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Allocators
Goodletsville, TN
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 |
|---|---|---|---|---|---|---|
| Msci Acwi Imi Index Nl Fund | State Street Global Advisors Trust | Pooled vehicle | $59.9M | May 31, 2023 | Collective trust | Dol form 5500 pension |
| Longview Ultra Construction Loan in | Amalgamated Bank | Private credit | $10.4M | May 31, 2023 | Collective trust | Dol form 5500 pension |
| Multi-Employer Property Trust | NEW Tower Trust Company | Real estate | $7.3M | May 31, 2023 | 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 | $534,790 | May 31, 2023 | Derived |
| Non-interest-bearing cash | n/a | n/a | n/a | 1 | $852,292 | May 31, 2023 | Derived |
| Partnership/joint venture interests | n/a | n/a | n/a | 13 | $13.9M | May 31, 2023 | Derived |
| Common/collective trusts | n/a | n/a | n/a | 75 | $77.7M | May 31, 2023 | Derived |
| Registered investment companies | n/a | n/a | n/a | 10 | $10.2M | May 31, 2023 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| Calibre CPA | actuary | Jun 1, 2023 | Dec 31, 2023 | no | fact | Dol form 5500 pension |
| Amalgamated Bank of New York | custodian | Jun 1, 2022 | May 31, 2023 | no | fact | Dol form 5500 pension |
| Segal | actuary | Jun 1, 2022 | May 31, 2023 | no | fact | Dol form 5500 pension |
| Gulf Coast Bank & Trust | custodian | Jun 1, 2022 | May 31, 2023 | no | fact | Dol form 5500 pension |
| Segal Marco Advisors | Investment adviser | Jun 1, 2022 | May 31, 2023 | no | fact | Dol form 5500 pension |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| Amalgamated Bank | n/a | May 31, 2023 | n/a | yes | fact |
| Blackstone Infrastructure Partners | Investment management | Jun 1, 2022 | May 31, 2023 | no | fact |
| State Street Global Advisors | Investment management | Jun 1, 2022 | May 31, 2023 | no | fact |
| American Realty Advisors | Investment management | Jun 1, 2022 | May 31, 2023 | no | fact |