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.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
Corporate pension
T•••••••• M••••• P•••• C•••••• P•••••• P•••
Corporate pensionAlbuquerque, NM
Assets
$38.2M
Total assets, Dec 31, 2024 reported
Funded
93.9%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
1 managers on Schedule C
Plan sponsor: T•••••••• M••••• P••••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Master trust investment accounts 100.0%
Consultants and advisers
2 firms
- W••••• T••••• W••••• U• L•• Actuarythrough Dec 31, 2022 Form 5500
- B••• o• N•• Y••• M••••• Trusteethrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
3 managers on Schedule C
From Schedule C (investment management, code 28)
- N••••••• T•••• C••plan years 2024
- B•••••••• I••••••••• T•••• C••••plan years 2022
- M••••• S••••••plan years 2022
Commitments
No fund commitments are on the tape for this allocator. The tape holds the plans that publish their own private-markets reports; a plan that publishes one and is not here is a gap we can close.
Size and funding
30 readings
Investment management fees
$10,938 (2023-12) · $28,131 (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 | 667 | $41.4M | $44.1M | 93.9% | $38.2M | n/a | $38.2M | n/a |
| 2023 to Dec 31, 2023 | 693 | $43.4M | $46.3M | 92.7% | $41.4M | n/a | $41.4M | n/a |
| 2022 to Dec 31, 2022 | 727 | $62.9M | $47.5M | 113.5% | $43.4M | n/a | $43.4M | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- N••••••• Trust codes 28 51 $256,263 PY2024
- Milliman codes 13 50 65 $17,275 PY2024
- B••• o• N•• Y••• M••••• codes 21 50 $9,717 PY2024
- RV Kuhns & Associates codes 13 50 65 $9,408 PY2024
- M••••• S•••••• codes 28 51 $5,818 PY2024
- W••••• T••••• W••••• codes 11 50 $5,193 PY2024
- PNM Resources Inc. Master Trust Sched. D M $38.2M PY2024
- W••••• T••••• W••••• U• L•• codes 11 PY2024
- W••••• T••••• W••••• codes 11 16 50 $41,773 PY2023
- Milliman codes 13 50 65 $41,625 PY2023
- RV Kuhns & Associates codes 13 50 65 $13,877 PY2023
- B••• o• N•• Y••• M••••• codes 21 50 $11,043 PY2023
- M••••• S•••••• codes 28 51 $10,997 PY2023
- PNM Resources Inc. Master Trust Sched. D M $41.4M PY2023
- W••••• T••••• W••••• U• L•• codes 11 PY2023
- Milliman codes 13 50 65 $33,143 PY2022
- W••••• T••••• W••••• codes 11 16 50 $30,596 PY2022
- Williams Capital codes 13 50 65 $24,622 PY2022
- RV Kuhns & Associates codes 13 50 65 $21,712 PY2022
- B•••••••• I••••••••• Trust codes 28 51 $16,314 PY2022
- B••• o• N•• Y••• M••••• codes 21 50 $12,798 PY2022
- M••••• S•••••• codes 28 51 $11,758 PY2022
- PNM Resources Inc. Master Trust Sched. D M $43.4M PY2022
- W••••• T••••• W••••• U• L•• codes 11 PY2022
What changed
5 events
- Dec 31, 2024Manager relationship startedN••••••• Trust appears on T•••••••• M••••• P•••• C•••••• P•••••• P•••'s Schedule C as investment manager (plan year 2024 vs 2023)with N••••••• T•••• C••askebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceW••••• T••••• W••••• no longer appears on T•••••••• M••••• P•••• C•••••• P•••••• P•••'s Schedule C as general consultant (plan year 2024 vs 2023)with W••••• T••••• W••••• U• L••askebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceB•••••••• I••••••••• Trust no longer appears on T•••••••• M••••• P•••• C•••••• P•••••• P•••'s Schedule C as investment manager (plan year 2023 vs 2022)with B•••••••• I••••••••• T•••• C••••askebsa.dol.gov
- Jan 1, 2023Funded status changedT•••••••• M••••• P•••• C•••••• P•••••• P••• funded ratio 113.5% -> 92.7% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedT•••••••• M••••• P•••• C•••••• P•••••• P••• plan assets $63M -> $43M (-31.0%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 750204070-001
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.