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.

Taft-Hartley plan

Western Conference of Teamsters Pension Plan

Taft-Hartley planSeattle, WA
Assets
$56B
Total assets, Dec 31, 2024 reported
Funded
95.3%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
56
17 managers on Schedule C
Plan sponsor: Western Conference of Teamsters Pension Trust Fund Board of Trustees
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 1.6%
  • Non-interest-bearing cash 0.0%
  • Corporate debt instruments (other) 47.0%
  • U.S. Government securities 9.6%
  • Insurance company general account 0.1%
  • Other loans 0.0%
  • Partnership/joint venture interests 25.8%
  • 103-12 investment entities 0.4%
  • Common/collective trusts 4.0%
  • Pooled separate accounts 4.6%
  • Registered investment companies 2.5%
  • Common stock 0.1%
  • Real estate (other than employer real property) 3.2%
Consultants and advisers
12 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
11 managers on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)
Commitments
56 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Bnym Mellon Db Sl Acwi Ex-Us Fundcollective trustBNY MellonPooled vehicles$35.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024EB Temporary Investmentcollective trustBNY MellonPooled vehicles$445,067 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Prisaseparate accountPrudential Insurance Company of AmePooled vehicles$958M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Prisa II Saseparate accountPrudential Insurance Company of AmePooled vehicles$414M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Short Termseparate accountPrudential Insurance Company of AmeCash$725M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Union Mortgage Accountseparate accountPrudential Insurance Company of AmeFixed income$45.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Pgim Real Estate U.S. Debt Fund S.Aseparate accountPrudential Insurance Company of AmePrivate credit$385M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Ullico Infrastructure Tax Exempt Fu103 12 ieUllico Investment AdvisorsInfrastructure$245M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Separate Account Jseparate accountUllico Investment Advisors, Inc.Pooled vehicles$65.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Neuberger Berman Strategic Multi-Secollective trustNeuberger Berman Trust Company, NaPooled vehicles$103M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Russell 3000 Index Non-Lendable Funcollective trustBlackrockPooled vehicles$1.6B heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Blackrock Msci Acwi Ex-Us Indexcollective trustBlackrock Institutional Trust Company, N.A.Pooled vehicles$486M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Arrowstreet International Equity103 12 ieArrow Street CapitalPublic equity$924M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Bridgewater All Weather Prtflio II103 12 ieBridgewater All Weather Portfolio II, LtdPooled vehicles$215M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Bnym Mellon Db Sl Acwi Ex-Us Fundcollective trustBNY MellonPooled vehicles$5.8B heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023DB Sl Mkt Completion Fundcollective trustBNY MellonPooled vehicles$2.3B heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Bnym Mellon Db Sl Stock Index Fundcollective trustBNY MellonPublic equity$12B heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023EB Temporary Investmentcollective trustBNY MellonPooled vehicles$49.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Invesco International Growth Trustcollective trustInvesco Trust CompanyPooled vehicles$430M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Highvista Strategies Citcollective trustSEI Trust CompanyPooled vehicles$519M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Loomis Sayles Credit Asset Trustcollective trustLoomis SaylesPrivate credit$1.0B heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Neuberger Berman Risk Parity Fd LP103 12 ieNeuberger Berman Investment Advisers LLCHedge / diversifiers$340M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Blackrock Total Return Bond Fundcollective