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
State Employees Credit Union of New Mexico Cash Balance Defined Benefit Plan and Trust
Corporate pensionSanta Fe, NM
Assets
$22.0M
Total assets, Aug 31, 2025 reported
Funded
259.1%
Sep 1, 2024
Private markets target
n/a
policy Aug 31, 2025
Commitments
0
none on the tape
Plan sponsor: State Employees Credit Union of New Mexico
Allocation policy
Form 5500, as of Aug 31, 2025
Actual allocation lines without a target (as filed)
- Insurance company general account 0.1%
- Registered investment companies 99.9%
Consultants and advisers
3 firms
- Trustage Investment Management Investment adviser (plan)through Aug 31, 2023 Form 5500
- Cmfg Life Insurance Company Actuarythrough Aug 31, 2023 Form 5500
- Cuna Mutual Group Actuarythrough Aug 31, 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
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
$19,553 (2024-08) · $18,574 (2023-08)
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 Aug 31, 2025 | 196 | $21.5M | $8.2M | 259.1% | $22.0M | n/a | n/a | n/a |
| 2023 to Aug 31, 2024 | 194 | $18.6M | $7.5M | 244.6% | $21.5M | n/a | n/a | n/a |
| 2022 to Aug 31, 2023 | 183 | $17.7M | $8.3M | 210.9% | $18.6M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Cmfg Life Insurance Company codes 11 15 17 38 $84,246 PY2024
- Members Capital Advisors, Inc. codes 27 51 $21,601 PY2024
- Cuna Mutual Group codes 11 PY2024
- Cmfg Life Insurance Company codes 11 15 17 38 $76,256 PY2023
- Members Capital Advisors, Inc. codes 27 51 $19,553 PY2023
- Cuna Mutual Group codes 11 PY2023
- Cmfg Life Insurance Company codes 11 15 17 38 $72,440 PY2022
- Members Capital Advisors, Inc. codes 27 51 $18,574 PY2022
- Cuna Mutual Group codes 11 PY2022
What changed
4 events
- Sep 1, 2024Funded status changedState Employees Credit Union of New Mexico Cash Balance Defined Benefit Plan and Trust funded ratio 244.6% -> 259.1% (2023-09-01 to 2024-09-01)
- Sep 1, 2024Assets changedState Employees Credit Union of New Mexico Cash Balance Defined Benefit Plan and Trust plan assets $19M -> $22M (+15.8%, 2023-09-01 to 2024-09-01)
- Aug 31, 2024Assets changedState Employees Credit Union of New Mexico Cash Balance Defined Benefit Plan and Trust total assets $19M -> $22M (+15.8%, 2023-08-31 to 2024-08-31)
- Sep 1, 2023Funded status changedState Employees Credit Union of New Mexico Cash Balance Defined Benefit Plan and Trust funded ratio 210.9% -> 244.6% (2022-09-01 to 2023-09-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 856010733-001
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.