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AllocatorsPlancorporate pension<100m

America's Credit Union, a Federal Credit Union Defined Benefit Pension Plan and Trust

Allocators

Dupont, WA

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Search this name across graphsid dfx:al:d7f8d3ae-a91f-4da9-8d4e-0150acdeeacf

Data as of Sep 15, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 20, 2026, 12:19 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 18
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: $13.3Mlatest reading; see basis
Assets as of: Dec 31, 2024
Assets basis: REPORTED
Funded ratio: 131%
Participants: 177
Commitments: 38with an amount; holdings are counted apart
Managers: 1
Funds: 20
Re-ups: 0
First-time managers: 0
Latest commitment: Dec 31, 2024
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; showing 25 of 38

Vehicle	Manager	Bucket	Value	As of	Kind	Source
Prin Core Fix Inc Sep Acct-Z	Principal	Pooled vehicle	$36.2M	Dec 31, 2022	Separate account	Dol form 5500 pension
Prin Bond Market Index Sa-Z	Principal	Fixed income	$11.6M	Dec 31, 2022	Separate account	Dol form 5500 pension
Prin Equity Income Sa-Z	Principal	Fixed income	$10.0M	Dec 31, 2022	Separate account	Dol form 5500 pension
Prin Largecap Growth I Sa-Z	Principal	Pooled vehicle	$9.7M	Dec 31, 2022	Separate account	Dol form 5500 pension
Prin Lgcp S&p 500 Index Sa-Z	Principal	Pooled vehicle	$5.5M	Dec 31, 2024	Separate account	Dol form 5500 pension
Prin Lgcp S&p 500 Index Sa-Z	Principal	Pooled vehicle	$4.9M	Dec 31, 2023	Separate account	Dol form 5500 pension
Prin High Income Sep Acct-Z	Principal	Fixed income	$3.9M	Dec 31, 2022	Separate account	Dol form 5500 pension
Prin Lgcp S&p 500 Index Sa-Z	Principal	Pooled vehicle	$3.8M	Dec 31, 2022	Separate account	Dol form 5500 pension
Prin Ldi Long Duration Sa-Z	Principal	Fixed income	$2.5M	Dec 31, 2024	Separate account	Dol form 5500 pension
Prin Ldi Long Duration Sa-Z	Principal	Fixed income	$2.1M	Dec 31, 2022	Separate account	Dol form 5500 pension
Prin Ldi Long Duration Sa-Z	Principal	Fixed income	$2.1M	Dec 31, 2023	Separate account	Dol form 5500 pension
Prin Diversified Intl Sa-Z	Principal	Hedge diversifiers	$1.9M	Dec 31, 2024	Separate account	Dol form 5500 pension
Prin Midcap Value I Sa-Z	Principal	Pooled vehicle	$1.4M	Dec 31, 2022	Separate account	Dol form 5500 pension
Prin Midcap Growth III Sa-Z	Principal	Pooled vehicle	$1.4M	Dec 31, 2022	Separate account	Dol form 5500 pension
Prin Diversified Intl Sa-Z	Principal	Hedge diversifiers	$1.3M	Dec 31, 2023	Separate account	Dol form 5500 pension
Prin Ldi Ext Dur Sep Acct-Z	Principal	Pooled vehicle	$913,023	Dec 31, 2024	Separate account	Dol form 5500 pension
Prin Diversified Intl Sa-Z	Principal	Hedge diversifiers	$904,975	Dec 31, 2022	Separate account	Dol form 5500 pension
Principal U.S. Property Sa-Z	Principal	Real estate	$873,704	Dec 31, 2024	Separate account	Dol form 5500 pension
Principal U.S. Property Sa-Z	Principal	Real estate	$839,070	Dec 31, 2022	Separate account	Dol form 5500 pension
Principal U.S. Property Sa-Z	Principal	Real estate	$816,959	Dec 31, 2023	Separate account	Dol form 5500 pension
Prin Smcap Value II Sep Acct-Z	Principal	Pooled vehicle	$765,497	Dec 31, 2022	Separate account	Dol form 5500 pension
Prin Smcap Growth I Sep Acct-Z	Principal	Pooled vehicle	$758,674	Dec 31, 2022	Separate account	Dol form 5500 pension
Prin Ldi Ext Dur Sep Acct-Z	Principal	Pooled vehicle	$725,297	Dec 31, 2023	Separate account	Dol form 5500 pension
Prin Ldi Intrm Dur Sep Acct-Z	Principal	Pooled vehicle	$677,469	Dec 31, 2022	Separate account	Dol form 5500 pension
Principal Overseas Sep Acct-Z	Principal	Pooled vehicle	$652,243	Dec 31, 2024	Separate account	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; 3 rows folded into 1

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Pooled separate accounts	n/a	n/a	n/a	100	$13.3M	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
Randall & Hurley, Inc.	actuary	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension

Relationships

Sponsors (1)

← America's Credit Union, a Federal Credit UnionPlan sponsorPlan sponsor
Jan 1, 2022 to presentfactForm 5500

Advised by (1)

→ Randall & Hurley, Inc.Investment consultantactuary
Jan 1, 2022 to Dec 31, 2022factForm 5500

