Lynne Fox signed Board of Trustees Consolidated Retirement Fund's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Board of Trustees Consolidated Retirement Fund's EIN is 13-3177000.
Download the official 2024 Form 5500 (PDF) for Board of Trustees Consolidated Retirement Fund from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Board of Trustees Consolidated 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 |
|---|---|---|---|---|---|
| JOHNSTON ASSET MANAGEMENT | 13-3257590 | — | NONE | $194K | — |
| HAMILTON LANE ADVISORS, LLC | 23-2962336 | — | NONE | $48K | — |
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 LARGECAP PLUS FUND AMALGAMATED BANK OF NEW YORK · EIN 84-6967608 / PN 022 | Common Collective Trust | — | $36.3M | $82.7M | 16.8% | |
| LONGVIEW LARGECAP 500 INDEX FUND AMALGAMATED BANK OF NEW YORK · EIN 13-4920330 / PN 009 | Common Collective Trust | — | $26.2M | $65.1M | 13.2% | |
| LONGVIEW MIDCAP 400 INDEX FUND AMALGAMATED BANK OF NEW YORK · EIN 13-4920330 / PN 011 | Common Collective Trust | — | $17.5M | $40.4M | 8.2% | |
| LONGVIEW 600 SMALLCAP COLLECTIVE AMALGAMATED BANK OF NEW YORK · EIN 13-4920330 / PN 004 | Common Collective Trust | — | $6.4M | $39.0M | 7.9% | |
| Brookfield Super-Core Infrastructure Partners LP | Other securities | — | $32.7M | $36.5M | 7.4% | |
| JOHNSTON I. E. GROUP TRUST HARDMAN JOHNSTON GLOBAL ADVISORS, LLC · EIN 26-6493485 / PN 001 | 103-12 Investment Entity | — | $13.4M | $34.1M | 6.9% | |
| GMO Benchmark-Free Allocation Fund III | Other securities | — | $33.4M | $32.9M | 6.7% | |
| LONGVIEW INT'L VALUE EQUITY AMALGAMATED BANK OF NEW YORK · EIN 13-4920330 / PN 013 | Common Collective Trust | — | $15.5M | $30.4M | 6.2% | |
| LONGVIEW CORE PLUS FIXED INC FUND AMALGAMATED BANK OF NEW YORK · EIN 13-4920330 / PN 021 | Common Collective Trust | — | $20.5M | $24.9M | 5.1% | |
| PIMCO Tactical Opportunities Offshore Fund LP | Mutual Funds | — | $17.0M | $20.8M | 4.2% | |
| KPS Special Situations Fund V LP | Other securities | — | $6.2M | $11.3M | 2.3% | |
| EnTrust Special Opportunities Fund III | Other securities | — | $10.6M | $9.0M | 1.8% | |
| PIMCO Income Fund | Mutual Funds | — | $8.9M | $7.9M | 1.6% | |
| AFL BUILDERS INVESTMENT TRUST PNC BANK, NATIONAL ASSOCIATION · EIN 52-6328901 / PN 001 | Common Collective Trust | — | $3.9M | $7.7M | 1.6% | |
| KPS Special Situations Mid-Cap Fund LP | Other securities | — | $3.0M | $5.0M | 1.0% | |
| Amalgamated Bank Money Market Var % | Cash / Money Market | — | $4.2M | $4.2M | 0.8% | |
| Vista Equity Partners Fund VI-A LP - | Other securities | — | — | $3.9M | 0.8% | |
| Harvest Partners VII LP | Other securities | — | $322K | $3.3M | 0.7% | |
| Green Equity Investors VII LP - | Other securities | — | — | $2.6M | 0.5% | |
| Hamilton Lane Secondary Fund VI-B LP | Other securities | — | $2.1M | $2.6M | 0.5% | |
| Ares Corporate Opportunities Fund V LP | Other securities | — | $1.5M | $2.3M | 0.5% | |
| HGGC Fund IV-A LP | Other securities | — | $1.0M | $2.3M | 0.5% | |
| Cerberus Institutional Partners LP Series 6 | Other securities | — | $120K | $2.3M | 0.5% | |
