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
Credit Union West Retirement Pension Plan
Corporate pensionGlendale, AZ
Assets
n/a
Total assets, Sep 20, 2024 reported
Funded
106.8%
Jan 1, 2023
Private markets target
n/a
policy Dec 31, 2023
Commitments
6
none on the tape
Plan sponsor: Credit Union West
Allocation policy
Form 5500, as of Dec 31, 2023
Actual allocation lines without a target (as filed)
- Pooled separate accounts 12.9%
- Registered investment companies 87.1%
Consultants and advisers
1 firms
- 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
- Principal6 rows, latest Dec 31, 2023
Commitments
6 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, 2023 | Prin Govt & Hq Bond Sa-R6separate account | Principal | Fixed income | $21,806 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Prin Liquid Assets Sep Acct-Zseparate account | Principal | Pooled vehicles | $51,013 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Prin Lgcp S&p 500 Index Sa-Zseparate account | Principal | Pooled vehicles | $2.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Prin Govt & Hq Bond Sa-R6separate account | Principal | Fixed income | $17,684 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Prin Liquid Assets Sep Acct-Zseparate account | Principal | Pooled vehicles | $48,013 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Prin Lgcp S&p 500 Index Sa-Zseparate account | Principal | Pooled vehicles | $1.8M held | Disclosed holding | askebsa.dol.gov |
Size and funding
26 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 Sep 20, 2024 | 126 | n/a | n/a | n/a | $0 | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 161 | $16.8M | $14.1M | 106.8% | $18.0M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 173 | $23.8M | $14.9M | 125.6% | $16.8M | 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 $119,708 PY2024
- Sageview Advisory Group LLC codes 49 99 PY2024
- Pension Benefit Guaranty Corporatio codes 49 99 PY2024
- Prin Govt&hq Bnd Sep Acct-Sig Sched. D P PY2024
- Prin Liq Assets Sep Acct-Sig Sched. D P PY2024
- Prin Lgcap S&p 500 Idx Sa-Sig Sched. D P PY2024
- Principal Life Insurance Company codes 13 50 64 $136,792 PY2023
- Sageview Advisory Group LLC codes 49 99 PY2023
- Pension Benefit Guaranty Corporatio codes 49 99 PY2023
- Prin Govt&hq Bnd Sep Acct-Sig Sched. D P $21,806 PY2023
- Prin Liq Assets Sep Acct-Sig Sched. D P $51,013 PY2023
- Prin Lgcap S&p 500 Idx Sa-Sig Sched. D P $2.2M PY2023
- Principal Financial Group codes 11 PY2023
- Principal Life Insurance Company codes 13 50 64 $133,543 PY2022
- Sageview Advisory Group LLC codes 49 99 PY2022
- Pension Benefit Guaranty Corporatio codes 49 99 PY2022
- Prin Lgcap S&p 500 Idx Sa-Sig Sched. D P $1.8M PY2022
- Prin Govt&hq Bnd Sep Acct-Sig Sched. D P $17,684 PY2022
- Prin Liq Assets Sep Acct-Sig Sched. D P $48,013 PY2022
- Principal Financial Group codes 11 PY2022
What changed
3 events
- Sep 20, 2024Assets changedCredit Union West Retirement Pension Plan total assets $18M -> $0 (-100.0%, 2023-12-31 to 2024-09-20)
- Jan 1, 2023Funded status changedCredit Union West Retirement Pension Plan funded ratio 125.6% -> 106.8% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedCredit Union West Retirement Pension Plan plan assets $24M -> $17M (-29.4%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 860108241-022
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.