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
Forest Lawn Retirement Plan
Corporate pensionGlendale, CA
Assets
$84.7M
Total assets, Dec 31, 2024 reported
Funded
108.9%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
8
none on the tape
Plan sponsor: Forest Lawn Memorial-Park Assoc
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 2.1%
- U.S. Government securities 5.1%
- Partnership/joint venture interests 90.9%
- Common/collective trusts 1.9%
Consultants and advisers
1 firms
- Milliman, Inc. Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
2 managers on the commitment tape
From the plan’s own commitment disclosures
- Fidelity Institutional Asset Mgmt2 rows, latest Dec 31, 2024
- Wellington Trust Company1 rows, latest Dec 31, 2022
Commitments
8 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 | Long Duration Total Return Bond Funcollective trust | Doubleline | Fixed income | $408,407 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Fiam Long Corporate Commingled Poolcollective trust | Fidelity Institutional Asset Mgmt | Pooled vehicles | $651,582 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Metlife Long Credit Collective Trcollective trust | Metlife | Private credit | $621,230 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | U.S. Target Treasury Portfoliocollective trust | CTF Gbo | Fixed income | $589,684 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Long Duration Total Return Bond Funcollective trust | Doubleline | Fixed income | $427,206 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Fiam Long Corporate Commingled Poolcollective trust | Fidelity Institutional Asset Mgmt | Pooled vehicles | $629,965 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Metlife Long Credit Collective Trcollective trust | Metlife | Private credit | $626,641 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | U.S. Target Treasury Portfoliocollective trust | Wellington Trust Company | Fixed income | $577,327 held | Disclosed holding | askebsa.dol.gov |
Size and funding
33 readings
Investment management fees
$207,594 (2023-12) · $1,516 (2022-12)
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 | 1,996 | $80.6M | $75.7M | 108.9% | $84.7M | $77.0M | n/a | n/a |
| 2023 to Dec 31, 2023 | 1,890 | $76.5M | $72.2M | 116.5% | $80.6M | $68.6M | n/a | n/a |
| 2022 to Dec 31, 2022 | 1,835 | $90.8M | $68.9M | 121.9% | $76.6M | $69.7M | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Strategic Investment Group codes 20 $135,755 PY2024
- Northern Trust Company codes 26 $39,888 PY2024
- Long Duration Total Return Bond Fun Sched. D C $408,407 PY2024
- U.S. Target Treasury Portfolio Sched. D C PY2024
- Long Corp Commingled Pool Sched. D C $651,582 PY2024
- Long Credit Collective Trust Class Sched. D C $621,230 PY2024
- Milliman, Inc. codes 11 PY2024
- Strategic Investment Group codes 20 $207,594 PY2023
- Northern Trust Company codes 26 $65,476 PY2023
- Long Corp Commingled Pool Sched. D C $629,965 PY2023
- U.S. Target Treasury Portfolio Sched. D C $589,684 PY2023
- Long Duration Total Return Bond Fun Sched. D C $427,206 PY2023
- Long Credit Collective Trust Class Sched. D C $626,641 PY2023
- Milliman, Inc. codes 11 PY2023
- Strategic Investment Group codes 20 $168,408 PY2022
- Northern Trust Company codes 26 $21,512 PY2022
- U.S. Target Treasury Portfolio Sched. D C $577,327 PY2022
- Milliman, Inc. codes 11 PY2022
What changed
7 events
- Dec 31, 2024Holding endedinferenceForest Lawn Retirement Plan no longer reports U.S. Target Treasury Portfolio (last held $589,684 at 2023-12-31; absent from the 2024-12-31 filing)with U.S. Target Treasury Portfolioaskebsa.dol.gov
- Jan 1, 2024Funded status changedForest Lawn Retirement Plan funded ratio 116.5% -> 108.9% (2023-01-01 to 2024-01-01)
- Dec 31, 2023Holding startedForest Lawn Retirement Plan first reports an interest in Long Duration Total Return Bond Fun: $427,206 at 2023-12-31with Long Duration Total Return Bond Funaskebsa.dol.gov
- Dec 31, 2023Holding startedForest Lawn Retirement Plan first reports an interest in Metlife Long Credit Collective Tr: $626,641 at 2023-12-31with Metlife Long Credit Collective Traskebsa.dol.gov
- Dec 31, 2023Holding startedForest Lawn Retirement Plan first reports an interest in Fiam Long Corporate Commingled Pool (Fidelity Institutional Asset Mgmt): $629,965 at 2023-12-31with Fidelity Institutional Asset Mgmtaskebsa.dol.gov
- Jan 1, 2023Funded status changedForest Lawn Retirement Plan funded ratio 121.9% -> 116.5% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedForest Lawn Retirement Plan plan assets $91M -> $77M (-15.7%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 950743320-333
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.