Filings through .
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10 funds hold $63.8M of the plan's $67.3M. From the 2025 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Amalgamated Bank - Longview Broad Market Russell Manager not matched · Other | $12.1M | 18.9% |
| BNY Mellon -Newton Capital Mangement - EB Ncml Global Equity Fund BNY · Collective trust | $7.2M | 11.3% |
| T. Rowe Price Large-Cap Growth Fund T. Rowe Price · Mutual fund | $7.2M | 11.3% |
| Collective DoubleLine Core Plus DoubleLine · Collective trust | $7.1M | 11.1% |
| Voya Domestic Equity Fund Voya · Collective trust | $6.7M | 10.5% |
| Blackrock Strategic Income BlackRock · Mutual fund | $6.1M | 9.6% |
| Aristotle - Value Eq Col Trust Aristotle · Collective trust | $5.2M | 8.2% |
| Fidelity Real Estate Investment Portfolio Fidelity (FMR) · Separate account | $5.1M | 8.1% |
| GCM Grosvenor Multi-Asset Class Fund II, LP Manager not matched · Mutual fund | $4.1M | 6.5% |
| Hartford Administrative Services - International Opportunities Fund Y Hartford Funds · Mutual fund | $2.9M | 4.5% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
| Actuary | Schedule | Address, phone |
|---|---|---|
Joel Stewart Milliman Schedule MB | Schedule MB | Pro |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.