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

Cypress Lawn Cemetery Association Retirement Plan

Corporate pensionColma, CA
Assets
$6,438
Total assets, Sep 30, 2025 reported
Funded
102.5%
Oct 1, 2023
Private markets target
n/a
policy Sep 30, 2025
Commitments
14
none on the tape
Plan sponsor: Cypress Lawn Cemetery Association
Allocation policy
Form 5500, as of Sep 30, 2025
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 99.7%
Consultants and advisers
1 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on the commitment tape
From the plan’s own commitment disclosures
Commitments
14 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Sep 30, 2024Liability Driven Solution Cit Icollective trustWells FargoPooled vehicles$11.9M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2024Liability Driven Solution Cit IIcollective trustPrincipalPooled vehicles$5.5M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2023Allspring Core Bond Cit Fcollective trustAllspringFixed income$2.3M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2023Principal/ab Large Cap Growth Cit Ncollective trustPrincipalPublic equity$508,581 heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2023Principal/blackrock Intl Eqty Indexcollective trustPrincipalPooled vehicles$513,915 heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2023Principal/blackrock S&p Mc Indx Citcollective trustPrincipalPooled vehicles$896,646 heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2023Principal/blackrock S&p 500 Indexcollective trustPrincipalPooled vehicles$1.3M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2023Principal/causeway International Vacollective trustPrincipalPooled vehicles$396,401 heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2023Principal/dodge & Cox Intermediatecollective trustPrincipalPooled vehicles$2.3M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2023Pfg/federated Total Return Bond Citcollective trustPrincipalFixed income$2.3M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2023Principal/mfs Value Cit Fcollective trustPrincipalPooled vehicles$417,144 heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2023Pfg/multi-Manager Small Cap Cit Ncollective trustPrincipalPublic equity$499,720 heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2023Principal/t. Rowe Price Institutioncollective trustPrincipalPooled vehicles$419,573 heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2023Principal/trp Inst Lcg Mgd Cit Fcollective trustPrincipalPooled vehicles$511,869 heldDisclosed holdingaskebsa.dol.gov
Size and funding
26 readings
Total assets
$6,438 Sep 30, 2025 reported Form 5500
$17.5M (2024-09) · $16.0M (2023-09)
Plan assets
$16.0M Oct 1, 2023 reported Form 5500
$15.8M (2022-10)
Net assets
$6,438 Sep 30, 2025 reported Form 5500
$17.5M (2024-09) · $16.0M (2023-09)
Funded ratio
102.5% Oct 1, 2023 reported Form 5500
105.6% (2022-10)
Funding target
$16.7M Oct 1, 2023 reported Form 5500
$16.5M (2022-10)
Discount rate
5.19% Oct 1, 2023 reported Form 5500
5.35% (2022-10)
Participants
164 Oct 1, 2024 reported Form 5500
169 (2023-10) · 170 (2022-10)
Contributions
$0 Sep 30, 2025 reported Form 5500
$0 (2024-09) · $0 (2023-09)
Benefits paid
$17.0M Sep 30, 2025 reported Form 5500
$1.2M (2024-09) · $1.2M (2023-09)
Net investment income
$-17.5M Sep 30, 2025 reported Form 5500
$1.5M (2024-09) · $225,550 (2023-09)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Sep 30, 2025164n/an/an/a$6,438n/an/an/a
2023 to Sep 30, 2024169$16.0M$16.7M102.5%$17.5Mn/an/an/a
2022 to Sep 30, 2023170$15.8M$16.5M105.6%$16.0Mn/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • USI Consulting Group codes 11 $35,698 PY2024
  • Pr/mm Liab Driven Solution Cit I Sched. D C PY2024
  • Pr/mm Liab Driven Solution Cit II Sched. D C PY2024
  • USI Consulting Group codes 11 $9,532 PY2023
  • Pr/mm Liab Driven Solution Cit I Sched. D C $11.9M PY2023
  • Pr/mm Liab Driven Solution Cit II Sched. D C $5.5M PY2023
  • USI Consulting Group codes 11 PY2023
  • Principal/dodge & Cox Int Bond Sched. D C $2.3M PY2022
  • Principal/fed Total Return Bond Sched. D C $2.3M PY2022
  • Principal/mfs Value Cit N Sched. D C $417,144 PY2022
  • Principal/multi-Manager Small Cap Sched. D C $499,720 PY2022
  • Pr/trp Instl Equity Income Sched. D C $419,573 PY2022
  • Pr/trp Instl Large Cap Sched. D C $511,869 PY2022
  • Allspring Core Bond Cit N Sched. D C $2.3M PY2022
  • Principal/ab Large Cap Growth Cit N Sched. D C $508,581 PY2022
