DFX Intelligence
Data Factory
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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 | $29.2M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Longview Largecap 500 Index Fund | Amalgamated Bank of New York | Pooled vehicle | $23.7M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Longview Largecap 1000 Growth Index | n/a | Pooled vehicle | $20.2M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Longview Largecap 1000 Value Index | n/a | Pooled vehicle | $19.8M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Longview Largecap 500 Index Fund | Amalgamated Bank of New York | Pooled vehicle | $18.8M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Longview Largecap 1000 Value Index | n/a | Pooled vehicle | $17.3M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Longview Midcap 400 Index Fund | Amalgamated Bank of New York | Pooled vehicle | $15.6M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Longview Largecap 1000 Value Index | n/a | Pooled vehicle | $15.5M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Ullico Infrastructure Tax Exempt Fu | Ullico Investment Advisors | infrastructure | $9.6M | Dec 31, 2024 | 103 12 ie | Dol form 5500 pension |
| Ullico Infrastructure Tax Exempt Fu | Ullico Investment Advisors | infrastructure | $8.9M | Dec 31, 2023 | 103 12 ie | Dol form 5500 pension |
| Longview Midcap 400 Index Fund | Amalgamated Bank of New York | Pooled vehicle | $8.4M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Ullico Infrastructure Tax Exempt Fu | Ullico Investment Advisors | infrastructure | $8.0M | Dec 31, 2022 | 103 12 ie | Dol form 5500 pension |
| Blackrock Msci Acwi Ex-Us Index Fd | n/a | Pooled vehicle | $7.4M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Longview Midcap 400 Index Fund | Amalgamated Bank of New York | Pooled vehicle | $7.2M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Multi-Employer Property Trust | NEW Tower Trust Company | Real estate | $4.3M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Multi-Employer Property Trust | NEW Tower Trust Company | Real estate | $3.6M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Multi-Employer Property Trust | NEW Tower Trust Company | Real estate | $3.4M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Longview Cash Management Fd | n/a | cash | $214,348 | Dec 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 | 1 | $1.9M | Dec 31, 2024 | Derived |
| Non-interest-bearing cash | n/a | n/a | n/a | 0 | $324,026 | Dec 31, 2024 | Derived |
| U.S. Government securities | n/a | n/a | n/a | 3 | $5.9M | Dec 31, 2024 | Derived |
| Corporate debt instruments (other) | n/a | n/a | n/a | 5 | $8.8M | Dec 31, 2024 | Derived |
| Other investments | n/a | n/a | n/a | 17 | $30.5M | Dec 31, 2024 | Derived |
| Common/collective trusts | n/a | n/a | n/a | 55 | $95.7M | Dec 31, 2024 | Derived |
| 103-12 investment entities | n/a | n/a | n/a | 5 | $9.6M | Dec 31, 2024 | Derived |
| Registered investment companies | n/a | n/a | n/a | 12 | $20.8M | Dec 31, 2024 | Derived |
| Common stock | n/a | n/a | n/a | 0 | $1,963 | Dec 31, 2024 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| First Actuarial Consulting, LLC | 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 |
| Reynolds Consulting Services, LLC | Investment adviser | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| Boyd Watterson Asset Management | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| Ullico Investment Advisors, Inc. | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| Polen Capital Management | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| Corry Capital Advisors, LLC | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| Newtower Trust Company | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| Mackay Shields | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| Crescent Capital High Income Fund B | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| Congress Asset Management | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |