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.

OCIO

Trustage Investment Management

OCIOprobableDC plan focusMadison, WICRD 105960trustage.com
Advisory clients on the tape
44
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
331
filed Sep 9, 2026
ADV institutional RAUM
$36B
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$37B
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.92; discretionary RAUM $37B. An OCIO holds discretion over at least $5B of institutional assets; a consultant advises.
Advisory clients
44 allocators
Other roles
2 allocators
Schedule C rows
123 rows, $3.8M direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Ithink Financial Credit Union Cash Balance Defined Benefit Plan and Trust202527 51NONE$36,694
Winsouth Credit Union Cash Balance Defined Benefit Plan and Trust202527 51NONE$9,370
Floridacentral Credit Union Cash Balance Retirement Pension Plan202511enrolled actuary
Ithink Financial Credit Union Cash Balance Defined Benefit Plan and Trust202511enrolled actuary
Atlanta Postal Credit Union Cash Balance Defined Benefit Plan and Trust202511enrolled actuary
Winsouth Credit Union Cash Balance Defined Benefit Plan and Trust202511enrolled actuary
Global Defined Benefit Retirement Plan202427 51NONE$179,485
Retirement Plan for Employees of la Capitol Federal Credit Union202427 51NONE$112,095
Philadelphia Federal Credit Union Defined Benefit Plan and Trust202427 51NONE$87,809
Consumers Credit Union Defined Benefit Plan and Trust202427 51NONE$83,748
Truliant Federal Credit Union Pension Plan202427 51NONE$83,142
Potlatch No 1 Financial Credit Union Cash Balance Defined Benefit Plan and Trust202427 51NONE$69,475
Allsouth Federal Credit Union Defined Benefit Plan and Trust202427 51NONE$53,101
Community First Credit Union Defined Benefit Plan and Trust202427 51NONE$51,303
Lake Michigan Credit Union Cash Balance Defined Benefit Plan and Trust202427 51NONE$46,690
Arkansas Federal Credit Union Cash Balance Defined Benefit Plan and Trust202427 51NONE$43,324
Coastal Federal Credit Union Cash Balance Defined Benefit Pension Plan and Trust202427 51NONE$43,125
Dupont Community Credit Union Defined Benefit Plan202427 51NONE$39,885
Neighbors Federal Credit Union Cash Balance Defined Benefit Plan and Trust202427 51NONE$36,803
Capital Educators Federal Credit Union Cash Balance Defined Benefit Plan and Trust202427 51NONE$35,723
Abound Federal Credit Union Defined Benefit Plan and Trust202427 51NONE$33,099
Ithink Financial Credit Union Cash Balance Defined Benefit Plan and Trust202427 51NONE$33,081
Belco Community Credit Union Cash Balance Defined Benefit Plan and Trust202427 51NONE$32,793
Cyprus Federal Credit Union Cash Balance Defined Benefit Plan and Trust202427 51NONE$30,355
True Community Credit Union Cash Balance Defined Benefit Plan and Trust202427 51NONE$26,718
Family Security Credit Union Cash Balance Non-Integrated Defined Benefit Plan202427 51NONE$24,878
Dade County Federal Credit Union Defined Benefit Plan and Trust202427 51NONE$23,264
State Employees Credit Union of New Mexico Cash Balance Defined Benefit Plan and Trust202427 51NONE$21,601
Apco Employees Credit Union Defined Benefit Plan and Trust202427 51NONE$20,181
Legacy Community Federal Credit Union Cash Balance Defined Benefit Plan and Trust202427 51NONE$19,148
Soarion Credit Union Retirement Plan and Trust202427 51NONE$18,865
Public Service Credit Union Cash Balance Pension Plan202427 51NONE$15,048
Sandia Area Federal Credit Union Defined Benefit Plan and Trust202427 51NONE$15,029
Kohler Credit Union Defined Benefit Plan202427 51NONE$14,570
Community Credit Union of Florida Defined Benefit Plan and Trust202427 51NONE$14,122
Uncle Credit Union Cash Balance Defined Benefit Plan and Trust202427 51NONE$13,459
