DFX Intelligence
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Allocators
Long Island City, 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 |
|---|---|---|---|---|---|---|
| Blackrock Equity Index Fund | Blackrock | Public equity | $30.1M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Longview Largecap 500 Index Fund | Amalgamated Bank of New York | Pooled vehicle | $29.0M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Longview Largecap 500 Index Fund | Amalgamated Bank of New York | Pooled vehicle | $25.8M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Loomis Sayles Multisector Full Disc | Loomis Sayles | Pooled vehicle | $19.0M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Loomis Sayles Multisector Full Disc | Loomis Sayles | Pooled vehicle | $18.0M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Loomis Sayles Multisector Full Disc | Loomis Sayles | Pooled vehicle | $16.7M | 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 | 0 | $738,051 | Dec 31, 2024 | Derived |
| Non-interest-bearing cash | n/a | n/a | n/a | 2 | $3.4M | Dec 31, 2024 | Derived |
| Partnership/joint venture interests | n/a | n/a | n/a | 29 | $62.5M | Dec 31, 2024 | Derived |
| Common/collective trusts | n/a | n/a | n/a | 21 | $44.8M | Dec 31, 2024 | Derived |
| Common stock | n/a | n/a | n/a | 39 | $82.1M | Dec 31, 2024 | Derived |
| Real estate (other than employer real property) | n/a | n/a | n/a | 8 | $17.4M | Dec 31, 2024 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| Ullico Investment Advisors, Inc. | custodian | Jan 1, 2024 | Dec 31, 2024 | no | fact | Dol form 5500 pension |
| Amalgamated Bank of New York | custodian | Jan 1, 2024 | Dec 31, 2024 | no | fact | Dol form 5500 pension |
| Joanna Napoli | Pension consultant | Jan 1, 2024 | Dec 31, 2024 | no | fact | Dol form 5500 pension |
| The Segal Co. (eastern States) Inc. | actuary | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Loomis Sayles Trust Company | custodian | 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 |
| M&t Bank | 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 |
|---|---|---|---|---|---|
| Blackrock | n/a | Dec 31, 2022 | n/a | yes | fact |
| Whitestar Advisors, LLC | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| Fenimore Asset Management | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| Stacey Braun Associates, Inc. | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| Columbia Threadneedle | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |