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AllocatorsPlancorporate pension<100m

State Department Federal Credit Union Defined Benefit Pension Plan

Allocators

Alexandria, VA

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Search this name across graphsid dfx:al:18610b5a-a152-4e8a-9c1c-8ea08ec1108b

Data as of Sep 15, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 19, 2026, 12:14 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 5
On other graphs: 0
Observed: Sep 15, 2026 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Total assets: $77.0Mlatest reading; see basis
Assets as of: Dec 31, 2024
Assets basis: REPORTED
Funded ratio: 207%
Participants: 204
Commitments: 6with an amount; holdings are counted apart
Managers: 2
Funds: 6
Re-ups: 0
First-time managers: 0
Latest commitment: Dec 31, 2022
Consultants: 0
Private markets target, %: 0latest policy, percent of assets
Private equity target, %: 0latest policy, percent of assets
Latest policy: Dec 31, 2024
People: 0

Holdings (a value, never a commitment)

a Schedule D plan interest or a 990-PF other investment: a value on a date, never an approval

Vehicle	Manager	Bucket	Value	As of	Kind	Source
Russell 1000 Value Index Sl Fund	State Street - Russell 2000	Pooled vehicle	$14.1M	Dec 31, 2022	Collective trust	Dol form 5500 pension
SS US Tips Index Sl Fund	State Street Global Advisors Trust	Fixed income	$11.3M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Russell 1000 Growth Index Nl Fund	State Street Global Advisors Trust	Pooled vehicle	$11.0M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Daily Msci Eafe Index Nl Fund	State Street - Russell 2000	Pooled vehicle	$10.4M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Ssga S&p Midcap 400 Index Securitie	State Street - Russell 2000	Pooled vehicle	$3.8M	Dec 31, 2022	Collective trust	Dol form 5500 pension
State St Russell 2000 Ind Sec Lendi	State Street - Russell 2000	Pooled vehicle	$3.3M	Dec 31, 2022	Collective trust	Dol form 5500 pension

Policy targets, latest period

the latest period this plan published, every item quoted from its own report; a target is never an actual; 7 rows folded into 2

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
U.S. Government securities	n/a	n/a	n/a	52	$40.4M	Dec 31, 2024	Derived
Registered investment companies	n/a	n/a	n/a	48	$36.6M	Dec 31, 2024	Derived

Consultants

Form 5500 Schedule C, Form ADV and the plan's own reports; a Schedule C relationship is current for 24 months after the plan year end

Consultant	Role	From	To	Current	Evidence	Source
Pentegra Trust Company	trustee	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
H Beck Inc	General consultant	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
Pentegra Services, Inc.	actuary	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension

Relationships

Sponsors (1)

← State Department FcuPlan sponsorPlan sponsor
Jan 1, 2022 to presentfactForm 5500

Advised by (3)

→ Pentegra Trust CompanyInvestment consultanttrustee
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ H Beck IncInvestment consultantGeneral consultant
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Pentegra Services, Inc.Investment consultantactuary
Jan 1, 2022 to Dec 31, 2022factForm 5500

Dated events

5 bookkeeping events (roster, classification and holdings changes) folded below

Show 5 bookkeeping events

Occurred
Jan 1, 2024
State Department Federal Credit Union Defined Benefit Pension Plan plan assets $70M -> $79M (+12.0%, 2023-01-01 to 2024-01-01)
Occurred
Jan 1, 2024
State Department Federal Credit Union Defined Benefit Pension Plan funded ratio 186.2% -> 207.2% (2023-01-01 to 2024-01-01)
Occurred
Dec 31, 2023
State Department Federal Credit Union Defined Benefit Pension Plan total assets $70M -> $79M (+12.0%, 2022-12-31 to 2023-12-31)
Occurred
Jan 1, 2023
State Department Federal Credit Union Defined Benefit Pension Plan plan assets $86M -> $70M (-18.8%, 2022-01-01 to 2023-01-01)
Occurred
Jan 1, 2023
State Department Federal Credit Union Defined Benefit Pension Plan funded ratio 256.6% -> 186.2% (2022-01-01 to 2023-01-01)

Provenance

Graph: Allocators
Canonical id: dfx:al:18610b5a-a152-4e8a-9c1c-8ea08ec1108b
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 3 days ago
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

State Department Federal Credit Union Defined Benefit Pension Plan

Allocators

Alexandria, VA

This is the graph view. The full profile, with its team, deals and sources, is on Allocators.Open the full profile →

Search this name across graphsid dfx:al:18610b5a-a152-4e8a-9c1c-8ea08ec1108b

Vehicle

Manager

Bucket

Value

As of

Kind

Source

Russell 1000 Value Index Sl Fund

State Street - Russell 2000

Pooled vehicle

$14.1M

Dec 31, 2022

Collective trust

Dol form 5500 pension

SS US Tips Index Sl Fund

State Street Global Advisors Trust

Fixed income

$11.3M

Dec 31, 2022

Collective trust

Dol form 5500 pension

Russell 1000 Growth Index Nl Fund

State Street Global Advisors Trust

Pooled vehicle

$11.0M

Dec 31, 2022

Collective trust

Dol form 5500 pension

Daily Msci Eafe Index Nl Fund

State Street - Russell 2000

Pooled vehicle

$10.4M

Dec 31, 2022

Collective trust

Dol form 5500 pension

Ssga S&p Midcap 400 Index Securitie

State Street - Russell 2000

Pooled vehicle

$3.8M

Dec 31, 2022

Collective trust

Dol form 5500 pension

State St Russell 2000 Ind Sec Lendi

State Street - Russell 2000

Pooled vehicle

$3.3M

Dec 31, 2022

Collective trust

Dol form 5500 pension

Bucket

Target %

Range low

Range high

Actual %

Actual

Period end

Basis

U.S. Government securities

n/a

$40.4M

Dec 31, 2024

Derived

Registered investment companies

n/a

$36.6M

Dec 31, 2024

Derived

Consultant

Role

From

Current

Evidence

Source

Pentegra Trust Company

trustee

Jan 1, 2022

Dec 31, 2022

fact

Dol form 5500 pension

H Beck Inc

General consultant

Jan 1, 2022

Dec 31, 2022

fact

Dol form 5500 pension

Pentegra Services, Inc.

actuary

Jan 1, 2022

Dec 31, 2022

fact

Dol form 5500 pension