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

Campus USA Credit Union Retirement Plan

Corporate pensionGainesville, FL
Assets
$59.2M
Total assets, Dec 31, 2024 reported
Funded
156.3%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
30
none on the tape
Plan sponsor: Campus USA Credit Union
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Insurance company general account 3.2%
  • Pooled separate accounts 85.2%
  • Registered investment companies 9.9%
Consultants and advisers
2 firms
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
Commitments
30 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Prin Midcap Sep Acct-Zseparate accountPrincipalPooled vehicles$5.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Prin Core Plus Bond Sep Acct-Zseparate accountPrincipalFixed income$1.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Prin Diversified Intl Sa-Zseparate accountPrincipalHedge / diversifiers$3.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Prin Lgcp S&p 500 Index Sa-Zseparate accountPrincipalPooled vehicles$5.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Prin Smcap Growth I Sep Acct-Zseparate accountPrincipalPooled vehicles$5.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Prin Largecap Growth I Sa-Zseparate accountPrincipalPooled vehicles$5.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Prin High Income Sep Acct-Zseparate accountPrincipalFixed income$8.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Prin Core Fix Inc Sep Acct-Zseparate accountPrincipalPooled vehicles$5.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Prin Equity Income Sa-Zseparate accountPrincipalFixed income$8.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Prin Ldi Intrm Dur Sep Acct-Zseparate accountPrincipalPooled vehicles$1.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Midcap Sep Acct-Zseparate accountPrincipalPooled vehicles$6.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Core Plus Bond Sep Acct-Zseparate accountPrincipalFixed income$2.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Diversified Intl Sa-Zseparate accountPrincipalHedge / diversifiers$3.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Lgcp S&p 500 Index Sa-Zseparate accountPrincipalPooled vehicles$4.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Smcap Growth I Sep Acct-Zseparate accountPrincipalPooled vehicles$4.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Largecap Growth I Sa-Zseparate accountPrincipalPooled vehicles$3.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin High Income Sep Acct-Zseparate accountPrincipalFixed income$5.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Core Fix Inc Sep Acct-Zseparate accountPrincipalPooled vehicles$4.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Equity Income Sa-Zseparate accountPrincipalFixed income$8.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Ldi Intrm Dur Sep Acct-Zseparate accountPrincipalPooled vehicles$1.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Midcap Sep Acct-Zseparate accountPrincipalPooled vehicles$4.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Core Plus Bond Sep Acct-Zseparate accountPrincipalFixed income$4.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Diversified Intl Sa-Zseparate accountPrincipalHedge / diversifiers$2.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Lgcp S&p 500 Index Sa-Zseparate accountPrincipalPooled vehicles$3.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Smcap Growth I Sep Acct-Zseparate accountPrincipalPooled vehicles$3.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Largecap Growth I Sa-Zseparate accountPrincipalPooled vehicles$2.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin High Income Sep Acct-Zseparate accountPrincipalFixed income$5.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Core Fix Inc Sep Acct-Zseparate accountPrincipalPooled vehicles$4.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Equity Income Sa-Zseparate accountPrincipalFixed income$7.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Ldi Intrm Dur Sep Acct-Zseparate accountPrincipalPooled vehicles$1.5M heldDisclosed holdingaskebsa.dol.gov
Size and funding
30 readings
Total assets
$59.2M Dec 31, 2024 reported Form 5500
