Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ULLICO INVESTMENT ADVISORS, INC. | 52-6435649 | — | NONE | $43K | — |
| 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 LARGECAP 500 INDEX FUND AMALGAMATED BANK OF NY · EIN 13-4920330 / PN 009 | Common Collective Trust | — | — | $32.2M | 41.4% | |
| LONGVIEW CORE BOND FUND AMALGAMATED BANK OF NY · EIN 13-4920330 / PN 009 | Common Collective Trust | — | — | $25.3M | 32.5% | |
| LONGVIEW LARGE CAP 1000 GROWTH FUND AMALGAMATED BANK OF NY · EIN 46-2026448 / PN 018 | Common Collective Trust | — | — | $3.1M | 3.9% | |
| ULLICO INFRASTRUCTURE TAX EXEMPT FU ULLICO INVESTMENT ASDVISORS INC · EIN 90-0622302 / PN 001 | 103-12 Investment Entity | — | — | $2.8M | 3.6% | |
| 1 INVESTMENT IN MASTER FUND | Other securities | — | — | $2.8M | 3.5% | |
| LONGVIEW MID CAP 400 INDEX FUND AMALGAMATED BANK OF NY · EIN 13-4920330 / PN 011 | Common Collective Trust | — | — | $2.4M | 3.1% | |
| LONGVIEW LARGE CAP 1000 VALUE INDEX AMALGAMATED BANK OF NY · EIN 42-2032992 / PN 101 | Common Collective Trust | — | — | $1.7M | 2.2% | |
| RECEIVABLE FROM MASTER FUND | Other securities | — | $9K | $9K | <0.1% |
| CRESCENT CAPITAL GROUP |
| 27-2698206 |
| — |
| NONE |
| $215K |
| — |
| DRYWALL TAPERS INSURANCE FUND | 13-3562352 | — | RELATED BENEFIT PLAN | $210K | — |
| AMALGAMATED BANK OF NEW YORK | 13-4920330 | — | NONE | $53K | — |
| MARSHALL & MOSS, PAYROLL COMPLIANCE | 04-3652965 | — | NONE | $40K | — |
| NOVAK FRANCELLA, LLC | 61-1436956 | — | NONE | $30K | — |
| REYNOLDS CONSULTING SERVICES, LLC | 20-1899564 | — | NONE | $22K | — |
| MARSHALL & MOSS, LLP | 11-3360166 | — | NONE | $17K | — |
| BARNES IACCARINO & SHEPHERED LLP | 26-3858697 | — | NONE | $15K | — |
| SEGAL CONSULTING | 13-1835864 | — | NONE | $8K | — |
