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
Landmark Credit Union Defined Benefit Plan
Corporate pensionBrookfield, WI
Assets
$56.1M
Total assets, Dec 31, 2024 reported
Funded
122.0%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
1
none on the tape
Plan sponsor: Landmark Credit Union
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Pooled separate accounts 0.0%
- Registered investment companies 100.0%
Consultants and advisers
2 firms
- Principal Financial Group Actuarythrough Dec 31, 2024 Form 5500
- John Hancock Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on the commitment tape
From the plan’s own commitment disclosures
- Principal1 rows, latest Dec 31, 2024
Commitments
1 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 | Prin Liquid Assets Sep Acct-Zseparate account | Principal | Pooled vehicles | $19,284 held | Disclosed holding | askebsa.dol.gov |
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 | 602 | $56.8M | $45.0M | 122.0% | $56.1M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 693 | $54.4M | $41.2M | 127.9% | $56.8M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 758 | $56.4M | $35.9M | 150.8% | $54.7M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Principal Life Insurance Company codes 13 50 64 $27,100 PY2024
- Prin Liquid Assets Sep Acct-Z Sched. D P $19,284 PY2024
- Principal Financial Group codes 11 PY2024
- John Hancock Retirement Srvcs codes 15 62 64 $101,527 PY2023
- John Hancock codes 11 PY2023
- John Hancock Retirement Srvcs codes 15 62 64 $83,432 PY2022
- John Hancock codes 11 PY2022
What changed
2 events
- Jan 1, 2024Funded status changedLandmark Credit Union Defined Benefit Plan funded ratio 127.9% -> 122.0% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedLandmark Credit Union Defined Benefit Plan funded ratio 150.8% -> 127.9% (2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 390203995-001
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.