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
Retirement Plan and Trust for Employees of Credit Human Federal Credit Union
Corporate pensionSAN Antonio, TX
Assets
$181M
Total assets, Dec 31, 2024 reported
Funded
132.4%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: Credit Human Federal Credit Union
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 11.2%
- Corporate debt instruments (other) 25.5%
- U.S. Government securities 6.0%
- Registered investment companies 4.5%
- Common stock 49.5%
Consultants and advisers
3 firms
- Delaware Investments Investment adviser (plan)through Dec 31, 2022 Form 5500
- Morgan Stanley Investment adviser (plan)through Dec 31, 2022 Form 5500
- Milliman, Inc. Actuarythrough 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
33 readings
Investment management fees
$240,450 (2023-12) · $253,616 (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 | 1,413 | $183M | $145M | 132.4% | $181M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 1,338 | $162M | $134M | 133.1% | $183M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 1,272 | $197M | $121M | 155.4% | $162M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Delaware Investments codes 27 50 51 $187,859 PY2024
- Morgan Stanley codes 27 50 51 $63,654 PY2024
- Milliman codes 11 PY2024
- Delaware Investments codes 27 50 51 $178,650 PY2023
- Morgan Stanley codes 27 50 51 $61,800 PY2023
- Milliman codes 11 PY2023
- Delaware Investments codes 27 50 51 $137,058 PY2022
- Morgan Stanley codes 27 50 51 $45,000 PY2022
- Milliman codes 11 PY2022
What changed
4 events
- Jan 1, 2024Assets changedRetirement Plan and Trust for Employees of Credit Human Federal Credit Union plan assets $162M -> $183M (+13.2%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Assets changedRetirement Plan and Trust for Employees of Credit Human Federal Credit Union total assets $162M -> $183M (+13.1%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedRetirement Plan and Trust for Employees of Credit Human Federal Credit Union funded ratio 155.4% -> 133.1% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedRetirement Plan and Trust for Employees of Credit Human Federal Credit Union plan assets $197M -> $162M (-17.8%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 740956027-001
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.