trustBlackrockFixed income$1.0B heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prisaseparate accountPrudential Insurance Company of AmePooled vehicles$1.0B heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prisa II Saseparate accountPrudential Insurance Company of AmePooled vehicles$445M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Privest Accountseparate accountPrudential Insurance Company of AmePooled vehicles$947M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Short Termseparate accountPrudential Insurance Company of AmeCash$585M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Union Mortgage Accountseparate accountPrudential Insurance Company of AmeFixed income$45.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Pgim Real Estate U.S. Debt Fund S.Aseparate accountPrudential Insurance Company of AmePrivate credit$359M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Ullico Infrastructure Tax Exempt Fu103 12 ieUllico Investment AdvisorsInfrastructure$231M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Strategic Global Advisors Citcollective trustSEI Trust CompanyPooled vehicles$405M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Separate Account Jseparate accountUllico Investment Advisors, Inc.Pooled vehicles$63.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Bnym Newton Sl US Allcap Mt-Fact Stcollective trustBNY MellonPooled vehicles$661M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Arrowstreet International Equity103 12 ieArrow Street CapitalPublic equity$755M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Bridgewater All Weather Prtflio II103 12 ieBridgewater All Weather Portfolio II, Ltd.Pooled vehicles$545M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Bnym Mellon Db Sl Acwi Ex-Us Fundcollective trustBNY MellonPooled vehicles$5.0B heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022DB Sl Mkt Completion Fundcollective trustBNY MellonPooled vehicles$2.0B heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Bnym Mellon Db Sl Stock Index Fundcollective trustBNY MellonPublic equity$9.3B heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022EB Temporary Investmentcollective trustBNY MellonPooled vehicles$24.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Invesco Balanced-Risk Allocation Trcollective trustInvesco Balanced-Risk Alloc. TrustMulti-asset$539M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Invesco International Growth Trustcollective trustInvesco Trust CompanyPooled vehicles$362M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Highvista Strategies Citcollective trustSEI Trust CompanyPooled vehicles$431M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Loomis Sayles Credit Asset Trustcollective trustLoomis SaylesPrivate credit$775M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Neuberger Berman Risk Parity Fd LP103 12 ieNeuberger Berman Risk Parity Fd LPHedge / diversifiers$493M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Panagora Group Trust Risk Parity103 12 iePanagora Investment ManagerHedge / diversifiers$506M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Blackrock Total Return Bond Fundcollective trustBlackrockFixed income$982M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prisaseparate accountPrudential Insurance Company of AmePooled vehicles$1.3B heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prisa II Saseparate accountPrudential Insurance Company of AmePooled vehicles$513M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Privest Accountseparate accountPrudential Insurance Company of AmePooled vehicles$885M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Short Termseparate accountPrudential Insurance Company of AmeCash$424M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Union Mortgage Accountseparate accountPrudential Insurance Company of AmeFixed income$45.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Pgim Real Estate U.S. Debt Fund S.Aseparate accountPrudential Insurance Company of AmePrivate credit$336M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Ullico Infrastructure Tax Exempt Fu103 12 ieUllico Investment AdvisorsInfrastructure$210M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Strategic Global Advisors Citcollective trustSEI Trust CompanyPooled vehicles$336M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Separate Account Jseparate accountUllico Investment Advisors, Inc.Pooled vehicles$60.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Bnym Newton Sl US Allcap Mt-Fact Stcollective trustBNY MellonPooled vehicles$527M heldDisclosed holdingaskebsa.dol.gov
