

Dec 31, 2024

Collective trust

Dol form 5500 pension

Invesco Balanced-Risk Allocation Tr

Invesco Trust Company

Multi asset

$5.7M

Dec 31, 2023

Collective trust

Dol form 5500 pension

Invesco Balanced-Risk Allocation Tr

Invesco Trust Company

Multi asset

$5.2M

Dec 31, 2022

Collective trust

Dol form 5500 pension

Bucket

Target %

Range low

Range high

Actual %

Actual

Period end

Basis

Interest-bearing cash

n/a

$6,352

Dec 31, 2024

Derived

Non-interest-bearing cash

n/a

$458,706

Dec 31, 2024

Derived

Common/collective trusts

n/a

$17.8M

Dec 31, 2024

Derived

Registered investment companies

n/a

$7.4M

Dec 31, 2024

Derived

Consultant

Role

From

Current

Evidence

Source

Segal Marco Advisors

Investment adviser

Jan 1, 2022

Dec 31, 2022

fact

Dol form 5500 pension

O'Sullivan & Associates

actuary

Jan 1, 2022

Dec 31, 2022

fact

Dol form 5500 pension

O'Sullivan Associates

actuary

Jan 1, 2022

Dec 31, 2022

fact

Dol form 5500 pension

Manager

Mandate

From

Current

Evidence

Invesco Trust Company

n/a

Dec 31, 2024

n/a

yes

fact