Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMALGAMATED BANK | 13-4920330 | — | INVESTMENT MANAGER | $24K | — |
| BLACKROCK INSTITUTIONAL TRUST COMPA | 94-3112180 | — | INVESTMENT CONSULTANT | $11K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GORFINE SCHILLER & GARDYN PA | 52-1231901 | — | AUDITOR | $17K | — |
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 LARGE CAP 500 INDEX FUND AMALGAMATED BANK · EIN 13-4920330 / PN 009 | Common Collective Trust | — | $5.8M | $30.7M | 57.6% | |
| LONG DURATION CORPORATE CREDIT SCRE BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 94-3112180 / PN 001 | Common Collective Trust | — | $10.0M |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE SEGAL COMPANY | 13-1835864 | — | ACTUARY | $103K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| O'DONOGHUE & O'DONOGHU | 53-0120528 | — | ATTORNEY | $15K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP | 13-3036745 | — | NONE | $10K | — |
| DANIEL KERR | 52-1763637 | — | EMPLOYEE | $6K | — |
| $10.2M |
| 19.2% |
| LONGVIEW CORE BOND FUND AMALGAMATED BANK · EIN 13-4920330 / PN 005 | Common Collective Trust | — | $5.6M | $7.6M | 14.3% |
| INVESCO BALANCED-RISK ALLOCATION TR INVESCO NATIONAL TRUST COMPANY · EIN 26-6399613 / PN 001 | Common Collective Trust | — | $2.8M | $4.6M | 8.6% |
