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
Metro Credit Union Pension Plan
Corporate pensionChelsea, MA
Assets
n/a
Total assets, Dec 31, 2024 reported
Funded
100.2%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2023
Commitments
0
none on the tape
Plan sponsor: Metro Credit Union
Allocation policy
Form 5500, as of Dec 31, 2023
Actual allocation lines without a target (as filed)
- Interest-bearing cash 11.2%
- Registered investment companies 88.8%
Consultants and advisers
2 firms
- Reliance Trust Company Custodianthrough Dec 31, 2022 Form 5500
- The Angell Pension Group, Inc. Actuarythrough Dec 31, 2022 Form 5500
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
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
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 | 145 | $5.7M | $4.9M | 100.2% | $0 | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 147 | $5.3M | $4.8M | 80.9% | $5.7M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 154 | $6.0M | $5.0M | 106.0% | $5.4M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Great-West Life & Annuity Insurance codes 15 37 38 49 50 59 60 62 63 64 65 72 99 $7,891 PY2024
- The Angell Pension Group, Inc. codes 11 $975 PY2024
- Reliance Trust Company codes 19 25 99 PY2024
- The Angell Pension Group, Inc. codes 11 PY2024
- Great-West Life & Annuity Insurance codes 15 37 38 49 50 59 60 62 63 64 65 72 99 $7,500 PY2023
- The Angell Pension Group, Inc. codes 11 $2,913 PY2023
- Reliance Trust Company codes 19 25 99 PY2023
- The Angell Pension Group, Inc. codes 11 PY2023
- Reliance Trust Company codes 19 25 99 PY2022
- Great-West Life & Annuity Insurance codes 15 37 38 49 50 59 60 62 63 64 65 72 99 PY2022
- The Angell Pension Group, Inc. codes 11 PY2022
What changed
4 events
- Dec 31, 2024Assets changedMetro Credit Union Pension Plan total assets $6M -> $0 (-100.0%, 2023-12-31 to 2024-12-31)
- Jan 1, 2024Funded status changedMetro Credit Union Pension Plan funded ratio 80.9% -> 100.2% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedMetro Credit Union Pension Plan funded ratio 106.0% -> 80.9% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedMetro Credit Union Pension Plan plan assets $6M -> $5M (-11.5%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 041695745-002
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.