Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CRESCENT CAPITAL GROUP | 27-2698206 | — | NONE | $450K | — |
| AMERICAN REALTY ADVISORS | 33-0123114 | — | NONE | $133K | — |
| DRYWALL TAPERS INSURANCE FUND | 13-3562352 | — | RELATED BENEFIT PLAN | $127K | — |
| THE SEGAL COMPANY | 13-1835864 | — | NONE | $105K | — |
| ULLICO INVESTMENT ADVISORS, INC. | 52-6435649 | — | NONE | $86K | — |
| AMAGLAMATED BANK OF NY |
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 | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| LONGVIEW LARGECAP 500 INDEX FUND AMALGAMATED BANK OF NY · EIN 13-4920330 / PN 009 | Common Collective Trust |
| 13-4920330 |
| — |
| NONE |
| $49K |
| — |
| MARSHALL & MOSS,PAYROLL COMPLIANCE | 04-3652965 | — | NONE | $44K | — |
| REYNOLDS CONSULTING SERVICES, LLC | 20-1899564 | — | NONE | $36K | — |
| NOVAK FRANCELLA LLC | 61-1436956 | — | NONE | $33K | — |
| MARSHALL & MOSS, LLP | 11-3360166 | — | NONE | $19K | — |
| BARNES IACCARINO & SHEPHERD LLP | 26-3858697 | — | NONE | $18K | — |
| CONSTITUTION CAPITAL EQUITY PARTNER | 74-3246212 | — | NONE | $0 | — |
| — |
| $16.0M |
| $69.4M |
| 39.5% |
| LONGVIEW CORE BOND FUND AMALGAMATED BANK OF NY · EIN 13-4920330 / PN 005 | Common Collective Trust | — | $20.5M | $24.3M | 13.8% |
| American Core Realty Fund | — | — | $11.4M | $12.1M | 6.9% |
| Dreyfus Govt Cash Management MMA Demand Variable % | — | — | $10.8M | $10.8M | 6.2% |
| Axonic | — | — | $10.3M | $10.3M | 5.9% |
| LONGVIEW MIDCAP 400 INDEX FUND AMALGAMATED BANK OF NY · EIN 13-4920330 / PN 011 | Common Collective Trust | — | $6.7M | $8.2M | 4.7% |
| DFA U.S. Small-Cap Portfolio | — | — | $5.6M | $7.8M | 4.4% |
| Empower Stable Value | — | — | $7.5M | $7.6M | 4.3% |
| ULLICO INFRASTRUCTURE TAX EXEMPT FU ULLICO INVESTMENT ADVISORS INC · EIN 90-0622302 / PN 001 | 103-12 Investment Entity | — | $4.5M | $5.5M | 3.1% |
| LONGVIEW LARGECAP 1000 GROWTH FUND AMALGAMATED BANK OF NY · EIN 42-2032992 / PN 019 | Common Collective Trust | — | $3.4M | $5.1M | 2.9% |
| Crescent Capital | — | — | $3.6M | $3.6M | 2.1% |
| LONGVIEW LARGECAP 1000 VALUE FUND AMALGAMATED BANK OF NY · EIN 46-2026448 / PN 018 | Common Collective Trust | — | $2.3M | $2.9M | 1.7% |
| Ironsides Private Equity Fund VII | — | — | $388K | $543K | 0.3% |
| Amalgamated Bank MMA Demand Variable | — | — | $421K | $421K | 0.2% |
