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
Sunwest Federal Credit Union Defined Benefit Plan and Trust
Corporate pensionGlendale, AZ
Assets
$14.7M
Total assets, Dec 31, 2024 reported
Funded
186.2%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: Sunwest Federal Credit Union
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 1.9%
- Corporate debt instruments (other) 33.9%
- U.S. Government securities 33.6%
- Registered investment companies 30.2%
Consultants and advisers
4 firms
- Advanced Capital Group, Inc. Investment adviser (plan)through Dec 31, 2022 Form 5500
- Alera Group Inc. Trusteethrough Dec 31, 2024 Form 5500
- October Three Consulting LLC Actuarythrough Dec 31, 2022 Form 5500
- US Bank Trusteethrough 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
32 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 | 148 | $17.7M | $9.5M | 186.2% | $14.7M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 146 | $18.9M | $10.7M | 175.7% | $17.7M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 139 | $25.9M | $9.4M | 275.0% | $18.9M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- October Three Consulting LLC codes 11 $38,806 PY2024
- Advanced Capital Group, Inc. codes 27 $31,963 PY2024
- US Bank codes 21 $7,551 PY2024
- Alera Group Inc. codes 21 $6,789 PY2024
- October Three Consulting LLC codes 11 PY2024
- Advanced Capital Group, Inc. codes 27 $47,171 PY2023
- October Three Consulting LLC codes 11 $27,165 PY2023
- US Bank codes 21 $7,500 PY2023
- October Three Consulting LLC codes 11 PY2023
- Advanced Capital Group, Inc. codes 27 $60,190 PY2022
- October Three Consulting LLC codes 11 $22,183 PY2022
- US Bank codes 21 $7,515 PY2022
- October Three Consulting LLC codes 11 PY2022
What changed
4 events
- Dec 31, 2024Assets changedSunwest Federal Credit Union Defined Benefit Plan and Trust total assets $18M -> $15M (-17.2%, 2023-12-31 to 2024-12-31)
- Jan 1, 2024Funded status changedSunwest Federal Credit Union Defined Benefit Plan and Trust funded ratio 175.7% -> 186.2% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedSunwest Federal Credit Union Defined Benefit Plan and Trust funded ratio 275.0% -> 175.7% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedSunwest Federal Credit Union Defined Benefit Plan and Trust plan assets $26M -> $19M (-27.1%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 860097752-001
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.