Size and funding
30 readings
Total assets
$56B Dec 31, 2024 reported Form 5500
$57B (2023-12) · $54B (2022-12)
Plan assets
$56B Jan 1, 2024 reported Form 5500
$51B (2023-01) · $57B (2022-01)
Net assets
$56B Dec 31, 2024 reported Form 5500
$56B (2023-12) · $51B (2022-12)
Funded ratio
95.3% Jan 1, 2024 reported Form 5500
99.2% (2023-01) · 98.0% (2022-01)
Participants
634,861 Jan 1, 2024 reported Form 5500
627,383 (2023-01) · 619,203 (2022-01)
Contributions
$2.6B Dec 31, 2024 reported Form 5500
$2.6B (2023-12) · $2.5B (2022-12)
Benefits paid
$3.5B Dec 31, 2024 reported Form 5500
$3.3B (2023-12) · $3.2B (2022-12)
Net investment income
$90.5M Dec 31, 2024 reported Form 5500
$5.1B (2023-12) · $-6.5B (2022-12)
Investment management fees
$340M Dec 31, 2024 reported Form 5500
$366M (2023-12) · $355M (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 2024634,861n/an/an/a$56B$15Bn/a$1.8B
2023 to Dec 31, 2023627,383n/an/an/a$57B$16Bn/a$1.8B
2022 to Dec 31, 2022619,203n/an/an/a$54B$14Bn/a$1.9B
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Northwest Administrators Inc codes 12 13 15 50 $86.3M PY2024
  • Prudential Insurance Co codes 13 28 50 51 $32.5M PY2024
  • Pgim Inc codes 28 51 $13.3M PY2024
  • Alan D Biller & Associates Inc codes 27 50 $11.1M PY2024
  • UBS Realty Investors LLC codes 28 51 $7.5M PY2024
  • Camden Asset Management LP codes 19 28 51 68 $6.5M PY2024
  • Forest Investment Associates LP codes 28 51 $4.9M PY2024
  • Manulife Inv Mgmt Timber & Ag codes 28 51 $3.4M PY2024
  • Oracle America Inc codes 16 50 $3.3M PY2024
  • Trucker Huss Apc codes 29 50 $2.1M PY2024
  • White Oak Global Advisors LLC codes 28 51 $1.7M PY2024
  • Goldman Sachs & Co codes 33 50 $1.6M PY2024
  • JP Morgan Clearing Corp codes 33 50 $1.1M PY2024
  • Reid Ballew & Leahy LLP codes 29 50 $790,098 PY2024
  • The Bank of New York Mellon codes 19 50 $724,812 PY2024
  • Milliman Inc codes 11 17 50 $706,979 PY2024
  • OSI Digital Inc codes 49 50 $631,653 PY2024
  • Citigroup Global Markets Inc codes 33 50 $604,824 PY2024
  • Withumsmith+brown PC codes 10 50 $592,976 PY2024
  • Transamerica Premier Life Insurance codes 28 51 $533,370 PY2024
  • PF Schmidt Consulting LLC codes 16 50 $482,160 PY2024
  • Chuck Mack & Assoc Co-Chair Comp codes 20 50 $413,121 PY2024
  • The Union Labor Life Insurance Co codes 28 51 52 72 $354,961 PY2024
  • Rick Porter Consulting Cochair Comp codes 20 50 $335,208 PY2024
  • Blackrock Institutional Trust Co codes 28 51 72 $278,733 PY2024
  • LAW Office of Jeff Minzel PLLC codes 29 50 $265,305 PY2024
  • RBC Capital Markets LLC codes 33 50 $242,493 PY2024
  • Chuck Mack & Assoc-Cochr Off Exp codes 17 50 $229,823 PY2024
  • Abracadabra Printing Inc codes 36 50 $201,589 PY2024
  • PM Packaging codes 49 50 $188,279 PY2024
  • Barclays Capital Inc codes 33 50 $163,636 PY2024
  • Arrowstreet Capital LP codes 28 51 $148,972 PY2024
  • Solid Object Software LLC codes 15 50 $128,350 PY2024
  • Rick Porter Consulting Cochr of Exp codes 17 20 $117,705 PY2024
  • Bank of America Corp Nc codes 33 50 $116,620 PY2024
  • Oaktree Capital Management LP codes 28 51 52 $110,683 PY2024
  • Covington & Burling LLP codes 29 50 $105,428 PY2024
  • Morgan Stanley & Co Inc NY codes 33 50 $95,794 PY2024
  • Image Access Corp codes 16 50 $87,332 PY2024
  • Lexisnexis Risk Solutions Fl Inc codes 49 50 $86,994 PY2024
  • Robert F May Company codes 49 50 $85,800 PY2024
  • Loomis Sayles & Company LP codes 28 51 $83,497 PY2024
  • Dell Marketing LP codes 49 50 $70,053 PY2024
  • Insight Direct USA Inc codes 49 50 $67,725 PY2024
  • JP Morgan Securities codes 33 50 $59,523 PY2024
  • BNY Mellon codes 28 51 $57,245 PY2024
  • Wells Fargo Bank Na codes 49 50 $55,136 PY2024
  • Jefferies & Co Inc codes 33 50 $49,155 PY2024
  • Stratify Inc codes 49 50 $45,901 PY2024
