DFX Intelligence
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Allocators
Bronx, NY
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 | $12.9M | Jun 30, 2025 | Collective trust | Dol form 5500 pension |
| Longview Largecap 500 Index Fund | Amalgamated Bank of New York | Pooled vehicle | $11.9M | Jun 30, 2024 | Collective trust | Dol form 5500 pension |
| Longview Largecap 500 Index Fund | Amalgamated Bank of New York | Pooled vehicle | $10.3M | Jun 30, 2023 | Collective trust | Dol form 5500 pension |
| Neuberger Berman Strategic Multi-Se | Neuberger Berman Trust Company, Na | Pooled vehicle | $5.5M | Jun 30, 2025 | Collective trust | Dol form 5500 pension |
| Neuberger Berman Strategic Multi-Se | Neuberger Berman Trust Company, Na | Pooled vehicle | $3.6M | Jun 30, 2024 | Collective trust | Dol form 5500 pension |
| Neuberger Berman Strategic Multi-Se | Neuberger Berman Trust Company, Na | Pooled vehicle | $3.4M | Jun 30, 2023 | Collective trust | Dol form 5500 pension |
| Longview Midcap 400 Index Fund | Amalgamated Bank of New York | Pooled vehicle | $1.3M | Jun 30, 2025 | Collective trust | Dol form 5500 pension |
| Longview Midcap 400 Index Fund | Amalgamated Bank of New York | Pooled vehicle | $1.2M | Jun 30, 2024 | Collective trust | Dol form 5500 pension |
| Longview Midcap 400 Index Fund | Amalgamated Bank of New York | Pooled vehicle | $1.0M | Jun 30, 2023 | Collective trust | Dol form 5500 pension |
| Bucket | Target % | Range low | Range high | Actual % | Actual | Period end | Basis |
|---|---|---|---|---|---|---|---|
| Non-interest-bearing cash | n/a | n/a | n/a | 2 | $530,083 | Jun 30, 2025 | Derived |
| Corporate debt instruments (other) | n/a | n/a | n/a | 3 | $855,215 | Jun 30, 2025 | Derived |
| Insurance company general account | n/a | n/a | n/a | 6 | $1.6M | Jun 30, 2025 | Derived |
| Other investments | n/a | n/a | n/a | 17 | $4.8M | Jun 30, 2025 | Derived |
| Common/collective trusts | n/a | n/a | n/a | 68 | $19.7M | Jun 30, 2025 | Derived |
| Registered investment companies | n/a | n/a | n/a | 4 | $1.1M | Jun 30, 2025 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| First Actuarial Consulting, LLC | actuary | Jul 1, 2022 | Jun 30, 2023 | no | fact | Dol form 5500 pension |
| Reynolds Consulting Services, LLC | Investment adviser | Jul 1, 2022 | Jun 30, 2023 | no | fact | Dol form 5500 pension |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| Boyd Watterson Asset Management | Investment management | Jul 1, 2022 | Jun 30, 2023 | no | fact |
| Crescent Capital High Income Fund B | Investment management | Jul 1, 2022 | Jun 30, 2023 | no | fact |