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Allocators
Englewood Cliffs, NJ
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 Broad Market 3000 Index Fu | Amalgamated Bank | Pooled vehicle | $10.6M | Jan 31, 2025 | Collective trust | Dol form 5500 pension |
| Longview Largecap 1000 Growth Index | Amalgamated Bank | Pooled vehicle | $5.6M | Jan 31, 2024 | Collective trust | Dol form 5500 pension |
| Longview Largecap 1000 Growth Index | Amalgamated Bank | Pooled vehicle | $5.4M | Jan 31, 2023 | Collective trust | Dol form 5500 pension |
| Longview Largecap 1000 Value Index | Amalgamated Bank | Pooled vehicle | $4.2M | Jan 31, 2023 | Collective trust | Dol form 5500 pension |
| Longview Largecap 1000 Value Index | Amalgamated Bank | Pooled vehicle | $3.4M | Jan 31, 2024 | Collective trust | Dol form 5500 pension |
| Longview Core Bond Fund | Amalgamated Bank of New York | Fixed income | $3.0M | Jan 31, 2025 | Collective trust | Dol form 5500 pension |
| Longview Core Bond Fund | Amalgamated Bank of New York | Fixed income | $2.5M | Jan 31, 2023 | Collective trust | Dol form 5500 pension |
| Longview Core Bond Fund | Amalgamated Bank of New York | Fixed income | $2.4M | Jan 31, 2024 | Collective trust | Dol form 5500 pension |
| Neuberger Berman Strategic Multi-Se | Neuberger Berman Trust Company, Na | Pooled vehicle | $2.4M | Jan 31, 2025 | Collective trust | Dol form 5500 pension |
| Neuberger Berman Strategic Multi-Se | Neuberger Berman Trust Company, Na | Pooled vehicle | $2.2M | Jan 31, 2024 | Collective trust | Dol form 5500 pension |
| Neuberger Berman Strategic Multi-Se | Neuberger Berman Trust Company, Na | Pooled vehicle | $2.1M | Jan 31, 2023 | Collective trust | Dol form 5500 pension |
| Blackrock Msci Acwi Ex-Us Index Fd | n/a | Pooled vehicle | $1.4M | Jan 31, 2024 | Collective trust | Dol form 5500 pension |
| Longview Midcap 400 Index Fund | Amalgamated Bank of New York | Pooled vehicle | $1.4M | Jan 31, 2023 | Collective trust | Dol form 5500 pension |
| Blackrock Msci Acwi Ex-Us Index Fd | n/a | Pooled vehicle | $1.4M | Jan 31, 2023 | Collective trust | Dol form 5500 pension |
| Longview Midcap 400 Index Fund | Amalgamated Bank of New York | Pooled vehicle | $905,818 | Jan 31, 2024 | 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 | 11 | $2.3M | Jan 31, 2025 | Derived |
| Non-interest-bearing cash | n/a | n/a | n/a | 1 | $300,803 | Jan 31, 2025 | Derived |
| Partnership/joint venture interests | n/a | n/a | n/a | 12 | $2.6M | Jan 31, 2025 | Derived |
| Common/collective trusts | n/a | n/a | n/a | 75 | $16.0M | Jan 31, 2025 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| The Segal Co. (eastern States) Inc. | actuary | Feb 1, 2022 | Jan 31, 2023 | no | fact | Dol form 5500 pension |
| Judith P. Broach | Named fiduciary | Feb 1, 2022 | Jan 31, 2023 | no | fact | Dol form 5500 pension |
| Reynolds Consulting Services, LLC | Investment adviser | Feb 1, 2022 | Jan 31, 2023 | no | fact | Dol form 5500 pension |
| Amalgamated Bank of New York | custodian | Feb 1, 2022 | Jan 31, 2023 | no | fact | Dol form 5500 pension |
| Segal | actuary | Feb 1, 2022 | Jan 31, 2023 | no | fact | Dol form 5500 pension |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| Amalgamated Bank | n/a | Jan 31, 2023 | n/a | yes | fact |