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AllocatorsPlancorporate pension<100m

State Employees Credit Union of New Mexico Cash Balance Defined Benefit Plan and Trust

Allocators

Santa Fe, NM

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:b46c0cda-2218-432b-9764-46a1ff84df9d

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, 6:19 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 4
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: $22.0Mlatest reading; see basis
Assets as of: Aug 31, 2025
Assets basis: REPORTED
Funded ratio: 259%
Participants: 196
Commitments: 0with an amount; holdings are counted apart
Managers: 0
Funds: 0
Re-ups: 0
First-time managers: 0
Consultants: 0
Private markets target, %: 0latest policy, percent of assets
Private equity target, %: 0latest policy, percent of assets
Latest policy: Aug 31, 2025
People: 0

Policy targets, latest period

the latest period this plan published, every item quoted from its own report; a target is never an actual; 6 rows folded into 2

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Insurance company general account	n/a	n/a	n/a	0	$22,035	Aug 31, 2025	Derived
Registered investment companies	n/a	n/a	n/a	100	$22.0M	Aug 31, 2025	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
Cmfg Life Insurance Company	actuary	Sep 1, 2022	Aug 31, 2023	no	fact	Dol form 5500 pension
Cuna Mutual Group	actuary	Sep 1, 2022	Aug 31, 2023	no	fact	Dol form 5500 pension
Trustage Investment Management	Investment adviser	Sep 1, 2022	Aug 31, 2023	no	fact	Dol form 5500 pension

Relationships

Sponsors (1)

← State Employees Credit Union of New MexicoPlan sponsorPlan sponsor
Sep 1, 2022 to presentfactForm 5500

Advised by (3)

→ Cmfg Life Insurance CompanyInvestment consultantactuary
Sep 1, 2022 to Aug 31, 2023factForm 5500
→ Cuna Mutual GroupInvestment consultantactuary
Sep 1, 2022 to Aug 31, 2023factForm 5500
→ Trustage Investment ManagementInvestment consultantInvestment adviser
Sep 1, 2022 to Aug 31, 2023factForm 5500

Dated events

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

Show 4 bookkeeping events

Occurred
Sep 1, 2024
State 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)
Occurred
Sep 1, 2024
State 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)
Occurred
Aug 31, 2024
State 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)
Occurred
Sep 1, 2023
State 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)

Provenance

Graph: Allocators
Canonical id: dfx:al:b46c0cda-2218-432b-9764-46a1ff84df9d
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 Employees Credit Union of New Mexico Cash Balance Defined Benefit Plan and Trust

Allocators

Santa Fe, NM

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:b46c0cda-2218-432b-9764-46a1ff84df9d

Bucket

Target %

Range low

Range high

Actual %

Actual

Period end

Basis

Insurance company general account

n/a

$22,035

Aug 31, 2025

Derived

Registered investment companies

n/a

100

$22.0M

Aug 31, 2025

Derived

Consultant

Role

From

Current

Evidence

Source

Cmfg Life Insurance Company

actuary

Sep 1, 2022

Aug 31, 2023

fact

Dol form 5500 pension

Cuna Mutual Group

actuary

Sep 1, 2022

Aug 31, 2023

fact

Dol form 5500 pension

Trustage Investment Management

Investment adviser

Sep 1, 2022

Aug 31, 2023

fact

Dol form 5500 pension