$50.6M (2023-12) · $44.0M (2022-12)
Plan assets
$55.7M Jan 1, 2024 reported Form 5500
$48.1M (2023-01) · $59.5M (2022-01)
Net assets
$59.2M Dec 31, 2024 reported Form 5500
$50.6M (2023-12) · $44.0M (2022-12)
Funded ratio
156.3% Jan 1, 2024 reported Form 5500
163.9% (2023-01) · 185.9% (2022-01)
Funding target
$28.2M Jan 1, 2024 reported Form 5500
$25.8M (2023-01) · $22.6M (2022-01)
Discount rate
5.35% Jan 1, 2024 reported Form 5500
5.50% (2023-01) · 5.68% (2022-01)
Participants
387 Jan 1, 2024 reported Form 5500
375 (2023-01) · 330 (2022-01)
Contributions
$1.0M Dec 31, 2024 reported Form 5500
$1.5M (2023-12) · $1.5M (2022-12)
Benefits paid
$1.0M Dec 31, 2024 reported Form 5500
$3.3M (2023-12) · $1.2M (2022-12)
Net investment income
$8.6M Dec 31, 2024 reported Form 5500
$6.6M (2023-12) · $-10.5M (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 2024387$55.7M$28.2M156.3%$59.2Mn/an/an/a
2023 to Dec 31, 2023375$48.1M$25.8M163.9%$50.6Mn/an/an/a
2022 to Dec 31, 2022330$59.5M$22.6M185.9%$44.0Mn/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Principal Life Insurance Company codes 13 50 64 $83,609 PY2024
  • Wilshire Advisors LLC codes 27 72 PY2024
  • Prin Core Plus Bond Sep Acct-Z Sched. D P $1.2M PY2024
  • Prin Diversified Intl Sa-Z Sched. D P $3.5M PY2024
  • Prin Lgcp S&p 500 Index Sa-Z Sched. D P $5.5M PY2024
  • Prin Smcap Growth I Sep Acct-Z Sched. D P $5.5M PY2024
  • Prin Largecap Growth I Sa-Z Sched. D P $5.3M PY2024
  • Prin High Income Sep Acct-Z Sched. D P $8.2M PY2024
  • Prin Core Fix Inc Sep Acct-Z Sched. D P $5.1M PY2024
  • Prin Equity Income Sa-Z Sched. D P $8.8M PY2024
  • Prin Ldi Intrm Dur Sep Acct-Z Sched. D P $1.6M PY2024
  • Prin Midcap Sep Acct-Z Sched. D P $5.7M PY2024
  • Principal Financial Group codes 11 PY2024
  • Principal Life Insurance Company codes 13 50 64 $82,410 PY2023
  • Wilshire Advisors LLC codes 27 72 PY2023
  • Prin Smcap Growth I Sep Acct-Z Sched. D P $4.0M PY2023
  • Prin Midcap Sep Acct-Z Sched. D P $6.4M PY2023
  • Prin Core Plus Bond Sep Acct-Z Sched. D P $2.1M PY2023
  • Prin Diversified Intl Sa-Z Sched. D P $3.2M PY2023
  • Prin Lgcp S&p 500 Index Sa-Z Sched. D P $4.8M PY2023
  • Prin Largecap Growth I Sa-Z Sched. D P $3.9M PY2023
  • Prin High Income Sep Acct-Z Sched. D P $5.9M PY2023
  • Prin Core Fix Inc Sep Acct-Z Sched. D P $4.7M PY2023
  • Prin Equity Income Sa-Z Sched. D P $8.2M PY2023
  • Prin Ldi Intrm Dur Sep Acct-Z Sched. D P $1.6M PY2023
  • Principal Financial Group codes 11 PY2023
  • Principal Life Insurance Company codes 13 50 64 $87,319 PY2022
  • Wilshire Advisors LLC codes 27 72 PY2022
  • Prin Midcap Sep Acct-Z Sched. D P $4.9M PY2022
  • Prin Core Plus Bond Sep Acct-Z Sched. D P $4.1M PY2022
  • Prin Diversified Intl Sa-Z Sched. D P $2.7M PY2022
  • Prin Lgcp S&p 500 Index Sa-Z Sched. D P $3.8M PY2022
  • Prin Smcap Growth I Sep Acct-Z Sched. D P $3.4M PY2022
  • Prin Largecap Growth I Sa-Z Sched. D P $2.6M PY2022
  • Prin High Income Sep Acct-Z Sched. D P $5.1M PY2022
  • Prin Core Fix Inc Sep Acct-Z Sched. D P $4.3M PY2022
  • Prin Equity Income Sa-Z Sched. D P $7.2M PY2022
  • Prin Ldi Intrm Dur Sep Acct-Z Sched. D P $1.5M PY2022
  • Principal Financial Group codes 11 PY2022
What changed
6 events
  • Dec 31, 2024Assets changed
    Campus USA Credit Union Retirement Plan total assets $51M -> $59M (+16.9%, 2023-12-31 to 2024-12-31)
    askebsa.dol.gov
  • Jan 1, 2024Funded status changed
    Campus USA Credit Union Retirement Plan funded ratio 163.9% -> 156.3% (2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Jan 1, 2024Assets changed
    Campus USA Credit Union Retirement Plan plan assets $48M -> $56M (+15.8%, 2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Dec 31, 2023Assets changed
    Campus USA Credit Union Retirement Plan total assets $44M -> $51M (+15.1%, 2022-12-31 to 2023-12-31)
    askebsa.dol.gov
  • Jan 1, 2023Funded status changed
    Campus USA Credit Union Retirement Plan funded ratio 185.9% -> 163.9% (2022-01-01 to 2023-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    Campus USA Credit Union Retirement Plan plan assets $59M -> $48M (-19.0%, 2022-01-01 to 2023-01-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 590637646-001
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.