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AllocatorsPlantaft hartley<100m

Local 210's Pension Plan

Allocators

NEW York, NY

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Search this name across graphsid dfx:al:bfd9bbc7-7578-4add-afed-02b4bf7937b8

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, 3:51 PM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 6
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: $67.6Mlatest reading; see basis
Assets as of: Dec 31, 2024
Assets basis: REPORTED
Funded ratio: 18%
Participants: 3,749
Commitments: 1with an amount; holdings are counted apart
Managers: 1
Funds: 1
Re-ups: 0
First-time managers: 0
Latest commitment: Dec 31, 2022
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 Broad Market 3000 Index Fu	Amalgamated Bank	Pooled vehicle	$4.4M	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; 17 rows folded into 5

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Interest-bearing cash	n/a	n/a	n/a	3	$1.9M	Dec 31, 2024	Derived
Non-interest-bearing cash	n/a	n/a	n/a	1	$804,587	Dec 31, 2024	Derived
U.S. Government securities	n/a	n/a	n/a	7	$4.5M	Dec 31, 2024	Derived
Corporate debt instruments (other)	n/a	n/a	n/a	66	$44.8M	Dec 31, 2024	Derived
Registered investment companies	n/a	n/a	n/a	15	$10.3M	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
O'Sullivan & Associates	actuary	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
M&t Bank	custodian	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 Advisers, Inc.	Investment management	Jan 1, 2024	Dec 31, 2024	no	fact
Johnson Asset Management	Investment management	Jan 1, 2022	Dec 31, 2022	no	fact
Boston Trust Walden Company	Investment management	Jan 1, 2022	Dec 31, 2022	no	fact

Relationships

Sponsors (1)

← BD of Trustees Local 210's Pension Plan C/o Savasta and CompanyPlan sponsorPlan sponsor
Jan 1, 2022 to presentfactForm 5500

Advised by (4)

→ Horizon Actuarial ServicesInvestment consultantactuary
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ O'Sullivan & AssociatesInvestment consultantactuary
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ M&t BankInvestment consultantcustodian
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ O'Sullivan AssociatesInvestment consultantactuary
Jan 1, 2022 to Dec 31, 2022factForm 5500

Manages for (3)

← Johnson Asset ManagementManager with allocator capitalInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
← Boston Trust Walden CompanyManager with allocator capitalInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
← Invesco Advisers, Inc.Manager with allocator capitalInvestment management
Jan 1, 2024 to Dec 31, 2024factForm 5500

Dated events

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

Occurred
Dec 31, 2023
Manager relationship ended
Johnson Asset Management no longer appears on Local 210's Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
Johnson Asset Management Form 5500observed 4 days ago
Occurred
Dec 31, 2023
Manager relationship ended
Boston Trust & Investment Managemen no longer appears on Local 210's Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
Boston Trust Walden Company Form 5500observed 4 days ago

Show 4 bookkeeping events

Occurred
Jan 1, 2024
Local 210's Pension Plan plan assets $15M -> $14M (-10.2%, 2023-01-01 to 2024-01-01)
Occurred
Dec 31, 2023
Local 210's Pension Plan total assets $21M -> $69M (+232.5%, 2022-12-31 to 2023-12-31)
Occurred
Jan 1, 2023
Local 210's Pension Plan plan assets $21M -> $15M (-29.0%, 2022-01-01 to 2023-01-01)
Occurred
Jan 1, 2023
Local 210's Pension Plan funded ratio 27.1% -> 18.3% (2022-01-01 to 2023-01-01)

Provenance

Graph: Allocators
Canonical id: dfx:al:bfd9bbc7-7578-4add-afed-02b4bf7937b8
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 4 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 210's Pension Plan

Allocators

NEW York, 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:bfd9bbc7-7578-4add-afed-02b4bf7937b8

Vehicle

Manager

Bucket

Value

As of

Kind

Source

Longview Broad Market 3000 Index Fu

Amalgamated Bank

Pooled vehicle

$4.4M

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

$1.9M

Dec 31, 2024

Derived

Non-interest-bearing cash

n/a

$804,587

Dec 31, 2024

Derived

U.S. Government securities

n/a

$4.5M

Dec 31, 2024

Derived

Corporate debt instruments (other)

n/a

$44.8M

Dec 31, 2024

Derived

Registered investment companies

n/a

$10.3M

Dec 31, 2024

Derived

Consultant

Role

From

Current

Evidence

Source

Horizon Actuarial Services

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

M&t Bank

custodian

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 Advisers, Inc.

Investment management

Jan 1, 2024

Dec 31, 2024

fact

Johnson Asset Management

Investment management

Jan 1, 2022

Dec 31, 2022

fact

Boston Trust Walden Company

Investment management

Jan 1, 2022

Dec 31, 2022

fact