Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMALGAMATED BANK | 13-4920330 | NEW YORK, NY | CUSTODIAL | $3K |
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 | |||||
|---|---|---|---|---|---|---|
| ASSET CATEGORY TOTAL | Other securities | — | $27.3M | $31.4M | 45.7% | |
| ASSET CATEGORY TOTAL | Other securities | — | $15.1M | $22.2M | 32.3% | |
| LONGVIEW LARGECAP 500 VEBA INDEX FU AMALGAMATED BANK · EIN 13-4015803 / PN 008 | Common Collective Trust | — | $15.1M | $22.2M | 32.3% | |
| RWDA WESTERN ASSET US CORE PLUS, LLC W23000016 WESTERN ASSET US CORE PLUS LLC | Other securities | — | $11.4M | $16.2M | 23.5% | |
| FUND INVESTMENT MANAGER (B) IDENTITY OF ISSUER (C) DESCRIPTION OF INVESTMENT UNITS PRICE (D) COST VALUE REGISTERED INVESTMENT COMPANIES RWDA BAIRD ASSET MANAGEMENT BAIRD SHORT-TERM BOND FUND | Other securities | — | $9.5M | $9.3M | 13.5% | |
| RWDA PIMCO ALL ASSET FUND PIMCO ALL ASSET FUND | Other securities | — | $6.3M | $5.9M | 8.6% | |
| FUND INVESTMENT MANAGER (B) IDENTITY OF ISSUER (C) DESCRIPTION OF INVESTMENT UNITS PRICE (D) COST VALUE PARTNERSHIP/JOINT VENTURE INTERESTS RWDA AMERICAN REALTY ADVISORS AB1113112 AMERICAN CORE REALTY FUND, LP | Other securities | — | $4.8M | $5.2M | 7.6% | |
| ASSET CATEGORY TOTAL | Other securities | — | $4.8M | $5.2M | 7.6% | |
| RWDA AMALGAMATED BANK AB0662242 Dreyfus Government Cash Management Fund | Cash / Money Market | — | $1.9M | $1.9M | 2.8% | |
| ASSET CATEGORY UNITS COST CURRENT VALUE INTEREST BEARING CASH | Cash / Money Market | — | $1.9M | $1.9M | 2.8% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WESTERN ASSET MANAGEMENT COMPANY | 95-2705767 | PASADENA, CA | INVESTMENT MANAGEMENT | $38K | — |
| SEGAL MARCO ADVISORS | 13-2646110 | NEW YORK, NY | INVESTMENT ADVISORS | $27K | — |
| AMALGAMATED BANK | 13-4920330 | NEW YORK, NY | INVESTMENT MANAGER | $11K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CARR, RIGGS & INGRAM, LLC | 72-1396621 | BIRMIGHAM, AL | ACCOUNTANTS | $141K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE SEGAL COMPANY | 13-2619259 | NEW YORK, NY | ACTUARY | $147K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FRIEDMAN & ANSPACH | 13-3403675 | NEW YORK, NY | LEGAL COUNSEL | $82K | — |
| PROSKAUER ROSE, LLP | 13-1840454 | NEW YORK, NY | LEGAL COUNSEL | $30K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BLUE CROSS AND BLUE SHIELD | 63-0103830 | CHICAGO, IL | CLAIMS PROCESSOR | $1.3M | — |
| SAVE ON SP, LLC | 47-3603390 | ELMA, NY | — | $495K | — |
| JOSHUA BREWER | — | BIRMINGHAM, AL | EMPLOYEE | $101K | — |
| STEPHANIE M THOMAS | — | BIRMIGHAM, AL | EMPLOYEE | $73K | — |
| LISA RODGERS | — | BIRMINGHAM, AL | EMPLOYEE | $49K | — |
| BRITTANY L HILL | — | BIRMINGHAM, AL | EMPLOYEE | $46K | — |
| JASON ZOEBELEIN | — | BIRMIGHAM, AL | EMPLOYEE | $41K | — |
| KURSTON GRAY | — | BIRMIGHAM, AL | EMPLOYEE | $27K | — |
| TYLER BYARS | — | BIRMINGHAM, AL | EMPLOYEE | $27K | — |
| VALORIE PACK | — | BIRMIGHAM, AL | EMPLOYEE | $26K | — |
| SARAH MOSS | — | BIRMIGHAM, AL | EMPLOYEE | $25K | — |
| LINDA J GRIFFIN | — | BIRMIGHAM, AL | EMPLOYEE | $25K | — |
| KDW ENTERPRISES, LLC | 04-7343863 | MOODY, AL | — | $9K | — |
| DIXIE ELECTRIC COMPANY, INC. | 63-0279539 | MONTGOMERY, AL | — | $6K | — |
