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
Abound Federal Credit Union Defined Benefit Plan and Trust
Corporate pensionRadcliff, KY
Assets
$43.9M
Total assets, Dec 31, 2024 reported
Funded
153.7%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
3
none on the tape
Plan sponsor: Abound Federal Credit Union
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Insurance company general account 9.9%
- Common/collective trusts 29.3%
- Registered investment companies 60.7%
Consultants and advisers
3 firms
- Trustage Investment Management Investment adviser (plan)through Dec 31, 2022 Form 5500
- Cmfg Life Insurance Company Actuarythrough Dec 31, 2022 Form 5500
- Cuna Mutual Group 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
- Northern Trust Collective Eafe Inde3 rows, latest Dec 31, 2024
Commitments
3 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 | Northern Trust Eafe Indexcollective trust | Northern Trust Collective Eafe Inde | Pooled vehicles | $5.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Russell 1000 Growth Indexcollective trust | Northern Trust Collective Eafe Inde | Pooled vehicles | $4.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | NT Collective S&p 400 Idx Fd Dc Nlcollective trust | Northern Trust Collective Eafe Inde | Pooled vehicles | $3.0M held | Disclosed holding | askebsa.dol.gov |
Size and funding
33 readings
Investment management fees
$29,369 (2023-12) · $20,267 (2022-12)
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 | 484 | $33.9M | $14.7M | 153.7% | $43.9M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 464 | $29.8M | $12.7M | 158.4% | $33.9M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 429 | $41.5M | $15.9M | 190.6% | $29.8M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Cmfg Life Insurance Company codes 11 15 17 38 $49,649 PY2024
- Members Capital Advisors, Inc. codes 27 51 $33,099 PY2024
- Collective Eafe Index Fund Dc Sched. D C $5.8M PY2024
- Collective R1000 Growth Indx Fnd Dc Sched. D C $4.1M PY2024
- Collective S&p 400 Index Fund Dc Sched. D C $3.0M PY2024
- Cuna Mutual Group codes 11 PY2024
- Cmfg Life Insurance Company codes 11 15 17 38 $44,053 PY2023
- Members Capital Advisors, Inc. codes 27 51 $29,369 PY2023
- Cuna Mutual Group codes 11 PY2023
- Cmfg Life Insurance Company codes 11 15 17 38 $40,534 PY2022
- Members Capital Advisors, Inc. codes 27 51 $20,267 PY2022
- Cuna Mutual Group codes 11 PY2022
What changed
6 events
- Dec 31, 2024Assets changedAbound Federal Credit Union Defined Benefit Plan and Trust total assets $34M -> $44M (+29.4%, 2023-12-31 to 2024-12-31)
- Jan 1, 2024Funded status changedAbound Federal Credit Union Defined Benefit Plan and Trust funded ratio 158.4% -> 153.7% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedAbound Federal Credit Union Defined Benefit Plan and Trust plan assets $30M -> $34M (+14.0%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Assets changedAbound Federal Credit Union Defined Benefit Plan and Trust total assets $30M -> $34M (+14.0%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedAbound Federal Credit Union Defined Benefit Plan and Trust funded ratio 190.6% -> 158.4% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedAbound Federal Credit Union Defined Benefit Plan and Trust plan assets $41M -> $30M (-28.3%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 610549068-001
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.