Fred Kaplan signed Trustees of the Amalgamated Retail Retirement Fund's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Trustees of the Amalgamated Retail Retirement Fund's EIN is 13-1599961.
Download the official 2024 Form 5500 (PDF) for Trustees of the Amalgamated Retail Retirement Fund from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Trustees of the Amalgamated Retail Retirement Fund's plan includes a defined-benefit pension formula.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SEGAL MARCO ADVISORS | 13-2646110 | — | NONE | $57K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| LONGVIEW MID CAP 3000 INDEX FUND AMALGAMATD BANK · EIN 13-4920330 / PN 009 | Common Collective Trust | — | $8.4M | $9.2M | 27.5% | |
| Legg Mason Global Asset Western Asset Core Plus Bond FD CL IS, Management 589,372.64 Shares | Mutual Funds | — | $6.3M | $5.3M | 16.0% | |
| Mesirow Financial Private Equity VII-A, L.P. Limited Partnership | Other securities | — | $3.0M | $4.9M | 14.6% | |
| MULTI-EMPLOYER PROPERTY TRUST AMALGAMATD BANK · EIN 30-0872552 / PN 006 | Common Collective Trust | — | — | $4.7M | 14.0% | |
| Loomis Sayles & Company L.P. NHIT: MultiSector Full Discretion Trust, 124,836.383 Shares | OTHER | — | $2.6M | $3.3M | 9.9% | |
| Neuberger Berman Int'l Eqty-Inst FD, 247,136.83 Shares | Other securities | — | $2.6M | $3.1M | 9.3% | |
| CITCO Fund Services ENTRUSTPERMAL Special OPP Fund IV LTD, 1,242.5698 Shares | Common Stocks | — | $1.2M | $1.3M | 3.9% | |
| Hamilton Lane Strategic Opportunities Offshore Fund IV Limited Partnership | Other securities | — | $779K | $660K | 2.0% | |
| JP Morgan JP Morgan Prime Money Market Fund 107 Dreyfus Govt Cash Management | Mutual Funds | — | $457K | $457K | 1.4% | |
| Short-term obligations Amalgamated Bank Money Market | Cash / Money Market | — | $128K | $128K | 0.4% | |
| Limited Shares | Other securities | — | $113K | $13K | <0.1% | |
| Maitland Administration | Other securities | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| SCHULTE ROTH & ZABEL LLP | 13-2633996 | — | NONE | $730K | — |
| HORIZON ACTUARIAL SERVICES, LLC | 26-1370698 | — | NONE | $54K | — |
| NY NJ REGIONAL JOINT BOARD | 13-4908365 | — | AFFILIATED UNION | $52K | — |
| AMALGAMATED EMPLOYEE BENEFIT ADMINI | 13-3432221 | — | NONE | $45K | — |
| MESIROW FINANCIAL | 61-1788272 | — | NONE | $40K | — |
| ROGOFF & COMPANY, PC | 13-2688836 | — | NONE | $28K | — |
| ENTRUST GLOBAL PARTNERS OFFSHORE LP | 90-0644478 | — | NONE | $16K | — |
| LOOMIS SAYLES | 20-8080381 | — | NONE | $15K | — |
| HAMILTON LANE | 23-2962336 | — | NONE | $7K | — |
| AMALGAMATED BANK | 13-4920330 | — | — | $7K | — |
| ALLIANCEBERNSTEIN LP | 13-4064930 | — | NONE | $0 | — |
