Cypress Lawn Cemetery Association Retirement Plan
Corporate pension, based in Colma, California, reporting $6,438 in assets, for 164 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: Sep 30, 2025, Cypress Lawn Cemetery Association Retirement Plan total assets $18M -> $6,438 (-100.0%, 2024-09-30 to 2025-09-30).
5 more managers, 11 more commitments and 11 more dated events
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
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Capital path
who backs this record, through what, into what; each name opens its own path- Liability Driven Solution Cit I1 commitment
- Liability Driven Solution Cit II1 commitment
- Pfg/multi-Manager Small Cap Cit N1 commitment
Relationship network
39 connected entities14 observed commitments2 repeat counterparties8 dated commitments shown here, 2023 to 2024
From board minutes, annual reports, Form 5500 filings and public records of commitments, consultants and staff in the allocator graph. Commitment amounts are those the allocator disclosed; many are not printed, and none is estimated.
Some relationships on this record are counted rather than named here. They open with the full profile.
Click any name or line for the commitments and sources behind it. Line weight is commitments together; dashed lines are inferred.
- Sponsor
- Fund or vehicle
- Service provider
- Organization
›How strength and recency are read
Managers, funds and consultants are read from the commitments: three or more is a strong observed relationship, two a repeat counterparty. No consultant link is marked current on the source, so none is labelled current or former here. Related plans, people and plan service providers are ordered by what the filing shows.
Darker lines were active in the last 24 months or are current; lighter lines are older or undated.
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
Allocation policy
- Interest-bearing cash 99.7%
Consultants and advisers
- USI Consulting Group Actuarythrough Sep 30, 2023 Form 5500
People
Manager roster
- Blackrock3 rows, latest Sep 30, 2023
- T Rowe Price2 rows, latest Sep 30, 2023
- Wells Fargo1 row, latest Sep 30, 2024
+5 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- Blackrockplan years
- T. Rowe Price Trust Companyplan years
- Allspringplan years
+5 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
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What changed
- Sep 30, 2025Assets changedCypress Lawn Cemetery Association Retirement Plan total assets $18M -> $6,438 (-100.0%, 2024-09-30 to 2025-09-30)
- Sep 30, 2024Holding endedinferenceCypress 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 endedinferenceCypress 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 endedinferenceCypress 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 endedinferenceCypress 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
+11 more dated events
Every name, record and relationship behind this count, with the source on each.
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Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Sep 30, 2024 | Liability Driven Solution Cit Icollective trust | Wells Fargo | Pooled vehicles | $11.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Sep 30, 2024 | Liability Driven Solution Cit IIcollective trust | Principal | Pooled vehicles | $5.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Sep 30, 2023 | Pfg/multi-Manager Small Cap Cit Ncollective trust | Principal | Public equity | $499,720 held | Disclosed holding | askebsa.dol.gov |
+11 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
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Size and funding
Form 5500 filings
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Sep 30, 2025 | 164 | Not disclosed | Not disclosed | n/a | $6,438 | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Sep 30, 2024 | 169 | $16.0M | $16.7M | 102.5% | $17.5M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Sep 30, 2023 | 170 | $15.8M | $16.5M | 105.6% | $16.0M | Not disclosed | Not disclosed | Not disclosed |
- 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
+17 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Cypress Lawn Cemetery Association Retirement Plan sits on 6 traced paths of capital across the graphs.
DFX traced 6 paths of capital through this record
Every record on each path, what it committed or lent, and as of when.
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Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
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Record history
- Total assets changed2025-09-30source on record
- Holding in a pooled vehicle ended2024-09-30source on record
- Holding in a pooled vehicle ended2024-09-30source on record
+13 more changes on this record's ledger
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The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.
›Connections
every published relationship on the graph
+10 connections on the graph
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