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.
Corporate pension
NMC Retirement Plan
Corporate pensionTucson, AZ
Assets
$27.0M
Total assets, Dec 31, 2024 reported
Funded
112.1%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
3
none on the tape
Plan sponsor: BHP New Mexico Coal Inc.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Non-interest-bearing cash 0.0%
- U.S. Government securities 40.2%
- Common/collective trusts 2.2%
- Registered investment companies 57.3%
Consultants and advisers
2 firms
- Northern Trust Co. Trusteethrough Dec 31, 2022 Form 5500
- Mercer Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on the commitment tape
From the plan’s own commitment disclosures
- Northern Trust Collective Eafe Inde3 rows, latest Dec 31, 2024
From Schedule C (investment management, code 28)
- AON Investments USA Incplan years 2022
- Pacific Investmt Management Co LLCplan years 2022
- AON Consulting, Inc.plan years 2022
Commitments
3 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | NT Collective Short Term Investmentcollective trust | Northern Trust Collective Eafe Inde | Cash | $599,998 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | NT Collective Short Term Investmentcollective trust | Northern Trust Collective Eafe Inde | Cash | $552,648 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | NT Collective Short Term Investmentcollective trust | Northern Trust Collective Eafe Inde | Cash | $692,550 held | Disclosed holding | askebsa.dol.gov |
Size and funding
33 readings
Investment management fees
$92,454 (2023-12) · $38,306 (2022-12)
Form 5500 filings
3 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 180 | $28.8M | $25.6M | 112.1% | $27.0M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 180 | $28.7M | $25.8M | 110.5% | $28.9M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 183 | $38.6M | $25.7M | 149.2% | $28.7M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Northern Trust Company codes 21 50 62 $80,006 PY2024
- Pacific Investment Mgmt Company codes 28 51 $75,236 PY2024
- AON Consulting, Inc codes 28 51 $72,268 PY2024
- AON Investments USA Inc codes 28 51 $67,500 PY2024
- HAM, Langston & Brezina, LLP codes 10 50 $25,410 PY2024
- Morgan Garris, LLC codes 10 50 $7,500 PY2024
- NT Collective Short Term Invt Fund Sched. D C $599,998 PY2024
- Mercer codes 11 PY2024
- Northern Trust Company codes 21 50 62 $79,701 PY2023
- AON Hewitt Investment Consulting codes 28 51 $76,604 PY2023
- Pacific Investment Mgmt Company codes 28 51 $75,175 PY2023
- HAM, Langston & Brezina, LLP codes 10 50 $28,840 PY2023
- Morgan Garris, LLC codes 10 50 $15,530 PY2023
- NT Collective Short Term Invt Fund Sched. D C $552,648 PY2023
- Mercer codes 11 PY2023
- AON Hewitt Investment Consulting codes 28 51 $83,372 PY2022
- Northern Trust Company codes 21 50 62 $47,738 PY2022
- Pacific Investment Mgmt Company codes 28 51 $38,306 PY2022
- AON Consulting, Inc. codes 28 51 $11,155 PY2022
- NT Collective Short Term Invt Fund Sched. D C $692,550 PY2022
- Mercer codes 11 PY2022
What changed
3 events
- Dec 31, 2023Manager relationship endedinferenceAON Consulting, Inc. no longer appears on NMC Retirement Plan's Schedule C as investment manager (plan year 2023 vs 2022)with AON Consulting, Inc.askebsa.dol.gov
- Jan 1, 2023Funded status changedNMC Retirement Plan funded ratio 149.2% -> 110.5% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedNMC Retirement Plan plan assets $39M -> $29M (-25.6%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 452485938-003
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.