| Cevine Capital Management VI LP - | Other securities | — | — | $2.2M | 0.5% | |
| KPS Special Situations Fund IV LP - | Other securities | — | — | $2.0M | 0.4% | |
| EnTrust Special Opportunities Fund 3,950 - | Other securities | — | — | $1.8M | 0.4% | |
| Audax Private Equity Fund V-B LP - | Other securities | — | — | $1.8M | 0.4% | |
| Platinum Equity Capital Partners VI LP | Other securities | — | $1.5M | $1.6M | 0.3% | |
| Genstar Capital Partners VII LP | Other securities | — | $4K | $1.6M | 0.3% | |
| Scotia Bank Var | Other securities | — | $1.3M | $1.3M | 0.3% | |
| Hamilton Lane Venture Capital Offshore Fund LP | Other securities | — | $905K | $1.0M | 0.2% | |
| Oaktree Real Estate Opportunities Fund VII LP | Other securities | — | $414K | $859K | 0.2% | |
| Cerberus Institutional Partners LP Series 5 - | Other securities | — | — | $806K | 0.2% | |
| Rockwood Capital Real Estate Partners Fund X LP | Other securities | — | $1.1M | $780K | 0.2% | |
| KPS Special Situations Fund VI LP | Other securities | — | $732K | $715K | 0.1% | |
| Bain Capital Europe Fund VI SCSp | Other securities | — | $595K | $662K | 0.1% | |
| LongView Private Equity Fund of Funds LP - | Other securities | — | — | $572K | 0.1% | |
| CVC Capital Partners IX (A) LP | Other securities | — | $441K | $439K | <0.1% | |
| Genstar Capital Partners XI LP | Other securities | — | $238K | $268K | <0.1% | |
| FS Specialty Lending Fund | Other securities | — | $216K | $95K | <0.1% | |
| GS Capital Partners VI Parallel LP - | Other securities | — | — | $92K | <0.1% | |
| LONGVIEW ULTRA CONSTRUCTION LOAN AMALGAMATED BANK OF NEW YORK · EIN 13-4920330 / PN 006 | Common Collective Trust | — | $259K | $84K | <0.1% | |
| InvenTrust Properties | Other securities | — | $84K | $74K | <0.1% | |
| EnTrust Capital Diversified Fund Class X Series 12/31/16 | Other securities | — | $24K | $51K | <0.1% | |
| EPR Properties | Other securities | — | $118K | $45K | <0.1% | |
| Cerberus Institutional Partners LP Series 4 - | Other securities | — | — | $43K | <0.1% | |
| Highlands REIT | Common Stocks | — | $8K | $8K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| GENSTAR CAPITAL PARTNERS VII, L.P. |
| 47-4181314 |
| — |
| NONE |
| $0 |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMALGAMATED BANK | 13-4920330 | — | OWNED BY PARTY-IN-INT | $777K | — |
| SCHULTE ROTH AND ZABEL LLP | 13-2633996 | — | NONE | $409K | — |
| AMALGAMATED EMPLOYEE BENEFITS ADMIN | 13-3432221 | — | OWNED BY PARTY-IN-INTERES | $247K | — |
| HORIZON | 26-1370698 | — | NONE | $154K | — |
| TELUS HEALTH | — | — | NONE | $94K | — |
| NOVAK FRANCELLA LLC | 61-1436956 | — | NONE | $58K | — |
| CYNOMYS,INC. | 22-3007300 | — | PARTY-IN-INTEREST | $39K | — |
| ANDCO CONSULTING | 59-3676225 | — | NONE | $35K | — |
| BEINS AXELROD P.C. | 52-1713905 | — | NONE | $20K | — |
| ALIGRAPHICS, A DIV. OF ALICARE INC | 13-3432221 | — | OWNED BY PARTY IN INTERES | $7K | — |
| ALLIANT INSURANCE SERVICES INC | 37-0785439 | — | NONE | $0 | — |
| SS & C TECHNOLOGIES INC | 06-1169696 | — | NONE | $0 | — |
