DFX Intelligence

This manager's name and 1 more commitment row

Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.

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Private markets manager in New Mexico

Manager

No date on record · this record

Public LPs on the tape

distinct allocators disclosing a fund

Commitment rows

0 dated closings

Disclosed commitments

Not disclosed

sum of the LPs' own amounts; repeats across reports

Re-ups / new

0 / 0

the plans' own words

Corporate plans

Schedule C investment manager rows

Who backs this manager

2 allocators

Allocator	Rows	Re-ups	Disclosed $	Buckets	First	Latest
Iron Workers District Council of So Oh & Vicinity Pension Trust	3	0		Public equity	Jan 31, 2023	Jan 31, 2025
Jack Buncher Foundation	1	0		Fixed income	Nov 30, 2024	Nov 30, 2024

Funds on the tape

2 vehicles

A fund of this manager3 rows
170572.371 THORNBURG STRATEGIC INCOME FUND1 row

Corporate and Taft-Hartley plans (Schedule C)

3 plans

Iron Workers District Council of So Oh & Vicinity Pension Trustplan years
Plumbers & Steamfitters Local 150 Pension Fundplan years 2022
Sheet Metal Workers' Pension Plan of Southern California Arizona and Nevadaplan years 2017

Commitment rows

4 rows

Date	Allocator	Fund	Bucket	Amount	Status	Source
as of Jan 31, 2025	Iron Workers District Council of So Oh & Vicinity Pension Trust	A fund of this managercollective trust	Public equity	$38.4M held	Disclosed holding	askebsa.dol.gov
as of Nov 30, 2024	Jack Buncher Foundation	170572.371 THORNBURG STRATEGIC INCOME FUND	Fixed income	$2.0M held	Disclosed holding	apps.irs.gov
as of Jan 31, 2024	Iron Workers District Council of So Oh & Vicinity Pension Trust	A fund of this managercollective trust	Public equity	$31.7M held	Disclosed holding	askebsa.dol.gov

+1 more commitment row

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

What changed

Dec 31, 2023Manager relationship endedinferenceSheet Metal Workers' Pension Plan of Southern California Arizona and Nevada
with this manageraskebsa.dol.gov

Across the graphs

This record is the same institution as 1 record in Independent Sponsors.

Independent Sponsors1

The joined record opens with the product, beside every other relationship on this page.

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Capital chain

This record sits on 1 traced path of capital across the graphs.

Consultant to allocator to manager

DFX traced 1 path of capital through this record

Every record on each path, what it committed or lent, and as of when.

Includes 3 days of DFX Intelligence. Then $299/month unless canceled.

Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.

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›Connections

every published relationship on the graph

+4 connections on the graph

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.