Keesler Federal Credit Union Cash Balance Defined Benefit Plan and Trust202427 51NONE$10,398
Jovia Financial Credit Union Defined Benefit Plan and Trust202427 51NONE$10,007
Winsouth Credit Union Cash Balance Defined Benefit Plan and Trust202427 51NONE$9,621
Hapo Community Credit Union Cash Balance Defined Benefit Plan and Trust202427 51NONE$7,789
Alabama State Employees Credit Union Cash Balance Defined Benefit Plan and Trust202427 51NONE$7,018
Summit Credit Union Defined Benefit Plan and Trust202427 51NONE$6,620
Tucson Federal Credit Union Defined Benefit Plan and Trust202427 51NONE$4,219
Trona Valley Community Federal Credit Union Cash Balance Defined Benefit Plan and Trust202427 51NONE$1,481
Sovita Credit Union Cash Balance Defined Benefit Plan and Trust202427 51NONE$1,104
Summit Credit Union Defined Benefit Plan and Trust202411enrolled actuary
Global Defined Benefit Retirement Plan202327 51NONE$186,499
Retirement Plan for Employees of la Capitol Federal Credit Union202327 51NONE$93,469
Consumers Credit Union Defined Benefit Plan and Trust202327 51NONE$75,302
Philadelphia Federal Credit Union Defined Benefit Plan and Trust202327 51NONE$74,620
Truliant Federal Credit Union Pension Plan202327 51NONE$72,877
Potlatch No 1 Financial Credit Union Cash Balance Defined Benefit Plan and Trust202327 51NONE$60,904
Allsouth Federal Credit Union Defined Benefit Plan and Trust202327 51NONE$50,320
Neighbors Federal Credit Union Cash Balance Defined Benefit Plan and Trust202327 51NONE$38,524
Arkansas Federal Credit Union Cash Balance Defined Benefit Plan and Trust202327 51NONE$38,480
Lake Michigan Credit Union Cash Balance Defined Benefit Plan and Trust202327 51NONE$36,116
Dupont Community Credit Union Defined Benefit Plan202327 51NONE$35,370
Capital Educators Federal Credit Union Cash Balance Defined Benefit Plan and Trust202327 51NONE$32,114
Ithink Financial Credit Union Cash Balance Defined Benefit Plan and Trust202327 51NONE$31,619
Abound Federal Credit Union Defined Benefit Plan and Trust202327 51NONE$29,369
Belco Community Credit Union Cash Balance Defined Benefit Plan and Trust202327 51NONE$29,267
Coastal Federal Credit Union Cash Balance Defined Benefit Pension Plan and Trust202327 51NONE$28,750
Cyprus Federal Credit Union Cash Balance Defined Benefit Plan and Trust202327 51NONE$28,229
True Community Credit Union Cash Balance Defined Benefit Plan and Trust202327 51NONE$23,651
Tucson Federal Credit Union Defined Benefit Plan and Trust202327 51NONE$23,320
Family Security Credit Union Cash Balance Non-Integrated Defined Benefit Plan202327 51NONE$21,327
State Employees Credit Union of New Mexico Cash Balance Defined Benefit Plan and Trust202327 51NONE$19,553
Dade County Federal Credit Union Defined Benefit Plan and Trust202327 51NONE$19,156
Legacy Community Federal Credit Union Cash Balance Defined Benefit Plan and Trust202327 51NONE$17,156
Apco Employees Credit Union Defined Benefit Plan and Trust202327 51NONE$16,988
Soarion Credit Union Retirement Plan and Trust202327 51NONE$15,956
Public Service Credit Union Cash Balance Pension Plan202327 51NONE$14,067
Sandia Area Federal Credit Union Defined Benefit Plan and Trust202327 51NONE$12,963
Kohler Credit Union Defined Benefit Plan202327 51NONE$12,716
Uncle Credit Union Cash Balance Defined Benefit Plan and Trust202327 51NONE$11,941
Winsouth Credit Union Cash Balance Defined Benefit Plan and Trust202327 51NONE$9,365
Community Credit Union of Florida Defined Benefit Plan and Trust202327 51NONE$9,358
Keesler Federal Credit Union Cash Balance Defined Benefit Plan and Trust202327 51NONE$9,262
Hapo Community Credit Union Cash Balance Defined Benefit Plan and Trust202327 51NONE$7,088
Jovia Financial Credit Union Defined Benefit Plan and Trust202327 51NONE$6,636
Summit Credit Union Defined Benefit Plan and Trust202327 51NONE$5,809
