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
Waste Isolation Pilot Plant Pension Plan
Corporate pensionCarlsbad, NM
Assets
$233M
Total assets, Dec 31, 2024 reported
Funded
97.4%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
6
none on the tape
Plan sponsor: Salado Isolation Mining Contractors, LLC
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Common/collective trusts 92.9%
Consultants and advisers
4 firms
- Herronpalmer, LLC Custodianthrough Dec 31, 2024 Form 5500
- Northern Trust Co. Trusteethrough Dec 31, 2023 Form 5500
- Willis Towers Watson US LLC Actuarythrough Dec 31, 2022 Form 5500
- Bank of New York Mellon Trusteethrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
2 managers on the commitment tape
From the plan’s own commitment disclosures
- Mercer Investments LLC3 rows, latest Dec 31, 2024
- Northern Trust Collective Eafe Inde3 rows, latest Dec 31, 2024
From Schedule C (investment management, code 28)
- Mercer Investments LLCplan years 2022
Commitments
6 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 | Mercer US Core Real Estate Portfolicollective trust | Mercer Investments LLC | Real estate | $9.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | NT Collective Govt Short Term Invtcollective trust | Northern Trust Collective Eafe Inde | Cash | $826,181 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Mercer US Core Real Estate Portfolicollective trust | Mercer Investments LLC | Real estate | $9.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | NT Collective Govt Short Term Invtcollective trust | Northern Trust Collective Eafe Inde | Cash | $754,954 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Mercer US Core Real Estate Portfolicollective trust | Mercer Investments LLC | Real estate | $8.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | NT Collective Govt Short Term Invtcollective trust | Northern Trust Collective Eafe Inde | Cash | $790,978 held | Disclosed holding | askebsa.dol.gov |
Size and funding
33 readings
Investment management fees
$624,003 (2023-12) · $594,418 (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 | 1,756 | $215M | $219M | 97.4% | $233M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 1,801 | $203M | $210M | 98.5% | $224M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 1,656 | $215M | $192M | 105.2% | $207M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Mercer codes 28 51 52 $670,549 PY2024
- Willis Towers Watson codes 11 50 70 $231,323 PY2024
- Milliman codes 15 50 64 $149,354 PY2024
- Alston & Bird LLP codes 29 50 $102,570 PY2024
- Herronpalmer codes 15 18 $70,000 PY2024
- The Northern Trust Company codes 21 50 51 65 $50,000 PY2024
- Eide Bailly LLP codes 10 50 $22,425 PY2024
- Mercer Global Low Volatility Equity Sched. D C $4.2M PY2024
- Mercer Opportunistic Fixed Income P Sched. D C $12.2M PY2024
- Mercer Passive Long Government Fixe Sched. D C $37.4M PY2024
- Mercer US Large Cap Passive Equity Sched. D C $54.2M PY2024
- Mercer US Small/mid Cap Equity Port Sched. D C $9.6M PY2024
- Northern Trust Collective Governmen Sched. D C $826,181 PY2024
- Mercer US Core Real Estate Portfoli Sched. D C $8.2M PY2024
- Mercer Emerging Markets Equity Port Sched. D C $11.1M PY2024
- Mercer Non-Us Core Equity Portfolio Sched. D C $25.1M PY2024
- Mercer Active Long Corporate Invest Sched. D C $53.7M PY2024
- Willis Towers Watson US LLC codes 11 PY2024
- Mercer codes 28 51 52 $764,640 PY2023
- Willis Towers Watson codes 11 17 50 70 $402,941 PY2023
- Milliman codes 15 50 64 $108,678 PY2023
- Alston & Bird LLP codes 29 50 $73,839 PY2023
- The Northern Trust Company codes 21 50 51 65 $66,944 PY2023
- Eide Bailly LLP codes 10 50 $24,344 PY2023
- Bank of New York Mellon codes 21 50 51 65 $14,784 PY2023
- Mercer US Core Real Estate Portfoli Sched. D C $8.4M PY2023
- Mercer Emerging Markets Equity Port Sched. D C $14.0M PY2023
- Mercer Non-Us Core Equity Portfolio Sched. D C $25.7M PY2023
- Mercer Active Long Corporate Invest Sched. D C $54.8M PY2023
- Mercer Global Low Volatility Equity Sched. D C $11.7M PY2023
- Mercer Opportunistic Fixed Income P Sched. D C $11.7M PY2023
- Mercer Passive Long Government Fixe Sched. D C $39.9M PY2023
- Mercer US Large Cap Passive Equity Sched. D C $32.7M PY2023
- Mercer US Small/mid Cap Equity Port Sched. D C $9.3M PY2023
- Northern Trust Collective Governmen Sched. D C $754,954 PY2023
- Willis Towers Watson US LLC codes 11 PY2023
- Mercer codes 28 51 52 $497,501 PY2022
- Milliman codes 15 50 64 $134,684 PY2022
- Willis Towers Watson codes 11 17 50 70 $115,382 PY2022
- Alston & Bird LLP codes 29 50 $60,879 PY2022
- Bank of New York Mellon codes 21 50 51 65 $59,206 PY2022
- Eide Bailly LLP codes 10 50 $17,900 PY2022
- Mercer US Core Real Estate Portfoli Sched. D C $9.4M PY2022
- Mercer Emerging Markets Equity Port Sched. D C $11.7M PY2022
- Mercer Non-Us Core Equity Portfolio Sched. D C $19.6M PY2022
- Mercer Active Long Corporate Invest Sched. D C $47.8M PY2022
- Mercer Global Low Volatility Equity Sched. D C $10.5M PY2022
- Mercer Opportunistic Fixed Income P Sched. D C $10.4M PY2022
- Mercer Passive Long Government Fixe Sched. D C $32.8M PY2022
- Mercer US Large Cap Passive Equity Sched. D C $33.4M PY2022
- Mercer US Small/mid Cap Equity Port Sched. D C $8.4M PY2022
- Northern Trust Collective Governmen Sched. D C $790,978 PY2022
- Willis Towers Watson US LLC codes 11 PY2022
What changed
2 events
- Dec 31, 2024Consultant changedinferenceWillis Towers Watson no longer appears on Waste Isolation Pilot Plant Pension Plan's Schedule C as pension consultant (plan year 2024 vs 2023)with Willis Towers Watson US LLCaskebsa.dol.gov
- Jan 1, 2023Funded status changedWaste Isolation Pilot Plant Pension Plan funded ratio 105.2% -> 98.5% (2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 824745477-001
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.