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
Truliant Federal Credit Union Pension Plan
Corporate pensionWinston Salem, NC
Assets
$104M
Total assets, Sep 30, 2025 reported
Funded
241.3%
Oct 1, 2024
Private markets target
n/a
policy Sep 30, 2025
Commitments
0
none on the tape
Plan sponsor: Truliant Federal Credit Union
Allocation policy
Form 5500, as of Sep 30, 2025
Actual allocation lines without a target (as filed)
- Insurance company general account 12.4%
- Registered investment companies 87.6%
Consultants and advisers
3 firms
- Trustage Investment Management Investment adviser (plan)through Sep 30, 2023 Form 5500
- Cmfg Life Insurance Company Actuarythrough Sep 30, 2023 Form 5500
- Cuna Mutual Group Actuarythrough Sep 30, 2023 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
33 readings
Investment management fees
$72,877 (2024-09) · $66,480 (2023-09)
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 Sep 30, 2025 | 1,030 | $97.0M | $40.0M | 241.3% | $104M | n/a | n/a | n/a |
| 2023 to Sep 30, 2024 | 992 | $80.7M | $36.0M | 223.3% | $97.0M | n/a | n/a | n/a |
| 2022 to Sep 30, 2023 | 947 | $76.5M | $38.6M | 197.4% | $80.7M | 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 $91,456 PY2024
- Members Capital Advisors, Inc. codes 27 51 $83,142 PY2024
- Cuna Mutual Group codes 11 PY2024
- Cmfg Life Insurance Company codes 11 15 17 38 $80,165 PY2023
- Members Capital Advisors, Inc. codes 27 51 $72,877 PY2023
- Cuna Mutual Group codes 11 PY2023
- Cmfg Life Insurance Company codes 11 15 17 38 $73,128 PY2022
- Members Capital Advisors, Inc. codes 27 51 $66,480 PY2022
- Cuna Mutual Group codes 11 PY2022
What changed
4 events
- Oct 1, 2024Funded status changedTruliant Federal Credit Union Pension Plan funded ratio 223.3% -> 241.3% (2023-10-01 to 2024-10-01)
- Oct 1, 2024Assets changedTruliant Federal Credit Union Pension Plan plan assets $81M -> $97M (+20.2%, 2023-10-01 to 2024-10-01)
- Sep 30, 2024Assets changedTruliant Federal Credit Union Pension Plan total assets $81M -> $97M (+20.2%, 2023-09-30 to 2024-09-30)
- Oct 1, 2023Funded status changedTruliant Federal Credit Union Pension Plan funded ratio 197.4% -> 223.3% (2022-10-01 to 2023-10-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 560582032-001
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.