Alabama State Employees Credit Union Cash Balance Defined Benefit Plan and Trust202327 51NONE$4,496
Credit Union National Association Inc. Retirement Pension Plan202327 51NONE$3,245
Sovita Credit Union Cash Balance Defined Benefit Plan and Trust202327 51NONE$994
Global Defined Benefit Retirement Plan202227 51NONE$205,700
Retirement Plan for Employees of la Capitol Federal Credit Union202227 51NONE$90,704
Philadelphia Federal Credit Union Defined Benefit Plan and Trust202227 51NONE$81,253
Consumers Credit Union Defined Benefit Plan and Trust202227 51NONE$73,108
Truliant Federal Credit Union Pension Plan202227 51NONE$66,480
Allsouth Federal Credit Union Defined Benefit Plan and Trust202227 51NONE$46,063
Cyprus Federal Credit Union Cash Balance Defined Benefit Plan and Trust202227 51NONE$35,048
Arkansas Federal Credit Union Cash Balance Defined Benefit Plan and Trust202227 51NONE$34,835
Hapo Community Credit Union Cash Balance Defined Benefit Plan and Trust202227 51NONE$34,537
Lake Michigan Credit Union Cash Balance Defined Benefit Plan and Trust202227 51NONE$34,342
Dupont Community Credit Union Defined Benefit Plan202227 51NONE$33,853
Ithink Financial Credit Union Cash Balance Defined Benefit Plan and Trust202227 51NONE$32,578
Neighbors Federal Credit Union Cash Balance Defined Benefit Plan and Trust202227 51NONE$31,770
Belco Community Credit Union Cash Balance Defined Benefit Plan and Trust202227 51NONE$30,116
Capital Educators Federal Credit Union Cash Balance Defined Benefit Plan and Trust202227 51NONE$26,498
True Community Credit Union Cash Balance Defined Benefit Plan and Trust202227 51NONE$24,915
Listerhill Credit Union Cash Balance Defined Benefit Plan and Trust202227 51NONE$22,738
Family Security Credit Union Cash Balance Non-Integrated Defined Benefit Plan202227 51NONE$22,577
Tucson Federal Credit Union Defined Benefit Plan and Trust202227 51NONE$21,432
Abound Federal Credit Union Defined Benefit Plan and Trust202227 51NONE$20,267
Potlatch No 1 Financial Credit Union Cash Balance Defined Benefit Plan and Trust202227 51NONE$18,873
State Employees Credit Union of New Mexico Cash Balance Defined Benefit Plan and Trust202227 51NONE$18,574
Apco Employees Credit Union Defined Benefit Plan and Trust202227 51NONE$17,857
Legacy Community Federal Credit Union Cash Balance Defined Benefit Plan and Trust202227 51NONE$17,178
Soarion Credit Union Retirement Plan and Trust202227 51NONE$15,848
Public Service Credit Union Cash Balance Pension Plan202227 51NONE$14,550
Evolve Federal Credit Union Defined Benefit Plan and Trust202227 51NONE$13,781
Sandia Area Federal Credit Union Defined Benefit Plan and Trust202227 51NONE$13,150
Uncle Credit Union Cash Balance Defined Benefit Plan and Trust202227 51NONE$12,252
Winsouth Credit Union Cash Balance Defined Benefit Plan and Trust202227 51NONE$11,187
Kohler Credit Union Defined Benefit Plan202227 51NONE$10,386
Keesler Federal Credit Union Cash Balance Defined Benefit Plan and Trust202227 51NONE$9,771
Community Credit Union of Florida Defined Benefit Plan and Trust202227 51NONE$8,520
Summit Credit Union Defined Benefit Plan and Trust202227 51NONE$4,479
Alabama State Employees Credit Union Cash Balance Defined Benefit Plan and Trust202227 51NONE$4,471
Jovia Financial Credit Union Defined Benefit Plan and Trust202227 51NONE$3,427
Gesa Credit Union Cash Balance Defined Benefit Plan and Trust202227 51NONE$3,135
Credit Union National Association Inc. Retirement Pension Plan202227 51NONE$202
Brightstar Credit Union Defined Benefit Plan and Trust202227 51NONE$14
Form ADV readings
  • institutional clients 331 Sep 9, 2026 reported
  • pension plan clients 331 Sep 9, 2026 reported
  • raum discretionary $37B Sep 9, 2026 reported
  • raum institutional $36B Sep 9, 2026 reported
  • raum total $39B Sep 9, 2026 reported
What changed