  • Rick E Porter codes 20 50 $39,447 PY2024
  • Wellington Management Company LLP codes 28 51 68 $35,834 PY2024
  • Invesco Trust Company codes 28 51 $29,327 PY2024
  • Jeff a Carlsen codes 20 50 $25,763 PY2024
  • Robert L Hutchison codes 20 50 $23,572 PY2024
  • North Pier Fiduciary Management LLC codes 27 50 $22,000 PY2024
  • West Publishing Corporation codes 49 50 $20,850 PY2024
  • Morgan Stanley and Co LLC NY codes 33 50 $20,091 PY2024
  • Jason Rabinowitz codes 20 50 $14,663 PY2024
  • Darin Torosian codes 20 50 $14,088 PY2024
  • Joseph F Hodge codes 20 50 $13,754 PY2024
  • Chris Langan codes 20 50 $13,156 PY2024
  • Robert E Wrightson codes 20 50 $12,879 PY2024
  • Rick Hicks codes 20 50 $12,875 PY2024
  • Andrew Sweet codes 20 50 $11,918 PY2024
  • Language Line Services Inc codes 49 50 $11,723 PY2024
  • Beeson Tayer & Bodine Apc codes 29 50 $11,465 PY2024
  • Mizuho Securities USA Inc New York codes 33 50 $11,437 PY2024
  • Wells Fargo Securities LLC codes 33 50 $11,052 PY2024
  • Samantha Kantak codes 20 50 $10,945 PY2024
  • John Bouchard codes 20 50 $10,517 PY2024
  • Robert Lindsay Marshall codes 20 50 $10,231 PY2024
  • Keybanc Capital Markets codes 33 50 $10,093 PY2024
  • James R Ham codes 20 50 $9,867 PY2024
  • Spencer Hogue codes 20 50 $9,762 PY2024
  • Veritas Technologies LLC codes 49 50 $9,552 PY2024
  • Thomas Vincze Media codes 49 50 $9,200 PY2024
  • Softchoice Corp codes 49 50 $9,000 PY2024
  • Glacier Stenographic Reporters Inc codes 49 50 $8,793 PY2024
  • Keefe Bruyette & Woods Inc New York codes 33 50 $8,454 PY2024
  • Kaye-Smith Enterprises Inc codes 36 50 $8,341 PY2024
What changed
28 events
  • Dec 31, 2024Holding endedinference
    Western Conference of Teamsters Pension Plan no longer reports Privest Account (Prudential Insurance Company of Ame) (last held $947M at 2023-12-31; absent from the 2024-12-31 filing)
    with Prudential Insurance Company of Ameaskebsa.dol.gov
  • Dec 31, 2024Holding endedinference
    Western Conference of Teamsters Pension Plan no longer reports Invesco International Growth Trust (Invesco Trust Company) (last held $430M at 2023-12-31; absent from the 2024-12-31 filing)
    with Invesco Trust Companyaskebsa.dol.gov
  • Dec 31, 2024Holding started
    Western Conference of Teamsters Pension Plan first reports an interest in Russell 3000 Index Non-Lendable Fun (Blackrock): $1.6B at 2024-12-31
    with Blackrockaskebsa.dol.gov
  • Dec 31, 2024Holding endedinference
    Western Conference of Teamsters Pension Plan no longer reports Strategic Global Advisors Cit (last held $405M at 2023-12-31; absent from the 2024-12-31 filing)
    with Strategic Global Advisors Citaskebsa.dol.gov
  • Dec 31, 2024Holding endedinference
    Western Conference of Teamsters Pension Plan no longer reports Highvista Strategies Cit (last held $519M at 2023-12-31; absent from the 2024-12-31 filing)
    with Highvista Strategies Citaskebsa.dol.gov
  • Dec 31, 2024Holding endedinference
    Western Conference of Teamsters Pension Plan no longer reports Arrowstreet International Equity (Arrow Street Capital) (last held $924M at 2023-12-31; absent from the 2024-12-31 filing)
    with Arrow Street Capitalaskebsa.dol.gov
  • Dec 31, 2024Holding endedinference
    Western Conference of Teamsters Pension Plan no longer reports Blackrock Total Return Bond Fund (Blackrock) (last held $1.0B at 2023-12-31; absent from the 2024-12-31 filing)
    with Blackrockaskebsa.dol.gov
  • Dec 31, 2024Holding endedinference
    Western Conference of Teamsters Pension Plan no longer reports Bridgewater All Weather Prtflio II (last held $215M at 2023-12-31; absent from the 2024-12-31 filing)
    with Bridgewater All Weather Prtflio IIaskebsa.dol.gov
  • Dec 31, 2024Holding started
    Western Conference of Teamsters Pension Plan first reports an interest in Blackrock Msci Acwi Ex-Us Index: $486M at 2024-12-31
    with Blackrock Msci Acwi Ex-Us Indexaskebsa.dol.gov
  • Dec 31, 2024Holding endedinference
    Western Conference of Teamsters Pension Plan no longer reports DB Sl Mkt Completion Fund (BNY Mellon) (last held $2.3B at 2023-12-31; absent from the 2024-12-31 filing)
    with BNY Mellonaskebsa.dol.gov
