DFX Intelligence

Data Factory

AllocatorsPlantaft hartley100m-1b

Adjustable Plan of the National Retirement Fund

Allocators

White Plains, 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:bb65b52e-2901-4a36-9107-57b09e1c4f96

Data as of Sep 15, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 19, 2026, 12:03 PM UTC and rebuilt at most every 15 minutes.

Relationships: 8
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: $162Mlatest reading; see basis
Assets as of: Dec 31, 2024
Assets basis: REPORTED
Funded ratio: 102%
Participants: 43,076
Commitments: 15with an amount; holdings are counted apart
Managers: 3
Funds: 5
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	$26.5M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Longview Largecap 500 Index Fund	Amalgamated Bank of New York	Pooled vehicle	$21.5M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Longview Largecap 500 Index Fund	Amalgamated Bank of New York	Pooled vehicle	$19.2M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Jpmcb Global Allocation Fund	JP Morgan	Pooled vehicle	$11.9M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Jpmcb Global Allocation Fund	JP Morgan	Pooled vehicle	$10.7M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Hardman Johnston Int'l Equity Group	Johnston International Equity	Public equity	$9.9M	Dec 31, 2024	103 12 ie	Dol form 5500 pension
Jpmcb Global Allocation Fund	JP Morgan	Pooled vehicle	$9.8M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Hardman Johnston Int'l Equity Group	Johnston International Equity	Public equity	$9.5M	Dec 31, 2022	103 12 ie	Dol form 5500 pension
Hardman Johnston Int'l Equity Group	Johnston International Equity	Public equity	$8.2M	Dec 31, 2023	103 12 ie	Dol form 5500 pension
Longview Midcap 400 Index Fund	Amalgamated Bank of New York	Pooled vehicle	$7.9M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Longview Smallcap 600 Index Fund	Amalgamated Bank of New York	Pooled vehicle	$7.7M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Longview Midcap 400 Index Fund	Amalgamated Bank of New York	Pooled vehicle	$6.5M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Longview Midcap 400 Index Fund	Amalgamated Bank of New York	Pooled vehicle	$6.3M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Longview Smallcap 600 Index Fund	Amalgamated Bank of New York	Pooled vehicle	$6.3M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Longview Smallcap 600 Index Fund	Amalgamated Bank of New York	Pooled vehicle	$6.3M	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; 18 rows folded into 6

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Interest-bearing cash	n/a	n/a	n/a	2	$2.9M	Dec 31, 2024	Derived
Other investments	n/a	n/a	n/a	0	$701,926	Dec 31, 2024	Derived
Partnership/joint venture interests	n/a	n/a	n/a	36	$58.8M	Dec 31, 2024	Derived
Common/collective trusts	n/a	n/a	n/a	33	$53.9M	Dec 31, 2024	Derived
103-12 investment entities	n/a	n/a	n/a	6	$9.9M	Dec 31, 2024	Derived
Registered investment companies	n/a	n/a	n/a	16	$25.3M	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
Horizon Actuarial Services	actuary	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
Mariner (andco)	Investment adviser	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

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
Amalgamated Bank	Investment management	Jan 1, 2024	Dec 31, 2024	no	fact
Jpmorgan Chase Bank, N.A.	Investment management	Jan 1, 2022	Dec 31, 2022	no	fact
Hirtle, Callaghan, & Co.	Investment management	Jan 1, 2022	Dec 31, 2022	no	fact
Hardman Johnston Global Advisors	Investment management	Jan 1, 2022	Dec 31, 2022	no	fact

Relationships

Sponsors (1)

← BD of Trustees-Legacy Plan of the National Retirement FundPlan sponsorPlan sponsor
Jan 1, 2022 to presentfactForm 5500

Advised by (3)

→ Horizon Actuarial ServicesInvestment consultantactuary
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Mariner (andco)Manager with allocator capitalInvestment adviser
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Amalgamated Bank of New YorkInvestment consultantcustodian
Jan 1, 2022 to Dec 31, 2022factForm 5500

Manages for (4)

← Jpmorgan Chase Bank, N.A.Investment consultantInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
← Hirtle, Callaghan, & Co.Investment consultantInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
← Hardman Johnston Global AdvisorsInvestment consultantInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
← Amalgamated BankInvestment consultantInvestment management
Jan 1, 2024 to Dec 31, 2024factForm 5500

Dated events

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

Show 5 bookkeeping events

Occurred
Dec 31, 2024
Adjustable Plan of the National Retirement Fund total assets $139M -> $162M (+16.0%, 2023-12-31 to 2024-12-31)
Occurred
Jan 1, 2024
Adjustable Plan of the National Retirement Fund plan assets $125M -> $139M (+11.5%, 2023-01-01 to 2024-01-01)
Occurred
Jan 1, 2024
Adjustable Plan of the National Retirement Fund funded ratio 109.0% -> 102.5% (2023-01-01 to 2024-01-01)
Occurred
Dec 31, 2023
Adjustable Plan of the National Retirement Fund total assets $125M -> $139M (+11.4%, 2022-12-31 to 2023-12-31)
Occurred
Jan 1, 2023
Adjustable Plan of the National Retirement Fund funded ratio 117.6% -> 109.0% (2022-01-01 to 2023-01-01)

Provenance

Graph: Allocators
Canonical id: dfx:al:bb65b52e-2901-4a36-9107-57b09e1c4f96
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 3 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.