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
Virginia Federal Credit Union Defined Benefit Plan
Corporate pensionRichmond, VA
Assets
$106M
Total assets, Dec 31, 2024 reported
Funded
156.6%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
6
none on the tape
Plan sponsor: Virginia Federal Credit Union
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Pooled separate accounts 22.6%
- Registered investment companies 77.4%
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, 2024
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, 2024 | Prin Liquid Assets Sep Acct-Zseparate account | Principal | Pooled vehicles | $1.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Prin Lgcp S&p 500 Index Sa-Zseparate account | Principal | Pooled vehicles | $22.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Prin Liquid Assets Sep Acct-Zseparate account | Principal | Pooled vehicles | $939,057 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Prin Lgcp S&p 500 Index Sa-Zseparate account | Principal | Pooled vehicles | $21.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Prin Liquid Assets Sep Acct-Zseparate account | Principal | Pooled vehicles | $775,224 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Prin Lgcp S&p 500 Index Sa-Zseparate account | Principal | Pooled vehicles | $17.3M 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 Dec 31, 2024 | 874 | $96.1M | $61.2M | 156.6% | $106M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 830 | $78.4M | $55.9M | 139.8% | $96.1M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 789 | $82.3M | $47.9M | 171.1% | $78.4M | 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 $109,551 PY2024
- Prin Liquid Assets Sep Acct-Z Sched. D P $1.1M PY2024
- Prin Lgcp S&p 500 Index Sa-Z Sched. D P $22.9M PY2024
- Principal Financial Group codes 11 PY2024
- Principal Life Insurance Company codes 13 50 64 $93,336 PY2023
- Prin Liquid Assets Sep Acct-Z Sched. D P $939,057 PY2023
- Prin Lgcp S&p 500 Index Sa-Z Sched. D P $21.0M PY2023
- Principal Financial Group codes 11 PY2023
- Principal Life Insurance Company codes 13 50 64 $91,962 PY2022
- Prin Lgcp S&p 500 Index Sa-Z Sched. D P $17.3M PY2022
- Prin Liquid Assets Sep Acct-Z Sched. D P $775,224 PY2022
- Principal Financial Group codes 11 PY2022
What changed
5 events
- Dec 31, 2024Assets changedVirginia Federal Credit Union Defined Benefit Plan total assets $96M -> $106M (+10.5%, 2023-12-31 to 2024-12-31)
- Jan 1, 2024Funded status changedVirginia Federal Credit Union Defined Benefit Plan funded ratio 139.8% -> 156.6% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedVirginia Federal Credit Union Defined Benefit Plan plan assets $78M -> $96M (+22.5%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Assets changedVirginia Federal Credit Union Defined Benefit Plan total assets $78M -> $96M (+22.5%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedVirginia Federal Credit Union Defined Benefit Plan funded ratio 171.1% -> 139.8% (2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 540578719-001
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.