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
Cedars-Sinai Defined Benefit Retirement Plan
Corporate pensionLOS Angeles, CA
Assets
$824M
Total assets, Dec 31, 2024 reported
Funded
116.8%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
7
2 managers on Schedule C
Plan sponsor: Cedars-Sinai
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 3.4%
- Corporate debt instruments (other) 18.1%
- Corporate debt instruments (preferred) 0.0%
- U.S. Government securities 6.1%
- Other investments 0.1%
- Partnership/joint venture interests 1.6%
- Common/collective trusts 47.5%
- Registered investment companies 12.3%
- Common stock 10.8%
Consultants and advisers
4 firms
- Cambridge Associates Investment adviser (plan)through Dec 31, 2022 Form 5500
- Northern Trust Co. Trusteethrough Dec 31, 2024 Form 5500
- Mercer Actuarythrough Dec 31, 2022 Form 5500
- US Bank Trusteethrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
8 managers on Schedule C
From Schedule C (investment management, code 28)
- State Street Research & Managementplan years 2024
- Pacific Investmt Management Co LLCplan years 2024
- Ryder Court Intrntnl Select Fd Dstplan years 2022
- Payden & Rygelplan years 2022
- Merganser Capital Managementplan years 2022
- Polen Capital Managementplan years 2022
- Alliance Bernstein, L.P.plan years 2022
- Aristotle Capital Management, LLCplan years 2022
Commitments
7 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 | GQG Partners International Equitycollective trust | Reliance Trust Company | Public equity | $50.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Pinestone International Equity Citcollective trust | SEI Trust Company | Public equity | $42.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Vftc Instl 500 Index Trustcollective trust | Vanguard Fiduciary Trust Company | Pooled vehicles | $299M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | GQG Partners International Equitycollective trust | Reliance Trust Company | Public equity | $44.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | State Street S&p(r)500 Equal Weightcollective trust | State Street Global Advisors Trust Company | Pooled vehicles | $57.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | GQG Partners International Equitycollective trust | Reliance Trust Company | Public equity | $39.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | State Street S&p(r)500 Equal Weightcollective trust | State Street Global Advisors Trust Company | Pooled vehicles | $50.4M held | Disclosed holding | askebsa.dol.gov |
Size and funding
33 readings
Investment management fees
$843,785 (2023-12) · $630,152 (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 | 5,874 | $751M | $629M | 116.8% | $824M | $13.4M | n/a | n/a |
| 2023 to Dec 31, 2023 | 5,653 | $678M | $585M | 113.5% | $751M | $12.3M | n/a | n/a |
| 2022 to Dec 31, 2022 | 5,485 | $812M | $529M | 150.5% | $678M | $11.0M | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Mercer codes 11 $587,355 PY2024
- U.S Bank codes 21 $139,524 PY2024
- Aristotle Capital Management codes 51 $131,907 PY2024
- Polen Capital Management codes 51 $118,014 PY2024
- Northern Trust Company codes 21 $91,051 PY2024
- Ryder Court Intrntnl Select Fd Dst codes 51 $80,783 PY2024
- Cambridge Associates LLC codes 27 $72,800 PY2024
- Pacific Investment Management codes 51 $53,784 PY2024
- Merganser Capital Management LLC codes 51 $41,944 PY2024
- Payden & Rygel codes 51 $28,053 PY2024
- State Street Research & Management codes 51 $13,587 PY2024
- GQG Partners International Equity C Sched. D C $50.5M PY2024
- State Street S&p(r)500 Equal Weight Sched. D C PY2024
- CF Equity Fund Apl Sched. D C $42.0M PY2024
- MFO Vanguard Trust Co Instl 500 Ind Sched. D C $299M PY2024
- Mercer codes 11 PY2024
- Mercer codes 11 $577,927 PY2023
- Cambridge Associates LLC codes 27 $374,530 PY2023
- U.S Bank codes 21 $263,922 PY2023
- Aristotle Capital Management codes 51 $152,928 PY2023
- Polen Capital Management codes 51 $150,027 PY2023
- Ryder Court Intrntnl Select Fd Dst codes 51 $95,837 PY2023
- Merganser Capital Management LLC codes 51 $37,156 PY2023
- Payden & Rygel codes 51 $33,307 PY2023
- GQG Partners International Equity C Sched. D C $44.7M PY2023
- State Street S&p(r)500 Equal Weight Sched. D C $57.6M PY2023
- Mercer codes 11 PY2023
- Mercer codes 11 $455,214 PY2022
- U.S Bank codes 21 $268,795 PY2022
- Aristotle Capital Management codes 51 $155,001 PY2022
- Polen Capital Management codes 51 $147,810 PY2022
- Ryder Court Intrntnl Select Fd Dst codes 51 $83,124 PY2022
- Cambridge Associates LLC codes 27 $79,144 PY2022
- Payden & Rygel codes 51 $66,708 PY2022
- Alliance Bernstein L.P. codes 51 $62,341 PY2022
- Merganser Capital Management LLC codes 51 $36,024 PY2022
- GQG Partners International Equity C Sched. D C $39.9M PY2022
- State Street S&p(r)500 Equal Weight Sched. D C $50.4M PY2022
- Mercer codes 11 PY2022
What changed
8 events
- Dec 31, 2024Holding startedCedars-Sinai Defined Benefit Retirement Plan first reports an interest in Vftc Instl 500 Index Trust: $299M at 2024-12-31with Vanguard Institutional 500 Index Traskebsa.dol.gov
- Dec 31, 2024Holding startedCedars-Sinai Defined Benefit Retirement Plan first reports an interest in Pinestone International Equity Cit: $42M at 2024-12-31with Pinestone International Equity Citaskebsa.dol.gov
- Dec 31, 2024Holding endedinferenceCedars-Sinai Defined Benefit Retirement Plan no longer reports State Street S&p(r)500 Equal Weight (last held $58M at 2023-12-31; absent from the 2024-12-31 filing)with State Street S&p(r)500 Equal Weightaskebsa.dol.gov
- Jan 1, 2024Funded status changedCedars-Sinai Defined Benefit Retirement Plan funded ratio 113.5% -> 116.8% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedCedars-Sinai Defined Benefit Retirement Plan plan assets $678M -> $751M (+10.8%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Assets changedCedars-Sinai Defined Benefit Retirement Plan total assets $678M -> $751M (+10.8%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedCedars-Sinai Defined Benefit Retirement Plan funded ratio 150.5% -> 113.5% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedCedars-Sinai Defined Benefit Retirement Plan plan assets $812M -> $678M (-16.6%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 951644600-001
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.