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
Family Trust Federal Credit Union Retirement Pension Plan
Corporate pensionRock Hill, SC
Assets
n/a
Total assets, Oct 25, 2022 reported
Funded
n/a
not filed
Private markets target
n/a
no policy read
Commitments
0
none on the tape
Plan sponsor: Family Trust Federal Credit Union
Allocation policy
No allocation policy has been read for this allocator yet. Public systems get theirs from the ACFR; corporate plans from the sponsor’s 10-K; plans from Schedule H lines.
Consultants and advisers
No adviser relationship is on the tape for this allocator. Public systems name theirs in the ACFR; plans list them on Schedule C.
People
No investment staff or executives have been read for this allocator yet.
Manager roster
5 managers on Schedule C
From Schedule C (investment management, code 28)
- The Vanguard Groupplan years 2022
- Vanguard Total Stock Market Idx Iplan years 2022
- Invescoplan years 2022
- Capital Research and Management Complan years 2022
- Massachusetts Mutual Life Insurance Companyplan 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
6 readings
Form 5500 filings
1 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2022 to Oct 25, 2022 | 143 | n/a | n/a | n/a | $0 | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Great West Life & Annuity Insurance codes 13 $77,946 PY2022
- Gallagher Benefit Service codes 49 $51,000 PY2022
- Poyner Spruill codes 50 $15,045 PY2022
- Doeren Mayhew & Co. PC codes 10 $8,500 PY2022
- Doeren Mayhew & Co. PC codes 52 60 62 68 72 PY2022
- Invesco codes 52 PY2022
- Vangaurd codes 52 PY2022
- Vangaurd codes 52 PY2022
- American Funds codes 52 PY2022
- Sia-Cnd Sched. D P PY2022
- Sia-Cnf Sched. D P PY2022
- Sia-Cnj Sched. D P PY2022
- Sia-Kr Sched. D P PY2022
- Sia-Cmz Sched. D P PY2022
What changed
No dated events yet.
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 570400781-022
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.