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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 |
|---|---|---|---|---|---|---|
| Bnym Mellon Afl-Cio Sl Stock Index | BNY Mellon | Public equity | $48.9M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Bnym Mellon Afl-Cio Sl Stock Index | BNY Mellon | Public equity | $39.1M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Bnym Mellon Afl-Cio Sl Stock Index | BNY Mellon | Public equity | $19.5M | 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 | 1 | $2.0M | Dec 31, 2024 | Derived |
| Non-interest-bearing cash | n/a | n/a | n/a | 1 | $1.5M | Dec 31, 2024 | Derived |
| U.S. Government securities | n/a | n/a | n/a | 4 | $7.6M | Dec 31, 2024 | Derived |
| Corporate debt instruments (preferred) | n/a | n/a | n/a | 70 | $148M | Dec 31, 2024 | Derived |
| Common/collective trusts | n/a | n/a | n/a | 23 | $48.9M | Dec 31, 2024 | Derived |
| Registered investment companies | n/a | n/a | n/a | 0 | $450,165 | Dec 31, 2024 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| The Segal Group, Inc. | actuary | 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 |
| Segal | actuary | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| Sage Advisory Services Ltd. Co. | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| Morgan Stanley Smith Barney, LLC | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |