DFX Intelligence

Allocator Intelligence

The capital-owner graph behind private markets. Who owns the capital, who decides, how much, under what policy, on whose advice, to which managers, and what changed, with a source and a date behind every row. A target is never an actual, a disclosed holding is never an approval, and an estimate says so.

Taft-Hartley plan

Ibew Local No. 60 Pension

Taft-Hartley planAlbuquerque, NM
Assets
$97.0M
Total assets, Dec 31, 2024 reported
Funded
107.3%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
3
none on the tape
Plan sponsor: Ibew Local No. 60 Pension Plan Trust Fund
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 1.4%
  • Partnership/joint venture interests 11.2%
  • Common/collective trusts 2.7%
  • Registered investment companies 84.2%
Consultants and advisers
2 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
No manager relationship is on the tape for this allocator.
Commitments
3 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Alliance Real Estate Fundcollective trustChevy Chase TrustReal estate$2.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Alliance Real Estate Fundcollective trustChevy Chase TrustReal estate$3.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Alliance Real Estate Fundcollective trustChevy Chase TrustReal estate$4.1M heldDisclosed holdingaskebsa.dol.gov
Size and funding
30 readings
Total assets
$97.0M Dec 31, 2024 reported Form 5500
$83.7M (2023-12) · $72.2M (2022-12)
Plan assets
$83.7M Jan 1, 2024 reported Form 5500
$72.2M (2023-01) · $85.0M (2022-01)
Net assets
$97.0M Dec 31, 2024 reported Form 5500
$83.7M (2023-12) · $72.2M (2022-12)
Funded ratio
107.3% Jan 1, 2024 reported Form 5500
105.0% (2023-01) · 105.3% (2022-01)
Participants
3,093 Jan 1, 2024 reported Form 5500
2,640 (2023-01) · 2,718 (2022-01)
Contributions
$5.4M Dec 31, 2024 reported Form 5500
$4.1M (2023-12) · $3.3M (2022-12)
Benefits paid
$2.9M Dec 31, 2024 reported Form 5500
$2.7M (2023-12) · $2.7M (2022-12)
Net investment income
$13.3M Dec 31, 2024 reported Form 5500
$11.5M (2023-12) · $-12.8M (2022-12)
Investment management fees
$64,626 Dec 31, 2024 reported Form 5500
$29,329 (2023-12) · $90,139 (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 20243,093n/an/an/a$97.0M$10.9Mn/an/a
2023 to Dec 31, 20232,640n/an/an/a$83.7M$8.3Mn/an/a
2022 to Dec 31, 20222,718n/an/an/a$72.2M$5.9Mn/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
5 events
  • Dec 31, 2024Assets changed
    Ibew Local No. 60 Pension total assets $84M -> $97M (+15.9%, 2023-12-31 to 2024-12-31)
    askebsa.dol.gov
  • Jan 1, 2024Funded status changed
    Ibew Local No. 60 Pension funded ratio 105.0% -> 107.3% (2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Jan 1, 2024Assets changed
    Ibew Local No. 60 Pension plan assets $72M -> $84M (+16.0%, 2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Dec 31, 2023Assets changed
    Ibew Local No. 60 Pension total assets $72M -> $84M (+16.0%, 2022-12-31 to 2023-12-31)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    Ibew Local No. 60 Pension plan assets $85M -> $72M (-15.1%, 2022-01-01 to 2023-01-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 741870479-001
Cross-graph: no entry on another DFX graph
First observed Sep 15, 2026, last observed Sep 15, 2026. Classification confirmed. Every row above carries its source; a reported figure is the subject’s own, a derived one is arithmetic on reported figures, an estimated one is a model or a survey imputation and is never summed into a headline.