  • Principal/br Intl Eq Index Cit N Sched. D C $513,915 PY2022
  • Principal/br S&p Midcap Index Cit N Sched. D C $896,646 PY2022
  • Principal/br S&p 500 Index Cit N Sched. D C $1.3M PY2022
  • Principal/causeway Intl Value Cit N Sched. D C $396,401 PY2022
  • USI Consulting Group codes 11 PY2022
What changed
16 events
  • Sep 30, 2025Assets changed
    Cypress Lawn Cemetery Association Retirement Plan total assets $18M -> $6,438 (-100.0%, 2024-09-30 to 2025-09-30)
    askebsa.dol.gov
  • Sep 30, 2024Holding endedinference
    Cypress Lawn Cemetery Association Retirement Plan no longer reports Principal/mfs Value Cit F (last held $417,144 at 2023-09-30; absent from the 2024-09-30 filing)
    with Principal/mfs Value Cit Faskebsa.dol.gov
  • Sep 30, 2024Holding endedinference
    Cypress Lawn Cemetery Association Retirement Plan no longer reports Principal/ab Large Cap Growth Cit N (last held $508,581 at 2023-09-30; absent from the 2024-09-30 filing)
    with Principal/ab Large Cap Growth Cit Naskebsa.dol.gov
  • Sep 30, 2024Holding endedinference
    Cypress Lawn Cemetery Association Retirement Plan no longer reports Allspring Core Bond Cit F (last held $2M at 2023-09-30; absent from the 2024-09-30 filing)
    with Allspring Core Bond Cit Faskebsa.dol.gov
  • Sep 30, 2024Holding endedinference
    Cypress Lawn Cemetery Association Retirement Plan no longer reports Principal/t. Rowe Price Institution (last held $419,573 at 2023-09-30; absent from the 2024-09-30 filing)
    with Principal/t. Rowe Price Institutionaskebsa.dol.gov
  • Sep 30, 2024Holding endedinference
    Cypress Lawn Cemetery Association Retirement Plan no longer reports Principal/blackrock S&p 500 Index (last held $1M at 2023-09-30; absent from the 2024-09-30 filing)
    with Principal/blackrock S&p 500 Indexaskebsa.dol.gov
  • Sep 30, 2024Holding endedinference
    Cypress Lawn Cemetery Association Retirement Plan no longer reports Principal/blackrock S&p Mc Indx Cit (last held $896,646 at 2023-09-30; absent from the 2024-09-30 filing)
    with Principal/blackrock S&p Mc Indx Citaskebsa.dol.gov
  • Sep 30, 2024Holding started
    Cypress Lawn Cemetery Association Retirement Plan first reports an interest in Liability Driven Solution Cit I (Wells Fargo): $12M at 2024-09-30
    with Wells Fargoaskebsa.dol.gov
  • Sep 30, 2024Holding endedinference
    Cypress Lawn Cemetery Association Retirement Plan no longer reports Pfg/multi-Manager Small Cap Cit N (last held $499,720 at 2023-09-30; absent from the 2024-09-30 filing)
    with Pfg/multi-Manager Small Cap Cit Naskebsa.dol.gov
  • Sep 30, 2024Holding endedinference
    Cypress Lawn Cemetery Association Retirement Plan no longer reports Principal/dodge & Cox Intermediate (last held $2M at 2023-09-30; absent from the 2024-09-30 filing)
    with Principal/dodge & Cox Intermediateaskebsa.dol.gov
  • Sep 30, 2024Holding endedinference
    Cypress Lawn Cemetery Association Retirement Plan no longer reports Pfg/federated Total Return Bond Cit (last held $2M at 2023-09-30; absent from the 2024-09-30 filing)
    with Pfg/federated Total Return Bond Citaskebsa.dol.gov
  • Sep 30, 2024Holding endedinference
    Cypress Lawn Cemetery Association Retirement Plan no longer reports Principal/trp Inst Lcg Mgd Cit F (last held $511,869 at 2023-09-30; absent from the 2024-09-30 filing)
    with Principal/trp Inst Lcg Mgd Cit Faskebsa.dol.gov
  • Sep 30, 2024Holding started
    Cypress Lawn Cemetery Association Retirement Plan first reports an interest in Liability Driven Solution Cit II: $6M at 2024-09-30
    with Liability Driven Solution Cit IIaskebsa.dol.gov
  • Sep 30, 2024Holding endedinference
    Cypress Lawn Cemetery Association Retirement Plan no longer reports Principal/blackrock Intl Eqty Index (last held $513,915 at 2023-09-30; absent from the 2024-09-30 filing)
    with Principal/blackrock Intl Eqty Indexaskebsa.dol.gov
  • Sep 30, 2024Holding endedinference
    Cypress Lawn Cemetery Association Retirement Plan no longer reports Principal/causeway International Va (last held $396,401 at 2023-09-30; absent from the 2024-09-30 filing)
    with Principal/causeway International Vaaskebsa.dol.gov
  • Oct 1, 2023Funded status changed
    Cypress Lawn Cemetery Association Retirement Plan funded ratio 105.6% -> 102.5% (2022-10-01 to 2023-10-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 940416370-001
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.