DFX Intelligence
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Allocators
Goodlettsville, TN
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 500 Index Fund | Amalgamated Bank of New York | Pooled vehicle | $18.1M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Longview Largecap 500 Index Fund | Amalgamated Bank of New York | Pooled vehicle | $17.3M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Longview Largecap 500 Index Fund | Amalgamated Bank of New York | Pooled vehicle | $14.1M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Longview Largecap 1000 Growth Index | Amalgamated Bank | Pooled vehicle | $11.5M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Invesco Core Plus Fixed Income Trus | Invesco Trust Company | Fixed income | $10.3M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Longview Largecap 1000 Growth Index | Amalgamated Bank | Pooled vehicle | $7.8M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Longview Largecap 1000 Value Index | Amalgamated Bank | Pooled vehicle | $6.7M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Longview Largecap 1000 Growth Index | Amalgamated Bank | Pooled vehicle | $5.5M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Longview Largecap 1000 Value Index | Amalgamated Bank | Pooled vehicle | $4.4M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Multi-Employer Property Trust | NEW Tower Trust Company | Real estate | $4.4M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Longview Largecap 1000 Value Index | Amalgamated Bank | Pooled vehicle | $4.2M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Multi-Employer Property Trust | NEW Tower Trust Company | Real estate | $3.7M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Multi-Employer Property Trust | NEW Tower Trust Company | Real estate | $3.4M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Invesco Active Multi-Sector Credit | Invesco Trust Company | Private credit | $3.0M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Invesco International Growth Trust | Invesco Trust Company | Pooled vehicle | $2.7M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Invesco Active Multi-Sector Credit | Invesco Trust Company | Private credit | $2.7M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Invesco International Growth Trust | Invesco Trust Company | Pooled vehicle | $2.7M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Longview Midcap 400 Index Fund | Amalgamated Bank of New York | Pooled vehicle | $2.4M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Invesco International Growth Trust | Invesco Trust Company | Pooled vehicle | $2.3M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Longview Midcap 400 Index Fund | Amalgamated Bank of New York | Pooled vehicle | $2.2M | 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 | n/a | n/a | 4 | $2.6M | Dec 31, 2024 | Derived |
| Non-interest-bearing cash | n/a | n/a | n/a | 1 | $367,972 | Dec 31, 2024 | Derived |
| Insurance company general account | n/a | n/a | n/a | 3 | $2.1M | Dec 31, 2024 | Derived |
| Other investments | n/a | n/a | n/a | 0 | $8,777 | Dec 31, 2024 | Derived |
| Partnership/joint venture interests | n/a | n/a | n/a | 10 | $7.6M | Dec 31, 2024 | Derived |
| Common/collective trusts | n/a | n/a | n/a | 72 | $52.8M | Dec 31, 2024 | Derived |
| Registered investment companies | n/a | n/a | n/a | 7 | $5.0M | Dec 31, 2024 | Derived |
| Common stock | n/a | n/a | n/a | 3 | $2.2M | Dec 31, 2024 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| Ullico | custodian | Jan 1, 2024 | Dec 31, 2024 | no | fact | Dol form 5500 pension |
| Invesco Trust Company | custodian | Jan 1, 2023 | Dec 31, 2023 | no | fact | Dol form 5500 pension |
| Southern Benefit Administrators | General consultant | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Money Market and Mutual Funds | custodian | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Newtower Trust Company | custodian | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| United Actuarial Services, Inc. | actuary | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Reynolds Consulting Services, LLC | 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 |
| CCA Black, LP | custodian | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Regions Bank | custodian | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Boyd Watterson Asset Management | custodian | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| Amalgamated Bank | n/a | Dec 31, 2023 | n/a | yes | fact |
| Invesco Trust Company | n/a | Dec 31, 2022 | n/a | yes | fact |
| Fenimore Asset Management | Investment management | Jan 1, 2024 | Dec 31, 2024 | no | fact |