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AllocatorsPlancorporate pension<100m

Mount Auburn Cemetery Retirement Income Plan

Allocators

Cambridge, MA

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:8d77bb33-d3dc-4b69-b2d9-29a22537c99f

Data as of Sep 15, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 19, 2026, 7:54 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 2
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: $13.9Mlatest reading; see basis
Assets as of: Dec 31, 2023
Assets basis: REPORTED
Funded ratio: 99%
Participants: 127
Commitments: 0with an amount; holdings are counted apart
Managers: 0
Funds: 0
Re-ups: 0
First-time managers: 0
Consultants: 0
Private markets target, %: 0latest policy, percent of assets
Private equity target, %: 0latest policy, percent of assets
Latest policy: Dec 31, 2023
People: 0

Policy targets, latest period

the latest period this plan published, every item quoted from its own report; a target is never an actual; 4 rows folded into 2

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Interest-bearing cash	n/a	n/a	n/a	2	$219,865	Dec 31, 2023	Derived
Registered investment companies	n/a	n/a	n/a	98	$13.7M	Dec 31, 2023	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
The Vanguard Group	Discretionary trustee	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
The Angell Pension Group, Inc.	actuary	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension

Relationships

Sponsors (1)

← Proprietors of the Cemetery of Mount AuburnPlan sponsorPlan sponsor
Jan 1, 2022 to presentfactForm 5500

Advised by (2)

→ The Vanguard GroupInvestment consultantDiscretionary trustee
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ The Angell Pension Group, Inc.Investment consultantactuary
Jan 1, 2022 to Dec 31, 2022factForm 5500

Dated events

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

Show 2 bookkeeping events

Occurred
Jan 1, 2023
Mount Auburn Cemetery Retirement Income Plan plan assets $17M -> $13M (-23.1%, 2022-01-01 to 2023-01-01)
Occurred
Jan 1, 2023
Mount Auburn Cemetery Retirement Income Plan funded ratio 115.6% -> 99.3% (2022-01-01 to 2023-01-01)

Provenance

Graph: Allocators
Canonical id: dfx:al:8d77bb33-d3dc-4b69-b2d9-29a22537c99f
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 3 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.

Mount Auburn Cemetery Retirement Income Plan

Allocators

Cambridge, MA

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:8d77bb33-d3dc-4b69-b2d9-29a22537c99f

Bucket

Target %

Range low

Range high

Actual %

Actual

Period end

Basis

Interest-bearing cash

n/a

$219,865

Dec 31, 2023

Derived

Registered investment companies

n/a

$13.7M

Dec 31, 2023

Derived

Consultant

Role

From

Current

Evidence

Source

The Vanguard Group

Discretionary trustee

Jan 1, 2022

Dec 31, 2022

fact

Dol form 5500 pension

The Angell Pension Group, Inc.

actuary

Jan 1, 2022

Dec 31, 2022

fact

Dol form 5500 pension