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
The People's Credit Union Defined Benefit Plan and Trust
Corporate pensionMiddletown, RI
Assets
$15.8M
Total assets, Dec 31, 2025 reported
Funded
107.9%
Jan 1, 2025
Private markets target
n/a
policy Dec 31, 2025
Commitments
0
1 managers on Schedule C
Plan sponsor: The People's Credit Union
Allocation policy
Form 5500, as of Dec 31, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 0.9%
- Corporate debt instruments (other) 25.9%
- U.S. Government securities 5.3%
- Registered investment companies 33.5%
- Common stock 34.3%
Consultants and advisers
2 firms
- The Angell Pension Group, Inc. Actuarythrough Dec 31, 2025 Form 5500
- MG Trust Company DBA Matrix Trust Trusteethrough Dec 31, 2025 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on Schedule C
From Schedule C (investment management, code 28)
- Morgan Stanleyplan years 2025
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
44 readings
Total assets
$14.6M (2024-12) · $14.1M (2023-12) · $13.0M (2022-12)
Plan assets
$14.1M (2024-01) · $13.1M (2023-01) · $15.1M (2022-01)
Net assets
$14.6M (2024-12) · $14.1M (2023-12) · $13.0M (2022-12)
Funded ratio
105.6% (2024-01) · 101.2% (2023-01) · 124.2% (2022-01)
Funding target
$10.4M (2024-01) · $10.1M (2023-01) · $9.4M (2022-01)
Discount rate
5.22% (2024-01) · 5.33% (2023-01) · 5.52% (2022-01)
Benefits paid
$271,443 (2024-12) · $178,069 (2023-12) · $214,473 (2022-12)
Net investment income
$585,555 (2024-12) · $1.0M (2023-12) · $-2.1M (2022-12)
Investment management fees
$101,142 (2024-12) · $93,685 (2023-12) · $95,950 (2022-12)
Form 5500 filings
4 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2025 to Dec 31, 2025 | 130 | $14.7M | $10.5M | 107.9% | $15.8M | n/a | n/a | n/a |
| 2024 to Dec 31, 2024 | 130 | $14.1M | $10.4M | 105.6% | $14.6M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 131 | $13.1M | $10.1M | 101.2% | $14.1M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 132 | $15.1M | $9.4M | 124.2% | $13.0M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Morgan Stanley codes 51 $106,246 PY2025
- The Angell Pension Group, Inc. codes 11 $22,787 PY2025
- Matrix Trust codes 21 62 63 $12,085 PY2025
- The Angell Pension Group, Inc. codes 11 PY2025
- Morgan Stanley codes 51 $101,142 PY2024
- The Angell Pension Group, Inc. codes 11 $17,318 PY2024
- Matrix Trust codes 21 62 63 $11,292 PY2024
- The Angell Pension Group, Inc. codes 11 PY2024
- Morgan Stanley codes 51 $93,685 PY2023
- The Angell Pension Group, Inc. codes 11 $15,496 PY2023
- Matrix Trust codes 21 62 63 $10,489 PY2023
- The Angell Pension Group, Inc. codes 11 PY2023
- Morgan Stanley codes 51 $95,950 PY2022
- The Angell Pension Group, Inc. codes 11 $17,051 PY2022
- Matrix Trust codes 21 62 63 $11,093 PY2022
- The Angell Pension Group, Inc. codes 11 PY2022
What changed
4 events
- Jan 1, 2025Funded status changedThe People's Credit Union Defined Benefit Plan and Trust funded ratio 105.6% -> 107.9% (2024-01-01 to 2025-01-01)
- Jan 1, 2024Funded status changedThe People's Credit Union Defined Benefit Plan and Trust funded ratio 101.2% -> 105.6% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedThe People's Credit Union Defined Benefit Plan and Trust funded ratio 124.2% -> 101.2% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedThe People's Credit Union Defined Benefit Plan and Trust plan assets $15M -> $13M (-13.6%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 050198580-001
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.