Lynne Fox signed BD of Trustees-Adjustable Plan of the National Retirement Fund's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
BD of Trustees-Adjustable Plan of the National Retirement Fund's EIN is 13-6130178.
Download the official 2024 Form 5500 (PDF) for BD of Trustees-Adjustable Plan of the National Retirement Fund from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HARDMAN JOHNSTON GLOBAL ADVISORS | 13-3257590 | — | NONE | $52K | — |
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 AMALGAMATED BANK · EIN 13-4920330 / PN 009 | Common Collective Trust | — | $17.5M | $26.5M | 16.4% | |
| PIMCO Income Inst | Mutual Funds | — | $27.0M | $25.3M | 15.6% | |
| Oaktree Global Credit Fund, LP | Other securities | — | $20.7M | $24.6M | 15.2% | |
| Hirtle Callaghan Private Equity Offshore Fund XII Ltd | Common Stocks | — | $8.0M | $13.6M | 8.4% | |
| JPMCB GLOBAL ALLOCATION INVESTMENT JPMORGAN CHASE BANK, N.A. · EIN 82-3618774 / PN 001 | Common Collective Trust | — | $10.4M | $11.9M | 7.3% | |
| JOHNSTON I.E. GROUP MASTER TRUST MF HARDMAN JOHNSTON GLOBAL ADVISORS LLC · EIN 26-6493485 / PN 001 | 103-12 Investment Entity | — | $10.3M | $9.9M | 6.1% | |
| PIMCO Tactical Opp Offshore Fund LP | Mutual Funds | — | $7.0M | $8.6M | 5.3% | |
| LONGVIEW MIDCAP 400 AMALGAMATED BANK · EIN 13-4920330 / PN 011 | Common Collective Trust | — | $6.3M | $7.9M | 4.9% | |
| LONGVIEW SMALL CAP 600 INDEX AMALGAMATED BANK · EIN 13-4920330 / PN 004 | Common Collective Trust | — | $6.8M | $7.7M | 4.7% | |
| Brookfield Super-Core Infra Partners | Other securities | — | $6.6M | $7.4M | 4.6% | |
| Hirtle Callaghan Alt Credit Opp Offshore Port Ltd | Common Stocks | — | $2.3M | $3.5M | 2.2% | |
| Amalgamated Bank of NY MMA Demand Var % | Other securities | — | $2.9M | $2.9M | 1.8% | |
| Varde Private Debt Opportunities Fund LP | Other securities | — | $524K | $1.1M | 0.7% | |
| Hirtle Callaghan Total Return Offshore Fund II Ltd | Common Stocks | — | $540K | $702K | 0.4% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
BD of Trustees-Adjustable Plan of the National Retirement Fund's plan includes a defined-benefit pension formula.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMALGAMATED EMPLOYEE BENEFITS ADMIN | 13-3432221 | — | OWNED BY PARTY-IN-INT | $2.4M | — |
| SCHULTE ROTH & ZABEL LLP | 13-2633996 | — | NONE | $270K | — |
| HORIZON ACTUARIAL SERVICES, LLC | 26-1370698 | — | NONE | $180K | — |
| NOVAK FRANCELLA, LLC | 61-1436956 | — | NONE | $94K | — |
| LEGACY PLAN OF THE NATIONAL RETIREM | 13-6130178 | — | PARTY-IN-INTEREST | $85K | — |
| HIRTLE, CALLAGHAN & COMPANY | 26-2821689 | — | PARTY-IN-INTEREST | $68K | — |
| ALIGRAPHICS, A DIVISION OF AEBA | 13-3432221 | — | OWNED BY PARTY-IN-INT | $53K | — |
| JPMORGAN CHASE BANK, NATIONAL ASSOC | 13-4994650 | — | NONE | $46K | — |
| MARINER INSTITUTIONAL, LLC | 59-3676225 | — | NONE | $38K | — |
| AMALGAMATED LIFE INSURANCE COMPANY | 13-5501223 | — | OWNED BY PARTY-IN-INT | $23K | — |
| AMALGAMATED BANK | 13-3566126 | — | PARTY-IN-INTEREST | $6K | — |
| VIRTUAL BENEFITS ADMINISTRATORS | 20-3293066 | — | NONE | $0 | — |
| SS&C TECHNOLOGIES | 06-1169696 | — | NONE | $0 | — |
| SOUTHERN REGIONAL JOINT BOARD | 58-1086875 | — | PARTY-IN-INTEREST | $0 | — |