Dated events

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

Occurred
Dec 31, 2024
Holding in a pooled vehicle ended
America's Credit Union, a Federal Credit Union Defined Benefit Pension Plan and Trust no longer reports Prin Org Emg Mkts Sep Acct-Z (Principal) (last held $368,080 at 2023-12-31; absent from the 2024-12-31 filing)
Principal Form 5500observed 4 days ago
$368,080
Occurred
Dec 31, 2023
Holding in a pooled vehicle ended
America's Credit Union, a Federal Credit Union Defined Benefit Pension Plan and Trust no longer reports Prin Intl Smallcap Sep Acct-Z (Principal) (last held $184,828 at 2022-12-31; absent from the 2023-12-31 filing)
Principal Form 5500observed 4 days ago
$184,828
Occurred
Dec 31, 2023
Holding in a pooled vehicle started
America's Credit Union, a Federal Credit Union Defined Benefit Pension Plan and Trust first reports an interest in Prin Ldi Ext Dur Sep Acct-Z (Principal): $725,297 at 2023-12-31
Principal Form 5500observed 4 days ago
$725,297
Occurred
Dec 31, 2023
Holding in a pooled vehicle ended
America's Credit Union, a Federal Credit Union Defined Benefit Pension Plan and Trust no longer reports Prin Smcap Growth I Sep Acct-Z (Principal) (last held $758,674 at 2022-12-31; absent from the 2023-12-31 filing)
Principal Form 5500observed 4 days ago
$758,674
Occurred
Dec 31, 2023
Holding in a pooled vehicle ended
America's Credit Union, a Federal Credit Union Defined Benefit Pension Plan and Trust no longer reports Prin Equity Income Sa-Z (Principal) (last held $10M at 2022-12-31; absent from the 2023-12-31 filing)
Principal Form 5500observed 4 days ago
$10.0M
Occurred
Dec 31, 2023
Holding in a pooled vehicle ended
America's Credit Union, a Federal Credit Union Defined Benefit Pension Plan and Trust no longer reports Prin High Income Sep Acct-Z (Principal) (last held $4M at 2022-12-31; absent from the 2023-12-31 filing)
Principal Form 5500observed 4 days ago
$3.9M
Occurred
Dec 31, 2023
Holding in a pooled vehicle ended
America's Credit Union, a Federal Credit Union Defined Benefit Pension Plan and Trust no longer reports Prin Bond Market Index Sa-Z (Principal) (last held $12M at 2022-12-31; absent from the 2023-12-31 filing)
Principal Form 5500observed 4 days ago
$11.6M
Occurred
Dec 31, 2023
Holding in a pooled vehicle ended
America's Credit Union, a Federal Credit Union Defined Benefit Pension Plan and Trust no longer reports Prin Core Fix Inc Sep Acct-Z (Principal) (last held $36M at 2022-12-31; absent from the 2023-12-31 filing)
Principal Form 5500observed 4 days ago
$36.2M
Occurred
Dec 31, 2023
Holding in a pooled vehicle ended
America's Credit Union, a Federal Credit Union Defined Benefit Pension Plan and Trust no longer reports Prin Smcap Value II Sep Acct-Z (Principal) (last held $765,497 at 2022-12-31; absent from the 2023-12-31 filing)
Principal Form 5500observed 4 days ago
$765,497
Occurred
Dec 31, 2023
Holding in a pooled vehicle ended
America's Credit Union, a Federal Credit Union Defined Benefit Pension Plan and Trust no longer reports Prin Midcap Growth III Sa-Z (Principal) (last held $1M at 2022-12-31; absent from the 2023-12-31 filing)
Principal Form 5500observed 4 days ago
$1.4M
Occurred
Dec 31, 2023
Holding in a pooled vehicle ended
America's Credit Union, a Federal Credit Union Defined Benefit Pension Plan and Trust no longer reports Prin Largecap Growth I Sa-Z (Principal) (last held $10M at 2022-12-31; absent from the 2023-12-31 filing)
Principal Form 5500observed 4 days ago
$9.7M
Occurred
Dec 31, 2023
Holding in a pooled vehicle ended
America's Credit Union, a Federal Credit Union Defined Benefit Pension Plan and Trust no longer reports Prin Midcap Value I Sa-Z (Principal) (last held $1M at 2022-12-31; absent from the 2023-12-31 filing)
Principal Form 5500observed 4 days ago
$1.4M

Show 6 bookkeeping events

Occurred
Dec 31, 2024
America's Credit Union, a Federal Credit Union Defined Benefit Pension Plan and Trust total assets $12M -> $13M (+14.7%, 2023-12-31 to 2024-12-31)
Occurred
Jan 1, 2024
America's Credit Union, a Federal Credit Union Defined Benefit Pension Plan and Trust funded ratio 110.9% -> 131.2% (2023-01-01 to 2024-01-01)
Occurred
Jan 1, 2024
America's Credit Union, a Federal Credit Union Defined Benefit Pension Plan and Trust plan assets $10M -> $12M (+21.2%, 2023-01-01 to 2024-01-01)
Occurred
Dec 31, 2023
America's Credit Union, a Federal Credit Union Defined Benefit Pension Plan and Trust total assets $10M -> $12M (+21.2%, 2022-12-31 to 2023-12-31)
Occurred
Jan 1, 2023
America's Credit Union, a Federal Credit Union Defined Benefit Pension Plan and Trust funded ratio 144.6% -> 110.9% (2022-01-01 to 2023-01-01)
Occurred
Jan 1, 2023
America's Credit Union, a Federal Credit Union Defined Benefit Pension Plan and Trust plan assets $13M -> $10M (-26.7%, 2022-01-01 to 2023-01-01)

Provenance

Graph: Allocators
Canonical id: dfx:al:d7f8d3ae-a91f-4da9-8d4e-0150acdeeacf
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 4 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.

America's Credit Union, a Federal Credit Union Defined Benefit Pension Plan and Trust

Allocators

Dupont, WA

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:d7f8d3ae-a91f-4da9-8d4e-0150acdeeacf

Vehicle

Manager

Bucket

Value

As of

Kind

Source