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
The Retirement Plan of Power Financial Credit Union
Corporate pensionPembroke Pines, FL
Assets
$22.5M
Total assets, Jun 30, 2025 reported
Funded
168.6%
Jul 1, 2024
Private markets target
n/a
policy Jun 30, 2025
Commitments
3
none on the tape
Plan sponsor: Power Financial Credit Union
Allocation policy
Form 5500, as of Jun 30, 2025
Actual allocation lines without a target (as filed)
- Common/collective trusts 6.0%
- Registered investment companies 94.0%
Consultants and advisers
2 firms
- Pentegra Trust Company Trusteethrough Jun 30, 2023 Form 5500
- Pentegra Services, Inc. Actuarythrough Jun 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
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 Jun 30, 2025 | Value Equity Collective Fundcollective trust | Deprince, Race & Zollo Master Trust | Public equity | $1.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2024 | Value Equity Collective Fundcollective trust | Deprince, Race & Zollo Master Trust | Public equity | $1.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2023 | Value Equity Collective Fundcollective trust | Deprince, Race & Zollo Master Trust | Public equity | $1.3M 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 Jun 30, 2025 | 142 | $20.8M | $12.3M | 168.6% | $22.5M | n/a | n/a | n/a |
| 2023 to Jun 30, 2024 | 148 | $19.2M | $12.5M | 153.5% | $20.8M | n/a | n/a | n/a |
| 2022 to Jun 30, 2023 | 153 | $18.6M | $12.6M | 147.5% | $19.2M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Pentegra Trust Company codes 21 27 $117,690 PY2024
- Value Equity Collective Fund Sched. D C $1.4M PY2024
- Pentegra Services, Inc. codes 11 PY2024
- Pentegra Trust Company codes 21 27 $105,482 PY2023
- Value Equity Collective Fund Sched. D C $1.4M PY2023
- Pentegra Services, Inc. codes 11 PY2023
- Pentegra Trust Company codes 21 27 $104,044 PY2022
- Value Equity Collective Fund Sched. D C $1.3M PY2022
- Pentegra Services, Inc. codes 11 PY2022
What changed
2 events
- Jul 1, 2024Funded status changedThe Retirement Plan of Power Financial Credit Union funded ratio 153.5% -> 168.6% (2023-07-01 to 2024-07-01)
- Jul 1, 2023Funded status changedThe Retirement Plan of Power Financial Credit Union funded ratio 147.5% -> 153.5% (2022-07-01 to 2023-07-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 590690962-001
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.