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
Eglin Federal Credit Union Retirement Plan
Corporate pensionFort Walton Beach, FL
Assets
$80.4M
Total assets, Dec 31, 2024 reported
Funded
133.6%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
3
none on the tape
Plan sponsor: Eglin Federal Credit Union
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Pooled separate accounts 1.1%
- Registered investment companies 98.9%
Consultants and advisers
3 firms
- MML Investors Services Inc Investment adviser (plan)through Dec 31, 2022 Form 5500
- Wilshire Investment adviser (plan)through Dec 31, 2022 Form 5500
- Principal Financial 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
- Principal3 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 | Prin Liquid Assets Sep Acct-Zseparate account | Principal | Pooled vehicles | $914,070 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Prin Liquid Assets Sep Acct-Zseparate account | Principal | Pooled vehicles | $717,279 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Prin Liquid Assets Sep Acct-Zseparate account | Principal | Pooled vehicles | $632,111 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 | 449 | $69.6M | $51.4M | 133.6% | $80.4M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 462 | $61.5M | $46.7M | 138.5% | $69.6M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 478 | $65.1M | $41.3M | 142.9% | $61.5M | 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 $236,069 PY2024
- MML Investors Services LLC codes 27 99 $10,200 PY2024
- Wilshire Advisors LLC codes 27 72 PY2024
- Prin Liquid Assets Sep Acct-Z Sched. D P $914,070 PY2024
- Principal Financial Group codes 11 PY2024
- Principal Life Insurance Company codes 13 50 64 $159,020 PY2023
- MML Investors Services LLC codes 27 99 PY2023
- Wilshire Advisors LLC codes 27 72 PY2023
- Prin Liquid Assets Sep Acct-Z Sched. D P $717,279 PY2023
- Principal Financial Group codes 11 PY2023
- Principal Life Insurance Company codes 13 50 64 $93,470 PY2022
- Wilshire Advisors LLC codes 27 72 PY2022
- MML Investors Services LLC codes 27 99 PY2022
- Prin Liquid Assets Sep Acct-Z Sched. D P $632,111 PY2022
- Prin Core Plus Bd Sep Acct-R6 Sched. D P PY2022
- Principal Financial Group codes 11 PY2022
What changed
5 events
- Dec 31, 2024Assets changedEglin Federal Credit Union Retirement Plan total assets $70M -> $80M (+15.5%, 2023-12-31 to 2024-12-31)
- Jan 1, 2024Funded status changedEglin Federal Credit Union Retirement Plan funded ratio 138.5% -> 133.6% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedEglin Federal Credit Union Retirement Plan plan assets $62M -> $70M (+13.2%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Assets changedEglin Federal Credit Union Retirement Plan total assets $62M -> $70M (+13.1%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedEglin Federal Credit Union Retirement Plan funded ratio 142.9% -> 138.5% (2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 590724728-001
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.