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
Meriwest Credit Union Retirement Plan
Corporate pensionSAN Jose, CA
Assets
$80.9M
Total assets, Dec 31, 2024 reported
Funded
109.6%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: Meriwest Credit Union
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 3.1%
- Corporate debt instruments (other) 19.3%
- U.S. Government securities 11.2%
- Other investments 8.1%
- Registered investment companies 11.5%
- Common stock 44.9%
- Preferred stock 1.8%
Consultants and advisers
3 firms
- John Hancock Life Insurance Co Actuarythrough Dec 31, 2024 Form 5500
- Manulife John Hancock Actuarythrough Dec 31, 2024 Form 5500
- John Hancock Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on Schedule C
From Schedule C (investment management, code 28)
- Morgan Stanley Smith Barneyplan years 2022
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
$331,812 (2023-12) · $356,019 (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 | 431 | $76.7M | $61.4M | 109.6% | $80.9M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 407 | $70.2M | $56.1M | 126.3% | $76.7M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 403 | $81.7M | $49.2M | 146.0% | $70.2M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Morgan Stanley codes 28 $379,414 PY2024
- John Hancock Retirement Plan Svcs codes 11 15 62 64 $111,917 PY2024
- Miller, Kaplan, Arase & Co LLP codes 10 $18,000 PY2024
- Manulife John Hancock codes 11 PY2024
- Morgan Stanley codes 28 $331,812 PY2023
- John Hancock Retirement Plan Svcs codes 11 15 62 64 $105,198 PY2023
- Miller, Kaplan, Arase & Co LLP codes 10 $18,000 PY2023
- John Hancock codes 11 PY2023
- Morgan Stanley codes 28 $356,019 PY2022
- John Hancock Retirement Plan Svcs codes 11 15 62 64 $108,549 PY2022
- Miller, Kaplan, Arase & Co LLP codes 10 $15,700 PY2022
- John Hancock codes 11 PY2022
What changed
3 events
- Jan 1, 2024Funded status changedMeriwest Credit Union Retirement Plan funded ratio 126.3% -> 109.6% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedMeriwest Credit Union Retirement Plan funded ratio 146.0% -> 126.3% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedMeriwest Credit Union Retirement Plan plan assets $82M -> $70M (-14.0%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 941521987-001
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.