This allocator's name, 4 more advisers, 1 more commitment and 3 more dated events
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Taft-Hartley plan in Alabama
Taft-Hartley plan, based in Birmingham, Alabama, reporting $619M in assets, for 20,336 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $619M
- Funded ratio
- 65.1%
- Fund commitments
- 3
- Managers
- 1
Nothing material in the last 90 days. Last change: 31 Dec 2024, Holding ended.
Capital path
who backs this record, through what, into what; each name opens its own path- Longview Largecap 500 Index Fund2 commitments
- Longview Cash Management Fd1 commitment
- S&p 500 Flagship Nl Fund1 commitment
- Amalgamated Bank of New York2 commitments
- Amalgamated Bank1 commitment
- State Street Global Advisors Trust Company1 commitment
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
- Interest-bearing cash 42.9%
- Non-interest-bearing cash 0.7%
- Partnership/joint venture interests 10.9%
- Common/collective trusts 6.6%
- Registered investment companies 36.0%
- Common stock 2.6%
- Segal Marco Advisors Investment adviser (plan)through Dec 31, 2022 Form 5500
- Ullico Investment Advisors Investment adviser (plan)through Dec 31, 2022 Form 5500
- Amalgamated Bank of New York Custodianthrough Dec 31, 2023 Form 5500
+4 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
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- Amalgamated Bank of New York2 rows, latest Dec 31, 2024
- Amalgamated Bank1 row, latest Dec 31, 2023
- State Street Global Advisors Trust Company1 row, latest Dec 31, 2022
- Amalgamated Bankplan years
- Amalgamated Bank of New Yorkplan years 2023
- ASB Capital Management LLCplan years 2023
+2 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
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- Dec 31, 2024Holding endedinference
- Dec 31, 2024Manager relationship endedinferencewith ASB Capital Management LLCaskebsa.dol.gov
- Dec 31, 2024Assets changed$263Maskebsa.dol.gov
- Dec 31, 2023Holding started
- Dec 31, 2023Holding endedinference
+3 more dated events
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Longview Largecap 500 Index Fundcollective trust | Amalgamated Bank of New York | Pooled vehicles | $40.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Longview Cash Management Fdcollective trust | Amalgamated Bank | Cash | $15.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Longview Largecap 500 Index Fundcollective trust | Amalgamated Bank of New York | Pooled vehicles | $35.8M held | Disclosed holding | askebsa.dol.gov |
+1 more commitment
Every fund and manager this allocator committed to, with the amount, date and source on each.
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| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 20,336 | Not disclosed | Not disclosed | n/a | $619M | $67.3M | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 21,079 | Not disclosed | Not disclosed | n/a | $356M | $74.5M | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 21,474 | Not disclosed | Not disclosed | n/a | $356M | $81.7M | Not disclosed | Not disclosed |
- The Segal Company codes 11 $349,375 PY2024
- Friedman & Anspach codes 29 $325,999 PY2024
- Western Asset US Core Plus LLC codes 27 $183,644 PY2024
+63 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
This record sits on 9 traced paths of capital across the graphs.
DFX traced 9 paths of capital through this record
Every record on each path, what it committed or lent, and as of when.
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Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
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Record history
- Holding in a pooled vehicle started2023-12-31source
- Holding in a pooled vehicle ended2024-12-31source
- Holding in a pooled vehicle ended2023-12-31source
+5 more changes on this record's ledger
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The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.
›Connections
every published relationship on the graph
+13 connections on the graph
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