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
Municipal Credit Union Defined Benefit Plan
Corporate pensionNEW York, NY
Assets
$14.8M
Total assets, Jun 30, 2025 reported
Funded
124.6%
Jul 1, 2023
Private markets target
n/a
policy Jun 30, 2025
Commitments
0
none on the tape
Plan sponsor: Municipal Credit Union
Allocation policy
Form 5500, as of Jun 30, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 99.7%
- Non-interest-bearing cash 0.0%
Consultants and advisers
4 firms
- Onedigital Investment adviser (plan)through Jun 30, 2024 Form 5500
- Pacific Investmt Management Co LLC Investment adviser (plan)through Jun 30, 2023 Form 5500
- Principal Financial Group Actuarythrough Jun 30, 2023 Form 5500
- Principal Trust Co. Discretionary trusteethrough Jun 30, 2023 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)
- JP Morgan Chaseplan years 2023
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
29 readings
Investment management fees
$1.0M (2024-06) · $308,832 (2023-06)
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 | 732 | n/a | n/a | n/a | $14.8M | n/a | n/a | n/a |
| 2023 to Jun 30, 2024 | 742 | $162M | $130M | 124.6% | $169M | n/a | n/a | n/a |
| 2022 to Jun 30, 2023 | 888 | $170M | $122M | 138.2% | $214M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Pimco codes 27 50 $404,055 PY2024
- Principal Custodial Solutions codes 24 50 $235,126 PY2024
- Principal Life Insurance Company codes 13 50 64 $127,940 PY2024
- Onedigital Investment Advisors codes 27 50 $106,250 PY2024
- Principal Life Insurance Company codes 13 50 64 $788,592 PY2023
- Pmico codes 27 50 $480,054 PY2023
- Cmfg Life Insurance Company codes 49 50 $444,261 PY2023
- Principal Costodial Solutions codes 24 50 $93,197 PY2023
- Onedigital Investment Advisors codes 27 50 $21,250 PY2023
- Principal Financial Group codes 11 PY2023
- Pimco codes 27 50 $416,537 PY2022
- Principal Life Insurance Company codes 13 50 64 $210,156 PY2022
- Principal Costodial Solutions codes 24 50 $44,180 PY2022
- JP Morgan Chase codes 28 50 $16,206 PY2022
- Resources Investment Advisors codes 27 99 PY2022
- Prin Liquid Assets Sep Acct-Z Sched. D P PY2022
- Principal Financial Group codes 11 PY2022
What changed
6 events
- Jun 30, 2025Assets changedMunicipal Credit Union Defined Benefit Plan total assets $169M -> $15M (-91.3%, 2024-06-30 to 2025-06-30)
- Jun 30, 2024Assets changedMunicipal Credit Union Defined Benefit Plan total assets $214M -> $169M (-20.8%, 2023-06-30 to 2024-06-30)
- Dec 31, 2023Manager relationship endedinferenceJP Morgan Chase no longer appears on Municipal Credit Union Defined Benefit Plan's Schedule C as investment manager (plan year 2023 vs 2022)with JP Morgan Chaseaskebsa.dol.gov
- Dec 31, 2023Consultant changedinferenceOnedigital Investment Advisors appears on Municipal Credit Union Defined Benefit Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with Onedigitalaskebsa.dol.gov
- Dec 31, 2023Consultant changedinferenceResources Investment Advisors no longer appears on Municipal Credit Union Defined Benefit Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with Onedigitalaskebsa.dol.gov
- Jul 1, 2023Funded status changedMunicipal Credit Union Defined Benefit Plan funded ratio 138.2% -> 124.6% (2022-07-01 to 2023-07-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 135261470-001
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.