  • Dec 31, 2024Holding endedinference
    Western Conference of Teamsters Pension Plan no longer reports Neuberger Berman Risk Parity Fd LP (last held $340M at 2023-12-31; absent from the 2024-12-31 filing)
    with Neuberger Berman Risk Parity Fund Laskebsa.dol.gov
  • Dec 31, 2024Holding endedinference
    Western Conference of Teamsters Pension Plan no longer reports Bnym Mellon Db Sl Stock Index Fund (BNY Mellon) (last held $11.7B at 2023-12-31; absent from the 2024-12-31 filing)
    with BNY Mellonaskebsa.dol.gov
  • Dec 31, 2024Holding endedinference
    Western Conference of Teamsters Pension Plan no longer reports Loomis Sayles Credit Asset Trust (Loomis Sayles) (last held $1.0B at 2023-12-31; absent from the 2024-12-31 filing)
    with Loomis Saylesaskebsa.dol.gov
  • Dec 31, 2024Holding started
    Western Conference of Teamsters Pension Plan first reports an interest in Neuberger Berman Strategic Multi-Se (Neuberger Berman Trust Company, Na): $103M at 2024-12-31
    with Neuberger Berman Trust Company, Naaskebsa.dol.gov
  • Dec 31, 2024Holding endedinference
    Western Conference of Teamsters Pension Plan no longer reports Bnym Newton Sl US Allcap Mt-Fact St (BNY Mellon) (last held $661M at 2023-12-31; absent from the 2024-12-31 filing)
    with BNY Mellonaskebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    Bridgewater Associates LP no longer appears on Western Conference of Teamsters Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with Bridgewater Associates Intermediateaskebsa.dol.gov
  • Dec 31, 2024Consultant changedinference
    North Pier Fiduciary Management LLC appears on Western Conference of Teamsters Pension Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)
    with North Pier Fiduciaryaskebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    Panagora Asset Management Inc no longer appears on Western Conference of Teamsters Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with Panagora Asset Management, Inc.askebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    Pgim Inc appears on Western Conference of Teamsters Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with Pgim Incaskebsa.dol.gov
  • Jan 1, 2024Funded status changed
    Western Conference of Teamsters Pension Plan funded ratio 99.2% -> 95.3% (2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Jan 1, 2024Assets changed
    Western Conference of Teamsters Pension Plan plan assets $50.6B -> $55.6B (+9.9%, 2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Dec 31, 2023Holding endedinference
    Western Conference of Teamsters Pension Plan no longer reports Panagora Group Trust Risk Parity (Panagora Investment Manager) (last held $506M at 2022-12-31; absent from the 2023-12-31 filing)
    with Panagora Investment Manageraskebsa.dol.gov
  • Dec 31, 2023Holding endedinference
    Western Conference of Teamsters Pension Plan no longer reports Invesco Balanced-Risk Allocation Tr (Invesco Balanced-Risk Alloc. Trust) (last held $539M at 2022-12-31; absent from the 2023-12-31 filing)
    with Invesco Balanced-Risk Alloc. Trustaskebsa.dol.gov
  • Dec 31, 2023Consultant changedinference
    Edward R Lenhart Cochr Off Exp no longer appears on Western Conference of Teamsters Pension Plan's Schedule C as general consultant (plan year 2023 vs 2022)
    with Edward R Lenhart Cochr Off Expaskebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    Intech Investment Management LLC no longer appears on Western Conference of Teamsters Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with Intech Investment Managementaskebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    Mackay Shields LLC no longer appears on Western Conference of Teamsters Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with Mackay Shieldsaskebsa.dol.gov
  • Dec 31, 2023Assets changed
    Western Conference of Teamsters Pension Plan total assets $53.7B -> $57.4B (+6.8%, 2022-12-31 to 2023-12-31)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    Western Conference of Teamsters Pension Plan plan assets $57.0B -> $50.6B (-11.2%, 2022-01-01 to 2023-01-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 916145047-001
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.