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Allocators
Pembroke Pines, FL
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 | $66.5M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Longview Largecap 500 Index Fund | Amalgamated Bank of New York | Pooled vehicle | $65.5M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Jpmcb Core Bond Fund | JP Morgan Chase | Fixed income | $53.3M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Jpmcb Core Bond Fund | JP Morgan Chase | Fixed income | $47.3M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Jpmcb Core Bond Fund | JP Morgan Chase | Fixed income | $44.6M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Longview Broad Market 3000 Index Fu | Amalgamated Bank | Pooled vehicle | $40.4M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Longview Largecap 500 Index Fund | Amalgamated Bank of New York | Pooled vehicle | $38.2M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Longview Largecap 1000 Growth Index | Amalgamated Bank | Pooled vehicle | $32.2M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Longview Broad Market 3000 Index Fu | Amalgamated Bank | Pooled vehicle | $29.3M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Columbia Trust Strategic Income Fd | Ameriprise Trust Company | Fixed income | $27.6M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Longview Broad Market 3000 Index Fu | Amalgamated Bank | Pooled vehicle | $23.3M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| ASB Allegiance Real Estate Fund | ABS Allegiance Real Estate | Real estate | $18.2M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Principal U.S. Property Sa-Z | Principal | Real estate | $15.2M | Dec 31, 2022 | Separate account | Dol form 5500 pension |
| ASB Allegiance Real Estate Fund | ABS Allegiance Real Estate | Real estate | $14.0M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Principal U.S. Property Sa-Z | Principal | Real estate | $12.9M | Dec 31, 2023 | Separate account | Dol form 5500 pension |
| Longview Largecap 1000 Growth Index | Amalgamated Bank | Pooled vehicle | $12.0M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| ASB Allegiance Real Estate Fund | ABS Allegiance Real Estate | Real estate | $11.5M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Afl-Cio Building Investment Trust | Great Gray Trust Company | Pooled vehicle | $11.4M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Principal U.S. Property Sa-Z | Principal | Real estate | $8.8M | Dec 31, 2024 | Separate account | Dol form 5500 pension |
| Afl-Cio Building Investment Trust | Great Gray Trust Company | Pooled vehicle | $7.6M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Afl-Cio Building Investment Trust | Great Gray Trust Company | Pooled vehicle | $7.5M | Dec 31, 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 | 1 | $6.8M | Dec 31, 2024 | Derived |
| Non-interest-bearing cash | n/a | n/a | n/a | 0 | $1.9M | Dec 31, 2024 | Derived |
| Corporate debt instruments (other) | n/a | n/a | n/a | 0 | $812 | Dec 31, 2024 | Derived |
| Insurance company general account | n/a | n/a | n/a | 6 | $25.4M | Dec 31, 2024 | Derived |
| Other investments | n/a | n/a | n/a | 1 | $2.6M | Dec 31, 2024 | Derived |
| Partnership/joint venture interests | n/a | n/a | n/a | 8 | $36.6M | Dec 31, 2024 | Derived |
| Common/collective trusts | n/a | n/a | n/a | 53 | $238M | Dec 31, 2024 | Derived |
| Pooled separate accounts | n/a | n/a | n/a | 2 | $8.8M | Dec 31, 2024 | Derived |
| Registered investment companies | n/a | n/a | n/a | 4 | $20.1M | Dec 31, 2024 | Derived |
| Common stock | n/a | n/a | n/a | 24 | $108M | Dec 31, 2024 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| BHA Consulting | General consultant | Jan 1, 2023 | Dec 31, 2023 | no | fact | Dol form 5500 pension |
| Horizon Actuarial Services | actuary | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| US Bank | custodian | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Reynolds Consulting Services, LLC | Pension consultant | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| Ameriprise Trust Company | n/a | Dec 31, 2024 | n/a | yes | fact |
| Amalgamated Bank | n/a | Dec 31, 2024 | n/a | yes | fact |
| JP Morgan Chase | n/a | Dec 31, 2023 | n/a | yes | fact |
| Constitution Capital Partners, LLC | Investment management | Jan 1, 2024 | Dec 31, 2024 | no | fact |
| Lazard Asset Management LLC | Investment management | Jan 1, 2024 | Dec 31, 2024 | no | fact |
| Kanye Anderson Rudnick | Investment management | Jan 1, 2024 | Dec 31, 2024 | no | fact |
| Legg Mason & Co LLC | Investment management | Jan 1, 2023 | Dec 31, 2023 | no | fact |
| J.P. Morgan Investment Management | Investment management | Jan 1, 2023 | Dec 31, 2023 | no | fact |
| Fiera Capital | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| Atlanta Capital Management Co., LLC | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| Chartwell Investment Partners | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| Franklin Templeton Private Port GP | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| Ares Management LLC | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| Congress Asset Management | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| Amalgamated Bank | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| Crescent Capital | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| Great Gray Trust Company | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| Lazard Asset Management LLC | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| ABS Allegiance Real Estate | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| Kayne Anderson Rudnick Investment | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| Confluence Investment Management | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| Polen Capital Management | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |